2 use base qw( FS::cust_main::Packages
4 FS::cust_main::NationalID
6 FS::cust_main::Billing_Realtime
7 FS::cust_main::Billing_Batch
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
14 FS::otaker_Mixin FS::cust_main_Mixin
15 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
29 use File::Temp; #qw( tempfile );
30 use Business::CreditCard 0.28;
31 use List::Util qw(min);
33 use FS::UID qw( dbh driver_name );
34 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
36 use FS::Misc qw( generate_ps do_print money_pretty card_types );
37 use FS::Msgcat qw(gettext);
44 use FS::cust_bill_void;
45 use FS::legacy_cust_bill;
47 use FS::cust_pay_pending;
48 use FS::cust_pay_void;
49 use FS::cust_pay_batch;
52 use FS::part_referral;
53 use FS::cust_main_county;
54 use FS::cust_location;
57 use FS::cust_main_exemption;
58 use FS::cust_tax_adjustment;
59 use FS::cust_tax_location;
60 use FS::agent_currency;
61 use FS::cust_main_invoice;
63 use FS::prepay_credit;
69 use FS::payment_gateway;
70 use FS::agent_payment_gateway;
72 use FS::cust_main_note;
73 use FS::cust_attachment;
76 use FS::upgrade_journal;
82 # 1 is mostly method/subroutine entry and options
83 # 2 traces progress of some operations
84 # 3 is even more information including possibly sensitive data
86 our $me = '[FS::cust_main]';
89 our $ignore_expired_card = 0;
90 our $ignore_banned_card = 0;
91 our $ignore_invalid_card = 0;
93 our $skip_fuzzyfiles = 0;
95 our $ucfirst_nowarn = 0;
97 #this info is in cust_payby as of 4.x
98 #this and the fields themselves can be removed in 5.x
99 our @encrypted_fields = ('payinfo', 'paycvv');
100 sub nohistory_fields { ('payinfo', 'paycvv'); }
103 our $default_agent_custid;
104 our $custnum_display_length;
105 #ask FS::UID to run this stuff for us later
106 #$FS::UID::callback{'FS::cust_main'} = sub {
107 install_callback FS::UID sub {
108 $conf = new FS::Conf;
109 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
110 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
111 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
116 my ( $hashref, $cache ) = @_;
117 if ( exists $hashref->{'pkgnum'} ) {
118 #@{ $self->{'_pkgnum'} } = ();
119 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
120 $self->{'_pkgnum'} = $subcache;
121 #push @{ $self->{'_pkgnum'} },
122 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
128 FS::cust_main - Object methods for cust_main records
134 $record = new FS::cust_main \%hash;
135 $record = new FS::cust_main { 'column' => 'value' };
137 $error = $record->insert;
139 $error = $new_record->replace($old_record);
141 $error = $record->delete;
143 $error = $record->check;
145 @cust_pkg = $record->all_pkgs;
147 @cust_pkg = $record->ncancelled_pkgs;
149 @cust_pkg = $record->suspended_pkgs;
151 $error = $record->bill;
152 $error = $record->bill %options;
153 $error = $record->bill 'time' => $time;
155 $error = $record->collect;
156 $error = $record->collect %options;
157 $error = $record->collect 'invoice_time' => $time,
162 An FS::cust_main object represents a customer. FS::cust_main inherits from
163 FS::Record. The following fields are currently supported:
169 Primary key (assigned automatically for new customers)
173 Agent (see L<FS::agent>)
177 Advertising source (see L<FS::part_referral>)
189 Cocial security number (optional)
213 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
217 Payment Information (See L<FS::payinfo_Mixin> for data format)
221 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
225 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
229 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
233 Start date month (maestro/solo cards only)
237 Start date year (maestro/solo cards only)
241 Issue number (maestro/solo cards only)
245 Name on card or billing name
249 IP address from which payment information was received
253 Tax exempt, empty or `Y'
257 Order taker (see L<FS::access_user>)
263 =item referral_custnum
265 Referring customer number
269 Enable individual CDR spooling, empty or `Y'
273 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
277 Discourage individual CDR printing, empty or `Y'
281 Allow self-service editing of ticket subjects, empty or 'Y'
283 =item calling_list_exempt
285 Do not call, empty or 'Y'
287 =item invoice_ship_address
289 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
299 Creates a new customer. To add the customer to the database, see L<"insert">.
301 Note that this stores the hash reference, not a distinct copy of the hash it
302 points to. You can ask the object for a copy with the I<hash> method.
306 sub table { 'cust_main'; }
308 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
310 Adds this customer to the database. If there is an error, returns the error,
311 otherwise returns false.
313 Usually the customer's location will not yet exist in the database, and
314 the C<bill_location> and C<ship_location> pseudo-fields must be set to
315 uninserted L<FS::cust_location> objects. These will be inserted and linked
316 (in both directions) to the new customer record. If they're references
317 to the same object, they will become the same location.
319 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
320 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
321 are inserted atomicly, or the transaction is rolled back. Passing an empty
322 hash reference is equivalent to not supplying this parameter. There should be
323 a better explanation of this, but until then, here's an example:
326 tie %hash, 'Tie::RefHash'; #this part is important
328 $cust_pkg => [ $svc_acct ],
331 $cust_main->insert( \%hash );
333 INVOICING_LIST_ARYREF: No longer supported.
335 Currently available options are: I<depend_jobnum>, I<noexport>,
336 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
338 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
339 on the supplied jobnum (they will not run until the specific job completes).
340 This can be used to defer provisioning until some action completes (such
341 as running the customer's credit card successfully).
343 The I<noexport> option is deprecated. If I<noexport> is set true, no
344 provisioning jobs (exports) are scheduled. (You can schedule them later with
345 the B<reexport> method.)
347 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
348 of tax names and exemption numbers. FS::cust_main_exemption records will be
349 created and inserted.
351 If I<prospectnum> is set, moves contacts and locations from that prospect.
353 If I<contact> is set to an arrayref of FS::contact objects, those will be
356 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
357 unset), inserts those new contacts with this new customer. Handles CGI
358 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
360 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
361 new stored payment records with this new customer. Handles CGI parameters
362 for an "m2" multiple entry field as passed by edit/cust_main.cgi
368 my $cust_pkgs = @_ ? shift : {};
370 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
371 warn "cust_main::insert using deprecated invoicing list argument";
372 $invoicing_list = shift;
375 warn "$me insert called with options ".
376 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
379 local $SIG{HUP} = 'IGNORE';
380 local $SIG{INT} = 'IGNORE';
381 local $SIG{QUIT} = 'IGNORE';
382 local $SIG{TERM} = 'IGNORE';
383 local $SIG{TSTP} = 'IGNORE';
384 local $SIG{PIPE} = 'IGNORE';
386 my $oldAutoCommit = $FS::UID::AutoCommit;
387 local $FS::UID::AutoCommit = 0;
390 my $prepay_identifier = '';
391 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
393 if ( $self->payby eq 'PREPAY' ) {
395 $self->payby(''); #'BILL');
396 $prepay_identifier = $self->payinfo;
399 warn " looking up prepaid card $prepay_identifier\n"
402 my $error = $self->get_prepay( $prepay_identifier,
403 'amount_ref' => \$amount,
404 'seconds_ref' => \$seconds,
405 'upbytes_ref' => \$upbytes,
406 'downbytes_ref' => \$downbytes,
407 'totalbytes_ref' => \$totalbytes,
410 $dbh->rollback if $oldAutoCommit;
411 #return "error applying prepaid card (transaction rolled back): $error";
415 $payby = 'PREP' if $amount;
417 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
420 $self->payby(''); #'BILL');
421 $amount = $self->paid;
426 foreach my $l (qw(bill_location ship_location)) {
428 my $loc = delete $self->hashref->{$l} or next;
430 if ( !$loc->locationnum ) {
431 # warn the location that we're going to insert it with no custnum
432 $loc->set(custnum_pending => 1);
433 warn " inserting $l\n"
435 my $error = $loc->insert;
437 $dbh->rollback if $oldAutoCommit;
438 my $label = $l eq 'ship_location' ? 'service' : 'billing';
439 return "$error (in $label location)";
442 } elsif ( $loc->prospectnum ) {
444 $loc->prospectnum('');
445 $loc->set(custnum_pending => 1);
446 my $error = $loc->replace;
448 $dbh->rollback if $oldAutoCommit;
449 my $label = $l eq 'ship_location' ? 'service' : 'billing';
450 return "$error (moving $label location)";
453 } elsif ( ($loc->custnum || 0) > 0 ) {
454 # then it somehow belongs to another customer--shouldn't happen
455 $dbh->rollback if $oldAutoCommit;
456 return "$l belongs to customer ".$loc->custnum;
458 # else it already belongs to this customer
459 # (happens when ship_location is identical to bill_location)
461 $self->set($l.'num', $loc->locationnum);
463 if ( $self->get($l.'num') eq '' ) {
464 $dbh->rollback if $oldAutoCommit;
469 warn " inserting $self\n"
472 $self->signupdate(time) unless $self->signupdate;
474 $self->auto_agent_custid()
475 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
477 my $error = $self->check_payinfo_cardtype
478 || $self->SUPER::insert;
480 $dbh->rollback if $oldAutoCommit;
481 #return "inserting cust_main record (transaction rolled back): $error";
485 # now set cust_location.custnum
486 foreach my $l (qw(bill_location ship_location)) {
487 warn " setting $l.custnum\n"
489 my $loc = $self->$l or next;
490 unless ( $loc->custnum ) {
491 $loc->set(custnum => $self->custnum);
492 $error ||= $loc->replace;
496 $dbh->rollback if $oldAutoCommit;
497 return "error setting $l custnum: $error";
501 warn " setting customer tags\n"
504 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
505 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
506 'custnum' => $self->custnum };
507 my $error = $cust_tag->insert;
509 $dbh->rollback if $oldAutoCommit;
514 my $prospectnum = delete $options{'prospectnum'};
515 if ( $prospectnum ) {
517 warn " moving contacts and locations from prospect $prospectnum\n"
521 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
522 unless ( $prospect_main ) {
523 $dbh->rollback if $oldAutoCommit;
524 return "Unknown prospectnum $prospectnum";
526 $prospect_main->custnum($self->custnum);
527 $prospect_main->disabled('Y');
528 my $error = $prospect_main->replace;
530 $dbh->rollback if $oldAutoCommit;
534 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
535 my $cust_contact = new FS::cust_contact {
536 'custnum' => $self->custnum,
537 'invoice_dest' => 'Y', # invoice_dest currently not set for prospect contacts
538 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
540 my $error = $cust_contact->insert
541 || $prospect_contact->delete;
543 $dbh->rollback if $oldAutoCommit;
548 my @cust_location = $prospect_main->cust_location;
549 my @qual = $prospect_main->qual;
551 foreach my $r ( @cust_location, @qual ) {
553 $r->custnum($self->custnum);
554 my $error = $r->replace;
556 $dbh->rollback if $oldAutoCommit;
560 # since we set invoice_dest on all migrated prospect contacts (for now),
561 # don't process invoicing_list.
562 delete $options{'invoicing_list'};
563 $invoicing_list = undef;
566 warn " setting contacts\n"
569 $invoicing_list ||= $options{'invoicing_list'};
570 if ( $invoicing_list ) {
572 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
575 foreach my $dest (@$invoicing_list ) {
576 if ($dest eq 'POST') {
577 $self->set('postal_invoice', 'Y');
580 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
581 if ( $contact_email ) {
582 my $cust_contact = FS::cust_contact->new({
583 contactnum => $contact_email->contactnum,
584 custnum => $self->custnum,
586 $cust_contact->set('invoice_dest', 'Y');
587 my $error = $cust_contact->insert;
589 $dbh->rollback if $oldAutoCommit;
590 return "$error (linking to email address $dest)";
594 # this email address is not yet linked to any contact
595 $email .= ',' if length($email);
603 my $contact = FS::contact->new({
604 'custnum' => $self->get('custnum'),
605 'last' => $self->get('last'),
606 'first' => $self->get('first'),
607 'emailaddress' => $email,
608 'invoice_dest' => 'Y', # yes, you can set this via the contact
610 my $error = $contact->insert;
612 $dbh->rollback if $oldAutoCommit;
620 if ( my $contact = delete $options{'contact'} ) {
622 foreach my $c ( @$contact ) {
623 $c->custnum($self->custnum);
624 my $error = $c->insert;
626 $dbh->rollback if $oldAutoCommit;
632 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
634 my $error = $self->process_o2m( 'table' => 'contact',
635 'fields' => FS::contact->cgi_contact_fields,
636 'params' => $contact_params,
639 $dbh->rollback if $oldAutoCommit;
644 warn " setting cust_payby\n"
647 if ( $options{cust_payby} ) {
649 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
650 $cust_payby->custnum($self->custnum);
651 my $error = $cust_payby->insert;
653 $dbh->rollback if $oldAutoCommit;
658 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
660 my $error = $self->process_o2m(
661 'table' => 'cust_payby',
662 'fields' => FS::cust_payby->cgi_cust_payby_fields,
663 'params' => $cust_payby_params,
664 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
667 $dbh->rollback if $oldAutoCommit;
673 warn " setting cust_main_exemption\n"
676 my $tax_exemption = delete $options{'tax_exemption'};
677 if ( $tax_exemption ) {
679 $tax_exemption = { map { $_ => '' } @$tax_exemption }
680 if ref($tax_exemption) eq 'ARRAY';
682 foreach my $taxname ( keys %$tax_exemption ) {
683 my $cust_main_exemption = new FS::cust_main_exemption {
684 'custnum' => $self->custnum,
685 'taxname' => $taxname,
686 'exempt_number' => $tax_exemption->{$taxname},
688 my $error = $cust_main_exemption->insert;
690 $dbh->rollback if $oldAutoCommit;
691 return "inserting cust_main_exemption (transaction rolled back): $error";
696 warn " ordering packages\n"
699 $error = $self->order_pkgs( $cust_pkgs,
701 'seconds_ref' => \$seconds,
702 'upbytes_ref' => \$upbytes,
703 'downbytes_ref' => \$downbytes,
704 'totalbytes_ref' => \$totalbytes,
707 $dbh->rollback if $oldAutoCommit;
712 $dbh->rollback if $oldAutoCommit;
713 return "No svc_acct record to apply pre-paid time";
715 if ( $upbytes || $downbytes || $totalbytes ) {
716 $dbh->rollback if $oldAutoCommit;
717 return "No svc_acct record to apply pre-paid data";
721 warn " inserting initial $payby payment of $amount\n"
723 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
725 $dbh->rollback if $oldAutoCommit;
726 return "inserting payment (transaction rolled back): $error";
730 unless ( $import || $skip_fuzzyfiles ) {
731 warn " queueing fuzzyfiles update\n"
733 $error = $self->queue_fuzzyfiles_update;
735 $dbh->rollback if $oldAutoCommit;
736 return "updating fuzzy search cache: $error";
740 # FS::geocode_Mixin::after_insert or something?
741 if ( $conf->config('tax_district_method') and !$import ) {
742 # if anything non-empty, try to look it up
743 my $queue = new FS::queue {
744 'job' => 'FS::geocode_Mixin::process_district_update',
745 'custnum' => $self->custnum,
747 my $error = $queue->insert( ref($self), $self->custnum );
749 $dbh->rollback if $oldAutoCommit;
750 return "queueing tax district update: $error";
755 warn " exporting\n" if $DEBUG > 1;
757 my $export_args = $options{'export_args'} || [];
760 map qsearch( 'part_export', {exportnum=>$_} ),
761 $conf->config('cust_main-exports'); #, $agentnum
763 foreach my $part_export ( @part_export ) {
764 my $error = $part_export->export_insert($self, @$export_args);
766 $dbh->rollback if $oldAutoCommit;
767 return "exporting to ". $part_export->exporttype.
768 " (transaction rolled back): $error";
772 #foreach my $depend_jobnum ( @$depend_jobnums ) {
773 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
775 # foreach my $jobnum ( @jobnums ) {
776 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
777 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
779 # my $error = $queue->depend_insert($depend_jobnum);
781 # $dbh->rollback if $oldAutoCommit;
782 # return "error queuing job dependancy: $error";
789 #if ( exists $options{'jobnums'} ) {
790 # push @{ $options{'jobnums'} }, @jobnums;
793 warn " insert complete; committing transaction\n"
796 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
801 use File::CounterFile;
802 sub auto_agent_custid {
805 my $format = $conf->config('cust_main-auto_agent_custid');
807 if ( $format eq '1YMMXXXXXXXX' ) {
809 my $counter = new File::CounterFile 'cust_main.agent_custid';
812 my $ym = 100000000000 + time2str('%y%m00000000', time);
813 if ( $ym > $counter->value ) {
814 $counter->{'value'} = $agent_custid = $ym;
815 $counter->{'updated'} = 1;
817 $agent_custid = $counter->inc;
823 die "Unknown cust_main-auto_agent_custid format: $format";
826 $self->agent_custid($agent_custid);
830 =item PACKAGE METHODS
832 Documentation on customer package methods has been moved to
833 L<FS::cust_main::Packages>.
835 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
837 Recharges this (existing) customer with the specified prepaid card (see
838 L<FS::prepay_credit>), specified either by I<identifier> or as an
839 FS::prepay_credit object. If there is an error, returns the error, otherwise
842 Optionally, five scalar references can be passed as well. They will have their
843 values filled in with the amount, number of seconds, and number of upload,
844 download, and total bytes applied by this prepaid card.
848 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
849 #the only place that uses these args
850 sub recharge_prepay {
851 my( $self, $prepay_credit, $amountref, $secondsref,
852 $upbytesref, $downbytesref, $totalbytesref ) = @_;
854 local $SIG{HUP} = 'IGNORE';
855 local $SIG{INT} = 'IGNORE';
856 local $SIG{QUIT} = 'IGNORE';
857 local $SIG{TERM} = 'IGNORE';
858 local $SIG{TSTP} = 'IGNORE';
859 local $SIG{PIPE} = 'IGNORE';
861 my $oldAutoCommit = $FS::UID::AutoCommit;
862 local $FS::UID::AutoCommit = 0;
865 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
867 my $error = $self->get_prepay( $prepay_credit,
868 'amount_ref' => \$amount,
869 'seconds_ref' => \$seconds,
870 'upbytes_ref' => \$upbytes,
871 'downbytes_ref' => \$downbytes,
872 'totalbytes_ref' => \$totalbytes,
874 || $self->increment_seconds($seconds)
875 || $self->increment_upbytes($upbytes)
876 || $self->increment_downbytes($downbytes)
877 || $self->increment_totalbytes($totalbytes)
878 || $self->insert_cust_pay_prepay( $amount,
880 ? $prepay_credit->identifier
885 $dbh->rollback if $oldAutoCommit;
889 if ( defined($amountref) ) { $$amountref = $amount; }
890 if ( defined($secondsref) ) { $$secondsref = $seconds; }
891 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
892 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
893 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
895 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
900 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
902 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
903 specified either by I<identifier> or as an FS::prepay_credit object.
905 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
906 incremented by the values of the prepaid card.
908 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
909 check or set this customer's I<agentnum>.
911 If there is an error, returns the error, otherwise returns false.
917 my( $self, $prepay_credit, %opt ) = @_;
919 local $SIG{HUP} = 'IGNORE';
920 local $SIG{INT} = 'IGNORE';
921 local $SIG{QUIT} = 'IGNORE';
922 local $SIG{TERM} = 'IGNORE';
923 local $SIG{TSTP} = 'IGNORE';
924 local $SIG{PIPE} = 'IGNORE';
926 my $oldAutoCommit = $FS::UID::AutoCommit;
927 local $FS::UID::AutoCommit = 0;
930 unless ( ref($prepay_credit) ) {
932 my $identifier = $prepay_credit;
934 $prepay_credit = qsearchs(
936 { 'identifier' => $identifier },
941 unless ( $prepay_credit ) {
942 $dbh->rollback if $oldAutoCommit;
943 return "Invalid prepaid card: ". $identifier;
948 if ( $prepay_credit->agentnum ) {
949 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
950 $dbh->rollback if $oldAutoCommit;
951 return "prepaid card not valid for agent ". $self->agentnum;
953 $self->agentnum($prepay_credit->agentnum);
956 my $error = $prepay_credit->delete;
958 $dbh->rollback if $oldAutoCommit;
959 return "removing prepay_credit (transaction rolled back): $error";
962 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
963 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
965 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
970 =item increment_upbytes SECONDS
972 Updates this customer's single or primary account (see L<FS::svc_acct>) by
973 the specified number of upbytes. If there is an error, returns the error,
974 otherwise returns false.
978 sub increment_upbytes {
979 _increment_column( shift, 'upbytes', @_);
982 =item increment_downbytes SECONDS
984 Updates this customer's single or primary account (see L<FS::svc_acct>) by
985 the specified number of downbytes. If there is an error, returns the error,
986 otherwise returns false.
990 sub increment_downbytes {
991 _increment_column( shift, 'downbytes', @_);
994 =item increment_totalbytes SECONDS
996 Updates this customer's single or primary account (see L<FS::svc_acct>) by
997 the specified number of totalbytes. If there is an error, returns the error,
998 otherwise returns false.
1002 sub increment_totalbytes {
1003 _increment_column( shift, 'totalbytes', @_);
1006 =item increment_seconds SECONDS
1008 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1009 the specified number of seconds. If there is an error, returns the error,
1010 otherwise returns false.
1014 sub increment_seconds {
1015 _increment_column( shift, 'seconds', @_);
1018 =item _increment_column AMOUNT
1020 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1021 the specified number of seconds or bytes. If there is an error, returns
1022 the error, otherwise returns false.
1026 sub _increment_column {
1027 my( $self, $column, $amount ) = @_;
1028 warn "$me increment_column called: $column, $amount\n"
1031 return '' unless $amount;
1033 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1034 $self->ncancelled_pkgs;
1036 if ( ! @cust_pkg ) {
1037 return 'No packages with primary or single services found'.
1038 ' to apply pre-paid time';
1039 } elsif ( scalar(@cust_pkg) > 1 ) {
1040 #maybe have a way to specify the package/account?
1041 return 'Multiple packages found to apply pre-paid time';
1044 my $cust_pkg = $cust_pkg[0];
1045 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1049 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1051 if ( ! @cust_svc ) {
1052 return 'No account found to apply pre-paid time';
1053 } elsif ( scalar(@cust_svc) > 1 ) {
1054 return 'Multiple accounts found to apply pre-paid time';
1057 my $svc_acct = $cust_svc[0]->svc_x;
1058 warn " found service svcnum ". $svc_acct->pkgnum.
1059 ' ('. $svc_acct->email. ")\n"
1062 $column = "increment_$column";
1063 $svc_acct->$column($amount);
1067 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1069 Inserts a prepayment in the specified amount for this customer. An optional
1070 second argument can specify the prepayment identifier for tracking purposes.
1071 If there is an error, returns the error, otherwise returns false.
1075 sub insert_cust_pay_prepay {
1076 shift->insert_cust_pay('PREP', @_);
1079 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1081 Inserts a cash payment in the specified amount for this customer. An optional
1082 second argument can specify the payment identifier for tracking purposes.
1083 If there is an error, returns the error, otherwise returns false.
1087 sub insert_cust_pay_cash {
1088 shift->insert_cust_pay('CASH', @_);
1091 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1093 Inserts a Western Union payment in the specified amount for this customer. An
1094 optional second argument can specify the prepayment identifier for tracking
1095 purposes. If there is an error, returns the error, otherwise returns false.
1099 sub insert_cust_pay_west {
1100 shift->insert_cust_pay('WEST', @_);
1103 sub insert_cust_pay {
1104 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1105 my $payinfo = scalar(@_) ? shift : '';
1107 my $cust_pay = new FS::cust_pay {
1108 'custnum' => $self->custnum,
1109 'paid' => sprintf('%.2f', $amount),
1110 #'_date' => #date the prepaid card was purchased???
1112 'payinfo' => $payinfo,
1118 =item delete [ OPTION => VALUE ... ]
1120 This deletes the customer. If there is an error, returns the error, otherwise
1123 This will completely remove all traces of the customer record. This is not
1124 what you want when a customer cancels service; for that, cancel all of the
1125 customer's packages (see L</cancel>).
1127 If the customer has any uncancelled packages, you need to pass a new (valid)
1128 customer number for those packages to be transferred to, as the "new_customer"
1129 option. Cancelled packages will be deleted. Did I mention that this is NOT
1130 what you want when a customer cancels service and that you really should be
1131 looking at L<FS::cust_pkg/cancel>?
1133 You can't delete a customer with invoices (see L<FS::cust_bill>),
1134 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1135 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1136 set the "delete_financials" option to a true value.
1141 my( $self, %opt ) = @_;
1143 local $SIG{HUP} = 'IGNORE';
1144 local $SIG{INT} = 'IGNORE';
1145 local $SIG{QUIT} = 'IGNORE';
1146 local $SIG{TERM} = 'IGNORE';
1147 local $SIG{TSTP} = 'IGNORE';
1148 local $SIG{PIPE} = 'IGNORE';
1150 my $oldAutoCommit = $FS::UID::AutoCommit;
1151 local $FS::UID::AutoCommit = 0;
1154 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1155 $dbh->rollback if $oldAutoCommit;
1156 return "Can't delete a master agent customer";
1159 #use FS::access_user
1160 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1161 $dbh->rollback if $oldAutoCommit;
1162 return "Can't delete a master employee customer";
1165 tie my %financial_tables, 'Tie::IxHash',
1166 'cust_bill' => 'invoices',
1167 'cust_statement' => 'statements',
1168 'cust_credit' => 'credits',
1169 'cust_pay' => 'payments',
1170 'cust_refund' => 'refunds',
1173 foreach my $table ( keys %financial_tables ) {
1175 my @records = $self->$table();
1177 if ( @records && ! $opt{'delete_financials'} ) {
1178 $dbh->rollback if $oldAutoCommit;
1179 return "Can't delete a customer with ". $financial_tables{$table};
1182 foreach my $record ( @records ) {
1183 my $error = $record->delete;
1185 $dbh->rollback if $oldAutoCommit;
1186 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1192 my @cust_pkg = $self->ncancelled_pkgs;
1194 my $new_custnum = $opt{'new_custnum'};
1195 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1196 $dbh->rollback if $oldAutoCommit;
1197 return "Invalid new customer number: $new_custnum";
1199 foreach my $cust_pkg ( @cust_pkg ) {
1200 my %hash = $cust_pkg->hash;
1201 $hash{'custnum'} = $new_custnum;
1202 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1203 my $error = $new_cust_pkg->replace($cust_pkg,
1204 options => { $cust_pkg->options },
1207 $dbh->rollback if $oldAutoCommit;
1212 my @cancelled_cust_pkg = $self->all_pkgs;
1213 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1214 my $error = $cust_pkg->delete;
1216 $dbh->rollback if $oldAutoCommit;
1221 #cust_tax_adjustment in financials?
1222 #cust_pay_pending? ouch
1223 foreach my $table (qw(
1224 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1225 cust_payby cust_location cust_main_note cust_tax_adjustment
1226 cust_pay_void cust_pay_batch queue cust_tax_exempt
1228 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1229 my $error = $record->delete;
1231 $dbh->rollback if $oldAutoCommit;
1237 my $sth = $dbh->prepare(
1238 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1240 my $errstr = $dbh->errstr;
1241 $dbh->rollback if $oldAutoCommit;
1244 $sth->execute($self->custnum) or do {
1245 my $errstr = $sth->errstr;
1246 $dbh->rollback if $oldAutoCommit;
1252 my $ticket_dbh = '';
1253 if ($conf->config('ticket_system') eq 'RT_Internal') {
1255 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1256 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1257 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1258 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1261 if ( $ticket_dbh ) {
1263 my $ticket_sth = $ticket_dbh->prepare(
1264 'DELETE FROM Links WHERE Target = ?'
1266 my $errstr = $ticket_dbh->errstr;
1267 $dbh->rollback if $oldAutoCommit;
1270 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1272 my $errstr = $ticket_sth->errstr;
1273 $dbh->rollback if $oldAutoCommit;
1277 #check and see if the customer is the only link on the ticket, and
1278 #if so, set the ticket to deleted status in RT?
1279 #maybe someday, for now this will at least fix tickets not displaying
1283 #delete the customer record
1285 my $error = $self->SUPER::delete;
1287 $dbh->rollback if $oldAutoCommit;
1291 # cust_main exports!
1293 #my $export_args = $options{'export_args'} || [];
1296 map qsearch( 'part_export', {exportnum=>$_} ),
1297 $conf->config('cust_main-exports'); #, $agentnum
1299 foreach my $part_export ( @part_export ) {
1300 my $error = $part_export->export_delete( $self ); #, @$export_args);
1302 $dbh->rollback if $oldAutoCommit;
1303 return "exporting to ". $part_export->exporttype.
1304 " (transaction rolled back): $error";
1308 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1313 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1315 Replaces the OLD_RECORD with this one in the database. If there is an error,
1316 returns the error, otherwise returns false.
1318 To change the customer's address, set the pseudo-fields C<bill_location> and
1319 C<ship_location>. The address will still only change if at least one of the
1320 address fields differs from the existing values.
1322 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1323 set as the contact email address for a default contact with the same name as
1326 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1327 I<contact_params>, I<invoicing_list>.
1329 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1330 of tax names and exemption numbers. FS::cust_main_exemption records will be
1331 deleted and inserted as appropriate.
1333 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1334 groups (describing the customer's payment methods and contacts, respectively)
1335 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1336 and L<FS::contact> for the fields these can contain.
1338 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1339 should be used instead if possible.
1346 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1348 : $self->replace_old;
1352 warn "$me replace called\n"
1355 my $curuser = $FS::CurrentUser::CurrentUser;
1356 return "You are not permitted to create complimentary accounts."
1357 if $self->complimentary eq 'Y'
1358 && $self->complimentary ne $old->complimentary
1359 && ! $curuser->access_right('Complimentary customer');
1361 local($ignore_expired_card) = 1
1362 if $old->payby =~ /^(CARD|DCRD)$/
1363 && $self->payby =~ /^(CARD|DCRD)$/
1364 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1366 local($ignore_banned_card) = 1
1367 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1368 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1369 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1371 if ( $self->payby =~ /^(CARD|DCRD)$/
1372 && $old->payinfo ne $self->payinfo
1373 && $old->paymask ne $self->paymask )
1375 my $error = $self->check_payinfo_cardtype;
1376 return $error if $error;
1379 return "Invoicing locale is required"
1382 && $conf->exists('cust_main-require_locale');
1384 local $SIG{HUP} = 'IGNORE';
1385 local $SIG{INT} = 'IGNORE';
1386 local $SIG{QUIT} = 'IGNORE';
1387 local $SIG{TERM} = 'IGNORE';
1388 local $SIG{TSTP} = 'IGNORE';
1389 local $SIG{PIPE} = 'IGNORE';
1391 my $oldAutoCommit = $FS::UID::AutoCommit;
1392 local $FS::UID::AutoCommit = 0;
1395 for my $l (qw(bill_location ship_location)) {
1396 #my $old_loc = $old->$l;
1397 my $new_loc = $self->$l or next;
1399 # find the existing location if there is one
1400 $new_loc->set('custnum' => $self->custnum);
1401 my $error = $new_loc->find_or_insert;
1403 $dbh->rollback if $oldAutoCommit;
1406 $self->set($l.'num', $new_loc->locationnum);
1410 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1411 warn "cust_main::replace: using deprecated invoicing list argument";
1412 $invoicing_list = shift @param;
1415 my %options = @param;
1417 $invoicing_list ||= $options{invoicing_list};
1419 my @contacts = map { $_->contact } $self->cust_contact;
1420 # find a contact that matches the customer's name
1421 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1422 and $_->last eq $old->get('last') }
1424 $implicit_contact ||= FS::contact->new({
1425 'custnum' => $self->custnum,
1426 'locationnum' => $self->get('bill_locationnum'),
1429 # for any of these that are already contact emails, link to the existing
1431 if ( $invoicing_list ) {
1434 # kind of like process_m2m on these, except:
1435 # - the other side is two tables in a join
1436 # - and we might have to create new contact_emails
1437 # - and possibly a new contact
1439 # Find existing invoice emails that aren't on the implicit contact.
1440 # Any of these that are not on the new invoicing list will be removed.
1441 my %old_email_cust_contact;
1442 foreach my $cust_contact ($self->cust_contact) {
1443 next if !$cust_contact->invoice_dest;
1444 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1446 foreach my $contact_email ($cust_contact->contact->contact_email) {
1447 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1451 foreach my $dest (@$invoicing_list) {
1453 if ($dest eq 'POST') {
1455 $self->set('postal_invoice', 'Y');
1457 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1459 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1463 # See if it belongs to some other contact; if so, link it.
1464 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1466 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1467 my $cust_contact = qsearchs('cust_contact', {
1468 contactnum => $contact_email->contactnum,
1469 custnum => $self->custnum,
1470 }) || FS::cust_contact->new({
1471 contactnum => $contact_email->contactnum,
1472 custnum => $self->custnum,
1474 $cust_contact->set('invoice_dest', 'Y');
1475 my $error = $cust_contact->custcontactnum ?
1476 $cust_contact->replace : $cust_contact->insert;
1478 $dbh->rollback if $oldAutoCommit;
1479 return "$error (linking to email address $dest)";
1483 # This email address is not yet linked to any contact, so it will
1484 # be added to the implicit contact.
1485 $email .= ',' if length($email);
1491 foreach my $remove_dest (keys %old_email_cust_contact) {
1492 my $cust_contact = $old_email_cust_contact{$remove_dest};
1493 # These were not in the list of requested destinations, so take them off.
1494 $cust_contact->set('invoice_dest', '');
1495 my $error = $cust_contact->replace;
1497 $dbh->rollback if $oldAutoCommit;
1498 return "$error (unlinking email address $remove_dest)";
1502 # make sure it keeps up with the changed customer name, if any
1503 $implicit_contact->set('last', $self->get('last'));
1504 $implicit_contact->set('first', $self->get('first'));
1505 $implicit_contact->set('emailaddress', $email);
1506 $implicit_contact->set('invoice_dest', 'Y');
1507 $implicit_contact->set('custnum', $self->custnum);
1510 if ( $implicit_contact->contactnum ) {
1511 $error = $implicit_contact->replace;
1512 } elsif ( length($email) ) { # don't create a new contact if not needed
1513 $error = $implicit_contact->insert;
1517 $dbh->rollback if $oldAutoCommit;
1518 return "$error (adding email address $email)";
1523 # replace the customer record
1524 my $error = $self->SUPER::replace($old);
1527 $dbh->rollback if $oldAutoCommit;
1531 # now move packages to the new service location
1532 $self->set('ship_location', ''); #flush cache
1533 if ( $old->ship_locationnum and # should only be null during upgrade...
1534 $old->ship_locationnum != $self->ship_locationnum ) {
1535 $error = $old->ship_location->move_to($self->ship_location);
1537 $dbh->rollback if $oldAutoCommit;
1541 # don't move packages based on the billing location, but
1542 # disable it if it's no longer in use
1543 if ( $old->bill_locationnum and
1544 $old->bill_locationnum != $self->bill_locationnum ) {
1545 $error = $old->bill_location->disable_if_unused;
1547 $dbh->rollback if $oldAutoCommit;
1552 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1554 #this could be more efficient than deleting and re-inserting, if it matters
1555 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1556 my $error = $cust_tag->delete;
1558 $dbh->rollback if $oldAutoCommit;
1562 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1563 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1564 'custnum' => $self->custnum };
1565 my $error = $cust_tag->insert;
1567 $dbh->rollback if $oldAutoCommit;
1574 my $tax_exemption = delete $options{'tax_exemption'};
1575 if ( $tax_exemption ) {
1577 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1578 if ref($tax_exemption) eq 'ARRAY';
1580 my %cust_main_exemption =
1581 map { $_->taxname => $_ }
1582 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1584 foreach my $taxname ( keys %$tax_exemption ) {
1586 if ( $cust_main_exemption{$taxname} &&
1587 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1590 delete $cust_main_exemption{$taxname};
1594 my $cust_main_exemption = new FS::cust_main_exemption {
1595 'custnum' => $self->custnum,
1596 'taxname' => $taxname,
1597 'exempt_number' => $tax_exemption->{$taxname},
1599 my $error = $cust_main_exemption->insert;
1601 $dbh->rollback if $oldAutoCommit;
1602 return "inserting cust_main_exemption (transaction rolled back): $error";
1606 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1607 my $error = $cust_main_exemption->delete;
1609 $dbh->rollback if $oldAutoCommit;
1610 return "deleting cust_main_exemption (transaction rolled back): $error";
1616 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1618 my $error = $self->process_o2m(
1619 'table' => 'cust_payby',
1620 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1621 'params' => $cust_payby_params,
1622 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1625 $dbh->rollback if $oldAutoCommit;
1631 if ( my $contact_params = delete $options{'contact_params'} ) {
1633 # this can potentially replace contacts that were created by the
1634 # invoicing list argument, but the UI shouldn't allow both of them
1637 my $error = $self->process_o2m(
1638 'table' => 'contact',
1639 'fields' => FS::contact->cgi_contact_fields,
1640 'params' => $contact_params,
1643 $dbh->rollback if $oldAutoCommit;
1649 unless ( $import || $skip_fuzzyfiles ) {
1650 $error = $self->queue_fuzzyfiles_update;
1652 $dbh->rollback if $oldAutoCommit;
1653 return "updating fuzzy search cache: $error";
1657 # tax district update in cust_location
1659 # cust_main exports!
1661 my $export_args = $options{'export_args'} || [];
1664 map qsearch( 'part_export', {exportnum=>$_} ),
1665 $conf->config('cust_main-exports'); #, $agentnum
1667 foreach my $part_export ( @part_export ) {
1668 my $error = $part_export->export_replace( $self, $old, @$export_args);
1670 $dbh->rollback if $oldAutoCommit;
1671 return "exporting to ". $part_export->exporttype.
1672 " (transaction rolled back): $error";
1676 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1681 =item queue_fuzzyfiles_update
1683 Used by insert & replace to update the fuzzy search cache
1687 use FS::cust_main::Search;
1688 sub queue_fuzzyfiles_update {
1691 local $SIG{HUP} = 'IGNORE';
1692 local $SIG{INT} = 'IGNORE';
1693 local $SIG{QUIT} = 'IGNORE';
1694 local $SIG{TERM} = 'IGNORE';
1695 local $SIG{TSTP} = 'IGNORE';
1696 local $SIG{PIPE} = 'IGNORE';
1698 my $oldAutoCommit = $FS::UID::AutoCommit;
1699 local $FS::UID::AutoCommit = 0;
1702 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1703 my $queue = new FS::queue {
1704 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1706 my @args = "cust_main.$field", $self->get($field);
1707 my $error = $queue->insert( @args );
1709 $dbh->rollback if $oldAutoCommit;
1710 return "queueing job (transaction rolled back): $error";
1715 push @locations, $self->bill_location if $self->bill_locationnum;
1716 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1717 foreach my $location (@locations) {
1718 my $queue = new FS::queue {
1719 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1721 my @args = 'cust_location.address1', $location->address1;
1722 my $error = $queue->insert( @args );
1724 $dbh->rollback if $oldAutoCommit;
1725 return "queueing job (transaction rolled back): $error";
1729 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1736 Checks all fields to make sure this is a valid customer record. If there is
1737 an error, returns the error, otherwise returns false. Called by the insert
1738 and replace methods.
1745 warn "$me check BEFORE: \n". $self->_dump
1749 $self->ut_numbern('custnum')
1750 || $self->ut_number('agentnum')
1751 || $self->ut_textn('agent_custid')
1752 || $self->ut_number('refnum')
1753 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1754 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1755 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1756 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1757 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1758 || $self->ut_textn('custbatch')
1759 || $self->ut_name('last')
1760 || $self->ut_name('first')
1761 || $self->ut_snumbern('signupdate')
1762 || $self->ut_snumbern('birthdate')
1763 || $self->ut_namen('spouse_last')
1764 || $self->ut_namen('spouse_first')
1765 || $self->ut_snumbern('spouse_birthdate')
1766 || $self->ut_snumbern('anniversary_date')
1767 || $self->ut_textn('company')
1768 || $self->ut_textn('ship_company')
1769 || $self->ut_anything('comments')
1770 || $self->ut_numbern('referral_custnum')
1771 || $self->ut_textn('stateid')
1772 || $self->ut_textn('stateid_state')
1773 || $self->ut_textn('invoice_terms')
1774 || $self->ut_floatn('cdr_termination_percentage')
1775 || $self->ut_floatn('credit_limit')
1776 || $self->ut_numbern('billday')
1777 || $self->ut_numbern('prorate_day')
1778 || $self->ut_flag('edit_subject')
1779 || $self->ut_flag('calling_list_exempt')
1780 || $self->ut_flag('invoice_noemail')
1781 || $self->ut_flag('message_noemail')
1782 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1783 || $self->ut_currencyn('currency')
1784 || $self->ut_textn('po_number')
1785 || $self->ut_enum('complimentary', [ '', 'Y' ])
1786 || $self->ut_flag('invoice_ship_address')
1787 || $self->ut_flag('invoice_dest')
1790 foreach (qw(company ship_company)) {
1791 my $company = $self->get($_);
1792 $company =~ s/^\s+//;
1793 $company =~ s/\s+$//;
1794 $company =~ s/\s+/ /g;
1795 $self->set($_, $company);
1798 #barf. need message catalogs. i18n. etc.
1799 $error .= "Please select an advertising source."
1800 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1801 return $error if $error;
1803 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1804 or return "Unknown agent";
1806 if ( $self->currency ) {
1807 my $agent_currency = qsearchs( 'agent_currency', {
1808 'agentnum' => $agent->agentnum,
1809 'currency' => $self->currency,
1811 or return "Agent ". $agent->agent.
1812 " not permitted to offer ". $self->currency. " invoicing";
1815 return "Unknown refnum"
1816 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1818 return "Unknown referring custnum: ". $self->referral_custnum
1819 unless ! $self->referral_custnum
1820 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1822 if ( $self->ss eq '' ) {
1827 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1828 or return "Illegal social security number: ". $self->ss;
1829 $self->ss("$1-$2-$3");
1832 #turn off invoice_ship_address if ship & bill are the same
1833 if ($self->bill_locationnum eq $self->ship_locationnum) {
1834 $self->invoice_ship_address('');
1837 # cust_main_county verification now handled by cust_location check
1840 $self->ut_phonen('daytime', $self->country)
1841 || $self->ut_phonen('night', $self->country)
1842 || $self->ut_phonen('fax', $self->country)
1843 || $self->ut_phonen('mobile', $self->country)
1845 return $error if $error;
1847 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1849 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1852 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1854 : FS::Msgcat::_gettext('daytime');
1855 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1857 : FS::Msgcat::_gettext('night');
1859 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1861 : FS::Msgcat::_gettext('mobile');
1863 return "$daytime_label, $night_label or $mobile_label is required"
1867 return "Please select an invoicing locale"
1870 && $conf->exists('cust_main-require_locale');
1872 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1873 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1877 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
1879 warn "$me check AFTER: \n". $self->_dump
1882 $self->SUPER::check;
1885 sub check_payinfo_cardtype {
1888 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
1890 my $payinfo = $self->payinfo;
1891 $payinfo =~ s/\D//g;
1893 return '' if $payinfo =~ /^99\d{14}$/; #token
1895 my %bop_card_types = map { $_=>1 } values %{ card_types() };
1896 my $cardtype = cardtype($payinfo);
1898 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
1906 Additional checks for replace only.
1911 my ($new,$old) = @_;
1912 #preserve old value if global config is set
1913 if ($old && $conf->exists('invoice-ship_address')) {
1914 $new->invoice_ship_address($old->invoice_ship_address);
1921 Returns a list of fields which have ship_ duplicates.
1926 qw( last first company
1928 address1 address2 city county state zip country
1930 daytime night fax mobile
1934 =item has_ship_address
1936 Returns true if this customer record has a separate shipping address.
1940 sub has_ship_address {
1942 $self->bill_locationnum != $self->ship_locationnum;
1947 Returns a list of key/value pairs, with the following keys: address1,
1948 adddress2, city, county, state, zip, country, district, and geocode. The
1949 shipping address is used if present.
1955 $self->ship_location->location_hash;
1960 Returns all locations (see L<FS::cust_location>) for this customer.
1967 'table' => 'cust_location',
1968 'hashref' => { 'custnum' => $self->custnum,
1969 'prospectnum' => '',
1971 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
1977 Returns all contact associations (see L<FS::cust_contact>) for this customer.
1983 qsearch('cust_contact', { 'custnum' => $self->custnum } );
1986 =item cust_payby PAYBY
1988 Returns all payment methods (see L<FS::cust_payby>) for this customer.
1990 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
1991 Does not validate PAYBY.
1999 'table' => 'cust_payby',
2000 'hashref' => { 'custnum' => $self->custnum },
2001 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2003 $search->{'extra_sql'} = ' AND payby IN ( '.
2004 join(',', map dbh->quote($_), @payby).
2011 =item has_cust_payby_auto
2013 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2017 sub has_cust_payby_auto {
2020 'table' => 'cust_payby',
2021 'hashref' => { 'custnum' => $self->custnum, },
2022 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2023 'order_by' => 'LIMIT 1',
2030 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2031 and L<FS::cust_pkg>) for this customer, except those on hold.
2033 Returns a list: an empty list on success or a list of errors.
2039 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2044 Unsuspends all suspended packages in the on-hold state (those without setup
2045 dates) for this customer.
2051 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2056 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2058 Returns a list: an empty list on success or a list of errors.
2064 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2067 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2069 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2070 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2071 of a list of pkgparts; the hashref has the following keys:
2075 =item pkgparts - listref of pkgparts
2077 =item (other options are passed to the suspend method)
2082 Returns a list: an empty list on success or a list of errors.
2086 sub suspend_if_pkgpart {
2088 my (@pkgparts, %opt);
2089 if (ref($_[0]) eq 'HASH'){
2090 @pkgparts = @{$_[0]{pkgparts}};
2095 grep { $_->suspend(%opt) }
2096 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2097 $self->unsuspended_pkgs;
2100 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2102 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2103 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2104 instead of a list of pkgparts; the hashref has the following keys:
2108 =item pkgparts - listref of pkgparts
2110 =item (other options are passed to the suspend method)
2114 Returns a list: an empty list on success or a list of errors.
2118 sub suspend_unless_pkgpart {
2120 my (@pkgparts, %opt);
2121 if (ref($_[0]) eq 'HASH'){
2122 @pkgparts = @{$_[0]{pkgparts}};
2127 grep { $_->suspend(%opt) }
2128 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2129 $self->unsuspended_pkgs;
2132 =item cancel [ OPTION => VALUE ... ]
2134 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2135 The cancellation time will be now.
2139 Always returns a list: an empty list on success or a list of errors.
2146 warn "$me cancel called on customer ". $self->custnum. " with options ".
2147 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2149 my @pkgs = $self->ncancelled_pkgs;
2151 $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
2154 =item cancel_pkgs OPTIONS
2156 Cancels a specified list of packages. OPTIONS can include:
2160 =item cust_pkg - an arrayref of the packages. Required.
2162 =item time - the cancellation time, used to calculate final bills and
2163 unused-time credits if any. Will be passed through to the bill() and
2164 FS::cust_pkg::cancel() methods.
2166 =item quiet - can be set true to supress email cancellation notices.
2168 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a
2169 reasonnum of an existing reason, or passing a hashref will create a new reason.
2170 The hashref should have the following keys:
2171 typenum - Reason type (see L<FS::reason_type>)
2172 reason - Text of the new reason.
2174 =item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
2175 for the individual packages, parallel to the C<cust_pkg> argument. The
2176 reason and reason_otaker arguments will be taken from those objects.
2178 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2180 =item nobill - can be set true to skip billing if it might otherwise be done.
2185 my( $self, %opt ) = @_;
2187 # we're going to cancel services, which is not reversible
2188 die "cancel_pkgs cannot be run inside a transaction"
2189 if $FS::UID::AutoCommit == 0;
2191 local $FS::UID::AutoCommit = 0;
2193 return ( 'access denied' )
2194 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2196 if ( $opt{'ban'} ) {
2198 foreach my $cust_payby ( $self->cust_payby ) {
2200 #well, if they didn't get decrypted on search, then we don't have to
2201 # try again... queue a job for the server that does have decryption
2202 # capability if we're in a paranoid multi-server implementation?
2203 return ( "Can't (yet) ban encrypted credit cards" )
2204 if $cust_payby->is_encrypted($cust_payby->payinfo);
2206 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2207 my $error = $ban->insert;
2217 my @pkgs = @{ delete $opt{'cust_pkg'} };
2218 my $cancel_time = $opt{'time'} || time;
2220 # bill all packages first, so we don't lose usage, service counts for
2221 # bulk billing, etc.
2222 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2224 my $error = $self->bill( 'pkg_list' => [ @pkgs ],
2226 'time' => $cancel_time );
2228 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2230 return ( "Error billing during cancellation: $error" );
2236 # try to cancel each service, the same way we would for individual packages,
2237 # but in cancel weight order.
2238 my @cust_svc = map { $_->cust_svc } @pkgs;
2239 my @sorted_cust_svc =
2241 sort { $a->[1] <=> $b->[1] }
2242 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
2244 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2247 foreach my $cust_svc (@sorted_cust_svc) {
2248 my $part_svc = $cust_svc->part_svc;
2249 next if ( defined($part_svc) and $part_svc->preserve );
2250 # immediate cancel, no date option
2251 # transactionize individually
2252 my $error = try { $cust_svc->cancel } catch { $_ };
2255 push @errors, $error;
2264 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2265 $self->custnum. "\n"
2269 if ($opt{'cust_pkg_reason'}) {
2270 @cprs = @{ delete $opt{'cust_pkg_reason'} };
2276 my $cpr = shift @cprs;
2278 $lopt{'reason'} = $cpr->reasonnum;
2279 $lopt{'reason_otaker'} = $cpr->otaker;
2281 warn "no reason found when canceling package ".$_->pkgnum."\n";
2282 # we're not actually required to pass a reason to cust_pkg::cancel,
2283 # but if we're getting to this point, something has gone awry.
2284 $null_reason ||= FS::reason->new_or_existing(
2285 reason => 'unknown reason',
2286 type => 'Cancel Reason',
2289 $lopt{'reason'} = $null_reason->reasonnum;
2290 $lopt{'reason_otaker'} = $FS::CurrentUser::CurrentUser->username;
2293 my $error = $_->cancel(%lopt);
2296 push @errors, 'pkgnum '.$_->pkgnum.': '.$error;
2305 sub _banned_pay_hashref {
2306 die 'cust_main->_banned_pay_hashref deprecated';
2318 'payby' => $payby2ban{$self->payby},
2319 'payinfo' => $self->payinfo,
2320 #don't ever *search* on reason! #'reason' =>
2326 Returns all notes (see L<FS::cust_main_note>) for this customer.
2331 my($self,$orderby_classnum) = (shift,shift);
2332 my $orderby = "sticky DESC, _date DESC";
2333 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2334 qsearch( 'cust_main_note',
2335 { 'custnum' => $self->custnum },
2337 "ORDER BY $orderby",
2343 Returns the agent (see L<FS::agent>) for this customer.
2347 Returns the agent name (see L<FS::agent>) for this customer.
2353 $self->agent->agent;
2358 Returns any tags associated with this customer, as FS::cust_tag objects,
2359 or an empty list if there are no tags.
2363 Returns any tags associated with this customer, as FS::part_tag objects,
2364 or an empty list if there are no tags.
2370 map $_->part_tag, $self->cust_tag;
2376 Returns the customer class, as an FS::cust_class object, or the empty string
2377 if there is no customer class.
2381 Returns the customer category name, or the empty string if there is no customer
2388 my $cust_class = $self->cust_class;
2390 ? $cust_class->categoryname
2396 Returns the customer class name, or the empty string if there is no customer
2403 my $cust_class = $self->cust_class;
2405 ? $cust_class->classname
2411 Returns the external tax status, as an FS::tax_status object, or the empty
2412 string if there is no tax status.
2418 if ( $self->taxstatusnum ) {
2419 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2427 Returns the tax status code if there is one.
2433 my $tax_status = $self->tax_status;
2435 ? $tax_status->taxstatus
2439 =item BILLING METHODS
2441 Documentation on billing methods has been moved to
2442 L<FS::cust_main::Billing>.
2444 =item REALTIME BILLING METHODS
2446 Documentation on realtime billing methods has been moved to
2447 L<FS::cust_main::Billing_Realtime>.
2451 Removes the I<paycvv> field from the database directly.
2453 If there is an error, returns the error, otherwise returns false.
2455 DEPRECATED. Use L</remove_cvv_from_cust_payby> instead.
2460 die 'cust_main->remove_cvv deprecated';
2462 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2463 or return dbh->errstr;
2464 $sth->execute($self->custnum)
2465 or return $sth->errstr;
2472 Returns the total owed for this customer on all invoices
2473 (see L<FS::cust_bill/owed>).
2479 $self->total_owed_date(2145859200); #12/31/2037
2482 =item total_owed_date TIME
2484 Returns the total owed for this customer on all invoices with date earlier than
2485 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2486 see L<Time::Local> and L<Date::Parse> for conversion functions.
2490 sub total_owed_date {
2494 my $custnum = $self->custnum;
2496 my $owed_sql = FS::cust_bill->owed_sql;
2499 SELECT SUM($owed_sql) FROM cust_bill
2500 WHERE custnum = $custnum
2504 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2508 =item total_owed_pkgnum PKGNUM
2510 Returns the total owed on all invoices for this customer's specific package
2511 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2515 sub total_owed_pkgnum {
2516 my( $self, $pkgnum ) = @_;
2517 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2520 =item total_owed_date_pkgnum TIME PKGNUM
2522 Returns the total owed for this customer's specific package when using
2523 experimental package balances on all invoices with date earlier than
2524 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2525 see L<Time::Local> and L<Date::Parse> for conversion functions.
2529 sub total_owed_date_pkgnum {
2530 my( $self, $time, $pkgnum ) = @_;
2533 foreach my $cust_bill (
2534 grep { $_->_date <= $time }
2535 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2537 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2539 sprintf( "%.2f", $total_bill );
2545 Returns the total amount of all payments.
2552 $total += $_->paid foreach $self->cust_pay;
2553 sprintf( "%.2f", $total );
2556 =item total_unapplied_credits
2558 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2559 customer. See L<FS::cust_credit/credited>.
2561 =item total_credited
2563 Old name for total_unapplied_credits. Don't use.
2567 sub total_credited {
2568 #carp "total_credited deprecated, use total_unapplied_credits";
2569 shift->total_unapplied_credits(@_);
2572 sub total_unapplied_credits {
2575 my $custnum = $self->custnum;
2577 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2580 SELECT SUM($unapplied_sql) FROM cust_credit
2581 WHERE custnum = $custnum
2584 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2588 =item total_unapplied_credits_pkgnum PKGNUM
2590 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2591 customer. See L<FS::cust_credit/credited>.
2595 sub total_unapplied_credits_pkgnum {
2596 my( $self, $pkgnum ) = @_;
2597 my $total_credit = 0;
2598 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2599 sprintf( "%.2f", $total_credit );
2603 =item total_unapplied_payments
2605 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2606 See L<FS::cust_pay/unapplied>.
2610 sub total_unapplied_payments {
2613 my $custnum = $self->custnum;
2615 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2618 SELECT SUM($unapplied_sql) FROM cust_pay
2619 WHERE custnum = $custnum
2622 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2626 =item total_unapplied_payments_pkgnum PKGNUM
2628 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2629 specific package when using experimental package balances. See
2630 L<FS::cust_pay/unapplied>.
2634 sub total_unapplied_payments_pkgnum {
2635 my( $self, $pkgnum ) = @_;
2636 my $total_unapplied = 0;
2637 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2638 sprintf( "%.2f", $total_unapplied );
2642 =item total_unapplied_refunds
2644 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2645 customer. See L<FS::cust_refund/unapplied>.
2649 sub total_unapplied_refunds {
2651 my $custnum = $self->custnum;
2653 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2656 SELECT SUM($unapplied_sql) FROM cust_refund
2657 WHERE custnum = $custnum
2660 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2666 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2667 total_unapplied_credits minus total_unapplied_payments).
2673 $self->balance_date_range;
2676 =item balance_date TIME
2678 Returns the balance for this customer, only considering invoices with date
2679 earlier than TIME (total_owed_date minus total_credited minus
2680 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2681 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2688 $self->balance_date_range(shift);
2691 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2693 Returns the balance for this customer, optionally considering invoices with
2694 date earlier than START_TIME, and not later than END_TIME
2695 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2697 Times are specified as SQL fragments or numeric
2698 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2699 L<Date::Parse> for conversion functions. The empty string can be passed
2700 to disable that time constraint completely.
2702 Accepts the same options as L<balance_date_sql>:
2706 =item unapplied_date
2708 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)
2712 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2713 time will be ignored. Note that START_TIME and END_TIME only limit the date
2714 range for invoices and I<unapplied> payments, credits, and refunds.
2720 sub balance_date_range {
2722 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2723 ') FROM cust_main WHERE custnum='. $self->custnum;
2724 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2727 =item balance_pkgnum PKGNUM
2729 Returns the balance for this customer's specific package when using
2730 experimental package balances (total_owed plus total_unrefunded, minus
2731 total_unapplied_credits minus total_unapplied_payments)
2735 sub balance_pkgnum {
2736 my( $self, $pkgnum ) = @_;
2739 $self->total_owed_pkgnum($pkgnum)
2740 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2741 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2742 - $self->total_unapplied_credits_pkgnum($pkgnum)
2743 - $self->total_unapplied_payments_pkgnum($pkgnum)
2749 Returns a hash of useful information for making a payment.
2759 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2760 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2761 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2765 For credit card transactions:
2777 For electronic check transactions:
2787 #XXX i need to be updated for 4.x+
2793 $return{balance} = $self->balance;
2795 $return{payname} = $self->payname
2796 || ( $self->first. ' '. $self->get('last') );
2798 $return{$_} = $self->bill_location->$_
2799 for qw(address1 address2 city state zip);
2801 $return{payby} = $self->payby;
2802 $return{stateid_state} = $self->stateid_state;
2804 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2805 $return{card_type} = cardtype($self->payinfo);
2806 $return{payinfo} = $self->paymask;
2808 @return{'month', 'year'} = $self->paydate_monthyear;
2812 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2813 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2814 $return{payinfo1} = $payinfo1;
2815 $return{payinfo2} = $payinfo2;
2816 $return{paytype} = $self->paytype;
2817 $return{paystate} = $self->paystate;
2821 #doubleclick protection
2823 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2831 Returns the next payment expiration date for this customer. If they have no
2832 payment methods that will expire, returns 0.
2838 # filter out the ones that individually return 0, but then return 0 if
2839 # there are no results
2840 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
2841 min( @epochs ) || 0;
2844 =item paydate_epoch_sql
2846 Returns an SQL expression to get the next payment expiration date for a
2847 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
2848 dates, so that it's safe to test for "will it expire before date X" for any
2853 sub paydate_epoch_sql {
2855 my $paydate = FS::cust_payby->paydate_epoch_sql;
2856 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
2860 my( $self, $taxname ) = @_;
2862 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
2863 'taxname' => $taxname,
2868 =item cust_main_exemption
2870 =item invoicing_list
2872 Returns a list of email addresses (with svcnum entries expanded), and the word
2873 'POST' if the customer receives postal invoices.
2877 sub invoicing_list {
2878 my( $self, $arrayref ) = @_;
2881 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
2884 my @emails = $self->invoicing_list_emailonly;
2885 push @emails, 'POST' if $self->get('postal_invoice');
2890 =item check_invoicing_list ARRAYREF
2892 Checks these arguements as valid input for the invoicing_list method. If there
2893 is an error, returns the error, otherwise returns false.
2897 sub check_invoicing_list {
2898 my( $self, $arrayref ) = @_;
2900 foreach my $address ( @$arrayref ) {
2902 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
2903 return 'Can\'t add FAX invoice destination with a blank FAX number.';
2906 my $cust_main_invoice = new FS::cust_main_invoice ( {
2907 'custnum' => $self->custnum,
2910 my $error = $self->custnum
2911 ? $cust_main_invoice->check
2912 : $cust_main_invoice->checkdest
2914 return $error if $error;
2918 return "Email address required"
2919 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
2920 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
2927 Returns the email addresses of all accounts provisioned for this customer.
2934 foreach my $cust_pkg ( $self->all_pkgs ) {
2935 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
2937 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
2938 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
2940 $list{$_}=1 foreach map { $_->email } @svc_acct;
2945 =item invoicing_list_addpost
2947 Adds postal invoicing to this customer. If this customer is already configured
2948 to receive postal invoices, does nothing.
2952 sub invoicing_list_addpost {
2954 if ( $self->get('postal_invoice') eq '' ) {
2955 $self->set('postal_invoice', 'Y');
2956 my $error = $self->replace;
2957 warn $error if $error; # should fail harder, but this is traditional
2961 =item invoicing_list_emailonly
2963 Returns the list of email invoice recipients (invoicing_list without non-email
2964 destinations such as POST and FAX).
2968 sub invoicing_list_emailonly {
2970 warn "$me invoicing_list_emailonly called"
2972 return () if !$self->custnum; # not yet inserted
2973 return map { $_->emailaddress }
2975 table => 'cust_contact',
2976 select => 'emailaddress',
2977 addl_from => ' JOIN contact USING (contactnum) '.
2978 ' JOIN contact_email USING (contactnum)',
2979 hashref => { 'custnum' => $self->custnum, },
2980 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
2984 =item invoicing_list_emailonly_scalar
2986 Returns the list of email invoice recipients (invoicing_list without non-email
2987 destinations such as POST and FAX) as a comma-separated scalar.
2991 sub invoicing_list_emailonly_scalar {
2993 warn "$me invoicing_list_emailonly_scalar called"
2995 join(', ', $self->invoicing_list_emailonly);
2998 =item contact_list [ CLASSNUM, ... ]
3000 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3001 a list of contact classnums is given, returns only contacts in those
3002 classes. If the pseudo-classnum 'invoice' is given, returns contacts that
3003 are marked as invoice destinations. If '0' is given, also returns contacts
3006 If no arguments are given, returns all contacts for the customer.
3014 select => 'contact.*, cust_contact.invoice_dest',
3015 addl_from => ' JOIN cust_contact USING (contactnum)',
3016 extra_sql => ' WHERE cust_contact.custnum = '.$self->custnum,
3022 if ( $_ eq 'invoice' ) {
3023 push @orwhere, 'cust_contact.invoice_dest = \'Y\'';
3024 } elsif ( $_ eq '0' ) {
3025 push @orwhere, 'cust_contact.classnum is null';
3026 } elsif ( /^\d+$/ ) {
3027 push @classnums, $_;
3029 die "bad classnum argument '$_'";
3034 push @orwhere, 'cust_contact.classnum IN ('.join(',', @classnums).')';
3037 $search->{extra_sql} .= ' AND (' .
3038 join(' OR ', map "( $_ )", @orwhere) .
3045 =item contact_list_email [ CLASSNUM, ... ]
3047 Same as L</contact_list>, but returns email destinations instead of contact
3052 sub contact_list_email {
3054 my @contacts = $self->contact_list(@_);
3056 foreach my $contact (@contacts) {
3057 foreach my $contact_email ($contact->contact_email) {
3059 $contact->firstlast . ' <' . $contact_email->emailaddress . '>';
3065 =item referral_custnum_cust_main
3067 Returns the customer who referred this customer (or the empty string, if
3068 this customer was not referred).
3070 Note the difference with referral_cust_main method: This method,
3071 referral_custnum_cust_main returns the single customer (if any) who referred
3072 this customer, while referral_cust_main returns an array of customers referred
3077 sub referral_custnum_cust_main {
3079 return '' unless $self->referral_custnum;
3080 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3083 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3085 Returns an array of customers referred by this customer (referral_custnum set
3086 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3087 customers referred by customers referred by this customer and so on, inclusive.
3088 The default behavior is DEPTH 1 (no recursion).
3090 Note the difference with referral_custnum_cust_main method: This method,
3091 referral_cust_main, returns an array of customers referred BY this customer,
3092 while referral_custnum_cust_main returns the single customer (if any) who
3093 referred this customer.
3097 sub referral_cust_main {
3099 my $depth = @_ ? shift : 1;
3100 my $exclude = @_ ? shift : {};
3103 map { $exclude->{$_->custnum}++; $_; }
3104 grep { ! $exclude->{ $_->custnum } }
3105 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3109 map { $_->referral_cust_main($depth-1, $exclude) }
3116 =item referral_cust_main_ncancelled
3118 Same as referral_cust_main, except only returns customers with uncancelled
3123 sub referral_cust_main_ncancelled {
3125 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3128 =item referral_cust_pkg [ DEPTH ]
3130 Like referral_cust_main, except returns a flat list of all unsuspended (and
3131 uncancelled) packages for each customer. The number of items in this list may
3132 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3136 sub referral_cust_pkg {
3138 my $depth = @_ ? shift : 1;
3140 map { $_->unsuspended_pkgs }
3141 grep { $_->unsuspended_pkgs }
3142 $self->referral_cust_main($depth);
3145 =item referring_cust_main
3147 Returns the single cust_main record for the customer who referred this customer
3148 (referral_custnum), or false.
3152 sub referring_cust_main {
3154 return '' unless $self->referral_custnum;
3155 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3158 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3160 Applies a credit to this customer. If there is an error, returns the error,
3161 otherwise returns false.
3163 REASON can be a text string, an FS::reason object, or a scalar reference to
3164 a reasonnum. If a text string, it will be automatically inserted as a new
3165 reason, and a 'reason_type' option must be passed to indicate the
3166 FS::reason_type for the new reason.
3168 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3169 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3170 I<commission_pkgnum>.
3172 Any other options are passed to FS::cust_credit::insert.
3177 my( $self, $amount, $reason, %options ) = @_;
3179 my $cust_credit = new FS::cust_credit {
3180 'custnum' => $self->custnum,
3181 'amount' => $amount,
3184 if ( ref($reason) ) {
3186 if ( ref($reason) eq 'SCALAR' ) {
3187 $cust_credit->reasonnum( $$reason );
3189 $cust_credit->reasonnum( $reason->reasonnum );
3193 $cust_credit->set('reason', $reason)
3196 $cust_credit->$_( delete $options{$_} )
3197 foreach grep exists($options{$_}),
3198 qw( addlinfo eventnum ),
3199 map "commission_$_", qw( agentnum salesnum pkgnum );
3201 $cust_credit->insert(%options);
3205 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3207 Creates a one-time charge for this customer. If there is an error, returns
3208 the error, otherwise returns false.
3210 New-style, with a hashref of options:
3212 my $error = $cust_main->charge(
3216 'start_date' => str2time('7/4/2009'),
3217 'pkg' => 'Description',
3218 'comment' => 'Comment',
3219 'additional' => [], #extra invoice detail
3220 'classnum' => 1, #pkg_class
3222 'setuptax' => '', # or 'Y' for tax exempt
3224 'locationnum'=> 1234, # optional
3227 'taxclass' => 'Tax class',
3230 'taxproduct' => 2, #part_pkg_taxproduct
3231 'override' => {}, #XXX describe
3233 #will be filled in with the new object
3234 'cust_pkg_ref' => \$cust_pkg,
3236 #generate an invoice immediately
3238 'invoice_terms' => '', #with these terms
3244 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3248 #super false laziness w/quotation::charge
3251 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3252 my ( $pkg, $comment, $additional );
3253 my ( $setuptax, $taxclass ); #internal taxes
3254 my ( $taxproduct, $override ); #vendor (CCH) taxes
3256 my $separate_bill = '';
3257 my $cust_pkg_ref = '';
3258 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3260 if ( ref( $_[0] ) ) {
3261 $amount = $_[0]->{amount};
3262 $setup_cost = $_[0]->{setup_cost};
3263 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3264 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3265 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3266 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3267 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3268 : '$'. sprintf("%.2f",$amount);
3269 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3270 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3271 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3272 $additional = $_[0]->{additional} || [];
3273 $taxproduct = $_[0]->{taxproductnum};
3274 $override = { '' => $_[0]->{tax_override} };
3275 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3276 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3277 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3278 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3279 $separate_bill = $_[0]->{separate_bill} || '';
3285 $pkg = @_ ? shift : 'One-time charge';
3286 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3288 $taxclass = @_ ? shift : '';
3292 local $SIG{HUP} = 'IGNORE';
3293 local $SIG{INT} = 'IGNORE';
3294 local $SIG{QUIT} = 'IGNORE';
3295 local $SIG{TERM} = 'IGNORE';
3296 local $SIG{TSTP} = 'IGNORE';
3297 local $SIG{PIPE} = 'IGNORE';
3299 my $oldAutoCommit = $FS::UID::AutoCommit;
3300 local $FS::UID::AutoCommit = 0;
3303 my $part_pkg = new FS::part_pkg ( {
3305 'comment' => $comment,
3309 'classnum' => ( $classnum ? $classnum : '' ),
3310 'setuptax' => $setuptax,
3311 'taxclass' => $taxclass,
3312 'taxproductnum' => $taxproduct,
3313 'setup_cost' => $setup_cost,
3316 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3317 ( 0 .. @$additional - 1 )
3319 'additional_count' => scalar(@$additional),
3320 'setup_fee' => $amount,
3323 my $error = $part_pkg->insert( options => \%options,
3324 tax_overrides => $override,
3327 $dbh->rollback if $oldAutoCommit;
3331 my $pkgpart = $part_pkg->pkgpart;
3332 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3333 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3334 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3335 $error = $type_pkgs->insert;
3337 $dbh->rollback if $oldAutoCommit;
3342 my $cust_pkg = new FS::cust_pkg ( {
3343 'custnum' => $self->custnum,
3344 'pkgpart' => $pkgpart,
3345 'quantity' => $quantity,
3346 'start_date' => $start_date,
3347 'no_auto' => $no_auto,
3348 'separate_bill' => $separate_bill,
3349 'locationnum'=> $locationnum,
3352 $error = $cust_pkg->insert;
3354 $dbh->rollback if $oldAutoCommit;
3356 } elsif ( $cust_pkg_ref ) {
3357 ${$cust_pkg_ref} = $cust_pkg;
3361 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3362 'pkg_list' => [ $cust_pkg ],
3365 $dbh->rollback if $oldAutoCommit;
3370 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3375 #=item charge_postal_fee
3377 #Applies a one time charge this customer. If there is an error,
3378 #returns the error, returns the cust_pkg charge object or false
3379 #if there was no charge.
3383 # This should be a customer event. For that to work requires that bill
3384 # also be a customer event.
3386 sub charge_postal_fee {
3389 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3390 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3392 my $cust_pkg = new FS::cust_pkg ( {
3393 'custnum' => $self->custnum,
3394 'pkgpart' => $pkgpart,
3398 my $error = $cust_pkg->insert;
3399 $error ? $error : $cust_pkg;
3402 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3404 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3406 Optionally, a list or hashref of additional arguments to the qsearch call can
3413 my $opt = ref($_[0]) ? shift : { @_ };
3415 #return $self->num_cust_bill unless wantarray || keys %$opt;
3417 $opt->{'table'} = 'cust_bill';
3418 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3419 $opt->{'hashref'}{'custnum'} = $self->custnum;
3420 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3422 map { $_ } #behavior of sort undefined in scalar context
3423 sort { $a->_date <=> $b->_date }
3427 =item open_cust_bill
3429 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3434 sub open_cust_bill {
3438 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3444 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3446 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3450 sub legacy_cust_bill {
3453 #return $self->num_legacy_cust_bill unless wantarray;
3455 map { $_ } #behavior of sort undefined in scalar context
3456 sort { $a->_date <=> $b->_date }
3457 qsearch({ 'table' => 'legacy_cust_bill',
3458 'hashref' => { 'custnum' => $self->custnum, },
3459 'order_by' => 'ORDER BY _date ASC',
3463 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3465 Returns all the statements (see L<FS::cust_statement>) for this customer.
3467 Optionally, a list or hashref of additional arguments to the qsearch call can
3472 =item cust_bill_void
3474 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3478 sub cust_bill_void {
3481 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3482 sort { $a->_date <=> $b->_date }
3483 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3486 sub cust_statement {
3488 my $opt = ref($_[0]) ? shift : { @_ };
3490 #return $self->num_cust_statement unless wantarray || keys %$opt;
3492 $opt->{'table'} = 'cust_statement';
3493 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3494 $opt->{'hashref'}{'custnum'} = $self->custnum;
3495 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3497 map { $_ } #behavior of sort undefined in scalar context
3498 sort { $a->_date <=> $b->_date }
3502 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3504 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3506 Optionally, a list or hashref of additional arguments to the qsearch call can
3507 be passed following the SVCDB.
3514 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3515 warn "$me svc_x requires a svcdb";
3518 my $opt = ref($_[0]) ? shift : { @_ };
3520 $opt->{'table'} = $svcdb;
3521 $opt->{'addl_from'} =
3522 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3523 ($opt->{'addl_from'} || '');
3525 my $custnum = $self->custnum;
3526 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3527 my $where = "cust_pkg.custnum = $custnum";
3529 my $extra_sql = $opt->{'extra_sql'} || '';
3530 if ( keys %{ $opt->{'hashref'} } ) {
3531 $extra_sql = " AND $where $extra_sql";
3534 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3535 $extra_sql = "WHERE $where AND $1";
3538 $extra_sql = "WHERE $where $extra_sql";
3541 $opt->{'extra_sql'} = $extra_sql;
3546 # required for use as an eventtable;
3549 $self->svc_x('svc_acct', @_);
3554 Returns all the credits (see L<FS::cust_credit>) for this customer.
3561 #return $self->num_cust_credit unless wantarray;
3563 map { $_ } #behavior of sort undefined in scalar context
3564 sort { $a->_date <=> $b->_date }
3565 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3568 =item cust_credit_pkgnum
3570 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3571 package when using experimental package balances.
3575 sub cust_credit_pkgnum {
3576 my( $self, $pkgnum ) = @_;
3577 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3578 sort { $a->_date <=> $b->_date }
3579 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3580 'pkgnum' => $pkgnum,
3585 =item cust_credit_void
3587 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3591 sub cust_credit_void {
3594 sort { $a->_date <=> $b->_date }
3595 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3600 Returns all the payments (see L<FS::cust_pay>) for this customer.
3606 my $opt = ref($_[0]) ? shift : { @_ };
3608 return $self->num_cust_pay unless wantarray || keys %$opt;
3610 $opt->{'table'} = 'cust_pay';
3611 $opt->{'hashref'}{'custnum'} = $self->custnum;
3613 map { $_ } #behavior of sort undefined in scalar context
3614 sort { $a->_date <=> $b->_date }
3621 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3622 called automatically when the cust_pay method is used in a scalar context.
3628 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3629 my $sth = dbh->prepare($sql) or die dbh->errstr;
3630 $sth->execute($self->custnum) or die $sth->errstr;
3631 $sth->fetchrow_arrayref->[0];
3634 =item unapplied_cust_pay
3636 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3640 sub unapplied_cust_pay {
3644 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3650 =item cust_pay_pkgnum
3652 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3653 package when using experimental package balances.
3657 sub cust_pay_pkgnum {
3658 my( $self, $pkgnum ) = @_;
3659 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3660 sort { $a->_date <=> $b->_date }
3661 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3662 'pkgnum' => $pkgnum,
3669 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3675 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3676 sort { $a->_date <=> $b->_date }
3677 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3680 =item cust_pay_pending
3682 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3683 (without status "done").
3687 sub cust_pay_pending {
3689 return $self->num_cust_pay_pending unless wantarray;
3690 sort { $a->_date <=> $b->_date }
3691 qsearch( 'cust_pay_pending', {
3692 'custnum' => $self->custnum,
3693 'status' => { op=>'!=', value=>'done' },
3698 =item cust_pay_pending_attempt
3700 Returns all payment attempts / declined payments for this customer, as pending
3701 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3702 a corresponding payment (see L<FS::cust_pay>).
3706 sub cust_pay_pending_attempt {
3708 return $self->num_cust_pay_pending_attempt unless wantarray;
3709 sort { $a->_date <=> $b->_date }
3710 qsearch( 'cust_pay_pending', {
3711 'custnum' => $self->custnum,
3718 =item num_cust_pay_pending
3720 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3721 customer (without status "done"). Also called automatically when the
3722 cust_pay_pending method is used in a scalar context.
3726 sub num_cust_pay_pending {
3729 " SELECT COUNT(*) FROM cust_pay_pending ".
3730 " WHERE custnum = ? AND status != 'done' ",
3735 =item num_cust_pay_pending_attempt
3737 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3738 customer, with status "done" but without a corresp. Also called automatically when the
3739 cust_pay_pending method is used in a scalar context.
3743 sub num_cust_pay_pending_attempt {
3746 " SELECT COUNT(*) FROM cust_pay_pending ".
3747 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3754 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3760 map { $_ } #return $self->num_cust_refund unless wantarray;
3761 sort { $a->_date <=> $b->_date }
3762 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3765 =item display_custnum
3767 Returns the displayed customer number for this customer: agent_custid if
3768 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3772 sub display_custnum {
3775 return $self->agent_custid
3776 if $default_agent_custid && $self->agent_custid;
3778 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3782 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
3783 } elsif ( $custnum_display_length ) {
3784 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
3786 return $self->custnum;
3792 Returns a name string for this customer, either "Company (Last, First)" or
3799 my $name = $self->contact;
3800 $name = $self->company. " ($name)" if $self->company;
3804 =item service_contact
3806 Returns the L<FS::contact> object for this customer that has the 'Service'
3807 contact class, or undef if there is no such contact. Deprecated; don't use
3812 sub service_contact {
3814 if ( !exists($self->{service_contact}) ) {
3815 my $classnum = $self->scalar_sql(
3816 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3817 ) || 0; #if it's zero, qsearchs will return nothing
3818 my $cust_contact = qsearchs('cust_contact', {
3819 'classnum' => $classnum,
3820 'custnum' => $self->custnum,
3822 $self->{service_contact} = $cust_contact->contact if $cust_contact;
3824 $self->{service_contact};
3829 Returns a name string for this (service/shipping) contact, either
3830 "Company (Last, First)" or "Last, First".
3837 my $name = $self->ship_contact;
3838 $name = $self->company. " ($name)" if $self->company;
3844 Returns a name string for this customer, either "Company" or "First Last".
3850 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
3853 =item ship_name_short
3855 Returns a name string for this (service/shipping) contact, either "Company"
3860 sub ship_name_short {
3862 $self->service_contact
3863 ? $self->ship_contact_firstlast
3869 Returns this customer's full (billing) contact name only, "Last, First"
3875 $self->get('last'). ', '. $self->first;
3880 Returns this customer's full (shipping) contact name only, "Last, First"
3886 my $contact = $self->service_contact || $self;
3887 $contact->get('last') . ', ' . $contact->get('first');
3890 =item contact_firstlast
3892 Returns this customers full (billing) contact name only, "First Last".
3896 sub contact_firstlast {
3898 $self->first. ' '. $self->get('last');
3901 =item ship_contact_firstlast
3903 Returns this customer's full (shipping) contact name only, "First Last".
3907 sub ship_contact_firstlast {
3909 my $contact = $self->service_contact || $self;
3910 $contact->get('first') . ' '. $contact->get('last');
3913 sub bill_country_full {
3915 $self->bill_location->country_full;
3918 sub ship_country_full {
3920 $self->ship_location->country_full;
3923 =item county_state_county [ PREFIX ]
3925 Returns a string consisting of just the county, state and country.
3929 sub county_state_country {
3932 if ( @_ && $_[0] && $self->has_ship_address ) {
3933 $locationnum = $self->ship_locationnum;
3935 $locationnum = $self->bill_locationnum;
3937 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
3938 $cust_location->county_state_country;
3941 =item geocode DATA_VENDOR
3943 Returns a value for the customer location as encoded by DATA_VENDOR.
3944 Currently this only makes sense for "CCH" as DATA_VENDOR.
3952 Returns a status string for this customer, currently:
3958 No packages have ever been ordered. Displayed as "No packages".
3962 Recurring packages all are new (not yet billed).
3966 One or more recurring packages is active.
3970 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
3974 All non-cancelled recurring packages are suspended.
3978 All recurring packages are cancelled.
3982 Behavior of inactive vs. cancelled edge cases can be adjusted with the
3983 cust_main-status_module configuration option.
3987 sub status { shift->cust_status(@_); }
3991 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
3992 for my $status ( FS::cust_main->statuses() ) {
3993 my $method = $status.'_sql';
3994 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
3995 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
3996 $sth->execute( ($self->custnum) x $numnum )
3997 or die "Error executing 'SELECT $sql': ". $sth->errstr;
3998 if ( $sth->fetchrow_arrayref->[0] ) {
3999 $self->hashref->{cust_status} = $status;
4005 =item is_status_delay_cancel
4007 Returns true if customer status is 'suspended'
4008 and all suspended cust_pkg return true for
4009 cust_pkg->is_status_delay_cancel.
4011 This is not a real status, this only meant for hacking display
4012 values, because otherwise treating the customer as suspended is
4013 really the whole point of the delay_cancel option.
4017 sub is_status_delay_cancel {
4019 return 0 unless $self->status eq 'suspended';
4020 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4021 return 0 unless $cust_pkg->is_status_delay_cancel;
4026 =item ucfirst_cust_status
4028 =item ucfirst_status
4030 Deprecated, use the cust_status_label method instead.
4032 Returns the status with the first character capitalized.
4036 sub ucfirst_status {
4037 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4038 local($ucfirst_nowarn) = 1;
4039 shift->ucfirst_cust_status(@_);
4042 sub ucfirst_cust_status {
4043 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4045 ucfirst($self->cust_status);
4048 =item cust_status_label
4052 Returns the display label for this status.
4056 sub status_label { shift->cust_status_label(@_); }
4058 sub cust_status_label {
4060 __PACKAGE__->statuslabels->{$self->cust_status};
4065 Returns a hex triplet color string for this customer's status.
4069 sub statuscolor { shift->cust_statuscolor(@_); }
4071 sub cust_statuscolor {
4073 __PACKAGE__->statuscolors->{$self->cust_status};
4076 =item tickets [ STATUS ]
4078 Returns an array of hashes representing the customer's RT tickets.
4080 An optional status (or arrayref or hashref of statuses) may be specified.
4086 my $status = ( @_ && $_[0] ) ? shift : '';
4088 my $num = $conf->config('cust_main-max_tickets') || 10;
4091 if ( $conf->config('ticket_system') ) {
4092 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4094 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4103 foreach my $priority (
4104 $conf->config('ticket_system-custom_priority_field-values'), ''
4106 last if scalar(@tickets) >= $num;
4108 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4109 $num - scalar(@tickets),
4120 =item appointments [ STATUS ]
4122 Returns an array of hashes representing the customer's RT tickets which
4129 my $status = ( @_ && $_[0] ) ? shift : '';
4131 return () unless $conf->config('ticket_system');
4133 my $queueid = $conf->config('ticket_system-appointment-queueid');
4135 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4144 # Return services representing svc_accts in customer support packages
4145 sub support_services {
4147 my %packages = map { $_ => 1 } $conf->config('support_packages');
4149 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4150 grep { $_->part_svc->svcdb eq 'svc_acct' }
4151 map { $_->cust_svc }
4152 grep { exists $packages{ $_->pkgpart } }
4153 $self->ncancelled_pkgs;
4157 # Return a list of latitude/longitude for one of the services (if any)
4158 sub service_coordinates {
4162 grep { $_->latitude && $_->longitude }
4164 map { $_->cust_svc }
4165 $self->ncancelled_pkgs;
4167 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4172 Returns a masked version of the named field
4177 my ($self,$field) = @_;
4181 'x'x(length($self->getfield($field))-4).
4182 substr($self->getfield($field), (length($self->getfield($field))-4));
4186 =item payment_history
4188 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4189 cust_credit and cust_refund objects. Each hashref has the following fields:
4191 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4193 I<date> - value of _date field, unix timestamp
4195 I<date_pretty> - user-friendly date
4197 I<description> - user-friendly description of item
4199 I<amount> - impact of item on user's balance
4200 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4201 Not to be confused with the native 'amount' field in cust_credit, see below.
4203 I<amount_pretty> - includes money char
4205 I<balance> - customer balance, chronologically as of this item
4207 I<balance_pretty> - includes money char
4209 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4211 I<paid> - amount paid for cust_pay records, undef for other types
4213 I<credit> - amount credited for cust_credit records, undef for other types.
4214 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4216 I<refund> - amount refunded for cust_refund records, undef for other types
4218 The four table-specific keys always have positive values, whether they reflect charges or payments.
4220 The following options may be passed to this method:
4222 I<line_items> - if true, returns charges ('Line item') rather than invoices
4224 I<start_date> - unix timestamp, only include records on or after.
4225 If specified, an item of type 'Previous' will also be included.
4226 It does not have table-specific fields.
4228 I<end_date> - unix timestamp, only include records before
4230 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4232 I<conf> - optional already-loaded FS::Conf object.
4236 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4237 # and also for sending customer statements, which should both be kept customer-friendly.
4238 # If you add anything that shouldn't be passed on through the API or exposed
4239 # to customers, add a new option to include it, don't include it by default
4240 sub payment_history {
4242 my $opt = ref($_[0]) ? $_[0] : { @_ };
4244 my $conf = $$opt{'conf'} || new FS::Conf;
4245 my $money_char = $conf->config("money_char") || '$',
4247 #first load entire history,
4248 #need previous to calculate previous balance
4249 #loading after end_date shouldn't hurt too much?
4251 if ( $$opt{'line_items'} ) {
4253 foreach my $cust_bill ( $self->cust_bill ) {
4256 'type' => 'Line item',
4257 'description' => $_->desc( $self->locale ).
4258 ( $_->sdate && $_->edate
4259 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4260 ' To '. time2str('%d-%b-%Y', $_->edate)
4263 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4264 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4265 'date' => $cust_bill->_date,
4266 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4268 foreach $cust_bill->cust_bill_pkg;
4275 'type' => 'Invoice',
4276 'description' => 'Invoice #'. $_->display_invnum,
4277 'amount' => sprintf('%.2f', $_->charged ),
4278 'charged' => sprintf('%.2f', $_->charged ),
4279 'date' => $_->_date,
4280 'date_pretty' => $self->time2str_local('short', $_->_date ),
4282 foreach $self->cust_bill;
4287 'type' => 'Payment',
4288 'description' => 'Payment', #XXX type
4289 'amount' => sprintf('%.2f', 0 - $_->paid ),
4290 'paid' => sprintf('%.2f', $_->paid ),
4291 'date' => $_->_date,
4292 'date_pretty' => $self->time2str_local('short', $_->_date ),
4294 foreach $self->cust_pay;
4298 'description' => 'Credit', #more info?
4299 'amount' => sprintf('%.2f', 0 -$_->amount ),
4300 'credit' => sprintf('%.2f', $_->amount ),
4301 'date' => $_->_date,
4302 'date_pretty' => $self->time2str_local('short', $_->_date ),
4304 foreach $self->cust_credit;
4308 'description' => 'Refund', #more info? type, like payment?
4309 'amount' => $_->refund,
4310 'refund' => $_->refund,
4311 'date' => $_->_date,
4312 'date_pretty' => $self->time2str_local('short', $_->_date ),
4314 foreach $self->cust_refund;
4316 #put it all in chronological order
4317 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4319 #calculate balance, filter items outside date range
4323 foreach my $item (@history) {
4324 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4325 $balance += $$item{'amount'};
4326 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4327 $previous += $$item{'amount'};
4330 $$item{'balance'} = sprintf("%.2f",$balance);
4331 foreach my $key ( qw(amount balance) ) {
4332 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4337 # start with previous balance, if there was one
4340 'type' => 'Previous',
4341 'description' => 'Previous balance',
4342 'amount' => sprintf("%.2f",$previous),
4343 'balance' => sprintf("%.2f",$previous),
4344 'date' => $$opt{'start_date'},
4345 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4347 #false laziness with above
4348 foreach my $key ( qw(amount balance) ) {
4349 $$item{$key.'_pretty'} = $$item{$key};
4350 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4352 unshift(@out,$item);
4355 @out = reverse @history if $$opt{'reverse_sort'};
4360 =item save_cust_payby
4362 Saves a new cust_payby for this customer, replacing an existing entry only
4363 in select circumstances. Does not validate input.
4365 If auto is specified, marks this as the customer's primary method, or the
4366 specified weight. Existing payment methods have their weight incremented as
4369 If bill_location is specified with auto, also sets location in cust_main.
4371 Will not insert complete duplicates of existing records, or records in which the
4372 only difference from an existing record is to turn off automatic payment (will
4373 return without error.) Will replace existing records in which the only difference
4374 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4375 Fields marked as preserved are optional, and existing values will not be overwritten with
4376 blanks when replacing.
4378 Accepts the following named parameters:
4388 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4392 optional, set higher than 1 for secondary, etc.
4400 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4408 optional, will be preserved when replacing
4416 CARD only, required, FS::cust_location object
4418 =item paystart_month
4420 CARD only, optional, will be preserved when replacing
4424 CARD only, optional, will be preserved when replacing
4428 CARD only, optional, will be preserved when replacing
4432 CARD only, only used if conf cvv-save is set appropriately
4446 #The code for this option is in place, but it's not currently used
4450 # existing cust_payby object to be replaced (must match custnum)
4452 # stateid/stateid_state/ss are not currently supported in cust_payby,
4453 # might not even work properly in 4.x, but will need to work here if ever added
4455 sub save_cust_payby {
4459 my $old = $opt{'replace'};
4460 my $new = new FS::cust_payby { $old ? $old->hash : () };
4461 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4462 $new->set( 'custnum' => $self->custnum );
4464 my $payby = $opt{'payment_payby'};
4465 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4467 # don't allow turning off auto when replacing
4468 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4470 my @check_existing; # payby relevant to this payment_payby
4472 # set payby based on auto
4473 if ( $payby eq 'CARD' ) {
4474 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4475 @check_existing = qw( CARD DCRD );
4476 } elsif ( $payby eq 'CHEK' ) {
4477 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4478 @check_existing = qw( CHEK DCHK );
4481 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4484 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4485 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4486 $new->set( 'payname' => $opt{'payname'} );
4487 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4489 my $conf = new FS::Conf;
4491 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4492 if ( $payby eq 'CARD' &&
4493 ( (grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save'))
4494 || $conf->exists('business-onlinepayment-verification')
4497 $new->set( 'paycvv' => $opt{'paycvv'} );
4499 $new->set( 'paycvv' => '');
4502 local $SIG{HUP} = 'IGNORE';
4503 local $SIG{INT} = 'IGNORE';
4504 local $SIG{QUIT} = 'IGNORE';
4505 local $SIG{TERM} = 'IGNORE';
4506 local $SIG{TSTP} = 'IGNORE';
4507 local $SIG{PIPE} = 'IGNORE';
4509 my $oldAutoCommit = $FS::UID::AutoCommit;
4510 local $FS::UID::AutoCommit = 0;
4513 # set fields specific to payment_payby
4514 if ( $payby eq 'CARD' ) {
4515 if ($opt{'bill_location'}) {
4516 $opt{'bill_location'}->set('custnum' => $self->custnum);
4517 my $error = $opt{'bill_location'}->find_or_insert;
4519 $dbh->rollback if $oldAutoCommit;
4522 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4524 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4525 $new->set( $field => $opt{$field} );
4528 foreach my $field ( qw(paytype paystate) ) {
4529 $new->set( $field => $opt{$field} );
4533 # other cust_payby to compare this to
4534 my @existing = $self->cust_payby(@check_existing);
4536 # fields that can overwrite blanks with values, but not values with blanks
4537 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4539 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4541 # generally, we don't want to overwrite existing cust_payby with this,
4542 # but we can replace if we're only marking it auto or adding a preserved field
4543 # and we can avoid saving a total duplicate or merely turning off auto
4545 foreach my $cust_payby (@existing) {
4546 # check fields that absolutely should not change
4547 foreach my $field ($new->fields) {
4548 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4549 next if grep(/^$field$/, @preserve );
4550 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4552 # now check fields that can replace if one value is blank
4554 foreach my $field (@preserve) {
4556 ( $new->get($field) and !$cust_payby->get($field) ) or
4557 ( $cust_payby->get($field) and !$new->get($field) )
4559 # prevention of overwriting values with blanks happens farther below
4561 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4565 unless ( $replace ) {
4566 # nearly identical, now check weight
4567 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4568 # ignore identical cust_payby, and ignore attempts to turn off auto
4569 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4570 $skip_cust_payby = 1;
4573 # otherwise, only change is to mark this as primary
4575 # if we got this far, we're definitely replacing
4582 $new->set( 'custpaybynum' => $old->custpaybynum );
4583 # don't turn off automatic payment (but allow it to be turned on)
4584 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4586 $new->set( 'payby' => $old->payby );
4587 $new->set( 'weight' => 1 );
4589 # make sure we're not overwriting values with blanks
4590 foreach my $field (@preserve) {
4591 if ( $old->get($field) and !$new->get($field) ) {
4592 $new->set( $field => $old->get($field) );
4597 # only overwrite cust_main bill_location if auto
4598 if ($opt{'auto'} && $opt{'bill_location'}) {
4599 $self->set('bill_location' => $opt{'bill_location'});
4600 my $error = $self->replace;
4602 $dbh->rollback if $oldAutoCommit;
4607 # done with everything except reweighting and saving cust_payby
4608 # still need to commit changes to cust_main and cust_location
4609 if ($skip_cust_payby) {
4610 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4614 # re-weight existing primary cust_pay for this payby
4616 foreach my $cust_payby (@existing) {
4617 # relies on cust_payby return order
4618 last unless $cust_payby->payby !~ /^D/;
4619 last if $cust_payby->weight > 1;
4620 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4621 next if $cust_payby->weight < ($opt{'weight'} || 1);
4622 $cust_payby->weight( $cust_payby->weight + 1 );
4623 my $error = $cust_payby->replace;
4625 $dbh->rollback if $oldAutoCommit;
4626 return "Error reweighting cust_payby: $error";
4631 # finally, save cust_payby
4632 my $error = $old ? $new->replace($old) : $new->insert;
4634 $dbh->rollback if $oldAutoCommit;
4638 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4643 =item remove_cvv_from_cust_payby PAYINFO
4645 Removes paycvv from associated cust_payby with matching PAYINFO.
4649 sub remove_cvv_from_cust_payby {
4650 my ($self,$payinfo) = @_;
4652 my $oldAutoCommit = $FS::UID::AutoCommit;
4653 local $FS::UID::AutoCommit = 0;
4656 foreach my $cust_payby ( qsearch('cust_payby',{ custnum => $self->custnum }) ) {
4657 next unless $cust_payby->payinfo eq $payinfo; # can't qsearch on payinfo
4658 $cust_payby->paycvv('');
4659 my $error = $cust_payby->replace;
4661 $dbh->rollback if $oldAutoCommit;
4666 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4672 =head1 CLASS METHODS
4678 Class method that returns the list of possible status strings for customers
4679 (see L<the status method|/status>). For example:
4681 @statuses = FS::cust_main->statuses();
4687 keys %{ $self->statuscolors };
4690 =item cust_status_sql
4692 Returns an SQL fragment to determine the status of a cust_main record, as a
4697 sub cust_status_sql {
4699 for my $status ( FS::cust_main->statuses() ) {
4700 my $method = $status.'_sql';
4701 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4710 Returns an SQL expression identifying prospective cust_main records (customers
4711 with no packages ever ordered)
4715 use vars qw($select_count_pkgs);
4716 $select_count_pkgs =
4717 "SELECT COUNT(*) FROM cust_pkg
4718 WHERE cust_pkg.custnum = cust_main.custnum";
4720 sub select_count_pkgs_sql {
4725 " 0 = ( $select_count_pkgs ) ";
4730 Returns an SQL expression identifying ordered cust_main records (customers with
4731 no active packages, but recurring packages not yet setup or one time charges
4737 FS::cust_main->none_active_sql.
4738 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4743 Returns an SQL expression identifying active cust_main records (customers with
4744 active recurring packages).
4749 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4752 =item none_active_sql
4754 Returns an SQL expression identifying cust_main records with no active
4755 recurring packages. This includes customers of status prospect, ordered,
4756 inactive, and suspended.
4760 sub none_active_sql {
4761 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4766 Returns an SQL expression identifying inactive cust_main records (customers with
4767 no active recurring packages, but otherwise unsuspended/uncancelled).
4772 FS::cust_main->none_active_sql.
4773 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4779 Returns an SQL expression identifying suspended cust_main records.
4784 sub suspended_sql { susp_sql(@_); }
4786 FS::cust_main->none_active_sql.
4787 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4793 Returns an SQL expression identifying cancelled cust_main records.
4797 sub cancel_sql { shift->cancelled_sql(@_); }
4800 =item uncancelled_sql
4802 Returns an SQL expression identifying un-cancelled cust_main records.
4806 sub uncancelled_sql { uncancel_sql(@_); }
4809 "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
4814 Returns an SQL fragment to retreive the balance.
4819 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4820 WHERE cust_bill.custnum = cust_main.custnum )
4821 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4822 WHERE cust_pay.custnum = cust_main.custnum )
4823 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4824 WHERE cust_credit.custnum = cust_main.custnum )
4825 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4826 WHERE cust_refund.custnum = cust_main.custnum )
4829 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4831 Returns an SQL fragment to retreive the balance for this customer, optionally
4832 considering invoices with date earlier than START_TIME, and not
4833 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4834 total_unapplied_payments).
4836 Times are specified as SQL fragments or numeric
4837 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4838 L<Date::Parse> for conversion functions. The empty string can be passed
4839 to disable that time constraint completely.
4841 Available options are:
4845 =item unapplied_date
4847 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)
4852 set to true to remove all customer comparison clauses, for totals
4857 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4862 JOIN clause (typically used with the total option)
4866 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4867 time will be ignored. Note that START_TIME and END_TIME only limit the date
4868 range for invoices and I<unapplied> payments, credits, and refunds.
4874 sub balance_date_sql {
4875 my( $class, $start, $end, %opt ) = @_;
4877 my $cutoff = $opt{'cutoff'};
4879 my $owed = FS::cust_bill->owed_sql($cutoff);
4880 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4881 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4882 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4884 my $j = $opt{'join'} || '';
4886 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4887 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4888 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4889 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4891 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4892 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4893 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4894 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4899 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4901 Returns an SQL fragment to retreive the total unapplied payments for this
4902 customer, only considering payments with date earlier than START_TIME, and
4903 optionally not later than END_TIME.
4905 Times are specified as SQL fragments or numeric
4906 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4907 L<Date::Parse> for conversion functions. The empty string can be passed
4908 to disable that time constraint completely.
4910 Available options are:
4914 sub unapplied_payments_date_sql {
4915 my( $class, $start, $end, %opt ) = @_;
4917 my $cutoff = $opt{'cutoff'};
4919 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4921 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4922 'unapplied_date'=>1 );
4924 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4927 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4929 Helper method for balance_date_sql; name (and usage) subject to change
4930 (suggestions welcome).
4932 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4933 cust_refund, cust_credit or cust_pay).
4935 If TABLE is "cust_bill" or the unapplied_date option is true, only
4936 considers records with date earlier than START_TIME, and optionally not
4937 later than END_TIME .
4941 sub _money_table_where {
4942 my( $class, $table, $start, $end, %opt ) = @_;
4945 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4946 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4947 push @where, "$table._date <= $start" if defined($start) && length($start);
4948 push @where, "$table._date > $end" if defined($end) && length($end);
4950 push @where, @{$opt{'where'}} if $opt{'where'};
4951 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4957 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4958 use FS::cust_main::Search;
4961 FS::cust_main::Search->search(@_);
4970 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4972 Generates a templated notification to the customer (see L<Text::Template>).
4974 OPTIONS is a hash and may include
4976 I<extra_fields> - a hashref of name/value pairs which will be substituted
4977 into the template. These values may override values mentioned below
4978 and those from the customer record.
4980 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
4982 The following variables are available in the template instead of or in addition
4983 to the fields of the customer record.
4985 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4989 # a lot like cust_bill::print_latex
4990 sub generate_letter {
4991 my ($self, $template, %options) = @_;
4993 warn "Template $template does not exist" && return
4994 unless $conf->exists($template) || $options{'template_text'};
4996 my $template_source = $options{'template_text'}
4997 ? [ $options{'template_text'} ]
4998 : [ map "$_\n", $conf->config($template) ];
5000 my $letter_template = new Text::Template
5002 SOURCE => $template_source,
5003 DELIMITERS => [ '[@--', '--@]' ],
5005 or die "can't create new Text::Template object: Text::Template::ERROR";
5007 $letter_template->compile()
5008 or die "can't compile template: Text::Template::ERROR";
5010 my %letter_data = map { $_ => $self->$_ } $self->fields;
5012 for (keys %{$options{extra_fields}}){
5013 $letter_data{$_} = $options{extra_fields}->{$_};
5016 unless(exists($letter_data{returnaddress})){
5017 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5018 $self->agent_template)
5020 if ( length($retadd) ) {
5021 $letter_data{returnaddress} = $retadd;
5022 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5023 $letter_data{returnaddress} =
5024 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5028 ( $conf->config('company_name', $self->agentnum),
5029 $conf->config('company_address', $self->agentnum),
5033 $letter_data{returnaddress} = '~';
5037 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5039 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5041 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5043 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5047 ) or die "can't open temp file: $!\n";
5048 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5049 or die "can't write temp file: $!\n";
5051 $letter_data{'logo_file'} = $lh->filename;
5053 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5057 ) or die "can't open temp file: $!\n";
5059 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5061 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5062 return ($1, $letter_data{'logo_file'});
5066 =item print_ps TEMPLATE
5068 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5074 my($file, $lfile) = $self->generate_letter(@_);
5075 my $ps = FS::Misc::generate_ps($file);
5076 unlink($file.'.tex');
5082 =item print TEMPLATE
5084 Prints the filled in template.
5086 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5090 sub queueable_print {
5093 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5094 or die "invalid customer number: " . $opt{custnum};
5096 #do not backport this change to 3.x
5097 # my $error = $self->print( { 'template' => $opt{template} } );
5098 my $error = $self->print( $opt{'template'} );
5099 die $error if $error;
5103 my ($self, $template) = (shift, shift);
5105 [ $self->print_ps($template) ],
5106 'agentnum' => $self->agentnum,
5110 #these three subs should just go away once agent stuff is all config overrides
5112 sub agent_template {
5114 $self->_agent_plandata('agent_templatename');
5117 sub agent_invoice_from {
5119 $self->_agent_plandata('agent_invoice_from');
5122 sub _agent_plandata {
5123 my( $self, $option ) = @_;
5125 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5126 #agent-specific Conf
5128 use FS::part_event::Condition;
5130 my $agentnum = $self->agentnum;
5132 my $regexp = regexp_sql();
5134 my $part_event_option =
5136 'select' => 'part_event_option.*',
5137 'table' => 'part_event_option',
5139 LEFT JOIN part_event USING ( eventpart )
5140 LEFT JOIN part_event_option AS peo_agentnum
5141 ON ( part_event.eventpart = peo_agentnum.eventpart
5142 AND peo_agentnum.optionname = 'agentnum'
5143 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5145 LEFT JOIN part_event_condition
5146 ON ( part_event.eventpart = part_event_condition.eventpart
5147 AND part_event_condition.conditionname = 'cust_bill_age'
5149 LEFT JOIN part_event_condition_option
5150 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5151 AND part_event_condition_option.optionname = 'age'
5154 #'hashref' => { 'optionname' => $option },
5155 #'hashref' => { 'part_event_option.optionname' => $option },
5157 " WHERE part_event_option.optionname = ". dbh->quote($option).
5158 " AND action = 'cust_bill_send_agent' ".
5159 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5160 " AND peo_agentnum.optionname = 'agentnum' ".
5161 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5163 CASE WHEN part_event_condition_option.optionname IS NULL
5165 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5167 , part_event.weight".
5171 unless ( $part_event_option ) {
5172 return $self->agent->invoice_template || ''
5173 if $option eq 'agent_templatename';
5177 $part_event_option->optionvalue;
5181 sub process_o2m_qsearch {
5184 return qsearch($table, @_) unless $table eq 'contact';
5186 my $hashref = shift;
5187 my %hash = %$hashref;
5188 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5189 or die 'guru meditation #4343';
5191 qsearch({ 'table' => 'contact',
5192 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5193 'hashref' => \%hash,
5194 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5195 " cust_contact.custnum = $custnum "
5199 sub process_o2m_qsearchs {
5202 return qsearchs($table, @_) unless $table eq 'contact';
5204 my $hashref = shift;
5205 my %hash = %$hashref;
5206 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5207 or die 'guru meditation #2121';
5209 qsearchs({ 'table' => 'contact',
5210 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5211 'hashref' => \%hash,
5212 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5213 " cust_contact.custnum = $custnum "
5217 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5219 Subroutine (not a method), designed to be called from the queue.
5221 Takes a list of options and values.
5223 Pulls up the customer record via the custnum option and calls bill_and_collect.
5228 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5230 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5231 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5233 #without this errors don't get rolled back
5234 $args{'fatal'} = 1; # runs from job queue, will be caught
5236 $cust_main->bill_and_collect( %args );
5239 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5241 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5242 C<collect> part. This is used in batch tax calculation, where invoice
5243 generation and collection events have to be completely separated.
5247 sub queued_collect {
5249 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5251 $cust_main->collect(%args);
5254 sub process_bill_and_collect {
5257 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5258 or die "custnum '$param->{custnum}' not found!\n";
5259 $param->{'job'} = $job;
5260 $param->{'fatal'} = 1; # runs from job queue, will be caught
5261 $param->{'retry'} = 1;
5263 $cust_main->bill_and_collect( %$param );
5266 #starting to take quite a while for big dbs
5267 # (JRNL: journaled so it only happens once per database)
5268 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5269 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5270 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5271 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5272 # JRNL leading/trailing spaces in first, last, company
5273 # JRNL migrate to cust_payby
5274 # - otaker upgrade? journal and call it good? (double check to make sure
5275 # we're not still setting otaker here)
5277 #only going to get worse with new location stuff...
5279 sub _upgrade_data { #class method
5280 my ($class, %opts) = @_;
5282 my @statements = ();
5284 #this seems to be the only expensive one.. why does it take so long?
5285 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5287 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5288 FS::upgrade_journal->set_done('cust_main__signupdate');
5292 foreach my $sql ( @statements ) {
5293 my $sth = dbh->prepare($sql) or die dbh->errstr;
5294 $sth->execute or die $sth->errstr;
5295 #warn ( (time - $t). " seconds\n" );
5299 local($ignore_expired_card) = 1;
5300 local($ignore_banned_card) = 1;
5301 local($skip_fuzzyfiles) = 1;
5302 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5304 FS::cust_main::Location->_upgrade_data(%opts);
5306 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5308 foreach my $cust_main ( qsearch({
5309 'table' => 'cust_main',
5311 'extra_sql' => 'WHERE '.
5313 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5314 qw( first last company )
5317 my $error = $cust_main->replace;
5318 die $error if $error;
5321 FS::upgrade_journal->set_done('cust_main__trimspaces');
5325 $class->_upgrade_otaker(%opts);
5335 The delete method should possibly take an FS::cust_main object reference
5336 instead of a scalar customer number.
5338 Bill and collect options should probably be passed as references instead of a
5341 There should probably be a configuration file with a list of allowed credit
5344 No multiple currency support (probably a larger project than just this module).
5346 Birthdates rely on negative epoch values.
5348 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5352 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5353 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5354 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.