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::payinfo_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);
32 use FS::UID qw( dbh driver_name );
33 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
35 use FS::Misc qw( generate_ps do_print money_pretty card_types );
36 use FS::Msgcat qw(gettext);
43 use FS::cust_bill_void;
44 use FS::legacy_cust_bill;
46 use FS::cust_pay_pending;
47 use FS::cust_pay_void;
48 use FS::cust_pay_batch;
51 use FS::part_referral;
52 use FS::cust_main_county;
53 use FS::cust_location;
56 use FS::cust_main_exemption;
57 use FS::cust_tax_adjustment;
58 use FS::cust_tax_location;
59 use FS::agent_currency;
60 use FS::cust_main_invoice;
62 use FS::prepay_credit;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
71 use FS::cust_main_note;
72 use FS::cust_attachment;
75 use FS::upgrade_journal;
81 # 1 is mostly method/subroutine entry and options
82 # 2 traces progress of some operations
83 # 3 is even more information including possibly sensitive data
85 our $me = '[FS::cust_main]';
88 our $ignore_expired_card = 0;
89 our $ignore_banned_card = 0;
90 our $ignore_invalid_card = 0;
92 our $skip_fuzzyfiles = 0;
94 our $ucfirst_nowarn = 0;
96 #this info is in cust_payby as of 4.x
97 #this and the fields themselves can be removed in 5.x
98 our @encrypted_fields = ('payinfo', 'paycvv');
99 sub nohistory_fields { ('payinfo', 'paycvv'); }
102 our $default_agent_custid;
103 our $custnum_display_length;
104 #ask FS::UID to run this stuff for us later
105 #$FS::UID::callback{'FS::cust_main'} = sub {
106 install_callback FS::UID sub {
107 $conf = new FS::Conf;
108 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
109 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
110 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
115 my ( $hashref, $cache ) = @_;
116 if ( exists $hashref->{'pkgnum'} ) {
117 #@{ $self->{'_pkgnum'} } = ();
118 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
119 $self->{'_pkgnum'} = $subcache;
120 #push @{ $self->{'_pkgnum'} },
121 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
127 FS::cust_main - Object methods for cust_main records
133 $record = new FS::cust_main \%hash;
134 $record = new FS::cust_main { 'column' => 'value' };
136 $error = $record->insert;
138 $error = $new_record->replace($old_record);
140 $error = $record->delete;
142 $error = $record->check;
144 @cust_pkg = $record->all_pkgs;
146 @cust_pkg = $record->ncancelled_pkgs;
148 @cust_pkg = $record->suspended_pkgs;
150 $error = $record->bill;
151 $error = $record->bill %options;
152 $error = $record->bill 'time' => $time;
154 $error = $record->collect;
155 $error = $record->collect %options;
156 $error = $record->collect 'invoice_time' => $time,
161 An FS::cust_main object represents a customer. FS::cust_main inherits from
162 FS::Record. The following fields are currently supported:
168 Primary key (assigned automatically for new customers)
172 Agent (see L<FS::agent>)
176 Advertising source (see L<FS::part_referral>)
188 Cocial security number (optional)
212 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
216 Payment Information (See L<FS::payinfo_Mixin> for data format)
220 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
224 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
228 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
232 Start date month (maestro/solo cards only)
236 Start date year (maestro/solo cards only)
240 Issue number (maestro/solo cards only)
244 Name on card or billing name
248 IP address from which payment information was received
252 Tax exempt, empty or `Y'
256 Order taker (see L<FS::access_user>)
262 =item referral_custnum
264 Referring customer number
268 Enable individual CDR spooling, empty or `Y'
272 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
276 Discourage individual CDR printing, empty or `Y'
280 Allow self-service editing of ticket subjects, empty or 'Y'
282 =item calling_list_exempt
284 Do not call, empty or 'Y'
286 =item invoice_ship_address
288 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
298 Creates a new customer. To add the customer to the database, see L<"insert">.
300 Note that this stores the hash reference, not a distinct copy of the hash it
301 points to. You can ask the object for a copy with the I<hash> method.
305 sub table { 'cust_main'; }
307 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
309 Adds this customer to the database. If there is an error, returns the error,
310 otherwise returns false.
312 Usually the customer's location will not yet exist in the database, and
313 the C<bill_location> and C<ship_location> pseudo-fields must be set to
314 uninserted L<FS::cust_location> objects. These will be inserted and linked
315 (in both directions) to the new customer record. If they're references
316 to the same object, they will become the same location.
318 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
319 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
320 are inserted atomicly, or the transaction is rolled back. Passing an empty
321 hash reference is equivalent to not supplying this parameter. There should be
322 a better explanation of this, but until then, here's an example:
325 tie %hash, 'Tie::RefHash'; #this part is important
327 $cust_pkg => [ $svc_acct ],
330 $cust_main->insert( \%hash );
332 INVOICING_LIST_ARYREF: No longer supported.
334 Currently available options are: I<depend_jobnum>, I<noexport>,
335 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
337 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
338 on the supplied jobnum (they will not run until the specific job completes).
339 This can be used to defer provisioning until some action completes (such
340 as running the customer's credit card successfully).
342 The I<noexport> option is deprecated. If I<noexport> is set true, no
343 provisioning jobs (exports) are scheduled. (You can schedule them later with
344 the B<reexport> method.)
346 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
347 of tax names and exemption numbers. FS::cust_main_exemption records will be
348 created and inserted.
350 If I<prospectnum> is set, moves contacts and locations from that prospect.
352 If I<contact> is set to an arrayref of FS::contact objects, those will be
355 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
356 unset), inserts those new contacts with this new customer. Handles CGI
357 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
359 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
360 new stored payment records with this new customer. Handles CGI parameters
361 for an "m2" multiple entry field as passed by edit/cust_main.cgi
367 my $cust_pkgs = @_ ? shift : {};
369 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
370 warn "cust_main::insert using deprecated invoicing list argument";
371 $invoicing_list = shift;
374 warn "$me insert called with options ".
375 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
378 local $SIG{HUP} = 'IGNORE';
379 local $SIG{INT} = 'IGNORE';
380 local $SIG{QUIT} = 'IGNORE';
381 local $SIG{TERM} = 'IGNORE';
382 local $SIG{TSTP} = 'IGNORE';
383 local $SIG{PIPE} = 'IGNORE';
385 my $oldAutoCommit = $FS::UID::AutoCommit;
386 local $FS::UID::AutoCommit = 0;
389 my $prepay_identifier = '';
390 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
392 if ( $self->payby eq 'PREPAY' ) {
394 $self->payby(''); #'BILL');
395 $prepay_identifier = $self->payinfo;
398 warn " looking up prepaid card $prepay_identifier\n"
401 my $error = $self->get_prepay( $prepay_identifier,
402 'amount_ref' => \$amount,
403 'seconds_ref' => \$seconds,
404 'upbytes_ref' => \$upbytes,
405 'downbytes_ref' => \$downbytes,
406 'totalbytes_ref' => \$totalbytes,
409 $dbh->rollback if $oldAutoCommit;
410 #return "error applying prepaid card (transaction rolled back): $error";
414 $payby = 'PREP' if $amount;
416 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
419 $self->payby(''); #'BILL');
420 $amount = $self->paid;
425 foreach my $l (qw(bill_location ship_location)) {
427 my $loc = delete $self->hashref->{$l} or next;
429 if ( !$loc->locationnum ) {
430 # warn the location that we're going to insert it with no custnum
431 $loc->set(custnum_pending => 1);
432 warn " inserting $l\n"
434 my $error = $loc->insert;
436 $dbh->rollback if $oldAutoCommit;
437 my $label = $l eq 'ship_location' ? 'service' : 'billing';
438 return "$error (in $label location)";
441 } elsif ( $loc->prospectnum ) {
443 $loc->prospectnum('');
444 $loc->set(custnum_pending => 1);
445 my $error = $loc->replace;
447 $dbh->rollback if $oldAutoCommit;
448 my $label = $l eq 'ship_location' ? 'service' : 'billing';
449 return "$error (moving $label location)";
452 } elsif ( ($loc->custnum || 0) > 0 ) {
453 # then it somehow belongs to another customer--shouldn't happen
454 $dbh->rollback if $oldAutoCommit;
455 return "$l belongs to customer ".$loc->custnum;
457 # else it already belongs to this customer
458 # (happens when ship_location is identical to bill_location)
460 $self->set($l.'num', $loc->locationnum);
462 if ( $self->get($l.'num') eq '' ) {
463 $dbh->rollback if $oldAutoCommit;
468 warn " inserting $self\n"
471 $self->signupdate(time) unless $self->signupdate;
473 $self->auto_agent_custid()
474 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
476 my $error = $self->check_payinfo_cardtype
477 || $self->SUPER::insert;
479 $dbh->rollback if $oldAutoCommit;
480 #return "inserting cust_main record (transaction rolled back): $error";
484 # now set cust_location.custnum
485 foreach my $l (qw(bill_location ship_location)) {
486 warn " setting $l.custnum\n"
488 my $loc = $self->$l or next;
489 unless ( $loc->custnum ) {
490 $loc->set(custnum => $self->custnum);
491 $error ||= $loc->replace;
495 $dbh->rollback if $oldAutoCommit;
496 return "error setting $l custnum: $error";
500 warn " setting customer tags\n"
503 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
504 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
505 'custnum' => $self->custnum };
506 my $error = $cust_tag->insert;
508 $dbh->rollback if $oldAutoCommit;
513 my $prospectnum = delete $options{'prospectnum'};
514 if ( $prospectnum ) {
516 warn " moving contacts and locations from prospect $prospectnum\n"
520 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
521 unless ( $prospect_main ) {
522 $dbh->rollback if $oldAutoCommit;
523 return "Unknown prospectnum $prospectnum";
525 $prospect_main->custnum($self->custnum);
526 $prospect_main->disabled('Y');
527 my $error = $prospect_main->replace;
529 $dbh->rollback if $oldAutoCommit;
533 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
534 my $cust_contact = new FS::cust_contact {
535 'custnum' => $self->custnum,
536 'invoice_dest' => 'Y', # invoice_dest currently not set for prospect contacts
537 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
539 my $error = $cust_contact->insert
540 || $prospect_contact->delete;
542 $dbh->rollback if $oldAutoCommit;
547 my @cust_location = $prospect_main->cust_location;
548 my @qual = $prospect_main->qual;
550 foreach my $r ( @cust_location, @qual ) {
552 $r->custnum($self->custnum);
553 my $error = $r->replace;
555 $dbh->rollback if $oldAutoCommit;
559 # since we set invoice_dest on all migrated prospect contacts (for now),
560 # don't process invoicing_list.
561 delete $options{'invoicing_list'};
562 $invoicing_list = undef;
565 warn " setting contacts\n"
568 $invoicing_list ||= $options{'invoicing_list'};
569 if ( $invoicing_list ) {
571 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
574 foreach my $dest (@$invoicing_list ) {
575 if ($dest eq 'POST') {
576 $self->set('postal_invoice', 'Y');
579 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
580 if ( $contact_email ) {
581 my $cust_contact = FS::cust_contact->new({
582 contactnum => $contact_email->contactnum,
583 custnum => $self->custnum,
585 $cust_contact->set('invoice_dest', 'Y');
586 my $error = $cust_contact->insert;
588 $dbh->rollback if $oldAutoCommit;
589 return "$error (linking to email address $dest)";
593 # this email address is not yet linked to any contact
594 $email .= ',' if length($email);
602 my $contact = FS::contact->new({
603 'custnum' => $self->get('custnum'),
604 'last' => $self->get('last'),
605 'first' => $self->get('first'),
606 'emailaddress' => $email,
607 'invoice_dest' => 'Y', # yes, you can set this via the contact
609 my $error = $contact->insert;
611 $dbh->rollback if $oldAutoCommit;
619 if ( my $contact = delete $options{'contact'} ) {
621 foreach my $c ( @$contact ) {
622 $c->custnum($self->custnum);
623 my $error = $c->insert;
625 $dbh->rollback if $oldAutoCommit;
631 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
633 my $error = $self->process_o2m( 'table' => 'contact',
634 'fields' => FS::contact->cgi_contact_fields,
635 'params' => $contact_params,
638 $dbh->rollback if $oldAutoCommit;
643 warn " setting cust_payby\n"
646 if ( $options{cust_payby} ) {
648 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
649 $cust_payby->custnum($self->custnum);
650 my $error = $cust_payby->insert;
652 $dbh->rollback if $oldAutoCommit;
657 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
659 my $error = $self->process_o2m(
660 'table' => 'cust_payby',
661 'fields' => FS::cust_payby->cgi_cust_payby_fields,
662 'params' => $cust_payby_params,
663 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
666 $dbh->rollback if $oldAutoCommit;
672 warn " setting cust_main_exemption\n"
675 my $tax_exemption = delete $options{'tax_exemption'};
676 if ( $tax_exemption ) {
678 $tax_exemption = { map { $_ => '' } @$tax_exemption }
679 if ref($tax_exemption) eq 'ARRAY';
681 foreach my $taxname ( keys %$tax_exemption ) {
682 my $cust_main_exemption = new FS::cust_main_exemption {
683 'custnum' => $self->custnum,
684 'taxname' => $taxname,
685 'exempt_number' => $tax_exemption->{$taxname},
687 my $error = $cust_main_exemption->insert;
689 $dbh->rollback if $oldAutoCommit;
690 return "inserting cust_main_exemption (transaction rolled back): $error";
695 warn " ordering packages\n"
698 $error = $self->order_pkgs( $cust_pkgs,
700 'seconds_ref' => \$seconds,
701 'upbytes_ref' => \$upbytes,
702 'downbytes_ref' => \$downbytes,
703 'totalbytes_ref' => \$totalbytes,
706 $dbh->rollback if $oldAutoCommit;
711 $dbh->rollback if $oldAutoCommit;
712 return "No svc_acct record to apply pre-paid time";
714 if ( $upbytes || $downbytes || $totalbytes ) {
715 $dbh->rollback if $oldAutoCommit;
716 return "No svc_acct record to apply pre-paid data";
720 warn " inserting initial $payby payment of $amount\n"
722 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
724 $dbh->rollback if $oldAutoCommit;
725 return "inserting payment (transaction rolled back): $error";
729 unless ( $import || $skip_fuzzyfiles ) {
730 warn " queueing fuzzyfiles update\n"
732 $error = $self->queue_fuzzyfiles_update;
734 $dbh->rollback if $oldAutoCommit;
735 return "updating fuzzy search cache: $error";
739 # FS::geocode_Mixin::after_insert or something?
740 if ( $conf->config('tax_district_method') and !$import ) {
741 # if anything non-empty, try to look it up
742 my $queue = new FS::queue {
743 'job' => 'FS::geocode_Mixin::process_district_update',
744 'custnum' => $self->custnum,
746 my $error = $queue->insert( ref($self), $self->custnum );
748 $dbh->rollback if $oldAutoCommit;
749 return "queueing tax district update: $error";
754 warn " exporting\n" if $DEBUG > 1;
756 my $export_args = $options{'export_args'} || [];
759 map qsearch( 'part_export', {exportnum=>$_} ),
760 $conf->config('cust_main-exports'); #, $agentnum
762 foreach my $part_export ( @part_export ) {
763 my $error = $part_export->export_insert($self, @$export_args);
765 $dbh->rollback if $oldAutoCommit;
766 return "exporting to ". $part_export->exporttype.
767 " (transaction rolled back): $error";
771 #foreach my $depend_jobnum ( @$depend_jobnums ) {
772 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
774 # foreach my $jobnum ( @jobnums ) {
775 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
776 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
778 # my $error = $queue->depend_insert($depend_jobnum);
780 # $dbh->rollback if $oldAutoCommit;
781 # return "error queuing job dependancy: $error";
788 #if ( exists $options{'jobnums'} ) {
789 # push @{ $options{'jobnums'} }, @jobnums;
792 warn " insert complete; committing transaction\n"
795 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
800 use File::CounterFile;
801 sub auto_agent_custid {
804 my $format = $conf->config('cust_main-auto_agent_custid');
806 if ( $format eq '1YMMXXXXXXXX' ) {
808 my $counter = new File::CounterFile 'cust_main.agent_custid';
811 my $ym = 100000000000 + time2str('%y%m00000000', time);
812 if ( $ym > $counter->value ) {
813 $counter->{'value'} = $agent_custid = $ym;
814 $counter->{'updated'} = 1;
816 $agent_custid = $counter->inc;
822 die "Unknown cust_main-auto_agent_custid format: $format";
825 $self->agent_custid($agent_custid);
829 =item PACKAGE METHODS
831 Documentation on customer package methods has been moved to
832 L<FS::cust_main::Packages>.
834 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
836 Recharges this (existing) customer with the specified prepaid card (see
837 L<FS::prepay_credit>), specified either by I<identifier> or as an
838 FS::prepay_credit object. If there is an error, returns the error, otherwise
841 Optionally, five scalar references can be passed as well. They will have their
842 values filled in with the amount, number of seconds, and number of upload,
843 download, and total bytes applied by this prepaid card.
847 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
848 #the only place that uses these args
849 sub recharge_prepay {
850 my( $self, $prepay_credit, $amountref, $secondsref,
851 $upbytesref, $downbytesref, $totalbytesref ) = @_;
853 local $SIG{HUP} = 'IGNORE';
854 local $SIG{INT} = 'IGNORE';
855 local $SIG{QUIT} = 'IGNORE';
856 local $SIG{TERM} = 'IGNORE';
857 local $SIG{TSTP} = 'IGNORE';
858 local $SIG{PIPE} = 'IGNORE';
860 my $oldAutoCommit = $FS::UID::AutoCommit;
861 local $FS::UID::AutoCommit = 0;
864 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
866 my $error = $self->get_prepay( $prepay_credit,
867 'amount_ref' => \$amount,
868 'seconds_ref' => \$seconds,
869 'upbytes_ref' => \$upbytes,
870 'downbytes_ref' => \$downbytes,
871 'totalbytes_ref' => \$totalbytes,
873 || $self->increment_seconds($seconds)
874 || $self->increment_upbytes($upbytes)
875 || $self->increment_downbytes($downbytes)
876 || $self->increment_totalbytes($totalbytes)
877 || $self->insert_cust_pay_prepay( $amount,
879 ? $prepay_credit->identifier
884 $dbh->rollback if $oldAutoCommit;
888 if ( defined($amountref) ) { $$amountref = $amount; }
889 if ( defined($secondsref) ) { $$secondsref = $seconds; }
890 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
891 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
892 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
894 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
899 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
901 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
902 specified either by I<identifier> or as an FS::prepay_credit object.
904 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
905 incremented by the values of the prepaid card.
907 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
908 check or set this customer's I<agentnum>.
910 If there is an error, returns the error, otherwise returns false.
916 my( $self, $prepay_credit, %opt ) = @_;
918 local $SIG{HUP} = 'IGNORE';
919 local $SIG{INT} = 'IGNORE';
920 local $SIG{QUIT} = 'IGNORE';
921 local $SIG{TERM} = 'IGNORE';
922 local $SIG{TSTP} = 'IGNORE';
923 local $SIG{PIPE} = 'IGNORE';
925 my $oldAutoCommit = $FS::UID::AutoCommit;
926 local $FS::UID::AutoCommit = 0;
929 unless ( ref($prepay_credit) ) {
931 my $identifier = $prepay_credit;
933 $prepay_credit = qsearchs(
935 { 'identifier' => $identifier },
940 unless ( $prepay_credit ) {
941 $dbh->rollback if $oldAutoCommit;
942 return "Invalid prepaid card: ". $identifier;
947 if ( $prepay_credit->agentnum ) {
948 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
949 $dbh->rollback if $oldAutoCommit;
950 return "prepaid card not valid for agent ". $self->agentnum;
952 $self->agentnum($prepay_credit->agentnum);
955 my $error = $prepay_credit->delete;
957 $dbh->rollback if $oldAutoCommit;
958 return "removing prepay_credit (transaction rolled back): $error";
961 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
962 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
964 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
969 =item increment_upbytes SECONDS
971 Updates this customer's single or primary account (see L<FS::svc_acct>) by
972 the specified number of upbytes. If there is an error, returns the error,
973 otherwise returns false.
977 sub increment_upbytes {
978 _increment_column( shift, 'upbytes', @_);
981 =item increment_downbytes SECONDS
983 Updates this customer's single or primary account (see L<FS::svc_acct>) by
984 the specified number of downbytes. If there is an error, returns the error,
985 otherwise returns false.
989 sub increment_downbytes {
990 _increment_column( shift, 'downbytes', @_);
993 =item increment_totalbytes SECONDS
995 Updates this customer's single or primary account (see L<FS::svc_acct>) by
996 the specified number of totalbytes. If there is an error, returns the error,
997 otherwise returns false.
1001 sub increment_totalbytes {
1002 _increment_column( shift, 'totalbytes', @_);
1005 =item increment_seconds SECONDS
1007 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1008 the specified number of seconds. If there is an error, returns the error,
1009 otherwise returns false.
1013 sub increment_seconds {
1014 _increment_column( shift, 'seconds', @_);
1017 =item _increment_column AMOUNT
1019 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1020 the specified number of seconds or bytes. If there is an error, returns
1021 the error, otherwise returns false.
1025 sub _increment_column {
1026 my( $self, $column, $amount ) = @_;
1027 warn "$me increment_column called: $column, $amount\n"
1030 return '' unless $amount;
1032 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1033 $self->ncancelled_pkgs;
1035 if ( ! @cust_pkg ) {
1036 return 'No packages with primary or single services found'.
1037 ' to apply pre-paid time';
1038 } elsif ( scalar(@cust_pkg) > 1 ) {
1039 #maybe have a way to specify the package/account?
1040 return 'Multiple packages found to apply pre-paid time';
1043 my $cust_pkg = $cust_pkg[0];
1044 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1048 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1050 if ( ! @cust_svc ) {
1051 return 'No account found to apply pre-paid time';
1052 } elsif ( scalar(@cust_svc) > 1 ) {
1053 return 'Multiple accounts found to apply pre-paid time';
1056 my $svc_acct = $cust_svc[0]->svc_x;
1057 warn " found service svcnum ". $svc_acct->pkgnum.
1058 ' ('. $svc_acct->email. ")\n"
1061 $column = "increment_$column";
1062 $svc_acct->$column($amount);
1066 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1068 Inserts a prepayment in the specified amount for this customer. An optional
1069 second argument can specify the prepayment identifier for tracking purposes.
1070 If there is an error, returns the error, otherwise returns false.
1074 sub insert_cust_pay_prepay {
1075 shift->insert_cust_pay('PREP', @_);
1078 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1080 Inserts a cash payment in the specified amount for this customer. An optional
1081 second argument can specify the payment identifier for tracking purposes.
1082 If there is an error, returns the error, otherwise returns false.
1086 sub insert_cust_pay_cash {
1087 shift->insert_cust_pay('CASH', @_);
1090 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1092 Inserts a Western Union payment in the specified amount for this customer. An
1093 optional second argument can specify the prepayment identifier for tracking
1094 purposes. If there is an error, returns the error, otherwise returns false.
1098 sub insert_cust_pay_west {
1099 shift->insert_cust_pay('WEST', @_);
1102 sub insert_cust_pay {
1103 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1104 my $payinfo = scalar(@_) ? shift : '';
1106 my $cust_pay = new FS::cust_pay {
1107 'custnum' => $self->custnum,
1108 'paid' => sprintf('%.2f', $amount),
1109 #'_date' => #date the prepaid card was purchased???
1111 'payinfo' => $payinfo,
1117 =item delete [ OPTION => VALUE ... ]
1119 This deletes the customer. If there is an error, returns the error, otherwise
1122 This will completely remove all traces of the customer record. This is not
1123 what you want when a customer cancels service; for that, cancel all of the
1124 customer's packages (see L</cancel>).
1126 If the customer has any uncancelled packages, you need to pass a new (valid)
1127 customer number for those packages to be transferred to, as the "new_customer"
1128 option. Cancelled packages will be deleted. Did I mention that this is NOT
1129 what you want when a customer cancels service and that you really should be
1130 looking at L<FS::cust_pkg/cancel>?
1132 You can't delete a customer with invoices (see L<FS::cust_bill>),
1133 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1134 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1135 set the "delete_financials" option to a true value.
1140 my( $self, %opt ) = @_;
1142 local $SIG{HUP} = 'IGNORE';
1143 local $SIG{INT} = 'IGNORE';
1144 local $SIG{QUIT} = 'IGNORE';
1145 local $SIG{TERM} = 'IGNORE';
1146 local $SIG{TSTP} = 'IGNORE';
1147 local $SIG{PIPE} = 'IGNORE';
1149 my $oldAutoCommit = $FS::UID::AutoCommit;
1150 local $FS::UID::AutoCommit = 0;
1153 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1154 $dbh->rollback if $oldAutoCommit;
1155 return "Can't delete a master agent customer";
1158 #use FS::access_user
1159 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1160 $dbh->rollback if $oldAutoCommit;
1161 return "Can't delete a master employee customer";
1164 tie my %financial_tables, 'Tie::IxHash',
1165 'cust_bill' => 'invoices',
1166 'cust_statement' => 'statements',
1167 'cust_credit' => 'credits',
1168 'cust_pay' => 'payments',
1169 'cust_refund' => 'refunds',
1172 foreach my $table ( keys %financial_tables ) {
1174 my @records = $self->$table();
1176 if ( @records && ! $opt{'delete_financials'} ) {
1177 $dbh->rollback if $oldAutoCommit;
1178 return "Can't delete a customer with ". $financial_tables{$table};
1181 foreach my $record ( @records ) {
1182 my $error = $record->delete;
1184 $dbh->rollback if $oldAutoCommit;
1185 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1191 my @cust_pkg = $self->ncancelled_pkgs;
1193 my $new_custnum = $opt{'new_custnum'};
1194 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1195 $dbh->rollback if $oldAutoCommit;
1196 return "Invalid new customer number: $new_custnum";
1198 foreach my $cust_pkg ( @cust_pkg ) {
1199 my %hash = $cust_pkg->hash;
1200 $hash{'custnum'} = $new_custnum;
1201 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1202 my $error = $new_cust_pkg->replace($cust_pkg,
1203 options => { $cust_pkg->options },
1206 $dbh->rollback if $oldAutoCommit;
1211 my @cancelled_cust_pkg = $self->all_pkgs;
1212 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1213 my $error = $cust_pkg->delete;
1215 $dbh->rollback if $oldAutoCommit;
1220 #cust_tax_adjustment in financials?
1221 #cust_pay_pending? ouch
1222 foreach my $table (qw(
1223 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1224 cust_payby cust_location cust_main_note cust_tax_adjustment
1225 cust_pay_void cust_pay_batch queue cust_tax_exempt
1227 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1228 my $error = $record->delete;
1230 $dbh->rollback if $oldAutoCommit;
1236 my $sth = $dbh->prepare(
1237 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1239 my $errstr = $dbh->errstr;
1240 $dbh->rollback if $oldAutoCommit;
1243 $sth->execute($self->custnum) or do {
1244 my $errstr = $sth->errstr;
1245 $dbh->rollback if $oldAutoCommit;
1251 my $ticket_dbh = '';
1252 if ($conf->config('ticket_system') eq 'RT_Internal') {
1254 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1255 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1256 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1257 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1260 if ( $ticket_dbh ) {
1262 my $ticket_sth = $ticket_dbh->prepare(
1263 'DELETE FROM Links WHERE Target = ?'
1265 my $errstr = $ticket_dbh->errstr;
1266 $dbh->rollback if $oldAutoCommit;
1269 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1271 my $errstr = $ticket_sth->errstr;
1272 $dbh->rollback if $oldAutoCommit;
1276 #check and see if the customer is the only link on the ticket, and
1277 #if so, set the ticket to deleted status in RT?
1278 #maybe someday, for now this will at least fix tickets not displaying
1282 #delete the customer record
1284 my $error = $self->SUPER::delete;
1286 $dbh->rollback if $oldAutoCommit;
1290 # cust_main exports!
1292 #my $export_args = $options{'export_args'} || [];
1295 map qsearch( 'part_export', {exportnum=>$_} ),
1296 $conf->config('cust_main-exports'); #, $agentnum
1298 foreach my $part_export ( @part_export ) {
1299 my $error = $part_export->export_delete( $self ); #, @$export_args);
1301 $dbh->rollback if $oldAutoCommit;
1302 return "exporting to ". $part_export->exporttype.
1303 " (transaction rolled back): $error";
1307 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1312 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1314 Replaces the OLD_RECORD with this one in the database. If there is an error,
1315 returns the error, otherwise returns false.
1317 To change the customer's address, set the pseudo-fields C<bill_location> and
1318 C<ship_location>. The address will still only change if at least one of the
1319 address fields differs from the existing values.
1321 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1322 set as the contact email address for a default contact with the same name as
1325 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1326 I<contact_params>, I<invoicing_list>.
1328 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1329 of tax names and exemption numbers. FS::cust_main_exemption records will be
1330 deleted and inserted as appropriate.
1332 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1333 groups (describing the customer's payment methods and contacts, respectively)
1334 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1335 and L<FS::contact> for the fields these can contain.
1337 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1338 should be used instead if possible.
1345 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1347 : $self->replace_old;
1351 warn "$me replace called\n"
1354 my $curuser = $FS::CurrentUser::CurrentUser;
1355 return "You are not permitted to create complimentary accounts."
1356 if $self->complimentary eq 'Y'
1357 && $self->complimentary ne $old->complimentary
1358 && ! $curuser->access_right('Complimentary customer');
1360 local($ignore_expired_card) = 1
1361 if $old->payby =~ /^(CARD|DCRD)$/
1362 && $self->payby =~ /^(CARD|DCRD)$/
1363 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1365 local($ignore_banned_card) = 1
1366 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1367 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1368 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1370 if ( $self->payby =~ /^(CARD|DCRD)$/
1371 && $old->payinfo ne $self->payinfo
1372 && $old->paymask ne $self->paymask )
1374 my $error = $self->check_payinfo_cardtype;
1375 return $error if $error;
1378 return "Invoicing locale is required"
1381 && $conf->exists('cust_main-require_locale');
1383 local $SIG{HUP} = 'IGNORE';
1384 local $SIG{INT} = 'IGNORE';
1385 local $SIG{QUIT} = 'IGNORE';
1386 local $SIG{TERM} = 'IGNORE';
1387 local $SIG{TSTP} = 'IGNORE';
1388 local $SIG{PIPE} = 'IGNORE';
1390 my $oldAutoCommit = $FS::UID::AutoCommit;
1391 local $FS::UID::AutoCommit = 0;
1394 for my $l (qw(bill_location ship_location)) {
1395 #my $old_loc = $old->$l;
1396 my $new_loc = $self->$l or next;
1398 # find the existing location if there is one
1399 $new_loc->set('custnum' => $self->custnum);
1400 my $error = $new_loc->find_or_insert;
1402 $dbh->rollback if $oldAutoCommit;
1405 $self->set($l.'num', $new_loc->locationnum);
1409 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1410 warn "cust_main::replace: using deprecated invoicing list argument";
1411 $invoicing_list = shift @param;
1414 my %options = @param;
1416 $invoicing_list ||= $options{invoicing_list};
1418 my @contacts = map { $_->contact } $self->cust_contact;
1419 # find a contact that matches the customer's name
1420 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1421 and $_->last eq $old->get('last') }
1423 $implicit_contact ||= FS::contact->new({
1424 'custnum' => $self->custnum,
1425 'locationnum' => $self->get('bill_locationnum'),
1428 # for any of these that are already contact emails, link to the existing
1430 if ( $invoicing_list ) {
1433 # kind of like process_m2m on these, except:
1434 # - the other side is two tables in a join
1435 # - and we might have to create new contact_emails
1436 # - and possibly a new contact
1438 # Find existing invoice emails that aren't on the implicit contact.
1439 # Any of these that are not on the new invoicing list will be removed.
1440 my %old_email_cust_contact;
1441 foreach my $cust_contact ($self->cust_contact) {
1442 next if !$cust_contact->invoice_dest;
1443 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1445 foreach my $contact_email ($cust_contact->contact->contact_email) {
1446 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1450 foreach my $dest (@$invoicing_list) {
1452 if ($dest eq 'POST') {
1454 $self->set('postal_invoice', 'Y');
1456 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1458 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1462 # See if it belongs to some other contact; if so, link it.
1463 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1465 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1466 my $cust_contact = qsearchs('cust_contact', {
1467 contactnum => $contact_email->contactnum,
1468 custnum => $self->custnum,
1469 }) || FS::cust_contact->new({
1470 contactnum => $contact_email->contactnum,
1471 custnum => $self->custnum,
1473 $cust_contact->set('invoice_dest', 'Y');
1474 my $error = $cust_contact->custcontactnum ?
1475 $cust_contact->replace : $cust_contact->insert;
1477 $dbh->rollback if $oldAutoCommit;
1478 return "$error (linking to email address $dest)";
1482 # This email address is not yet linked to any contact, so it will
1483 # be added to the implicit contact.
1484 $email .= ',' if length($email);
1490 foreach my $remove_dest (keys %old_email_cust_contact) {
1491 my $cust_contact = $old_email_cust_contact{$remove_dest};
1492 # These were not in the list of requested destinations, so take them off.
1493 $cust_contact->set('invoice_dest', '');
1494 my $error = $cust_contact->replace;
1496 $dbh->rollback if $oldAutoCommit;
1497 return "$error (unlinking email address $remove_dest)";
1501 # make sure it keeps up with the changed customer name, if any
1502 $implicit_contact->set('last', $self->get('last'));
1503 $implicit_contact->set('first', $self->get('first'));
1504 $implicit_contact->set('emailaddress', $email);
1505 $implicit_contact->set('invoice_dest', 'Y');
1506 $implicit_contact->set('custnum', $self->custnum);
1509 if ( $implicit_contact->contactnum ) {
1510 $error = $implicit_contact->replace;
1511 } elsif ( length($email) ) { # don't create a new contact if not needed
1512 $error = $implicit_contact->insert;
1516 $dbh->rollback if $oldAutoCommit;
1517 return "$error (adding email address $email)";
1522 # replace the customer record
1523 my $error = $self->SUPER::replace($old);
1526 $dbh->rollback if $oldAutoCommit;
1530 # now move packages to the new service location
1531 $self->set('ship_location', ''); #flush cache
1532 if ( $old->ship_locationnum and # should only be null during upgrade...
1533 $old->ship_locationnum != $self->ship_locationnum ) {
1534 $error = $old->ship_location->move_to($self->ship_location);
1536 $dbh->rollback if $oldAutoCommit;
1540 # don't move packages based on the billing location, but
1541 # disable it if it's no longer in use
1542 if ( $old->bill_locationnum and
1543 $old->bill_locationnum != $self->bill_locationnum ) {
1544 $error = $old->bill_location->disable_if_unused;
1546 $dbh->rollback if $oldAutoCommit;
1551 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1553 #this could be more efficient than deleting and re-inserting, if it matters
1554 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1555 my $error = $cust_tag->delete;
1557 $dbh->rollback if $oldAutoCommit;
1561 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1562 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1563 'custnum' => $self->custnum };
1564 my $error = $cust_tag->insert;
1566 $dbh->rollback if $oldAutoCommit;
1573 my $tax_exemption = delete $options{'tax_exemption'};
1574 if ( $tax_exemption ) {
1576 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1577 if ref($tax_exemption) eq 'ARRAY';
1579 my %cust_main_exemption =
1580 map { $_->taxname => $_ }
1581 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1583 foreach my $taxname ( keys %$tax_exemption ) {
1585 if ( $cust_main_exemption{$taxname} &&
1586 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1589 delete $cust_main_exemption{$taxname};
1593 my $cust_main_exemption = new FS::cust_main_exemption {
1594 'custnum' => $self->custnum,
1595 'taxname' => $taxname,
1596 'exempt_number' => $tax_exemption->{$taxname},
1598 my $error = $cust_main_exemption->insert;
1600 $dbh->rollback if $oldAutoCommit;
1601 return "inserting cust_main_exemption (transaction rolled back): $error";
1605 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1606 my $error = $cust_main_exemption->delete;
1608 $dbh->rollback if $oldAutoCommit;
1609 return "deleting cust_main_exemption (transaction rolled back): $error";
1615 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1617 my $error = $self->process_o2m(
1618 'table' => 'cust_payby',
1619 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1620 'params' => $cust_payby_params,
1621 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1624 $dbh->rollback if $oldAutoCommit;
1630 if ( my $contact_params = delete $options{'contact_params'} ) {
1632 # this can potentially replace contacts that were created by the
1633 # invoicing list argument, but the UI shouldn't allow both of them
1636 my $error = $self->process_o2m(
1637 'table' => 'contact',
1638 'fields' => FS::contact->cgi_contact_fields,
1639 'params' => $contact_params,
1642 $dbh->rollback if $oldAutoCommit;
1648 unless ( $import || $skip_fuzzyfiles ) {
1649 $error = $self->queue_fuzzyfiles_update;
1651 $dbh->rollback if $oldAutoCommit;
1652 return "updating fuzzy search cache: $error";
1656 # tax district update in cust_location
1658 # cust_main exports!
1660 my $export_args = $options{'export_args'} || [];
1663 map qsearch( 'part_export', {exportnum=>$_} ),
1664 $conf->config('cust_main-exports'); #, $agentnum
1666 foreach my $part_export ( @part_export ) {
1667 my $error = $part_export->export_replace( $self, $old, @$export_args);
1669 $dbh->rollback if $oldAutoCommit;
1670 return "exporting to ". $part_export->exporttype.
1671 " (transaction rolled back): $error";
1675 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1680 =item queue_fuzzyfiles_update
1682 Used by insert & replace to update the fuzzy search cache
1686 use FS::cust_main::Search;
1687 sub queue_fuzzyfiles_update {
1690 local $SIG{HUP} = 'IGNORE';
1691 local $SIG{INT} = 'IGNORE';
1692 local $SIG{QUIT} = 'IGNORE';
1693 local $SIG{TERM} = 'IGNORE';
1694 local $SIG{TSTP} = 'IGNORE';
1695 local $SIG{PIPE} = 'IGNORE';
1697 my $oldAutoCommit = $FS::UID::AutoCommit;
1698 local $FS::UID::AutoCommit = 0;
1701 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1702 my $queue = new FS::queue {
1703 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1705 my @args = "cust_main.$field", $self->get($field);
1706 my $error = $queue->insert( @args );
1708 $dbh->rollback if $oldAutoCommit;
1709 return "queueing job (transaction rolled back): $error";
1714 push @locations, $self->bill_location if $self->bill_locationnum;
1715 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1716 foreach my $location (@locations) {
1717 my $queue = new FS::queue {
1718 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1720 my @args = 'cust_location.address1', $location->address1;
1721 my $error = $queue->insert( @args );
1723 $dbh->rollback if $oldAutoCommit;
1724 return "queueing job (transaction rolled back): $error";
1728 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1735 Checks all fields to make sure this is a valid customer record. If there is
1736 an error, returns the error, otherwise returns false. Called by the insert
1737 and replace methods.
1744 warn "$me check BEFORE: \n". $self->_dump
1748 $self->ut_numbern('custnum')
1749 || $self->ut_number('agentnum')
1750 || $self->ut_textn('agent_custid')
1751 || $self->ut_number('refnum')
1752 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1753 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1754 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1755 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1756 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1757 || $self->ut_textn('custbatch')
1758 || $self->ut_name('last')
1759 || $self->ut_name('first')
1760 || $self->ut_snumbern('signupdate')
1761 || $self->ut_snumbern('birthdate')
1762 || $self->ut_namen('spouse_last')
1763 || $self->ut_namen('spouse_first')
1764 || $self->ut_snumbern('spouse_birthdate')
1765 || $self->ut_snumbern('anniversary_date')
1766 || $self->ut_textn('company')
1767 || $self->ut_textn('ship_company')
1768 || $self->ut_anything('comments')
1769 || $self->ut_numbern('referral_custnum')
1770 || $self->ut_textn('stateid')
1771 || $self->ut_textn('stateid_state')
1772 || $self->ut_textn('invoice_terms')
1773 || $self->ut_floatn('cdr_termination_percentage')
1774 || $self->ut_floatn('credit_limit')
1775 || $self->ut_numbern('billday')
1776 || $self->ut_numbern('prorate_day')
1777 || $self->ut_flag('edit_subject')
1778 || $self->ut_flag('calling_list_exempt')
1779 || $self->ut_flag('invoice_noemail')
1780 || $self->ut_flag('message_noemail')
1781 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1782 || $self->ut_currencyn('currency')
1783 || $self->ut_textn('po_number')
1784 || $self->ut_enum('complimentary', [ '', 'Y' ])
1785 || $self->ut_flag('invoice_ship_address')
1786 || $self->ut_flag('invoice_dest')
1789 foreach (qw(company ship_company)) {
1790 my $company = $self->get($_);
1791 $company =~ s/^\s+//;
1792 $company =~ s/\s+$//;
1793 $company =~ s/\s+/ /g;
1794 $self->set($_, $company);
1797 #barf. need message catalogs. i18n. etc.
1798 $error .= "Please select an advertising source."
1799 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1800 return $error if $error;
1802 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1803 or return "Unknown agent";
1805 if ( $self->currency ) {
1806 my $agent_currency = qsearchs( 'agent_currency', {
1807 'agentnum' => $agent->agentnum,
1808 'currency' => $self->currency,
1810 or return "Agent ". $agent->agent.
1811 " not permitted to offer ". $self->currency. " invoicing";
1814 return "Unknown refnum"
1815 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1817 return "Unknown referring custnum: ". $self->referral_custnum
1818 unless ! $self->referral_custnum
1819 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1821 if ( $self->ss eq '' ) {
1826 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1827 or return "Illegal social security number: ". $self->ss;
1828 $self->ss("$1-$2-$3");
1831 #turn off invoice_ship_address if ship & bill are the same
1832 if ($self->bill_locationnum eq $self->ship_locationnum) {
1833 $self->invoice_ship_address('');
1836 # cust_main_county verification now handled by cust_location check
1839 $self->ut_phonen('daytime', $self->country)
1840 || $self->ut_phonen('night', $self->country)
1841 || $self->ut_phonen('fax', $self->country)
1842 || $self->ut_phonen('mobile', $self->country)
1844 return $error if $error;
1846 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1848 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1851 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1853 : FS::Msgcat::_gettext('daytime');
1854 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1856 : FS::Msgcat::_gettext('night');
1858 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1860 : FS::Msgcat::_gettext('mobile');
1862 return "$daytime_label, $night_label or $mobile_label is required"
1866 ### start of stuff moved to cust_payby
1867 # then mostly kept here to support upgrades (can remove in 5.x)
1868 # but modified to allow everything to be empty
1870 if ( $self->payby ) {
1871 FS::payby->can_payby($self->table, $self->payby)
1872 or return "Illegal payby: ". $self->payby;
1877 $error = $self->ut_numbern('paystart_month')
1878 || $self->ut_numbern('paystart_year')
1879 || $self->ut_numbern('payissue')
1880 || $self->ut_textn('paytype')
1882 return $error if $error;
1884 if ( $self->payip eq '' ) {
1887 $error = $self->ut_ip('payip');
1888 return $error if $error;
1891 # If it is encrypted and the private key is not availaible then we can't
1892 # check the credit card.
1893 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1895 # Need some kind of global flag to accept invalid cards, for testing
1897 if ( !$import && !$ignore_invalid_card && $check_payinfo &&
1898 $self->payby =~ /^(CARD|DCRD)$/ ) {
1900 my $payinfo = $self->payinfo;
1901 $payinfo =~ s/\D//g;
1902 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1903 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1905 $self->payinfo($payinfo);
1907 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1909 return gettext('unknown_card_type')
1910 if $self->payinfo !~ /^99\d{14}$/ #token
1911 && cardtype($self->payinfo) eq "Unknown";
1913 unless ( $ignore_banned_card ) {
1914 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1916 if ( $ban->bantype eq 'warn' ) {
1917 #or others depending on value of $ban->reason ?
1918 return '_duplicate_card'.
1919 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1920 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1921 ' (ban# '. $ban->bannum. ')'
1922 unless $self->override_ban_warn;
1924 return 'Banned credit card: banned on '.
1925 time2str('%a %h %o at %r', $ban->_date).
1926 ' by '. $ban->otaker.
1927 ' (ban# '. $ban->bannum. ')';
1932 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1933 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1934 $self->paycvv =~ /^(\d{4})$/
1935 or return "CVV2 (CID) for American Express cards is four digits.";
1938 $self->paycvv =~ /^(\d{3})$/
1939 or return "CVV2 (CVC2/CID) is three digits.";
1946 my $cardtype = cardtype($payinfo);
1947 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1949 return "Start date or issue number is required for $cardtype cards"
1950 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1952 return "Start month must be between 1 and 12"
1953 if $self->paystart_month
1954 and $self->paystart_month < 1 || $self->paystart_month > 12;
1956 return "Start year must be 1990 or later"
1957 if $self->paystart_year
1958 and $self->paystart_year < 1990;
1960 return "Issue number must be beween 1 and 99"
1962 and $self->payissue < 1 || $self->payissue > 99;
1965 $self->paystart_month('');
1966 $self->paystart_year('');
1967 $self->payissue('');
1970 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1971 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1973 my $payinfo = $self->payinfo;
1974 $payinfo =~ s/[^\d\@\.]//g;
1975 if ( $conf->config('echeck-country') eq 'CA' ) {
1976 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1977 or return 'invalid echeck account@branch.bank';
1978 $payinfo = "$1\@$2.$3";
1979 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1980 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1981 $payinfo = "$1\@$2";
1983 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1984 $payinfo = "$1\@$2";
1986 $self->payinfo($payinfo);
1989 unless ( $ignore_banned_card ) {
1990 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1992 if ( $ban->bantype eq 'warn' ) {
1993 #or others depending on value of $ban->reason ?
1994 return '_duplicate_ach' unless $self->override_ban_warn;
1996 return 'Banned ACH account: banned on '.
1997 time2str('%a %h %o at %r', $ban->_date).
1998 ' by '. $ban->otaker.
1999 ' (ban# '. $ban->bannum. ')';
2004 } elsif ( $self->payby eq 'LECB' ) {
2006 my $payinfo = $self->payinfo;
2007 $payinfo =~ s/\D//g;
2008 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2010 $self->payinfo($payinfo);
2013 } elsif ( $self->payby eq 'BILL' ) {
2015 $error = $self->ut_textn('payinfo');
2016 return "Illegal P.O. number: ". $self->payinfo if $error;
2019 } elsif ( $self->payby eq 'COMP' ) {
2021 my $curuser = $FS::CurrentUser::CurrentUser;
2022 if ( ! $self->custnum
2023 && ! $curuser->access_right('Complimentary customer')
2026 return "You are not permitted to create complimentary accounts."
2029 $error = $self->ut_textn('payinfo');
2030 return "Illegal comp account issuer: ". $self->payinfo if $error;
2033 } elsif ( $self->payby eq 'PREPAY' ) {
2035 my $payinfo = $self->payinfo;
2036 $payinfo =~ s/\W//g; #anything else would just confuse things
2037 $self->payinfo($payinfo);
2038 $error = $self->ut_alpha('payinfo');
2039 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2040 return "Unknown prepayment identifier"
2041 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2046 return "You are not permitted to create complimentary accounts."
2048 && $self->complimentary eq 'Y'
2049 && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
2051 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2052 return "Expiration date required"
2053 # shouldn't payinfo_check do this?
2054 unless ! $self->payby
2055 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2059 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2060 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2061 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2062 ( $m, $y ) = ( $2, "19$1" );
2063 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2064 ( $m, $y ) = ( $3, "20$2" );
2066 return "Illegal expiration date: ". $self->paydate;
2068 $m = sprintf('%02d',$m);
2069 $self->paydate("$y-$m-01");
2070 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2071 return gettext('expired_card')
2073 && !$ignore_expired_card
2074 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2077 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2078 ( ! $conf->exists('require_cardname')
2079 || $self->payby !~ /^(CARD|DCRD)$/ )
2081 $self->payname( $self->first. " ". $self->getfield('last') );
2084 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2085 $self->payname =~ /^([\w \,\.\-\']*)$/
2086 or return gettext('illegal_name'). " payname: ". $self->payname;
2089 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2090 or return gettext('illegal_name'). " payname: ". $self->payname;
2096 ### end of stuff moved to cust_payby
2098 return "Please select an invoicing locale"
2101 && $conf->exists('cust_main-require_locale');
2103 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2104 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2108 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2110 warn "$me check AFTER: \n". $self->_dump
2113 $self->SUPER::check;
2116 sub check_payinfo_cardtype {
2119 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2121 my $payinfo = $self->payinfo;
2122 $payinfo =~ s/\D//g;
2124 return '' if $payinfo =~ /^99\d{14}$/; #token
2126 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2127 my $cardtype = cardtype($payinfo);
2129 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2137 Additional checks for replace only.
2142 my ($new,$old) = @_;
2143 #preserve old value if global config is set
2144 if ($old && $conf->exists('invoice-ship_address')) {
2145 $new->invoice_ship_address($old->invoice_ship_address);
2152 Returns a list of fields which have ship_ duplicates.
2157 qw( last first company
2159 address1 address2 city county state zip country
2161 daytime night fax mobile
2165 =item has_ship_address
2167 Returns true if this customer record has a separate shipping address.
2171 sub has_ship_address {
2173 $self->bill_locationnum != $self->ship_locationnum;
2178 Returns a list of key/value pairs, with the following keys: address1,
2179 adddress2, city, county, state, zip, country, district, and geocode. The
2180 shipping address is used if present.
2186 $self->ship_location->location_hash;
2191 Returns all locations (see L<FS::cust_location>) for this customer.
2198 'table' => 'cust_location',
2199 'hashref' => { 'custnum' => $self->custnum,
2200 'prospectnum' => '',
2202 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
2208 Returns all contact associations (see L<FS::cust_contact>) for this customer.
2214 qsearch('cust_contact', { 'custnum' => $self->custnum } );
2217 =item cust_payby PAYBY
2219 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2221 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
2222 Does not validate PAYBY.
2230 'table' => 'cust_payby',
2231 'hashref' => { 'custnum' => $self->custnum },
2232 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2234 $search->{'extra_sql'} = ' AND payby IN ( '.
2235 join(',', map dbh->quote($_), @payby).
2242 =item has_cust_payby_auto
2244 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2248 sub has_cust_payby_auto {
2251 'table' => 'cust_payby',
2252 'hashref' => { 'custnum' => $self->custnum, },
2253 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2254 'order_by' => 'LIMIT 1',
2261 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2262 and L<FS::cust_pkg>) for this customer, except those on hold.
2264 Returns a list: an empty list on success or a list of errors.
2270 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2275 Unsuspends all suspended packages in the on-hold state (those without setup
2276 dates) for this customer.
2282 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2287 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2289 Returns a list: an empty list on success or a list of errors.
2295 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2298 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2300 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2301 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2302 of a list of pkgparts; the hashref has the following keys:
2306 =item pkgparts - listref of pkgparts
2308 =item (other options are passed to the suspend method)
2313 Returns a list: an empty list on success or a list of errors.
2317 sub suspend_if_pkgpart {
2319 my (@pkgparts, %opt);
2320 if (ref($_[0]) eq 'HASH'){
2321 @pkgparts = @{$_[0]{pkgparts}};
2326 grep { $_->suspend(%opt) }
2327 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2328 $self->unsuspended_pkgs;
2331 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2333 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2334 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2335 instead of a list of pkgparts; the hashref has the following keys:
2339 =item pkgparts - listref of pkgparts
2341 =item (other options are passed to the suspend method)
2345 Returns a list: an empty list on success or a list of errors.
2349 sub suspend_unless_pkgpart {
2351 my (@pkgparts, %opt);
2352 if (ref($_[0]) eq 'HASH'){
2353 @pkgparts = @{$_[0]{pkgparts}};
2358 grep { $_->suspend(%opt) }
2359 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2360 $self->unsuspended_pkgs;
2363 =item cancel [ OPTION => VALUE ... ]
2365 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2366 The cancellation time will be now.
2370 Always returns a list: an empty list on success or a list of errors.
2377 warn "$me cancel called on customer ". $self->custnum. " with options ".
2378 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2380 my @pkgs = $self->ncancelled_pkgs;
2382 $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
2385 =item cancel_pkgs OPTIONS
2387 Cancels a specified list of packages. OPTIONS can include:
2391 =item cust_pkg - an arrayref of the packages. Required.
2393 =item time - the cancellation time, used to calculate final bills and
2394 unused-time credits if any. Will be passed through to the bill() and
2395 FS::cust_pkg::cancel() methods.
2397 =item quiet - can be set true to supress email cancellation notices.
2399 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a
2400 reasonnum of an existing reason, or passing a hashref will create a new reason.
2401 The hashref should have the following keys:
2402 typenum - Reason type (see L<FS::reason_type>)
2403 reason - Text of the new reason.
2405 =item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
2406 for the individual packages, parallel to the C<cust_pkg> argument. The
2407 reason and reason_otaker arguments will be taken from those objects.
2409 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2411 =item nobill - can be set true to skip billing if it might otherwise be done.
2416 my( $self, %opt ) = @_;
2418 # we're going to cancel services, which is not reversible
2419 die "cancel_pkgs cannot be run inside a transaction"
2420 if $FS::UID::AutoCommit == 0;
2422 local $FS::UID::AutoCommit = 0;
2424 return ( 'access denied' )
2425 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2427 if ( $opt{'ban'} ) {
2429 foreach my $cust_payby ( $self->cust_payby ) {
2431 #well, if they didn't get decrypted on search, then we don't have to
2432 # try again... queue a job for the server that does have decryption
2433 # capability if we're in a paranoid multi-server implementation?
2434 return ( "Can't (yet) ban encrypted credit cards" )
2435 if $cust_payby->is_encrypted($cust_payby->payinfo);
2437 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2438 my $error = $ban->insert;
2448 my @pkgs = @{ delete $opt{'cust_pkg'} };
2449 my $cancel_time = $opt{'time'} || time;
2451 # bill all packages first, so we don't lose usage, service counts for
2452 # bulk billing, etc.
2453 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2455 my $error = $self->bill( 'pkg_list' => [ @pkgs ],
2457 'time' => $cancel_time );
2459 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2461 return ( "Error billing during cancellation: $error" );
2466 $FS::UID::AutoCommit = 1;
2468 # now cancel all services, the same way we would for individual packages.
2469 # if any of them fail, cancel the rest anyway.
2470 my @cust_svc = map { $_->cust_svc } @pkgs;
2471 my @sorted_cust_svc =
2473 sort { $a->[1] <=> $b->[1] }
2474 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
2476 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2479 foreach my $cust_svc (@sorted_cust_svc) {
2480 my $part_svc = $cust_svc->part_svc;
2481 next if ( defined($part_svc) and $part_svc->preserve );
2482 my $error = $cust_svc->cancel; # immediate cancel, no date option
2483 push @errors, $error if $error;
2489 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2490 $self->custnum. "\n"
2494 if ($opt{'cust_pkg_reason'}) {
2495 @cprs = @{ delete $opt{'cust_pkg_reason'} };
2501 my $cpr = shift @cprs;
2503 $lopt{'reason'} = $cpr->reasonnum;
2504 $lopt{'reason_otaker'} = $cpr->otaker;
2506 warn "no reason found when canceling package ".$_->pkgnum."\n";
2507 # we're not actually required to pass a reason to cust_pkg::cancel,
2508 # but if we're getting to this point, something has gone awry.
2509 $null_reason ||= FS::reason->new_or_existing(
2510 reason => 'unknown reason',
2511 type => 'Cancel Reason',
2514 $lopt{'reason'} = $null_reason->reasonnum;
2515 $lopt{'reason_otaker'} = $FS::CurrentUser::CurrentUser->username;
2518 my $error = $_->cancel(%lopt);
2519 push @errors, 'pkgnum '.$_->pkgnum.': '.$error if $error;
2525 sub _banned_pay_hashref {
2536 'payby' => $payby2ban{$self->payby},
2537 'payinfo' => $self->payinfo,
2538 #don't ever *search* on reason! #'reason' =>
2544 Returns all notes (see L<FS::cust_main_note>) for this customer.
2549 my($self,$orderby_classnum) = (shift,shift);
2550 my $orderby = "sticky DESC, _date DESC";
2551 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2552 qsearch( 'cust_main_note',
2553 { 'custnum' => $self->custnum },
2555 "ORDER BY $orderby",
2561 Returns the agent (see L<FS::agent>) for this customer.
2565 Returns the agent name (see L<FS::agent>) for this customer.
2571 $self->agent->agent;
2576 Returns any tags associated with this customer, as FS::cust_tag objects,
2577 or an empty list if there are no tags.
2581 Returns any tags associated with this customer, as FS::part_tag objects,
2582 or an empty list if there are no tags.
2588 map $_->part_tag, $self->cust_tag;
2594 Returns the customer class, as an FS::cust_class object, or the empty string
2595 if there is no customer class.
2599 Returns the customer category name, or the empty string if there is no customer
2606 my $cust_class = $self->cust_class;
2608 ? $cust_class->categoryname
2614 Returns the customer class name, or the empty string if there is no customer
2621 my $cust_class = $self->cust_class;
2623 ? $cust_class->classname
2629 Returns the external tax status, as an FS::tax_status object, or the empty
2630 string if there is no tax status.
2636 if ( $self->taxstatusnum ) {
2637 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2645 Returns the tax status code if there is one.
2651 my $tax_status = $self->tax_status;
2653 ? $tax_status->taxstatus
2657 =item BILLING METHODS
2659 Documentation on billing methods has been moved to
2660 L<FS::cust_main::Billing>.
2662 =item REALTIME BILLING METHODS
2664 Documentation on realtime billing methods has been moved to
2665 L<FS::cust_main::Billing_Realtime>.
2669 Removes the I<paycvv> field from the database directly.
2671 If there is an error, returns the error, otherwise returns false.
2673 DEPRECATED. Use L</remove_cvv_from_cust_payby> instead.
2679 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2680 or return dbh->errstr;
2681 $sth->execute($self->custnum)
2682 or return $sth->errstr;
2689 Returns the total owed for this customer on all invoices
2690 (see L<FS::cust_bill/owed>).
2696 $self->total_owed_date(2145859200); #12/31/2037
2699 =item total_owed_date TIME
2701 Returns the total owed for this customer on all invoices with date earlier than
2702 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2703 see L<Time::Local> and L<Date::Parse> for conversion functions.
2707 sub total_owed_date {
2711 my $custnum = $self->custnum;
2713 my $owed_sql = FS::cust_bill->owed_sql;
2716 SELECT SUM($owed_sql) FROM cust_bill
2717 WHERE custnum = $custnum
2721 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2725 =item total_owed_pkgnum PKGNUM
2727 Returns the total owed on all invoices for this customer's specific package
2728 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2732 sub total_owed_pkgnum {
2733 my( $self, $pkgnum ) = @_;
2734 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2737 =item total_owed_date_pkgnum TIME PKGNUM
2739 Returns the total owed for this customer's specific package when using
2740 experimental package balances on all invoices with date earlier than
2741 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2742 see L<Time::Local> and L<Date::Parse> for conversion functions.
2746 sub total_owed_date_pkgnum {
2747 my( $self, $time, $pkgnum ) = @_;
2750 foreach my $cust_bill (
2751 grep { $_->_date <= $time }
2752 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2754 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2756 sprintf( "%.2f", $total_bill );
2762 Returns the total amount of all payments.
2769 $total += $_->paid foreach $self->cust_pay;
2770 sprintf( "%.2f", $total );
2773 =item total_unapplied_credits
2775 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2776 customer. See L<FS::cust_credit/credited>.
2778 =item total_credited
2780 Old name for total_unapplied_credits. Don't use.
2784 sub total_credited {
2785 #carp "total_credited deprecated, use total_unapplied_credits";
2786 shift->total_unapplied_credits(@_);
2789 sub total_unapplied_credits {
2792 my $custnum = $self->custnum;
2794 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2797 SELECT SUM($unapplied_sql) FROM cust_credit
2798 WHERE custnum = $custnum
2801 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2805 =item total_unapplied_credits_pkgnum PKGNUM
2807 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2808 customer. See L<FS::cust_credit/credited>.
2812 sub total_unapplied_credits_pkgnum {
2813 my( $self, $pkgnum ) = @_;
2814 my $total_credit = 0;
2815 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2816 sprintf( "%.2f", $total_credit );
2820 =item total_unapplied_payments
2822 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2823 See L<FS::cust_pay/unapplied>.
2827 sub total_unapplied_payments {
2830 my $custnum = $self->custnum;
2832 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2835 SELECT SUM($unapplied_sql) FROM cust_pay
2836 WHERE custnum = $custnum
2839 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2843 =item total_unapplied_payments_pkgnum PKGNUM
2845 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2846 specific package when using experimental package balances. See
2847 L<FS::cust_pay/unapplied>.
2851 sub total_unapplied_payments_pkgnum {
2852 my( $self, $pkgnum ) = @_;
2853 my $total_unapplied = 0;
2854 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2855 sprintf( "%.2f", $total_unapplied );
2859 =item total_unapplied_refunds
2861 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2862 customer. See L<FS::cust_refund/unapplied>.
2866 sub total_unapplied_refunds {
2868 my $custnum = $self->custnum;
2870 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2873 SELECT SUM($unapplied_sql) FROM cust_refund
2874 WHERE custnum = $custnum
2877 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2883 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2884 total_unapplied_credits minus total_unapplied_payments).
2890 $self->balance_date_range;
2893 =item balance_date TIME
2895 Returns the balance for this customer, only considering invoices with date
2896 earlier than TIME (total_owed_date minus total_credited minus
2897 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2898 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2905 $self->balance_date_range(shift);
2908 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2910 Returns the balance for this customer, optionally considering invoices with
2911 date earlier than START_TIME, and not later than END_TIME
2912 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2914 Times are specified as SQL fragments or numeric
2915 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2916 L<Date::Parse> for conversion functions. The empty string can be passed
2917 to disable that time constraint completely.
2919 Accepts the same options as L<balance_date_sql>:
2923 =item unapplied_date
2925 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
2929 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2930 time will be ignored. Note that START_TIME and END_TIME only limit the date
2931 range for invoices and I<unapplied> payments, credits, and refunds.
2937 sub balance_date_range {
2939 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2940 ') FROM cust_main WHERE custnum='. $self->custnum;
2941 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2944 =item balance_pkgnum PKGNUM
2946 Returns the balance for this customer's specific package when using
2947 experimental package balances (total_owed plus total_unrefunded, minus
2948 total_unapplied_credits minus total_unapplied_payments)
2952 sub balance_pkgnum {
2953 my( $self, $pkgnum ) = @_;
2956 $self->total_owed_pkgnum($pkgnum)
2957 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2958 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2959 - $self->total_unapplied_credits_pkgnum($pkgnum)
2960 - $self->total_unapplied_payments_pkgnum($pkgnum)
2966 Returns a hash of useful information for making a payment.
2976 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2977 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2978 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2982 For credit card transactions:
2994 For electronic check transactions:
3009 $return{balance} = $self->balance;
3011 $return{payname} = $self->payname
3012 || ( $self->first. ' '. $self->get('last') );
3014 $return{$_} = $self->bill_location->$_
3015 for qw(address1 address2 city state zip);
3017 $return{payby} = $self->payby;
3018 $return{stateid_state} = $self->stateid_state;
3020 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3021 $return{card_type} = cardtype($self->payinfo);
3022 $return{payinfo} = $self->paymask;
3024 @return{'month', 'year'} = $self->paydate_monthyear;
3028 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3029 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3030 $return{payinfo1} = $payinfo1;
3031 $return{payinfo2} = $payinfo2;
3032 $return{paytype} = $self->paytype;
3033 $return{paystate} = $self->paystate;
3037 #doubleclick protection
3039 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3047 Returns the next payment expiration date for this customer. If they have no
3048 payment methods that will expire, returns 0.
3054 # filter out the ones that individually return 0, but then return 0 if
3055 # there are no results
3056 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
3057 min( @epochs ) || 0;
3060 =item paydate_epoch_sql
3062 Returns an SQL expression to get the next payment expiration date for a
3063 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
3064 dates, so that it's safe to test for "will it expire before date X" for any
3069 sub paydate_epoch_sql {
3071 my $paydate = FS::cust_payby->paydate_epoch_sql;
3072 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
3076 my( $self, $taxname ) = @_;
3078 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3079 'taxname' => $taxname,
3084 =item cust_main_exemption
3086 =item invoicing_list
3088 Returns a list of email addresses (with svcnum entries expanded), and the word
3089 'POST' if the customer receives postal invoices.
3093 sub invoicing_list {
3094 my( $self, $arrayref ) = @_;
3097 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
3100 my @emails = $self->invoicing_list_emailonly;
3101 push @emails, 'POST' if $self->get('postal_invoice');
3106 =item check_invoicing_list ARRAYREF
3108 Checks these arguements as valid input for the invoicing_list method. If there
3109 is an error, returns the error, otherwise returns false.
3113 sub check_invoicing_list {
3114 my( $self, $arrayref ) = @_;
3116 foreach my $address ( @$arrayref ) {
3118 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3119 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3122 my $cust_main_invoice = new FS::cust_main_invoice ( {
3123 'custnum' => $self->custnum,
3126 my $error = $self->custnum
3127 ? $cust_main_invoice->check
3128 : $cust_main_invoice->checkdest
3130 return $error if $error;
3134 return "Email address required"
3135 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3136 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3143 Returns the email addresses of all accounts provisioned for this customer.
3150 foreach my $cust_pkg ( $self->all_pkgs ) {
3151 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3153 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3154 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3156 $list{$_}=1 foreach map { $_->email } @svc_acct;
3161 =item invoicing_list_addpost
3163 Adds postal invoicing to this customer. If this customer is already configured
3164 to receive postal invoices, does nothing.
3168 sub invoicing_list_addpost {
3170 if ( $self->get('postal_invoice') eq '' ) {
3171 $self->set('postal_invoice', 'Y');
3172 my $error = $self->replace;
3173 warn $error if $error; # should fail harder, but this is traditional
3177 =item invoicing_list_emailonly
3179 Returns the list of email invoice recipients (invoicing_list without non-email
3180 destinations such as POST and FAX).
3184 sub invoicing_list_emailonly {
3186 warn "$me invoicing_list_emailonly called"
3188 return () if !$self->custnum; # not yet inserted
3189 return map { $_->emailaddress }
3191 table => 'cust_contact',
3192 select => 'emailaddress',
3193 addl_from => ' JOIN contact USING (contactnum) '.
3194 ' JOIN contact_email USING (contactnum)',
3195 hashref => { 'custnum' => $self->custnum, },
3196 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
3200 =item invoicing_list_emailonly_scalar
3202 Returns the list of email invoice recipients (invoicing_list without non-email
3203 destinations such as POST and FAX) as a comma-separated scalar.
3207 sub invoicing_list_emailonly_scalar {
3209 warn "$me invoicing_list_emailonly_scalar called"
3211 join(', ', $self->invoicing_list_emailonly);
3214 =item contact_list [ CLASSNUM, ... ]
3216 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3217 a list of contact classnums is given, returns only contacts in those
3218 classes. If the pseudo-classnum 'invoice' is given, returns contacts that
3219 are marked as invoice destinations. If '0' is given, also returns contacts
3222 If no arguments are given, returns all contacts for the customer.
3230 select => 'contact.*, cust_contact.invoice_dest',
3231 addl_from => ' JOIN cust_contact USING (contactnum)',
3232 extra_sql => ' WHERE cust_contact.custnum = '.$self->custnum,
3238 if ( $_ eq 'invoice' ) {
3239 push @orwhere, 'cust_contact.invoice_dest = \'Y\'';
3240 } elsif ( $_ eq '0' ) {
3241 push @orwhere, 'cust_contact.classnum is null';
3242 } elsif ( /^\d+$/ ) {
3243 push @classnums, $_;
3245 die "bad classnum argument '$_'";
3250 push @orwhere, 'cust_contact.classnum IN ('.join(',', @classnums).')';
3253 $search->{extra_sql} .= ' AND (' .
3254 join(' OR ', map "( $_ )", @orwhere) .
3261 =item contact_list_email [ CLASSNUM, ... ]
3263 Same as L</contact_list>, but returns email destinations instead of contact
3268 sub contact_list_email {
3270 my @contacts = $self->contact_list(@_);
3272 foreach my $contact (@contacts) {
3273 foreach my $contact_email ($contact->contact_email) {
3275 $contact->firstlast . ' <' . $contact_email->emailaddress . '>';
3281 =item referral_custnum_cust_main
3283 Returns the customer who referred this customer (or the empty string, if
3284 this customer was not referred).
3286 Note the difference with referral_cust_main method: This method,
3287 referral_custnum_cust_main returns the single customer (if any) who referred
3288 this customer, while referral_cust_main returns an array of customers referred
3293 sub referral_custnum_cust_main {
3295 return '' unless $self->referral_custnum;
3296 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3299 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3301 Returns an array of customers referred by this customer (referral_custnum set
3302 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3303 customers referred by customers referred by this customer and so on, inclusive.
3304 The default behavior is DEPTH 1 (no recursion).
3306 Note the difference with referral_custnum_cust_main method: This method,
3307 referral_cust_main, returns an array of customers referred BY this customer,
3308 while referral_custnum_cust_main returns the single customer (if any) who
3309 referred this customer.
3313 sub referral_cust_main {
3315 my $depth = @_ ? shift : 1;
3316 my $exclude = @_ ? shift : {};
3319 map { $exclude->{$_->custnum}++; $_; }
3320 grep { ! $exclude->{ $_->custnum } }
3321 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3325 map { $_->referral_cust_main($depth-1, $exclude) }
3332 =item referral_cust_main_ncancelled
3334 Same as referral_cust_main, except only returns customers with uncancelled
3339 sub referral_cust_main_ncancelled {
3341 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3344 =item referral_cust_pkg [ DEPTH ]
3346 Like referral_cust_main, except returns a flat list of all unsuspended (and
3347 uncancelled) packages for each customer. The number of items in this list may
3348 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3352 sub referral_cust_pkg {
3354 my $depth = @_ ? shift : 1;
3356 map { $_->unsuspended_pkgs }
3357 grep { $_->unsuspended_pkgs }
3358 $self->referral_cust_main($depth);
3361 =item referring_cust_main
3363 Returns the single cust_main record for the customer who referred this customer
3364 (referral_custnum), or false.
3368 sub referring_cust_main {
3370 return '' unless $self->referral_custnum;
3371 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3374 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3376 Applies a credit to this customer. If there is an error, returns the error,
3377 otherwise returns false.
3379 REASON can be a text string, an FS::reason object, or a scalar reference to
3380 a reasonnum. If a text string, it will be automatically inserted as a new
3381 reason, and a 'reason_type' option must be passed to indicate the
3382 FS::reason_type for the new reason.
3384 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3385 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3386 I<commission_pkgnum>.
3388 Any other options are passed to FS::cust_credit::insert.
3393 my( $self, $amount, $reason, %options ) = @_;
3395 my $cust_credit = new FS::cust_credit {
3396 'custnum' => $self->custnum,
3397 'amount' => $amount,
3400 if ( ref($reason) ) {
3402 if ( ref($reason) eq 'SCALAR' ) {
3403 $cust_credit->reasonnum( $$reason );
3405 $cust_credit->reasonnum( $reason->reasonnum );
3409 $cust_credit->set('reason', $reason)
3412 $cust_credit->$_( delete $options{$_} )
3413 foreach grep exists($options{$_}),
3414 qw( addlinfo eventnum ),
3415 map "commission_$_", qw( agentnum salesnum pkgnum );
3417 $cust_credit->insert(%options);
3421 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3423 Creates a one-time charge for this customer. If there is an error, returns
3424 the error, otherwise returns false.
3426 New-style, with a hashref of options:
3428 my $error = $cust_main->charge(
3432 'start_date' => str2time('7/4/2009'),
3433 'pkg' => 'Description',
3434 'comment' => 'Comment',
3435 'additional' => [], #extra invoice detail
3436 'classnum' => 1, #pkg_class
3438 'setuptax' => '', # or 'Y' for tax exempt
3440 'locationnum'=> 1234, # optional
3443 'taxclass' => 'Tax class',
3446 'taxproduct' => 2, #part_pkg_taxproduct
3447 'override' => {}, #XXX describe
3449 #will be filled in with the new object
3450 'cust_pkg_ref' => \$cust_pkg,
3452 #generate an invoice immediately
3454 'invoice_terms' => '', #with these terms
3460 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3464 #super false laziness w/quotation::charge
3467 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3468 my ( $pkg, $comment, $additional );
3469 my ( $setuptax, $taxclass ); #internal taxes
3470 my ( $taxproduct, $override ); #vendor (CCH) taxes
3472 my $separate_bill = '';
3473 my $cust_pkg_ref = '';
3474 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3476 if ( ref( $_[0] ) ) {
3477 $amount = $_[0]->{amount};
3478 $setup_cost = $_[0]->{setup_cost};
3479 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3480 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3481 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3482 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3483 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3484 : '$'. sprintf("%.2f",$amount);
3485 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3486 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3487 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3488 $additional = $_[0]->{additional} || [];
3489 $taxproduct = $_[0]->{taxproductnum};
3490 $override = { '' => $_[0]->{tax_override} };
3491 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3492 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3493 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3494 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3495 $separate_bill = $_[0]->{separate_bill} || '';
3501 $pkg = @_ ? shift : 'One-time charge';
3502 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3504 $taxclass = @_ ? shift : '';
3508 local $SIG{HUP} = 'IGNORE';
3509 local $SIG{INT} = 'IGNORE';
3510 local $SIG{QUIT} = 'IGNORE';
3511 local $SIG{TERM} = 'IGNORE';
3512 local $SIG{TSTP} = 'IGNORE';
3513 local $SIG{PIPE} = 'IGNORE';
3515 my $oldAutoCommit = $FS::UID::AutoCommit;
3516 local $FS::UID::AutoCommit = 0;
3519 my $part_pkg = new FS::part_pkg ( {
3521 'comment' => $comment,
3525 'classnum' => ( $classnum ? $classnum : '' ),
3526 'setuptax' => $setuptax,
3527 'taxclass' => $taxclass,
3528 'taxproductnum' => $taxproduct,
3529 'setup_cost' => $setup_cost,
3532 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3533 ( 0 .. @$additional - 1 )
3535 'additional_count' => scalar(@$additional),
3536 'setup_fee' => $amount,
3539 my $error = $part_pkg->insert( options => \%options,
3540 tax_overrides => $override,
3543 $dbh->rollback if $oldAutoCommit;
3547 my $pkgpart = $part_pkg->pkgpart;
3548 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3549 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3550 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3551 $error = $type_pkgs->insert;
3553 $dbh->rollback if $oldAutoCommit;
3558 my $cust_pkg = new FS::cust_pkg ( {
3559 'custnum' => $self->custnum,
3560 'pkgpart' => $pkgpart,
3561 'quantity' => $quantity,
3562 'start_date' => $start_date,
3563 'no_auto' => $no_auto,
3564 'separate_bill' => $separate_bill,
3565 'locationnum'=> $locationnum,
3568 $error = $cust_pkg->insert;
3570 $dbh->rollback if $oldAutoCommit;
3572 } elsif ( $cust_pkg_ref ) {
3573 ${$cust_pkg_ref} = $cust_pkg;
3577 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3578 'pkg_list' => [ $cust_pkg ],
3581 $dbh->rollback if $oldAutoCommit;
3586 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3591 #=item charge_postal_fee
3593 #Applies a one time charge this customer. If there is an error,
3594 #returns the error, returns the cust_pkg charge object or false
3595 #if there was no charge.
3599 # This should be a customer event. For that to work requires that bill
3600 # also be a customer event.
3602 sub charge_postal_fee {
3605 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3606 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3608 my $cust_pkg = new FS::cust_pkg ( {
3609 'custnum' => $self->custnum,
3610 'pkgpart' => $pkgpart,
3614 my $error = $cust_pkg->insert;
3615 $error ? $error : $cust_pkg;
3618 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3620 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3622 Optionally, a list or hashref of additional arguments to the qsearch call can
3629 my $opt = ref($_[0]) ? shift : { @_ };
3631 #return $self->num_cust_bill unless wantarray || keys %$opt;
3633 $opt->{'table'} = 'cust_bill';
3634 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3635 $opt->{'hashref'}{'custnum'} = $self->custnum;
3636 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3638 map { $_ } #behavior of sort undefined in scalar context
3639 sort { $a->_date <=> $b->_date }
3643 =item open_cust_bill
3645 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3650 sub open_cust_bill {
3654 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3660 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3662 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3666 sub legacy_cust_bill {
3669 #return $self->num_legacy_cust_bill unless wantarray;
3671 map { $_ } #behavior of sort undefined in scalar context
3672 sort { $a->_date <=> $b->_date }
3673 qsearch({ 'table' => 'legacy_cust_bill',
3674 'hashref' => { 'custnum' => $self->custnum, },
3675 'order_by' => 'ORDER BY _date ASC',
3679 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3681 Returns all the statements (see L<FS::cust_statement>) for this customer.
3683 Optionally, a list or hashref of additional arguments to the qsearch call can
3688 =item cust_bill_void
3690 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3694 sub cust_bill_void {
3697 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3698 sort { $a->_date <=> $b->_date }
3699 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3702 sub cust_statement {
3704 my $opt = ref($_[0]) ? shift : { @_ };
3706 #return $self->num_cust_statement unless wantarray || keys %$opt;
3708 $opt->{'table'} = 'cust_statement';
3709 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3710 $opt->{'hashref'}{'custnum'} = $self->custnum;
3711 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3713 map { $_ } #behavior of sort undefined in scalar context
3714 sort { $a->_date <=> $b->_date }
3718 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3720 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3722 Optionally, a list or hashref of additional arguments to the qsearch call can
3723 be passed following the SVCDB.
3730 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3731 warn "$me svc_x requires a svcdb";
3734 my $opt = ref($_[0]) ? shift : { @_ };
3736 $opt->{'table'} = $svcdb;
3737 $opt->{'addl_from'} =
3738 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3739 ($opt->{'addl_from'} || '');
3741 my $custnum = $self->custnum;
3742 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3743 my $where = "cust_pkg.custnum = $custnum";
3745 my $extra_sql = $opt->{'extra_sql'} || '';
3746 if ( keys %{ $opt->{'hashref'} } ) {
3747 $extra_sql = " AND $where $extra_sql";
3750 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3751 $extra_sql = "WHERE $where AND $1";
3754 $extra_sql = "WHERE $where $extra_sql";
3757 $opt->{'extra_sql'} = $extra_sql;
3762 # required for use as an eventtable;
3765 $self->svc_x('svc_acct', @_);
3770 Returns all the credits (see L<FS::cust_credit>) for this customer.
3777 #return $self->num_cust_credit unless wantarray;
3779 map { $_ } #behavior of sort undefined in scalar context
3780 sort { $a->_date <=> $b->_date }
3781 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3784 =item cust_credit_pkgnum
3786 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3787 package when using experimental package balances.
3791 sub cust_credit_pkgnum {
3792 my( $self, $pkgnum ) = @_;
3793 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3794 sort { $a->_date <=> $b->_date }
3795 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3796 'pkgnum' => $pkgnum,
3801 =item cust_credit_void
3803 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3807 sub cust_credit_void {
3810 sort { $a->_date <=> $b->_date }
3811 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3816 Returns all the payments (see L<FS::cust_pay>) for this customer.
3822 my $opt = ref($_[0]) ? shift : { @_ };
3824 return $self->num_cust_pay unless wantarray || keys %$opt;
3826 $opt->{'table'} = 'cust_pay';
3827 $opt->{'hashref'}{'custnum'} = $self->custnum;
3829 map { $_ } #behavior of sort undefined in scalar context
3830 sort { $a->_date <=> $b->_date }
3837 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3838 called automatically when the cust_pay method is used in a scalar context.
3844 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3845 my $sth = dbh->prepare($sql) or die dbh->errstr;
3846 $sth->execute($self->custnum) or die $sth->errstr;
3847 $sth->fetchrow_arrayref->[0];
3850 =item unapplied_cust_pay
3852 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3856 sub unapplied_cust_pay {
3860 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3866 =item cust_pay_pkgnum
3868 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3869 package when using experimental package balances.
3873 sub cust_pay_pkgnum {
3874 my( $self, $pkgnum ) = @_;
3875 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3876 sort { $a->_date <=> $b->_date }
3877 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3878 'pkgnum' => $pkgnum,
3885 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3891 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3892 sort { $a->_date <=> $b->_date }
3893 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3896 =item cust_pay_pending
3898 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3899 (without status "done").
3903 sub cust_pay_pending {
3905 return $self->num_cust_pay_pending unless wantarray;
3906 sort { $a->_date <=> $b->_date }
3907 qsearch( 'cust_pay_pending', {
3908 'custnum' => $self->custnum,
3909 'status' => { op=>'!=', value=>'done' },
3914 =item cust_pay_pending_attempt
3916 Returns all payment attempts / declined payments for this customer, as pending
3917 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3918 a corresponding payment (see L<FS::cust_pay>).
3922 sub cust_pay_pending_attempt {
3924 return $self->num_cust_pay_pending_attempt unless wantarray;
3925 sort { $a->_date <=> $b->_date }
3926 qsearch( 'cust_pay_pending', {
3927 'custnum' => $self->custnum,
3934 =item num_cust_pay_pending
3936 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3937 customer (without status "done"). Also called automatically when the
3938 cust_pay_pending method is used in a scalar context.
3942 sub num_cust_pay_pending {
3945 " SELECT COUNT(*) FROM cust_pay_pending ".
3946 " WHERE custnum = ? AND status != 'done' ",
3951 =item num_cust_pay_pending_attempt
3953 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3954 customer, with status "done" but without a corresp. Also called automatically when the
3955 cust_pay_pending method is used in a scalar context.
3959 sub num_cust_pay_pending_attempt {
3962 " SELECT COUNT(*) FROM cust_pay_pending ".
3963 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3970 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3976 map { $_ } #return $self->num_cust_refund unless wantarray;
3977 sort { $a->_date <=> $b->_date }
3978 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3981 =item display_custnum
3983 Returns the displayed customer number for this customer: agent_custid if
3984 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3988 sub display_custnum {
3991 return $self->agent_custid
3992 if $default_agent_custid && $self->agent_custid;
3994 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3998 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
3999 } elsif ( $custnum_display_length ) {
4000 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4002 return $self->custnum;
4008 Returns a name string for this customer, either "Company (Last, First)" or
4015 my $name = $self->contact;
4016 $name = $self->company. " ($name)" if $self->company;
4020 =item service_contact
4022 Returns the L<FS::contact> object for this customer that has the 'Service'
4023 contact class, or undef if there is no such contact. Deprecated; don't use
4028 sub service_contact {
4030 if ( !exists($self->{service_contact}) ) {
4031 my $classnum = $self->scalar_sql(
4032 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4033 ) || 0; #if it's zero, qsearchs will return nothing
4034 my $cust_contact = qsearchs('cust_contact', {
4035 'classnum' => $classnum,
4036 'custnum' => $self->custnum,
4038 $self->{service_contact} = $cust_contact->contact if $cust_contact;
4040 $self->{service_contact};
4045 Returns a name string for this (service/shipping) contact, either
4046 "Company (Last, First)" or "Last, First".
4053 my $name = $self->ship_contact;
4054 $name = $self->company. " ($name)" if $self->company;
4060 Returns a name string for this customer, either "Company" or "First Last".
4066 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4069 =item ship_name_short
4071 Returns a name string for this (service/shipping) contact, either "Company"
4076 sub ship_name_short {
4078 $self->service_contact
4079 ? $self->ship_contact_firstlast
4085 Returns this customer's full (billing) contact name only, "Last, First"
4091 $self->get('last'). ', '. $self->first;
4096 Returns this customer's full (shipping) contact name only, "Last, First"
4102 my $contact = $self->service_contact || $self;
4103 $contact->get('last') . ', ' . $contact->get('first');
4106 =item contact_firstlast
4108 Returns this customers full (billing) contact name only, "First Last".
4112 sub contact_firstlast {
4114 $self->first. ' '. $self->get('last');
4117 =item ship_contact_firstlast
4119 Returns this customer's full (shipping) contact name only, "First Last".
4123 sub ship_contact_firstlast {
4125 my $contact = $self->service_contact || $self;
4126 $contact->get('first') . ' '. $contact->get('last');
4129 sub bill_country_full {
4131 $self->bill_location->country_full;
4134 sub ship_country_full {
4136 $self->ship_location->country_full;
4139 =item county_state_county [ PREFIX ]
4141 Returns a string consisting of just the county, state and country.
4145 sub county_state_country {
4148 if ( @_ && $_[0] && $self->has_ship_address ) {
4149 $locationnum = $self->ship_locationnum;
4151 $locationnum = $self->bill_locationnum;
4153 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4154 $cust_location->county_state_country;
4157 =item geocode DATA_VENDOR
4159 Returns a value for the customer location as encoded by DATA_VENDOR.
4160 Currently this only makes sense for "CCH" as DATA_VENDOR.
4168 Returns a status string for this customer, currently:
4174 No packages have ever been ordered. Displayed as "No packages".
4178 Recurring packages all are new (not yet billed).
4182 One or more recurring packages is active.
4186 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
4190 All non-cancelled recurring packages are suspended.
4194 All recurring packages are cancelled.
4198 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4199 cust_main-status_module configuration option.
4203 sub status { shift->cust_status(@_); }
4207 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4208 for my $status ( FS::cust_main->statuses() ) {
4209 my $method = $status.'_sql';
4210 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4211 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4212 $sth->execute( ($self->custnum) x $numnum )
4213 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4214 if ( $sth->fetchrow_arrayref->[0] ) {
4215 $self->hashref->{cust_status} = $status;
4221 =item is_status_delay_cancel
4223 Returns true if customer status is 'suspended'
4224 and all suspended cust_pkg return true for
4225 cust_pkg->is_status_delay_cancel.
4227 This is not a real status, this only meant for hacking display
4228 values, because otherwise treating the customer as suspended is
4229 really the whole point of the delay_cancel option.
4233 sub is_status_delay_cancel {
4235 return 0 unless $self->status eq 'suspended';
4236 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4237 return 0 unless $cust_pkg->is_status_delay_cancel;
4242 =item ucfirst_cust_status
4244 =item ucfirst_status
4246 Deprecated, use the cust_status_label method instead.
4248 Returns the status with the first character capitalized.
4252 sub ucfirst_status {
4253 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4254 local($ucfirst_nowarn) = 1;
4255 shift->ucfirst_cust_status(@_);
4258 sub ucfirst_cust_status {
4259 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4261 ucfirst($self->cust_status);
4264 =item cust_status_label
4268 Returns the display label for this status.
4272 sub status_label { shift->cust_status_label(@_); }
4274 sub cust_status_label {
4276 __PACKAGE__->statuslabels->{$self->cust_status};
4281 Returns a hex triplet color string for this customer's status.
4285 sub statuscolor { shift->cust_statuscolor(@_); }
4287 sub cust_statuscolor {
4289 __PACKAGE__->statuscolors->{$self->cust_status};
4292 =item tickets [ STATUS ]
4294 Returns an array of hashes representing the customer's RT tickets.
4296 An optional status (or arrayref or hashref of statuses) may be specified.
4302 my $status = ( @_ && $_[0] ) ? shift : '';
4304 my $num = $conf->config('cust_main-max_tickets') || 10;
4307 if ( $conf->config('ticket_system') ) {
4308 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4310 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4319 foreach my $priority (
4320 $conf->config('ticket_system-custom_priority_field-values'), ''
4322 last if scalar(@tickets) >= $num;
4324 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4325 $num - scalar(@tickets),
4336 =item appointments [ STATUS ]
4338 Returns an array of hashes representing the customer's RT tickets which
4345 my $status = ( @_ && $_[0] ) ? shift : '';
4347 return () unless $conf->config('ticket_system');
4349 my $queueid = $conf->config('ticket_system-appointment-queueid');
4351 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4360 # Return services representing svc_accts in customer support packages
4361 sub support_services {
4363 my %packages = map { $_ => 1 } $conf->config('support_packages');
4365 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4366 grep { $_->part_svc->svcdb eq 'svc_acct' }
4367 map { $_->cust_svc }
4368 grep { exists $packages{ $_->pkgpart } }
4369 $self->ncancelled_pkgs;
4373 # Return a list of latitude/longitude for one of the services (if any)
4374 sub service_coordinates {
4378 grep { $_->latitude && $_->longitude }
4380 map { $_->cust_svc }
4381 $self->ncancelled_pkgs;
4383 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4388 Returns a masked version of the named field
4393 my ($self,$field) = @_;
4397 'x'x(length($self->getfield($field))-4).
4398 substr($self->getfield($field), (length($self->getfield($field))-4));
4402 =item payment_history
4404 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4405 cust_credit and cust_refund objects. Each hashref has the following fields:
4407 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4409 I<date> - value of _date field, unix timestamp
4411 I<date_pretty> - user-friendly date
4413 I<description> - user-friendly description of item
4415 I<amount> - impact of item on user's balance
4416 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4417 Not to be confused with the native 'amount' field in cust_credit, see below.
4419 I<amount_pretty> - includes money char
4421 I<balance> - customer balance, chronologically as of this item
4423 I<balance_pretty> - includes money char
4425 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4427 I<paid> - amount paid for cust_pay records, undef for other types
4429 I<credit> - amount credited for cust_credit records, undef for other types.
4430 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4432 I<refund> - amount refunded for cust_refund records, undef for other types
4434 The four table-specific keys always have positive values, whether they reflect charges or payments.
4436 The following options may be passed to this method:
4438 I<line_items> - if true, returns charges ('Line item') rather than invoices
4440 I<start_date> - unix timestamp, only include records on or after.
4441 If specified, an item of type 'Previous' will also be included.
4442 It does not have table-specific fields.
4444 I<end_date> - unix timestamp, only include records before
4446 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4448 I<conf> - optional already-loaded FS::Conf object.
4452 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4453 # and also for sending customer statements, which should both be kept customer-friendly.
4454 # If you add anything that shouldn't be passed on through the API or exposed
4455 # to customers, add a new option to include it, don't include it by default
4456 sub payment_history {
4458 my $opt = ref($_[0]) ? $_[0] : { @_ };
4460 my $conf = $$opt{'conf'} || new FS::Conf;
4461 my $money_char = $conf->config("money_char") || '$',
4463 #first load entire history,
4464 #need previous to calculate previous balance
4465 #loading after end_date shouldn't hurt too much?
4467 if ( $$opt{'line_items'} ) {
4469 foreach my $cust_bill ( $self->cust_bill ) {
4472 'type' => 'Line item',
4473 'description' => $_->desc( $self->locale ).
4474 ( $_->sdate && $_->edate
4475 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4476 ' To '. time2str('%d-%b-%Y', $_->edate)
4479 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4480 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4481 'date' => $cust_bill->_date,
4482 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4484 foreach $cust_bill->cust_bill_pkg;
4491 'type' => 'Invoice',
4492 'description' => 'Invoice #'. $_->display_invnum,
4493 'amount' => sprintf('%.2f', $_->charged ),
4494 'charged' => sprintf('%.2f', $_->charged ),
4495 'date' => $_->_date,
4496 'date_pretty' => $self->time2str_local('short', $_->_date ),
4498 foreach $self->cust_bill;
4503 'type' => 'Payment',
4504 'description' => 'Payment', #XXX type
4505 'amount' => sprintf('%.2f', 0 - $_->paid ),
4506 'paid' => sprintf('%.2f', $_->paid ),
4507 'date' => $_->_date,
4508 'date_pretty' => $self->time2str_local('short', $_->_date ),
4510 foreach $self->cust_pay;
4514 'description' => 'Credit', #more info?
4515 'amount' => sprintf('%.2f', 0 -$_->amount ),
4516 'credit' => sprintf('%.2f', $_->amount ),
4517 'date' => $_->_date,
4518 'date_pretty' => $self->time2str_local('short', $_->_date ),
4520 foreach $self->cust_credit;
4524 'description' => 'Refund', #more info? type, like payment?
4525 'amount' => $_->refund,
4526 'refund' => $_->refund,
4527 'date' => $_->_date,
4528 'date_pretty' => $self->time2str_local('short', $_->_date ),
4530 foreach $self->cust_refund;
4532 #put it all in chronological order
4533 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4535 #calculate balance, filter items outside date range
4539 foreach my $item (@history) {
4540 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4541 $balance += $$item{'amount'};
4542 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4543 $previous += $$item{'amount'};
4546 $$item{'balance'} = sprintf("%.2f",$balance);
4547 foreach my $key ( qw(amount balance) ) {
4548 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4553 # start with previous balance, if there was one
4556 'type' => 'Previous',
4557 'description' => 'Previous balance',
4558 'amount' => sprintf("%.2f",$previous),
4559 'balance' => sprintf("%.2f",$previous),
4560 'date' => $$opt{'start_date'},
4561 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4563 #false laziness with above
4564 foreach my $key ( qw(amount balance) ) {
4565 $$item{$key.'_pretty'} = $$item{$key};
4566 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4568 unshift(@out,$item);
4571 @out = reverse @history if $$opt{'reverse_sort'};
4576 =item save_cust_payby
4578 Saves a new cust_payby for this customer, replacing an existing entry only
4579 in select circumstances. Does not validate input.
4581 If auto is specified, marks this as the customer's primary method, or the
4582 specified weight. Existing payment methods have their weight incremented as
4585 If bill_location is specified with auto, also sets location in cust_main.
4587 Will not insert complete duplicates of existing records, or records in which the
4588 only difference from an existing record is to turn off automatic payment (will
4589 return without error.) Will replace existing records in which the only difference
4590 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4591 Fields marked as preserved are optional, and existing values will not be overwritten with
4592 blanks when replacing.
4594 Accepts the following named parameters:
4604 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4608 optional, set higher than 1 for secondary, etc.
4616 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4624 optional, will be preserved when replacing
4632 CARD only, required, FS::cust_location object
4634 =item paystart_month
4636 CARD only, optional, will be preserved when replacing
4640 CARD only, optional, will be preserved when replacing
4644 CARD only, optional, will be preserved when replacing
4648 CARD only, only used if conf cvv-save is set appropriately
4662 #The code for this option is in place, but it's not currently used
4666 # existing cust_payby object to be replaced (must match custnum)
4668 # stateid/stateid_state/ss are not currently supported in cust_payby,
4669 # might not even work properly in 4.x, but will need to work here if ever added
4671 sub save_cust_payby {
4675 my $old = $opt{'replace'};
4676 my $new = new FS::cust_payby { $old ? $old->hash : () };
4677 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4678 $new->set( 'custnum' => $self->custnum );
4680 my $payby = $opt{'payment_payby'};
4681 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4683 # don't allow turning off auto when replacing
4684 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4686 my @check_existing; # payby relevant to this payment_payby
4688 # set payby based on auto
4689 if ( $payby eq 'CARD' ) {
4690 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4691 @check_existing = qw( CARD DCRD );
4692 } elsif ( $payby eq 'CHEK' ) {
4693 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4694 @check_existing = qw( CHEK DCHK );
4697 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4700 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4701 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4702 $new->set( 'payname' => $opt{'payname'} );
4703 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4705 my $conf = new FS::Conf;
4707 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4708 if ( $payby eq 'CARD' &&
4709 ( (grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save'))
4710 || $conf->exists('business-onlinepayment-verification')
4713 $new->set( 'paycvv' => $opt{'paycvv'} );
4715 $new->set( 'paycvv' => '');
4718 local $SIG{HUP} = 'IGNORE';
4719 local $SIG{INT} = 'IGNORE';
4720 local $SIG{QUIT} = 'IGNORE';
4721 local $SIG{TERM} = 'IGNORE';
4722 local $SIG{TSTP} = 'IGNORE';
4723 local $SIG{PIPE} = 'IGNORE';
4725 my $oldAutoCommit = $FS::UID::AutoCommit;
4726 local $FS::UID::AutoCommit = 0;
4729 # set fields specific to payment_payby
4730 if ( $payby eq 'CARD' ) {
4731 if ($opt{'bill_location'}) {
4732 $opt{'bill_location'}->set('custnum' => $self->custnum);
4733 my $error = $opt{'bill_location'}->find_or_insert;
4735 $dbh->rollback if $oldAutoCommit;
4738 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4740 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4741 $new->set( $field => $opt{$field} );
4744 foreach my $field ( qw(paytype paystate) ) {
4745 $new->set( $field => $opt{$field} );
4749 # other cust_payby to compare this to
4750 my @existing = $self->cust_payby(@check_existing);
4752 # fields that can overwrite blanks with values, but not values with blanks
4753 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4755 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4757 # generally, we don't want to overwrite existing cust_payby with this,
4758 # but we can replace if we're only marking it auto or adding a preserved field
4759 # and we can avoid saving a total duplicate or merely turning off auto
4761 foreach my $cust_payby (@existing) {
4762 # check fields that absolutely should not change
4763 foreach my $field ($new->fields) {
4764 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4765 next if grep(/^$field$/, @preserve );
4766 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4768 # now check fields that can replace if one value is blank
4770 foreach my $field (@preserve) {
4772 ( $new->get($field) and !$cust_payby->get($field) ) or
4773 ( $cust_payby->get($field) and !$new->get($field) )
4775 # prevention of overwriting values with blanks happens farther below
4777 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4781 unless ( $replace ) {
4782 # nearly identical, now check weight
4783 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4784 # ignore identical cust_payby, and ignore attempts to turn off auto
4785 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4786 $skip_cust_payby = 1;
4789 # otherwise, only change is to mark this as primary
4791 # if we got this far, we're definitely replacing
4798 $new->set( 'custpaybynum' => $old->custpaybynum );
4799 # don't turn off automatic payment (but allow it to be turned on)
4800 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4802 $new->set( 'payby' => $old->payby );
4803 $new->set( 'weight' => 1 );
4805 # make sure we're not overwriting values with blanks
4806 foreach my $field (@preserve) {
4807 if ( $old->get($field) and !$new->get($field) ) {
4808 $new->set( $field => $old->get($field) );
4813 # only overwrite cust_main bill_location if auto
4814 if ($opt{'auto'} && $opt{'bill_location'}) {
4815 $self->set('bill_location' => $opt{'bill_location'});
4816 my $error = $self->replace;
4818 $dbh->rollback if $oldAutoCommit;
4823 # done with everything except reweighting and saving cust_payby
4824 # still need to commit changes to cust_main and cust_location
4825 if ($skip_cust_payby) {
4826 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4830 # re-weight existing primary cust_pay for this payby
4832 foreach my $cust_payby (@existing) {
4833 # relies on cust_payby return order
4834 last unless $cust_payby->payby !~ /^D/;
4835 last if $cust_payby->weight > 1;
4836 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4837 next if $cust_payby->weight < ($opt{'weight'} || 1);
4838 $cust_payby->weight( $cust_payby->weight + 1 );
4839 my $error = $cust_payby->replace;
4841 $dbh->rollback if $oldAutoCommit;
4842 return "Error reweighting cust_payby: $error";
4847 # finally, save cust_payby
4848 my $error = $old ? $new->replace($old) : $new->insert;
4850 $dbh->rollback if $oldAutoCommit;
4854 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4859 =item remove_cvv_from_cust_payby PAYINFO
4861 Removes paycvv from associated cust_payby with matching PAYINFO.
4865 sub remove_cvv_from_cust_payby {
4866 my ($self,$payinfo) = @_;
4868 my $oldAutoCommit = $FS::UID::AutoCommit;
4869 local $FS::UID::AutoCommit = 0;
4872 foreach my $cust_payby ( qsearch('cust_payby',{ custnum => $self->custnum }) ) {
4873 next unless $cust_payby->payinfo eq $payinfo; # can't qsearch on payinfo
4874 $cust_payby->paycvv('');
4875 my $error = $cust_payby->replace;
4877 $dbh->rollback if $oldAutoCommit;
4882 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4888 =head1 CLASS METHODS
4894 Class method that returns the list of possible status strings for customers
4895 (see L<the status method|/status>). For example:
4897 @statuses = FS::cust_main->statuses();
4903 keys %{ $self->statuscolors };
4906 =item cust_status_sql
4908 Returns an SQL fragment to determine the status of a cust_main record, as a
4913 sub cust_status_sql {
4915 for my $status ( FS::cust_main->statuses() ) {
4916 my $method = $status.'_sql';
4917 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4926 Returns an SQL expression identifying prospective cust_main records (customers
4927 with no packages ever ordered)
4931 use vars qw($select_count_pkgs);
4932 $select_count_pkgs =
4933 "SELECT COUNT(*) FROM cust_pkg
4934 WHERE cust_pkg.custnum = cust_main.custnum";
4936 sub select_count_pkgs_sql {
4941 " 0 = ( $select_count_pkgs ) ";
4946 Returns an SQL expression identifying ordered cust_main records (customers with
4947 no active packages, but recurring packages not yet setup or one time charges
4953 FS::cust_main->none_active_sql.
4954 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4959 Returns an SQL expression identifying active cust_main records (customers with
4960 active recurring packages).
4965 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4968 =item none_active_sql
4970 Returns an SQL expression identifying cust_main records with no active
4971 recurring packages. This includes customers of status prospect, ordered,
4972 inactive, and suspended.
4976 sub none_active_sql {
4977 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4982 Returns an SQL expression identifying inactive cust_main records (customers with
4983 no active recurring packages, but otherwise unsuspended/uncancelled).
4988 FS::cust_main->none_active_sql.
4989 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4995 Returns an SQL expression identifying suspended cust_main records.
5000 sub suspended_sql { susp_sql(@_); }
5002 FS::cust_main->none_active_sql.
5003 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
5009 Returns an SQL expression identifying cancelled cust_main records.
5013 sub cancel_sql { shift->cancelled_sql(@_); }
5016 =item uncancelled_sql
5018 Returns an SQL expression identifying un-cancelled cust_main records.
5022 sub uncancelled_sql { uncancel_sql(@_); }
5025 "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
5030 Returns an SQL fragment to retreive the balance.
5035 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
5036 WHERE cust_bill.custnum = cust_main.custnum )
5037 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5038 WHERE cust_pay.custnum = cust_main.custnum )
5039 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5040 WHERE cust_credit.custnum = cust_main.custnum )
5041 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5042 WHERE cust_refund.custnum = cust_main.custnum )
5045 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
5047 Returns an SQL fragment to retreive the balance for this customer, optionally
5048 considering invoices with date earlier than START_TIME, and not
5049 later than END_TIME (total_owed_date minus total_unapplied_credits minus
5050 total_unapplied_payments).
5052 Times are specified as SQL fragments or numeric
5053 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5054 L<Date::Parse> for conversion functions. The empty string can be passed
5055 to disable that time constraint completely.
5057 Available options are:
5061 =item unapplied_date
5063 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)
5068 set to true to remove all customer comparison clauses, for totals
5073 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5078 JOIN clause (typically used with the total option)
5082 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
5083 time will be ignored. Note that START_TIME and END_TIME only limit the date
5084 range for invoices and I<unapplied> payments, credits, and refunds.
5090 sub balance_date_sql {
5091 my( $class, $start, $end, %opt ) = @_;
5093 my $cutoff = $opt{'cutoff'};
5095 my $owed = FS::cust_bill->owed_sql($cutoff);
5096 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
5097 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
5098 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5100 my $j = $opt{'join'} || '';
5102 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5103 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5104 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5105 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5107 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5108 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5109 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5110 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5115 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
5117 Returns an SQL fragment to retreive the total unapplied payments for this
5118 customer, only considering payments with date earlier than START_TIME, and
5119 optionally not later than END_TIME.
5121 Times are specified as SQL fragments or numeric
5122 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5123 L<Date::Parse> for conversion functions. The empty string can be passed
5124 to disable that time constraint completely.
5126 Available options are:
5130 sub unapplied_payments_date_sql {
5131 my( $class, $start, $end, %opt ) = @_;
5133 my $cutoff = $opt{'cutoff'};
5135 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5137 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
5138 'unapplied_date'=>1 );
5140 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
5143 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5145 Helper method for balance_date_sql; name (and usage) subject to change
5146 (suggestions welcome).
5148 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5149 cust_refund, cust_credit or cust_pay).
5151 If TABLE is "cust_bill" or the unapplied_date option is true, only
5152 considers records with date earlier than START_TIME, and optionally not
5153 later than END_TIME .
5157 sub _money_table_where {
5158 my( $class, $table, $start, $end, %opt ) = @_;
5161 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5162 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5163 push @where, "$table._date <= $start" if defined($start) && length($start);
5164 push @where, "$table._date > $end" if defined($end) && length($end);
5166 push @where, @{$opt{'where'}} if $opt{'where'};
5167 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5173 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
5174 use FS::cust_main::Search;
5177 FS::cust_main::Search->search(@_);
5186 #=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5188 #Deprecated. Use event notification and message templates
5189 #(L<FS::msg_template>) instead.
5191 #Sends a templated email notification to the customer (see L<Text::Template>).
5193 #OPTIONS is a hash and may include
5195 #I<from> - the email sender (default is invoice_from)
5197 #I<to> - comma-separated scalar or arrayref of recipients
5198 # (default is invoicing_list)
5200 #I<subject> - The subject line of the sent email notification
5201 # (default is "Notice from company_name")
5203 #I<extra_fields> - a hashref of name/value pairs which will be substituted
5206 #The following variables are vavailable in the template.
5208 #I<$first> - the customer first name
5209 #I<$last> - the customer last name
5210 #I<$company> - the customer company
5211 #I<$payby> - a description of the method of payment for the customer
5212 # # would be nice to use FS::payby::shortname
5213 #I<$payinfo> - the account information used to collect for this customer
5214 #I<$expdate> - the expiration of the customer payment in seconds from epoch
5219 # my ($self, $template, %options) = @_;
5221 # return unless $conf->exists($template);
5223 # my $from = $conf->invoice_from_full($self->agentnum)
5224 # if $conf->exists('invoice_from', $self->agentnum);
5225 # $from = $options{from} if exists($options{from});
5227 # my $to = join(',', $self->invoicing_list_emailonly);
5228 # $to = $options{to} if exists($options{to});
5230 # my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5231 # if $conf->exists('company_name', $self->agentnum);
5232 # $subject = $options{subject} if exists($options{subject});
5234 # my $notify_template = new Text::Template (TYPE => 'ARRAY',
5235 # SOURCE => [ map "$_\n",
5236 # $conf->config($template)]
5238 # or die "can't create new Text::Template object: Text::Template::ERROR";
5239 # $notify_template->compile()
5240 # or die "can't compile template: Text::Template::ERROR";
5242 # $FS::notify_template::_template::company_name =
5243 # $conf->config('company_name', $self->agentnum);
5244 # $FS::notify_template::_template::company_address =
5245 # join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5247 # my $paydate = $self->paydate || '2037-12-31';
5248 # $FS::notify_template::_template::first = $self->first;
5249 # $FS::notify_template::_template::last = $self->last;
5250 # $FS::notify_template::_template::company = $self->company;
5251 # $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5252 # my $payby = $self->payby;
5253 # my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5254 # my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5256 # #credit cards expire at the end of the month/year of their exp date
5257 # if ($payby eq 'CARD' || $payby eq 'DCRD') {
5258 # $FS::notify_template::_template::payby = 'credit card';
5259 # ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5260 # $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5262 # }elsif ($payby eq 'COMP') {
5263 # $FS::notify_template::_template::payby = 'complimentary account';
5265 # $FS::notify_template::_template::payby = 'current method';
5267 # $FS::notify_template::_template::expdate = $expire_time;
5269 # for (keys %{$options{extra_fields}}){
5271 # ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5274 # send_email(from => $from,
5276 # subject => $subject,
5277 # body => $notify_template->fill_in( PACKAGE =>
5278 # 'FS::notify_template::_template' ),
5283 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5285 Generates a templated notification to the customer (see L<Text::Template>).
5287 OPTIONS is a hash and may include
5289 I<extra_fields> - a hashref of name/value pairs which will be substituted
5290 into the template. These values may override values mentioned below
5291 and those from the customer record.
5293 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5295 The following variables are available in the template instead of or in addition
5296 to the fields of the customer record.
5298 I<$payby> - a description of the method of payment for the customer
5299 # would be nice to use FS::payby::shortname
5300 I<$payinfo> - the masked account information used to collect for this customer
5301 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5302 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5306 # a lot like cust_bill::print_latex
5307 sub generate_letter {
5308 my ($self, $template, %options) = @_;
5310 warn "Template $template does not exist" && return
5311 unless $conf->exists($template) || $options{'template_text'};
5313 my $template_source = $options{'template_text'}
5314 ? [ $options{'template_text'} ]
5315 : [ map "$_\n", $conf->config($template) ];
5317 my $letter_template = new Text::Template
5319 SOURCE => $template_source,
5320 DELIMITERS => [ '[@--', '--@]' ],
5322 or die "can't create new Text::Template object: Text::Template::ERROR";
5324 $letter_template->compile()
5325 or die "can't compile template: Text::Template::ERROR";
5327 my %letter_data = map { $_ => $self->$_ } $self->fields;
5328 $letter_data{payinfo} = $self->mask_payinfo;
5330 #my $paydate = $self->paydate || '2037-12-31';
5331 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5333 my $payby = $self->payby;
5334 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5335 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5337 #credit cards expire at the end of the month/year of their exp date
5338 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5339 $letter_data{payby} = 'credit card';
5340 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5341 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5343 }elsif ($payby eq 'COMP') {
5344 $letter_data{payby} = 'complimentary account';
5346 $letter_data{payby} = 'current method';
5348 $letter_data{expdate} = $expire_time;
5350 for (keys %{$options{extra_fields}}){
5351 $letter_data{$_} = $options{extra_fields}->{$_};
5354 unless(exists($letter_data{returnaddress})){
5355 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5356 $self->agent_template)
5358 if ( length($retadd) ) {
5359 $letter_data{returnaddress} = $retadd;
5360 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5361 $letter_data{returnaddress} =
5362 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5366 ( $conf->config('company_name', $self->agentnum),
5367 $conf->config('company_address', $self->agentnum),
5371 $letter_data{returnaddress} = '~';
5375 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5377 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5379 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5381 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5385 ) or die "can't open temp file: $!\n";
5386 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5387 or die "can't write temp file: $!\n";
5389 $letter_data{'logo_file'} = $lh->filename;
5391 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5395 ) or die "can't open temp file: $!\n";
5397 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5399 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5400 return ($1, $letter_data{'logo_file'});
5404 =item print_ps TEMPLATE
5406 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5412 my($file, $lfile) = $self->generate_letter(@_);
5413 my $ps = FS::Misc::generate_ps($file);
5414 unlink($file.'.tex');
5420 =item print TEMPLATE
5422 Prints the filled in template.
5424 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5428 sub queueable_print {
5431 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5432 or die "invalid customer number: " . $opt{custnum};
5434 #do not backport this change to 3.x
5435 # my $error = $self->print( { 'template' => $opt{template} } );
5436 my $error = $self->print( $opt{'template'} );
5437 die $error if $error;
5441 my ($self, $template) = (shift, shift);
5443 [ $self->print_ps($template) ],
5444 'agentnum' => $self->agentnum,
5448 #these three subs should just go away once agent stuff is all config overrides
5450 sub agent_template {
5452 $self->_agent_plandata('agent_templatename');
5455 sub agent_invoice_from {
5457 $self->_agent_plandata('agent_invoice_from');
5460 sub _agent_plandata {
5461 my( $self, $option ) = @_;
5463 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5464 #agent-specific Conf
5466 use FS::part_event::Condition;
5468 my $agentnum = $self->agentnum;
5470 my $regexp = regexp_sql();
5472 my $part_event_option =
5474 'select' => 'part_event_option.*',
5475 'table' => 'part_event_option',
5477 LEFT JOIN part_event USING ( eventpart )
5478 LEFT JOIN part_event_option AS peo_agentnum
5479 ON ( part_event.eventpart = peo_agentnum.eventpart
5480 AND peo_agentnum.optionname = 'agentnum'
5481 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5483 LEFT JOIN part_event_condition
5484 ON ( part_event.eventpart = part_event_condition.eventpart
5485 AND part_event_condition.conditionname = 'cust_bill_age'
5487 LEFT JOIN part_event_condition_option
5488 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5489 AND part_event_condition_option.optionname = 'age'
5492 #'hashref' => { 'optionname' => $option },
5493 #'hashref' => { 'part_event_option.optionname' => $option },
5495 " WHERE part_event_option.optionname = ". dbh->quote($option).
5496 " AND action = 'cust_bill_send_agent' ".
5497 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5498 " AND peo_agentnum.optionname = 'agentnum' ".
5499 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5501 CASE WHEN part_event_condition_option.optionname IS NULL
5503 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5505 , part_event.weight".
5509 unless ( $part_event_option ) {
5510 return $self->agent->invoice_template || ''
5511 if $option eq 'agent_templatename';
5515 $part_event_option->optionvalue;
5519 sub process_o2m_qsearch {
5522 return qsearch($table, @_) unless $table eq 'contact';
5524 my $hashref = shift;
5525 my %hash = %$hashref;
5526 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5527 or die 'guru meditation #4343';
5529 qsearch({ 'table' => 'contact',
5530 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5531 'hashref' => \%hash,
5532 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5533 " cust_contact.custnum = $custnum "
5537 sub process_o2m_qsearchs {
5540 return qsearchs($table, @_) unless $table eq 'contact';
5542 my $hashref = shift;
5543 my %hash = %$hashref;
5544 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5545 or die 'guru meditation #2121';
5547 qsearchs({ 'table' => 'contact',
5548 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5549 'hashref' => \%hash,
5550 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5551 " cust_contact.custnum = $custnum "
5555 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5557 Subroutine (not a method), designed to be called from the queue.
5559 Takes a list of options and values.
5561 Pulls up the customer record via the custnum option and calls bill_and_collect.
5566 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5568 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5569 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5571 #without this errors don't get rolled back
5572 $args{'fatal'} = 1; # runs from job queue, will be caught
5574 $cust_main->bill_and_collect( %args );
5577 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5579 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5580 C<collect> part. This is used in batch tax calculation, where invoice
5581 generation and collection events have to be completely separated.
5585 sub queued_collect {
5587 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5589 $cust_main->collect(%args);
5592 sub process_bill_and_collect {
5595 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5596 or die "custnum '$param->{custnum}' not found!\n";
5597 $param->{'job'} = $job;
5598 $param->{'fatal'} = 1; # runs from job queue, will be caught
5599 $param->{'retry'} = 1;
5601 $cust_main->bill_and_collect( %$param );
5604 #starting to take quite a while for big dbs
5605 # (JRNL: journaled so it only happens once per database)
5606 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5607 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5608 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5609 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5610 # JRNL leading/trailing spaces in first, last, company
5611 # JRNL migrate to cust_payby
5612 # - otaker upgrade? journal and call it good? (double check to make sure
5613 # we're not still setting otaker here)
5615 #only going to get worse with new location stuff...
5617 sub _upgrade_data { #class method
5618 my ($class, %opts) = @_;
5621 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5624 #this seems to be the only expensive one.. why does it take so long?
5625 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5627 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5628 FS::upgrade_journal->set_done('cust_main__signupdate');
5631 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5633 # fix yyyy-m-dd formatted paydates
5634 if ( driver_name =~ /^mysql/i ) {
5636 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5637 } else { # the SQL standard
5639 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5641 FS::upgrade_journal->set_done('cust_main__paydate');
5644 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5646 push @statements, #fix the weird BILL with a cc# in payinfo problem
5648 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5650 FS::upgrade_journal->set_done('cust_main__payinfo');
5655 foreach my $sql ( @statements ) {
5656 my $sth = dbh->prepare($sql) or die dbh->errstr;
5657 $sth->execute or die $sth->errstr;
5658 #warn ( (time - $t). " seconds\n" );
5662 local($ignore_expired_card) = 1;
5663 local($ignore_banned_card) = 1;
5664 local($skip_fuzzyfiles) = 1;
5665 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5667 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5669 #we don't want to decrypt them, just stuff them as-is into cust_payby
5670 local(@encrypted_fields) = ();
5672 local($FS::cust_payby::ignore_expired_card) = 1;
5673 local($FS::cust_payby::ignore_banned_card) = 1;
5674 local($FS::cust_payby::ignore_cardtype) = 1;
5676 my @payfields = qw( payby payinfo paycvv paymask
5677 paydate paystart_month paystart_year payissue
5678 payname paystate paytype payip
5681 my $search = new FS::Cursor {
5682 'table' => 'cust_main',
5683 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5686 while (my $cust_main = $search->fetch) {
5688 unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
5690 my $cust_payby = new FS::cust_payby {
5691 'custnum' => $cust_main->custnum,
5693 map { $_ => $cust_main->$_(); } @payfields
5696 my $error = $cust_payby->insert;
5697 die $error if $error;
5701 # at the time we do this, also migrate paytype into cust_pay_batch
5702 # so that batches that are open before the migration can still be
5704 my @cust_pay_batch = qsearch('cust_pay_batch', {
5705 'custnum' => $cust_main->custnum,
5709 foreach my $cust_pay_batch (@cust_pay_batch) {
5710 $cust_pay_batch->set('paytype', $cust_main->get('paytype'));
5711 my $error = $cust_pay_batch->replace;
5712 die "$error (setting cust_pay_batch.paytype)" if $error;
5715 $cust_main->complimentary('Y') if $cust_main->payby eq 'COMP';
5717 $cust_main->invoice_attn( $cust_main->payname )
5718 if $cust_main->payby eq 'BILL' && $cust_main->payname;
5719 $cust_main->po_number( $cust_main->payinfo )
5720 if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
5722 $cust_main->setfield($_, '') foreach @payfields;
5723 my $error = $cust_main->replace;
5724 die "Error upgradging payment information for custnum ".
5725 $cust_main->custnum. ": $error"
5730 FS::upgrade_journal->set_done('cust_main__cust_payby');
5733 FS::cust_main::Location->_upgrade_data(%opts);
5735 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5737 foreach my $cust_main ( qsearch({
5738 'table' => 'cust_main',
5740 'extra_sql' => 'WHERE '.
5742 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5743 qw( first last company )
5746 my $error = $cust_main->replace;
5747 die $error if $error;
5750 FS::upgrade_journal->set_done('cust_main__trimspaces');
5754 $class->_upgrade_otaker(%opts);
5764 The delete method should possibly take an FS::cust_main object reference
5765 instead of a scalar customer number.
5767 Bill and collect options should probably be passed as references instead of a
5770 There should probably be a configuration file with a list of allowed credit
5773 No multiple currency support (probably a larger project than just this module).
5775 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5777 Birthdates rely on negative epoch values.
5779 The payby for card/check batches is broken. With mixed batching, bad
5782 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5786 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5787 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5788 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.