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;
80 # 1 is mostly method/subroutine entry and options
81 # 2 traces progress of some operations
82 # 3 is even more information including possibly sensitive data
84 our $me = '[FS::cust_main]';
87 our $ignore_expired_card = 0;
88 our $ignore_banned_card = 0;
89 our $ignore_invalid_card = 0;
91 our $skip_fuzzyfiles = 0;
93 our $ucfirst_nowarn = 0;
95 #this info is in cust_payby as of 4.x
96 #this and the fields themselves can be removed in 5.x
97 our @encrypted_fields = ('payinfo', 'paycvv');
98 sub nohistory_fields { ('payinfo', 'paycvv'); }
101 #ask FS::UID to run this stuff for us later
102 #$FS::UID::callback{'FS::cust_main'} = sub {
103 install_callback FS::UID sub {
104 $conf = new FS::Conf;
105 #yes, need it for stuff below (prolly should be cached)
106 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
111 my ( $hashref, $cache ) = @_;
112 if ( exists $hashref->{'pkgnum'} ) {
113 #@{ $self->{'_pkgnum'} } = ();
114 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
115 $self->{'_pkgnum'} = $subcache;
116 #push @{ $self->{'_pkgnum'} },
117 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
123 FS::cust_main - Object methods for cust_main records
129 $record = new FS::cust_main \%hash;
130 $record = new FS::cust_main { 'column' => 'value' };
132 $error = $record->insert;
134 $error = $new_record->replace($old_record);
136 $error = $record->delete;
138 $error = $record->check;
140 @cust_pkg = $record->all_pkgs;
142 @cust_pkg = $record->ncancelled_pkgs;
144 @cust_pkg = $record->suspended_pkgs;
146 $error = $record->bill;
147 $error = $record->bill %options;
148 $error = $record->bill 'time' => $time;
150 $error = $record->collect;
151 $error = $record->collect %options;
152 $error = $record->collect 'invoice_time' => $time,
157 An FS::cust_main object represents a customer. FS::cust_main inherits from
158 FS::Record. The following fields are currently supported:
164 Primary key (assigned automatically for new customers)
168 Agent (see L<FS::agent>)
172 Advertising source (see L<FS::part_referral>)
184 Cocial security number (optional)
208 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
212 Payment Information (See L<FS::payinfo_Mixin> for data format)
216 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
220 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
224 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
228 Start date month (maestro/solo cards only)
232 Start date year (maestro/solo cards only)
236 Issue number (maestro/solo cards only)
240 Name on card or billing name
244 IP address from which payment information was received
248 Tax exempt, empty or `Y'
252 Order taker (see L<FS::access_user>)
258 =item referral_custnum
260 Referring customer number
264 Enable individual CDR spooling, empty or `Y'
268 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
272 Discourage individual CDR printing, empty or `Y'
276 Allow self-service editing of ticket subjects, empty or 'Y'
278 =item calling_list_exempt
280 Do not call, empty or 'Y'
282 =item invoice_ship_address
284 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
294 Creates a new customer. To add the customer to the database, see L<"insert">.
296 Note that this stores the hash reference, not a distinct copy of the hash it
297 points to. You can ask the object for a copy with the I<hash> method.
301 sub table { 'cust_main'; }
303 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
305 Adds this customer to the database. If there is an error, returns the error,
306 otherwise returns false.
308 Usually the customer's location will not yet exist in the database, and
309 the C<bill_location> and C<ship_location> pseudo-fields must be set to
310 uninserted L<FS::cust_location> objects. These will be inserted and linked
311 (in both directions) to the new customer record. If they're references
312 to the same object, they will become the same location.
314 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
315 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
316 are inserted atomicly, or the transaction is rolled back. Passing an empty
317 hash reference is equivalent to not supplying this parameter. There should be
318 a better explanation of this, but until then, here's an example:
321 tie %hash, 'Tie::RefHash'; #this part is important
323 $cust_pkg => [ $svc_acct ],
326 $cust_main->insert( \%hash );
328 INVOICING_LIST_ARYREF: No longer supported.
330 Currently available options are: I<depend_jobnum>, I<noexport>,
331 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
333 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
334 on the supplied jobnum (they will not run until the specific job completes).
335 This can be used to defer provisioning until some action completes (such
336 as running the customer's credit card successfully).
338 The I<noexport> option is deprecated. If I<noexport> is set true, no
339 provisioning jobs (exports) are scheduled. (You can schedule them later with
340 the B<reexport> method.)
342 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
343 of tax names and exemption numbers. FS::cust_main_exemption records will be
344 created and inserted.
346 If I<prospectnum> is set, moves contacts and locations from that prospect.
348 If I<contact> is set to an arrayref of FS::contact objects, those will be
351 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
352 unset), inserts those new contacts with this new customer. Handles CGI
353 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
355 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
356 new stored payment records with this new customer. Handles CGI parameters
357 for an "m2" multiple entry field as passed by edit/cust_main.cgi
363 my $cust_pkgs = @_ ? shift : {};
365 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
366 warn "cust_main::insert using deprecated invoicing list argument";
367 $invoicing_list = shift;
370 warn "$me insert called with options ".
371 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
374 local $SIG{HUP} = 'IGNORE';
375 local $SIG{INT} = 'IGNORE';
376 local $SIG{QUIT} = 'IGNORE';
377 local $SIG{TERM} = 'IGNORE';
378 local $SIG{TSTP} = 'IGNORE';
379 local $SIG{PIPE} = 'IGNORE';
381 my $oldAutoCommit = $FS::UID::AutoCommit;
382 local $FS::UID::AutoCommit = 0;
385 my $prepay_identifier = '';
386 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
388 if ( $self->payby eq 'PREPAY' ) {
390 $self->payby(''); #'BILL');
391 $prepay_identifier = $self->payinfo;
394 warn " looking up prepaid card $prepay_identifier\n"
397 my $error = $self->get_prepay( $prepay_identifier,
398 'amount_ref' => \$amount,
399 'seconds_ref' => \$seconds,
400 'upbytes_ref' => \$upbytes,
401 'downbytes_ref' => \$downbytes,
402 'totalbytes_ref' => \$totalbytes,
405 $dbh->rollback if $oldAutoCommit;
406 #return "error applying prepaid card (transaction rolled back): $error";
410 $payby = 'PREP' if $amount;
412 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
415 $self->payby(''); #'BILL');
416 $amount = $self->paid;
421 foreach my $l (qw(bill_location ship_location)) {
423 my $loc = delete $self->hashref->{$l} or next;
425 if ( !$loc->locationnum ) {
426 # warn the location that we're going to insert it with no custnum
427 $loc->set(custnum_pending => 1);
428 warn " inserting $l\n"
430 my $error = $loc->insert;
432 $dbh->rollback if $oldAutoCommit;
433 my $label = $l eq 'ship_location' ? 'service' : 'billing';
434 return "$error (in $label location)";
437 } elsif ( $loc->prospectnum ) {
439 $loc->prospectnum('');
440 $loc->set(custnum_pending => 1);
441 my $error = $loc->replace;
443 $dbh->rollback if $oldAutoCommit;
444 my $label = $l eq 'ship_location' ? 'service' : 'billing';
445 return "$error (moving $label location)";
448 } elsif ( ($loc->custnum || 0) > 0 ) {
449 # then it somehow belongs to another customer--shouldn't happen
450 $dbh->rollback if $oldAutoCommit;
451 return "$l belongs to customer ".$loc->custnum;
453 # else it already belongs to this customer
454 # (happens when ship_location is identical to bill_location)
456 $self->set($l.'num', $loc->locationnum);
458 if ( $self->get($l.'num') eq '' ) {
459 $dbh->rollback if $oldAutoCommit;
464 warn " inserting $self\n"
467 $self->signupdate(time) unless $self->signupdate;
469 $self->auto_agent_custid()
470 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
472 my $error = $self->check_payinfo_cardtype
473 || $self->SUPER::insert;
475 $dbh->rollback if $oldAutoCommit;
476 #return "inserting cust_main record (transaction rolled back): $error";
480 # now set cust_location.custnum
481 foreach my $l (qw(bill_location ship_location)) {
482 warn " setting $l.custnum\n"
484 my $loc = $self->$l or next;
485 unless ( $loc->custnum ) {
486 $loc->set(custnum => $self->custnum);
487 $error ||= $loc->replace;
491 $dbh->rollback if $oldAutoCommit;
492 return "error setting $l custnum: $error";
496 warn " setting customer tags\n"
499 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
500 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
501 'custnum' => $self->custnum };
502 my $error = $cust_tag->insert;
504 $dbh->rollback if $oldAutoCommit;
509 my $prospectnum = delete $options{'prospectnum'};
510 if ( $prospectnum ) {
512 warn " moving contacts and locations from prospect $prospectnum\n"
516 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
517 unless ( $prospect_main ) {
518 $dbh->rollback if $oldAutoCommit;
519 return "Unknown prospectnum $prospectnum";
521 $prospect_main->custnum($self->custnum);
522 $prospect_main->disabled('Y');
523 my $error = $prospect_main->replace;
525 $dbh->rollback if $oldAutoCommit;
529 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
530 my $cust_contact = new FS::cust_contact {
531 'custnum' => $self->custnum,
532 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
534 my $error = $cust_contact->insert
535 || $prospect_contact->delete;
537 $dbh->rollback if $oldAutoCommit;
542 my @cust_location = $prospect_main->cust_location;
543 my @qual = $prospect_main->qual;
545 foreach my $r ( @cust_location, @qual ) {
547 $r->custnum($self->custnum);
548 my $error = $r->replace;
550 $dbh->rollback if $oldAutoCommit;
557 warn " setting contacts\n"
560 $invoicing_list ||= $options{'invoicing_list'};
561 if ( $invoicing_list ) {
563 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
566 foreach my $dest (@$invoicing_list ) {
567 if ($dest eq 'POST') {
568 $self->set('postal_invoice', 'Y');
571 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
572 if ( $contact_email ) {
573 my $cust_contact = FS::cust_contact->new({
574 contactnum => $contact_email->contactnum,
575 custnum => $self->custnum,
577 $cust_contact->set('invoice_dest', 'Y');
578 my $error = $cust_contact->contactnum ?
579 $cust_contact->replace : $cust_contact->insert;
581 $dbh->rollback if $oldAutoCommit;
582 return "$error (linking to email address $dest)";
586 # this email address is not yet linked to any contact
587 $email .= ',' if length($email);
593 my $contact = FS::contact->new({
594 'custnum' => $self->get('custnum'),
595 'last' => $self->get('last'),
596 'first' => $self->get('first'),
597 'emailaddress' => $email,
598 'invoice_dest' => 'Y', # yes, you can set this via the contact
600 my $error = $contact->insert;
602 $dbh->rollback if $oldAutoCommit;
608 if ( my $contact = delete $options{'contact'} ) {
610 foreach my $c ( @$contact ) {
611 $c->custnum($self->custnum);
612 my $error = $c->insert;
614 $dbh->rollback if $oldAutoCommit;
620 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
622 my $error = $self->process_o2m( 'table' => 'contact',
623 'fields' => FS::contact->cgi_contact_fields,
624 'params' => $contact_params,
627 $dbh->rollback if $oldAutoCommit;
632 warn " setting cust_payby\n"
635 if ( $options{cust_payby} ) {
637 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
638 $cust_payby->custnum($self->custnum);
639 my $error = $cust_payby->insert;
641 $dbh->rollback if $oldAutoCommit;
646 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
648 my $error = $self->process_o2m(
649 'table' => 'cust_payby',
650 'fields' => FS::cust_payby->cgi_cust_payby_fields,
651 'params' => $cust_payby_params,
652 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
655 $dbh->rollback if $oldAutoCommit;
661 warn " setting cust_main_exemption\n"
664 my $tax_exemption = delete $options{'tax_exemption'};
665 if ( $tax_exemption ) {
667 $tax_exemption = { map { $_ => '' } @$tax_exemption }
668 if ref($tax_exemption) eq 'ARRAY';
670 foreach my $taxname ( keys %$tax_exemption ) {
671 my $cust_main_exemption = new FS::cust_main_exemption {
672 'custnum' => $self->custnum,
673 'taxname' => $taxname,
674 'exempt_number' => $tax_exemption->{$taxname},
676 my $error = $cust_main_exemption->insert;
678 $dbh->rollback if $oldAutoCommit;
679 return "inserting cust_main_exemption (transaction rolled back): $error";
684 warn " ordering packages\n"
687 $error = $self->order_pkgs( $cust_pkgs,
689 'seconds_ref' => \$seconds,
690 'upbytes_ref' => \$upbytes,
691 'downbytes_ref' => \$downbytes,
692 'totalbytes_ref' => \$totalbytes,
695 $dbh->rollback if $oldAutoCommit;
700 $dbh->rollback if $oldAutoCommit;
701 return "No svc_acct record to apply pre-paid time";
703 if ( $upbytes || $downbytes || $totalbytes ) {
704 $dbh->rollback if $oldAutoCommit;
705 return "No svc_acct record to apply pre-paid data";
709 warn " inserting initial $payby payment of $amount\n"
711 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
713 $dbh->rollback if $oldAutoCommit;
714 return "inserting payment (transaction rolled back): $error";
718 unless ( $import || $skip_fuzzyfiles ) {
719 warn " queueing fuzzyfiles update\n"
721 $error = $self->queue_fuzzyfiles_update;
723 $dbh->rollback if $oldAutoCommit;
724 return "updating fuzzy search cache: $error";
728 # FS::geocode_Mixin::after_insert or something?
729 if ( $conf->config('tax_district_method') and !$import ) {
730 # if anything non-empty, try to look it up
731 my $queue = new FS::queue {
732 'job' => 'FS::geocode_Mixin::process_district_update',
733 'custnum' => $self->custnum,
735 my $error = $queue->insert( ref($self), $self->custnum );
737 $dbh->rollback if $oldAutoCommit;
738 return "queueing tax district update: $error";
743 warn " exporting\n" if $DEBUG > 1;
745 my $export_args = $options{'export_args'} || [];
748 map qsearch( 'part_export', {exportnum=>$_} ),
749 $conf->config('cust_main-exports'); #, $agentnum
751 foreach my $part_export ( @part_export ) {
752 my $error = $part_export->export_insert($self, @$export_args);
754 $dbh->rollback if $oldAutoCommit;
755 return "exporting to ". $part_export->exporttype.
756 " (transaction rolled back): $error";
760 #foreach my $depend_jobnum ( @$depend_jobnums ) {
761 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
763 # foreach my $jobnum ( @jobnums ) {
764 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
765 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
767 # my $error = $queue->depend_insert($depend_jobnum);
769 # $dbh->rollback if $oldAutoCommit;
770 # return "error queuing job dependancy: $error";
777 #if ( exists $options{'jobnums'} ) {
778 # push @{ $options{'jobnums'} }, @jobnums;
781 warn " insert complete; committing transaction\n"
784 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
789 use File::CounterFile;
790 sub auto_agent_custid {
793 my $format = $conf->config('cust_main-auto_agent_custid');
795 if ( $format eq '1YMMXXXXXXXX' ) {
797 my $counter = new File::CounterFile 'cust_main.agent_custid';
800 my $ym = 100000000000 + time2str('%y%m00000000', time);
801 if ( $ym > $counter->value ) {
802 $counter->{'value'} = $agent_custid = $ym;
803 $counter->{'updated'} = 1;
805 $agent_custid = $counter->inc;
811 die "Unknown cust_main-auto_agent_custid format: $format";
814 $self->agent_custid($agent_custid);
818 =item PACKAGE METHODS
820 Documentation on customer package methods has been moved to
821 L<FS::cust_main::Packages>.
823 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
825 Recharges this (existing) customer with the specified prepaid card (see
826 L<FS::prepay_credit>), specified either by I<identifier> or as an
827 FS::prepay_credit object. If there is an error, returns the error, otherwise
830 Optionally, five scalar references can be passed as well. They will have their
831 values filled in with the amount, number of seconds, and number of upload,
832 download, and total bytes applied by this prepaid card.
836 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
837 #the only place that uses these args
838 sub recharge_prepay {
839 my( $self, $prepay_credit, $amountref, $secondsref,
840 $upbytesref, $downbytesref, $totalbytesref ) = @_;
842 local $SIG{HUP} = 'IGNORE';
843 local $SIG{INT} = 'IGNORE';
844 local $SIG{QUIT} = 'IGNORE';
845 local $SIG{TERM} = 'IGNORE';
846 local $SIG{TSTP} = 'IGNORE';
847 local $SIG{PIPE} = 'IGNORE';
849 my $oldAutoCommit = $FS::UID::AutoCommit;
850 local $FS::UID::AutoCommit = 0;
853 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
855 my $error = $self->get_prepay( $prepay_credit,
856 'amount_ref' => \$amount,
857 'seconds_ref' => \$seconds,
858 'upbytes_ref' => \$upbytes,
859 'downbytes_ref' => \$downbytes,
860 'totalbytes_ref' => \$totalbytes,
862 || $self->increment_seconds($seconds)
863 || $self->increment_upbytes($upbytes)
864 || $self->increment_downbytes($downbytes)
865 || $self->increment_totalbytes($totalbytes)
866 || $self->insert_cust_pay_prepay( $amount,
868 ? $prepay_credit->identifier
873 $dbh->rollback if $oldAutoCommit;
877 if ( defined($amountref) ) { $$amountref = $amount; }
878 if ( defined($secondsref) ) { $$secondsref = $seconds; }
879 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
880 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
881 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
883 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
888 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
890 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
891 specified either by I<identifier> or as an FS::prepay_credit object.
893 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
894 incremented by the values of the prepaid card.
896 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
897 check or set this customer's I<agentnum>.
899 If there is an error, returns the error, otherwise returns false.
905 my( $self, $prepay_credit, %opt ) = @_;
907 local $SIG{HUP} = 'IGNORE';
908 local $SIG{INT} = 'IGNORE';
909 local $SIG{QUIT} = 'IGNORE';
910 local $SIG{TERM} = 'IGNORE';
911 local $SIG{TSTP} = 'IGNORE';
912 local $SIG{PIPE} = 'IGNORE';
914 my $oldAutoCommit = $FS::UID::AutoCommit;
915 local $FS::UID::AutoCommit = 0;
918 unless ( ref($prepay_credit) ) {
920 my $identifier = $prepay_credit;
922 $prepay_credit = qsearchs(
924 { 'identifier' => $identifier },
929 unless ( $prepay_credit ) {
930 $dbh->rollback if $oldAutoCommit;
931 return "Invalid prepaid card: ". $identifier;
936 if ( $prepay_credit->agentnum ) {
937 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
938 $dbh->rollback if $oldAutoCommit;
939 return "prepaid card not valid for agent ". $self->agentnum;
941 $self->agentnum($prepay_credit->agentnum);
944 my $error = $prepay_credit->delete;
946 $dbh->rollback if $oldAutoCommit;
947 return "removing prepay_credit (transaction rolled back): $error";
950 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
951 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
953 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
958 =item increment_upbytes SECONDS
960 Updates this customer's single or primary account (see L<FS::svc_acct>) by
961 the specified number of upbytes. If there is an error, returns the error,
962 otherwise returns false.
966 sub increment_upbytes {
967 _increment_column( shift, 'upbytes', @_);
970 =item increment_downbytes SECONDS
972 Updates this customer's single or primary account (see L<FS::svc_acct>) by
973 the specified number of downbytes. If there is an error, returns the error,
974 otherwise returns false.
978 sub increment_downbytes {
979 _increment_column( shift, 'downbytes', @_);
982 =item increment_totalbytes SECONDS
984 Updates this customer's single or primary account (see L<FS::svc_acct>) by
985 the specified number of totalbytes. If there is an error, returns the error,
986 otherwise returns false.
990 sub increment_totalbytes {
991 _increment_column( shift, 'totalbytes', @_);
994 =item increment_seconds SECONDS
996 Updates this customer's single or primary account (see L<FS::svc_acct>) by
997 the specified number of seconds. If there is an error, returns the error,
998 otherwise returns false.
1002 sub increment_seconds {
1003 _increment_column( shift, 'seconds', @_);
1006 =item _increment_column AMOUNT
1008 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1009 the specified number of seconds or bytes. If there is an error, returns
1010 the error, otherwise returns false.
1014 sub _increment_column {
1015 my( $self, $column, $amount ) = @_;
1016 warn "$me increment_column called: $column, $amount\n"
1019 return '' unless $amount;
1021 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1022 $self->ncancelled_pkgs;
1024 if ( ! @cust_pkg ) {
1025 return 'No packages with primary or single services found'.
1026 ' to apply pre-paid time';
1027 } elsif ( scalar(@cust_pkg) > 1 ) {
1028 #maybe have a way to specify the package/account?
1029 return 'Multiple packages found to apply pre-paid time';
1032 my $cust_pkg = $cust_pkg[0];
1033 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1037 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1039 if ( ! @cust_svc ) {
1040 return 'No account found to apply pre-paid time';
1041 } elsif ( scalar(@cust_svc) > 1 ) {
1042 return 'Multiple accounts found to apply pre-paid time';
1045 my $svc_acct = $cust_svc[0]->svc_x;
1046 warn " found service svcnum ". $svc_acct->pkgnum.
1047 ' ('. $svc_acct->email. ")\n"
1050 $column = "increment_$column";
1051 $svc_acct->$column($amount);
1055 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1057 Inserts a prepayment in the specified amount for this customer. An optional
1058 second argument can specify the prepayment identifier for tracking purposes.
1059 If there is an error, returns the error, otherwise returns false.
1063 sub insert_cust_pay_prepay {
1064 shift->insert_cust_pay('PREP', @_);
1067 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1069 Inserts a cash payment in the specified amount for this customer. An optional
1070 second argument can specify the payment identifier for tracking purposes.
1071 If there is an error, returns the error, otherwise returns false.
1075 sub insert_cust_pay_cash {
1076 shift->insert_cust_pay('CASH', @_);
1079 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1081 Inserts a Western Union payment in the specified amount for this customer. An
1082 optional second argument can specify the prepayment identifier for tracking
1083 purposes. If there is an error, returns the error, otherwise returns false.
1087 sub insert_cust_pay_west {
1088 shift->insert_cust_pay('WEST', @_);
1091 sub insert_cust_pay {
1092 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1093 my $payinfo = scalar(@_) ? shift : '';
1095 my $cust_pay = new FS::cust_pay {
1096 'custnum' => $self->custnum,
1097 'paid' => sprintf('%.2f', $amount),
1098 #'_date' => #date the prepaid card was purchased???
1100 'payinfo' => $payinfo,
1106 =item delete [ OPTION => VALUE ... ]
1108 This deletes the customer. If there is an error, returns the error, otherwise
1111 This will completely remove all traces of the customer record. This is not
1112 what you want when a customer cancels service; for that, cancel all of the
1113 customer's packages (see L</cancel>).
1115 If the customer has any uncancelled packages, you need to pass a new (valid)
1116 customer number for those packages to be transferred to, as the "new_customer"
1117 option. Cancelled packages will be deleted. Did I mention that this is NOT
1118 what you want when a customer cancels service and that you really should be
1119 looking at L<FS::cust_pkg/cancel>?
1121 You can't delete a customer with invoices (see L<FS::cust_bill>),
1122 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1123 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1124 set the "delete_financials" option to a true value.
1129 my( $self, %opt ) = @_;
1131 local $SIG{HUP} = 'IGNORE';
1132 local $SIG{INT} = 'IGNORE';
1133 local $SIG{QUIT} = 'IGNORE';
1134 local $SIG{TERM} = 'IGNORE';
1135 local $SIG{TSTP} = 'IGNORE';
1136 local $SIG{PIPE} = 'IGNORE';
1138 my $oldAutoCommit = $FS::UID::AutoCommit;
1139 local $FS::UID::AutoCommit = 0;
1142 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1143 $dbh->rollback if $oldAutoCommit;
1144 return "Can't delete a master agent customer";
1147 #use FS::access_user
1148 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1149 $dbh->rollback if $oldAutoCommit;
1150 return "Can't delete a master employee customer";
1153 tie my %financial_tables, 'Tie::IxHash',
1154 'cust_bill' => 'invoices',
1155 'cust_statement' => 'statements',
1156 'cust_credit' => 'credits',
1157 'cust_pay' => 'payments',
1158 'cust_refund' => 'refunds',
1161 foreach my $table ( keys %financial_tables ) {
1163 my @records = $self->$table();
1165 if ( @records && ! $opt{'delete_financials'} ) {
1166 $dbh->rollback if $oldAutoCommit;
1167 return "Can't delete a customer with ". $financial_tables{$table};
1170 foreach my $record ( @records ) {
1171 my $error = $record->delete;
1173 $dbh->rollback if $oldAutoCommit;
1174 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1180 my @cust_pkg = $self->ncancelled_pkgs;
1182 my $new_custnum = $opt{'new_custnum'};
1183 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1184 $dbh->rollback if $oldAutoCommit;
1185 return "Invalid new customer number: $new_custnum";
1187 foreach my $cust_pkg ( @cust_pkg ) {
1188 my %hash = $cust_pkg->hash;
1189 $hash{'custnum'} = $new_custnum;
1190 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1191 my $error = $new_cust_pkg->replace($cust_pkg,
1192 options => { $cust_pkg->options },
1195 $dbh->rollback if $oldAutoCommit;
1200 my @cancelled_cust_pkg = $self->all_pkgs;
1201 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1202 my $error = $cust_pkg->delete;
1204 $dbh->rollback if $oldAutoCommit;
1209 #cust_tax_adjustment in financials?
1210 #cust_pay_pending? ouch
1211 foreach my $table (qw(
1212 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1213 cust_payby cust_location cust_main_note cust_tax_adjustment
1214 cust_pay_void cust_pay_batch queue cust_tax_exempt
1216 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1217 my $error = $record->delete;
1219 $dbh->rollback if $oldAutoCommit;
1225 my $sth = $dbh->prepare(
1226 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1228 my $errstr = $dbh->errstr;
1229 $dbh->rollback if $oldAutoCommit;
1232 $sth->execute($self->custnum) or do {
1233 my $errstr = $sth->errstr;
1234 $dbh->rollback if $oldAutoCommit;
1240 my $ticket_dbh = '';
1241 if ($conf->config('ticket_system') eq 'RT_Internal') {
1243 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1244 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1245 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1246 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1249 if ( $ticket_dbh ) {
1251 my $ticket_sth = $ticket_dbh->prepare(
1252 'DELETE FROM Links WHERE Target = ?'
1254 my $errstr = $ticket_dbh->errstr;
1255 $dbh->rollback if $oldAutoCommit;
1258 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1260 my $errstr = $ticket_sth->errstr;
1261 $dbh->rollback if $oldAutoCommit;
1265 #check and see if the customer is the only link on the ticket, and
1266 #if so, set the ticket to deleted status in RT?
1267 #maybe someday, for now this will at least fix tickets not displaying
1271 #delete the customer record
1273 my $error = $self->SUPER::delete;
1275 $dbh->rollback if $oldAutoCommit;
1279 # cust_main exports!
1281 #my $export_args = $options{'export_args'} || [];
1284 map qsearch( 'part_export', {exportnum=>$_} ),
1285 $conf->config('cust_main-exports'); #, $agentnum
1287 foreach my $part_export ( @part_export ) {
1288 my $error = $part_export->export_delete( $self ); #, @$export_args);
1290 $dbh->rollback if $oldAutoCommit;
1291 return "exporting to ". $part_export->exporttype.
1292 " (transaction rolled back): $error";
1296 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1301 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1303 Replaces the OLD_RECORD with this one in the database. If there is an error,
1304 returns the error, otherwise returns false.
1306 To change the customer's address, set the pseudo-fields C<bill_location> and
1307 C<ship_location>. The address will still only change if at least one of the
1308 address fields differs from the existing values.
1310 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1311 set as the contact email address for a default contact with the same name as
1314 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1315 I<contact_params>, I<invoicing_list>.
1317 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1318 of tax names and exemption numbers. FS::cust_main_exemption records will be
1319 deleted and inserted as appropriate.
1321 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1322 groups (describing the customer's payment methods and contacts, respectively)
1323 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1324 and L<FS::contact> for the fields these can contain.
1326 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1327 should be used instead if possible.
1334 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1336 : $self->replace_old;
1340 warn "$me replace called\n"
1343 my $curuser = $FS::CurrentUser::CurrentUser;
1344 return "You are not permitted to create complimentary accounts."
1345 if $self->complimentary eq 'Y'
1346 && $self->complimentary ne $old->complimentary
1347 && ! $curuser->access_right('Complimentary customer');
1349 local($ignore_expired_card) = 1
1350 if $old->payby =~ /^(CARD|DCRD)$/
1351 && $self->payby =~ /^(CARD|DCRD)$/
1352 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1354 local($ignore_banned_card) = 1
1355 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1356 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1357 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1359 if ( $self->payby =~ /^(CARD|DCRD)$/
1360 && $old->payinfo ne $self->payinfo
1361 && $old->paymask ne $self->paymask )
1363 my $error = $self->check_payinfo_cardtype;
1364 return $error if $error;
1367 return "Invoicing locale is required"
1370 && $conf->exists('cust_main-require_locale');
1372 local $SIG{HUP} = 'IGNORE';
1373 local $SIG{INT} = 'IGNORE';
1374 local $SIG{QUIT} = 'IGNORE';
1375 local $SIG{TERM} = 'IGNORE';
1376 local $SIG{TSTP} = 'IGNORE';
1377 local $SIG{PIPE} = 'IGNORE';
1379 my $oldAutoCommit = $FS::UID::AutoCommit;
1380 local $FS::UID::AutoCommit = 0;
1383 for my $l (qw(bill_location ship_location)) {
1384 #my $old_loc = $old->$l;
1385 my $new_loc = $self->$l or next;
1387 # find the existing location if there is one
1388 $new_loc->set('custnum' => $self->custnum);
1389 my $error = $new_loc->find_or_insert;
1391 $dbh->rollback if $oldAutoCommit;
1394 $self->set($l.'num', $new_loc->locationnum);
1398 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1399 warn "cust_main::replace: using deprecated invoicing list argument";
1400 $invoicing_list = shift @param;
1403 my %options = @param;
1405 $invoicing_list ||= $options{invoicing_list};
1407 my @contacts = map { $_->contact } $self->cust_contact;
1408 # find a contact that matches the customer's name
1409 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1410 and $_->last eq $old->get('last') }
1412 $implicit_contact ||= FS::contact->new({
1413 'custnum' => $self->custnum,
1414 'locationnum' => $self->get('bill_locationnum'),
1417 # for any of these that are already contact emails, link to the existing
1419 if ( $invoicing_list ) {
1422 # kind of like process_m2m on these, except:
1423 # - the other side is two tables in a join
1424 # - and we might have to create new contact_emails
1425 # - and possibly a new contact
1427 # Find existing invoice emails that aren't on the implicit contact.
1428 # Any of these that are not on the new invoicing list will be removed.
1429 my %old_email_cust_contact;
1430 foreach my $cust_contact ($self->cust_contact) {
1431 next if !$cust_contact->invoice_dest;
1432 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1434 foreach my $contact_email ($cust_contact->contact->contact_email) {
1435 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1439 foreach my $dest (@$invoicing_list) {
1441 if ($dest eq 'POST') {
1443 $self->set('postal_invoice', 'Y');
1445 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1447 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1451 # See if it belongs to some other contact; if so, link it.
1452 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1454 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1455 my $cust_contact = qsearchs('cust_contact', {
1456 contactnum => $contact_email->contactnum,
1457 custnum => $self->custnum,
1458 }) || FS::cust_contact->new({
1459 contactnum => $contact_email->contactnum,
1460 custnum => $self->custnum,
1462 $cust_contact->set('invoice_dest', 'Y');
1463 my $error = $cust_contact->custcontactnum ?
1464 $cust_contact->replace : $cust_contact->insert;
1466 $dbh->rollback if $oldAutoCommit;
1467 return "$error (linking to email address $dest)";
1471 # This email address is not yet linked to any contact, so it will
1472 # be added to the implicit contact.
1473 $email .= ',' if length($email);
1479 foreach my $remove_dest (keys %old_email_cust_contact) {
1480 my $cust_contact = $old_email_cust_contact{$remove_dest};
1481 # These were not in the list of requested destinations, so take them off.
1482 $cust_contact->set('invoice_dest', '');
1483 my $error = $cust_contact->replace;
1485 $dbh->rollback if $oldAutoCommit;
1486 return "$error (unlinking email address $remove_dest)";
1490 # make sure it keeps up with the changed customer name, if any
1491 $implicit_contact->set('last', $self->get('last'));
1492 $implicit_contact->set('first', $self->get('first'));
1493 $implicit_contact->set('emailaddress', $email);
1494 $implicit_contact->set('invoice_dest', 'Y');
1495 $implicit_contact->set('custnum', $self->custnum);
1498 if ( $implicit_contact->contactnum ) {
1499 $error = $implicit_contact->replace;
1500 } elsif ( length($email) ) { # don't create a new contact if not needed
1501 $error = $implicit_contact->insert;
1505 $dbh->rollback if $oldAutoCommit;
1506 return "$error (adding email address $email)";
1511 # replace the customer record
1512 my $error = $self->SUPER::replace($old);
1515 $dbh->rollback if $oldAutoCommit;
1519 # now move packages to the new service location
1520 $self->set('ship_location', ''); #flush cache
1521 if ( $old->ship_locationnum and # should only be null during upgrade...
1522 $old->ship_locationnum != $self->ship_locationnum ) {
1523 $error = $old->ship_location->move_to($self->ship_location);
1525 $dbh->rollback if $oldAutoCommit;
1529 # don't move packages based on the billing location, but
1530 # disable it if it's no longer in use
1531 if ( $old->bill_locationnum and
1532 $old->bill_locationnum != $self->bill_locationnum ) {
1533 $error = $old->bill_location->disable_if_unused;
1535 $dbh->rollback if $oldAutoCommit;
1540 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1542 #this could be more efficient than deleting and re-inserting, if it matters
1543 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1544 my $error = $cust_tag->delete;
1546 $dbh->rollback if $oldAutoCommit;
1550 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1551 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1552 'custnum' => $self->custnum };
1553 my $error = $cust_tag->insert;
1555 $dbh->rollback if $oldAutoCommit;
1562 my $tax_exemption = delete $options{'tax_exemption'};
1563 if ( $tax_exemption ) {
1565 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1566 if ref($tax_exemption) eq 'ARRAY';
1568 my %cust_main_exemption =
1569 map { $_->taxname => $_ }
1570 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1572 foreach my $taxname ( keys %$tax_exemption ) {
1574 if ( $cust_main_exemption{$taxname} &&
1575 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1578 delete $cust_main_exemption{$taxname};
1582 my $cust_main_exemption = new FS::cust_main_exemption {
1583 'custnum' => $self->custnum,
1584 'taxname' => $taxname,
1585 'exempt_number' => $tax_exemption->{$taxname},
1587 my $error = $cust_main_exemption->insert;
1589 $dbh->rollback if $oldAutoCommit;
1590 return "inserting cust_main_exemption (transaction rolled back): $error";
1594 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1595 my $error = $cust_main_exemption->delete;
1597 $dbh->rollback if $oldAutoCommit;
1598 return "deleting cust_main_exemption (transaction rolled back): $error";
1604 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1606 my $error = $self->process_o2m(
1607 'table' => 'cust_payby',
1608 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1609 'params' => $cust_payby_params,
1610 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1613 $dbh->rollback if $oldAutoCommit;
1619 if ( my $contact_params = delete $options{'contact_params'} ) {
1621 # this can potentially replace contacts that were created by the
1622 # invoicing list argument, but the UI shouldn't allow both of them
1625 my $error = $self->process_o2m(
1626 'table' => 'contact',
1627 'fields' => FS::contact->cgi_contact_fields,
1628 'params' => $contact_params,
1631 $dbh->rollback if $oldAutoCommit;
1637 unless ( $import || $skip_fuzzyfiles ) {
1638 $error = $self->queue_fuzzyfiles_update;
1640 $dbh->rollback if $oldAutoCommit;
1641 return "updating fuzzy search cache: $error";
1645 # tax district update in cust_location
1647 # cust_main exports!
1649 my $export_args = $options{'export_args'} || [];
1652 map qsearch( 'part_export', {exportnum=>$_} ),
1653 $conf->config('cust_main-exports'); #, $agentnum
1655 foreach my $part_export ( @part_export ) {
1656 my $error = $part_export->export_replace( $self, $old, @$export_args);
1658 $dbh->rollback if $oldAutoCommit;
1659 return "exporting to ". $part_export->exporttype.
1660 " (transaction rolled back): $error";
1664 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1669 =item queue_fuzzyfiles_update
1671 Used by insert & replace to update the fuzzy search cache
1675 use FS::cust_main::Search;
1676 sub queue_fuzzyfiles_update {
1679 local $SIG{HUP} = 'IGNORE';
1680 local $SIG{INT} = 'IGNORE';
1681 local $SIG{QUIT} = 'IGNORE';
1682 local $SIG{TERM} = 'IGNORE';
1683 local $SIG{TSTP} = 'IGNORE';
1684 local $SIG{PIPE} = 'IGNORE';
1686 my $oldAutoCommit = $FS::UID::AutoCommit;
1687 local $FS::UID::AutoCommit = 0;
1690 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1691 my $queue = new FS::queue {
1692 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1694 my @args = "cust_main.$field", $self->get($field);
1695 my $error = $queue->insert( @args );
1697 $dbh->rollback if $oldAutoCommit;
1698 return "queueing job (transaction rolled back): $error";
1703 push @locations, $self->bill_location if $self->bill_locationnum;
1704 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1705 foreach my $location (@locations) {
1706 my $queue = new FS::queue {
1707 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1709 my @args = 'cust_location.address1', $location->address1;
1710 my $error = $queue->insert( @args );
1712 $dbh->rollback if $oldAutoCommit;
1713 return "queueing job (transaction rolled back): $error";
1717 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1724 Checks all fields to make sure this is a valid customer record. If there is
1725 an error, returns the error, otherwise returns false. Called by the insert
1726 and replace methods.
1733 warn "$me check BEFORE: \n". $self->_dump
1737 $self->ut_numbern('custnum')
1738 || $self->ut_number('agentnum')
1739 || $self->ut_textn('agent_custid')
1740 || $self->ut_number('refnum')
1741 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1742 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1743 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1744 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1745 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1746 || $self->ut_textn('custbatch')
1747 || $self->ut_name('last')
1748 || $self->ut_name('first')
1749 || $self->ut_snumbern('signupdate')
1750 || $self->ut_snumbern('birthdate')
1751 || $self->ut_namen('spouse_last')
1752 || $self->ut_namen('spouse_first')
1753 || $self->ut_snumbern('spouse_birthdate')
1754 || $self->ut_snumbern('anniversary_date')
1755 || $self->ut_textn('company')
1756 || $self->ut_textn('ship_company')
1757 || $self->ut_anything('comments')
1758 || $self->ut_numbern('referral_custnum')
1759 || $self->ut_textn('stateid')
1760 || $self->ut_textn('stateid_state')
1761 || $self->ut_textn('invoice_terms')
1762 || $self->ut_floatn('cdr_termination_percentage')
1763 || $self->ut_floatn('credit_limit')
1764 || $self->ut_numbern('billday')
1765 || $self->ut_numbern('prorate_day')
1766 || $self->ut_flag('edit_subject')
1767 || $self->ut_flag('calling_list_exempt')
1768 || $self->ut_flag('invoice_noemail')
1769 || $self->ut_flag('message_noemail')
1770 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1771 || $self->ut_currencyn('currency')
1772 || $self->ut_alphan('po_number')
1773 || $self->ut_enum('complimentary', [ '', 'Y' ])
1774 || $self->ut_flag('invoice_ship_address')
1775 || $self->ut_flag('invoice_dest')
1778 foreach (qw(company ship_company)) {
1779 my $company = $self->get($_);
1780 $company =~ s/^\s+//;
1781 $company =~ s/\s+$//;
1782 $company =~ s/\s+/ /g;
1783 $self->set($_, $company);
1786 #barf. need message catalogs. i18n. etc.
1787 $error .= "Please select an advertising source."
1788 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1789 return $error if $error;
1791 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1792 or return "Unknown agent";
1794 if ( $self->currency ) {
1795 my $agent_currency = qsearchs( 'agent_currency', {
1796 'agentnum' => $agent->agentnum,
1797 'currency' => $self->currency,
1799 or return "Agent ". $agent->agent.
1800 " not permitted to offer ". $self->currency. " invoicing";
1803 return "Unknown refnum"
1804 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1806 return "Unknown referring custnum: ". $self->referral_custnum
1807 unless ! $self->referral_custnum
1808 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1810 if ( $self->ss eq '' ) {
1815 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1816 or return "Illegal social security number: ". $self->ss;
1817 $self->ss("$1-$2-$3");
1820 #turn off invoice_ship_address if ship & bill are the same
1821 if ($self->bill_locationnum eq $self->ship_locationnum) {
1822 $self->invoice_ship_address('');
1825 # cust_main_county verification now handled by cust_location check
1828 $self->ut_phonen('daytime', $self->country)
1829 || $self->ut_phonen('night', $self->country)
1830 || $self->ut_phonen('fax', $self->country)
1831 || $self->ut_phonen('mobile', $self->country)
1833 return $error if $error;
1835 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1837 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1840 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1842 : FS::Msgcat::_gettext('daytime');
1843 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1845 : FS::Msgcat::_gettext('night');
1847 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1849 : FS::Msgcat::_gettext('mobile');
1851 return "$daytime_label, $night_label or $mobile_label is required"
1855 ### start of stuff moved to cust_payby
1856 # then mostly kept here to support upgrades (can remove in 5.x)
1857 # but modified to allow everything to be empty
1859 if ( $self->payby ) {
1860 FS::payby->can_payby($self->table, $self->payby)
1861 or return "Illegal payby: ". $self->payby;
1866 $error = $self->ut_numbern('paystart_month')
1867 || $self->ut_numbern('paystart_year')
1868 || $self->ut_numbern('payissue')
1869 || $self->ut_textn('paytype')
1871 return $error if $error;
1873 if ( $self->payip eq '' ) {
1876 $error = $self->ut_ip('payip');
1877 return $error if $error;
1880 # If it is encrypted and the private key is not availaible then we can't
1881 # check the credit card.
1882 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1884 # Need some kind of global flag to accept invalid cards, for testing
1886 if ( !$import && !$ignore_invalid_card && $check_payinfo &&
1887 $self->payby =~ /^(CARD|DCRD)$/ ) {
1889 my $payinfo = $self->payinfo;
1890 $payinfo =~ s/\D//g;
1891 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1892 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1894 $self->payinfo($payinfo);
1896 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1898 return gettext('unknown_card_type')
1899 if $self->payinfo !~ /^99\d{14}$/ #token
1900 && cardtype($self->payinfo) eq "Unknown";
1902 unless ( $ignore_banned_card ) {
1903 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1905 if ( $ban->bantype eq 'warn' ) {
1906 #or others depending on value of $ban->reason ?
1907 return '_duplicate_card'.
1908 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1909 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1910 ' (ban# '. $ban->bannum. ')'
1911 unless $self->override_ban_warn;
1913 return 'Banned credit card: banned on '.
1914 time2str('%a %h %o at %r', $ban->_date).
1915 ' by '. $ban->otaker.
1916 ' (ban# '. $ban->bannum. ')';
1921 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1922 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1923 $self->paycvv =~ /^(\d{4})$/
1924 or return "CVV2 (CID) for American Express cards is four digits.";
1927 $self->paycvv =~ /^(\d{3})$/
1928 or return "CVV2 (CVC2/CID) is three digits.";
1935 my $cardtype = cardtype($payinfo);
1936 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1938 return "Start date or issue number is required for $cardtype cards"
1939 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1941 return "Start month must be between 1 and 12"
1942 if $self->paystart_month
1943 and $self->paystart_month < 1 || $self->paystart_month > 12;
1945 return "Start year must be 1990 or later"
1946 if $self->paystart_year
1947 and $self->paystart_year < 1990;
1949 return "Issue number must be beween 1 and 99"
1951 and $self->payissue < 1 || $self->payissue > 99;
1954 $self->paystart_month('');
1955 $self->paystart_year('');
1956 $self->payissue('');
1959 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1960 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1962 my $payinfo = $self->payinfo;
1963 $payinfo =~ s/[^\d\@\.]//g;
1964 if ( $conf->config('echeck-country') eq 'CA' ) {
1965 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1966 or return 'invalid echeck account@branch.bank';
1967 $payinfo = "$1\@$2.$3";
1968 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1969 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1970 $payinfo = "$1\@$2";
1972 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1973 $payinfo = "$1\@$2";
1975 $self->payinfo($payinfo);
1978 unless ( $ignore_banned_card ) {
1979 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1981 if ( $ban->bantype eq 'warn' ) {
1982 #or others depending on value of $ban->reason ?
1983 return '_duplicate_ach' unless $self->override_ban_warn;
1985 return 'Banned ACH account: banned on '.
1986 time2str('%a %h %o at %r', $ban->_date).
1987 ' by '. $ban->otaker.
1988 ' (ban# '. $ban->bannum. ')';
1993 } elsif ( $self->payby eq 'LECB' ) {
1995 my $payinfo = $self->payinfo;
1996 $payinfo =~ s/\D//g;
1997 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1999 $self->payinfo($payinfo);
2002 } elsif ( $self->payby eq 'BILL' ) {
2004 $error = $self->ut_textn('payinfo');
2005 return "Illegal P.O. number: ". $self->payinfo if $error;
2008 } elsif ( $self->payby eq 'COMP' ) {
2010 my $curuser = $FS::CurrentUser::CurrentUser;
2011 if ( ! $self->custnum
2012 && ! $curuser->access_right('Complimentary customer')
2015 return "You are not permitted to create complimentary accounts."
2018 $error = $self->ut_textn('payinfo');
2019 return "Illegal comp account issuer: ". $self->payinfo if $error;
2022 } elsif ( $self->payby eq 'PREPAY' ) {
2024 my $payinfo = $self->payinfo;
2025 $payinfo =~ s/\W//g; #anything else would just confuse things
2026 $self->payinfo($payinfo);
2027 $error = $self->ut_alpha('payinfo');
2028 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2029 return "Unknown prepayment identifier"
2030 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2035 return "You are not permitted to create complimentary accounts."
2037 && $self->complimentary eq 'Y'
2038 && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
2040 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2041 return "Expiration date required"
2042 # shouldn't payinfo_check do this?
2043 unless ! $self->payby
2044 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2048 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2049 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2050 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2051 ( $m, $y ) = ( $2, "19$1" );
2052 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2053 ( $m, $y ) = ( $3, "20$2" );
2055 return "Illegal expiration date: ". $self->paydate;
2057 $m = sprintf('%02d',$m);
2058 $self->paydate("$y-$m-01");
2059 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2060 return gettext('expired_card')
2062 && !$ignore_expired_card
2063 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2066 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2067 ( ! $conf->exists('require_cardname')
2068 || $self->payby !~ /^(CARD|DCRD)$/ )
2070 $self->payname( $self->first. " ". $self->getfield('last') );
2073 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2074 $self->payname =~ /^([\w \,\.\-\']*)$/
2075 or return gettext('illegal_name'). " payname: ". $self->payname;
2078 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2079 or return gettext('illegal_name'). " payname: ". $self->payname;
2085 ### end of stuff moved to cust_payby
2087 return "Please select an invoicing locale"
2090 && $conf->exists('cust_main-require_locale');
2092 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2093 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2097 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2099 warn "$me check AFTER: \n". $self->_dump
2102 $self->SUPER::check;
2105 sub check_payinfo_cardtype {
2108 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2110 my $payinfo = $self->payinfo;
2111 $payinfo =~ s/\D//g;
2113 return '' if $payinfo =~ /^99\d{14}$/; #token
2115 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2116 my $cardtype = cardtype($payinfo);
2118 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2126 Additional checks for replace only.
2131 my ($new,$old) = @_;
2132 #preserve old value if global config is set
2133 if ($old && $conf->exists('invoice-ship_address')) {
2134 $new->invoice_ship_address($old->invoice_ship_address);
2141 Returns a list of fields which have ship_ duplicates.
2146 qw( last first company
2148 address1 address2 city county state zip country
2150 daytime night fax mobile
2154 =item has_ship_address
2156 Returns true if this customer record has a separate shipping address.
2160 sub has_ship_address {
2162 $self->bill_locationnum != $self->ship_locationnum;
2167 Returns a list of key/value pairs, with the following keys: address1,
2168 adddress2, city, county, state, zip, country, district, and geocode. The
2169 shipping address is used if present.
2175 $self->ship_location->location_hash;
2180 Returns all locations (see L<FS::cust_location>) for this customer.
2186 qsearch('cust_location', { 'custnum' => $self->custnum,
2187 'prospectnum' => '' } );
2192 Returns all contact associations (see L<FS::cust_contact>) for this customer.
2198 qsearch('cust_contact', { 'custnum' => $self->custnum } );
2201 =item cust_payby PAYBY
2203 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2205 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
2206 Does not validate PAYBY.
2214 'table' => 'cust_payby',
2215 'hashref' => { 'custnum' => $self->custnum },
2216 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2218 $search->{'extra_sql'} = ' AND payby IN ( ' . join(',', map { dbh->quote($_) } @payby) . ' ) '
2224 =item has_cust_payby_auto
2226 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2230 sub has_cust_payby_auto {
2233 'table' => 'cust_payby',
2234 'hashref' => { 'custnum' => $self->custnum, },
2235 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2236 'order_by' => 'LIMIT 1',
2243 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2244 and L<FS::cust_pkg>) for this customer, except those on hold.
2246 Returns a list: an empty list on success or a list of errors.
2252 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2257 Unsuspends all suspended packages in the on-hold state (those without setup
2258 dates) for this customer.
2264 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2269 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2271 Returns a list: an empty list on success or a list of errors.
2277 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2280 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2282 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2283 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2284 of a list of pkgparts; the hashref has the following keys:
2288 =item pkgparts - listref of pkgparts
2290 =item (other options are passed to the suspend method)
2295 Returns a list: an empty list on success or a list of errors.
2299 sub suspend_if_pkgpart {
2301 my (@pkgparts, %opt);
2302 if (ref($_[0]) eq 'HASH'){
2303 @pkgparts = @{$_[0]{pkgparts}};
2308 grep { $_->suspend(%opt) }
2309 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2310 $self->unsuspended_pkgs;
2313 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2315 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2316 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2317 instead of a list of pkgparts; the hashref has the following keys:
2321 =item pkgparts - listref of pkgparts
2323 =item (other options are passed to the suspend method)
2327 Returns a list: an empty list on success or a list of errors.
2331 sub suspend_unless_pkgpart {
2333 my (@pkgparts, %opt);
2334 if (ref($_[0]) eq 'HASH'){
2335 @pkgparts = @{$_[0]{pkgparts}};
2340 grep { $_->suspend(%opt) }
2341 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2342 $self->unsuspended_pkgs;
2345 =item cancel [ OPTION => VALUE ... ]
2347 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2349 Available options are:
2353 =item quiet - can be set true to supress email cancellation notices.
2355 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2357 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2359 =item nobill - can be set true to skip billing if it might otherwise be done.
2363 Always returns a list: an empty list on success or a list of errors.
2367 # nb that dates are not specified as valid options to this method
2370 my( $self, %opt ) = @_;
2372 warn "$me cancel called on customer ". $self->custnum. " with options ".
2373 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2376 return ( 'access denied' )
2377 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2379 if ( $opt{'ban'} ) {
2381 foreach my $cust_payby ( $self->cust_payby ) {
2383 #well, if they didn't get decrypted on search, then we don't have to
2384 # try again... queue a job for the server that does have decryption
2385 # capability if we're in a paranoid multi-server implementation?
2386 return ( "Can't (yet) ban encrypted credit cards" )
2387 if $cust_payby->is_encrypted($cust_payby->payinfo);
2389 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2390 my $error = $ban->insert;
2391 return ( $error ) if $error;
2397 my @pkgs = $self->ncancelled_pkgs;
2399 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2401 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2402 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2406 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2407 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2410 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2413 sub _banned_pay_hashref {
2424 'payby' => $payby2ban{$self->payby},
2425 'payinfo' => $self->payinfo,
2426 #don't ever *search* on reason! #'reason' =>
2432 Returns all notes (see L<FS::cust_main_note>) for this customer.
2437 my($self,$orderby_classnum) = (shift,shift);
2438 my $orderby = "sticky DESC, _date DESC";
2439 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2440 qsearch( 'cust_main_note',
2441 { 'custnum' => $self->custnum },
2443 "ORDER BY $orderby",
2449 Returns the agent (see L<FS::agent>) for this customer.
2453 Returns the agent name (see L<FS::agent>) for this customer.
2459 $self->agent->agent;
2464 Returns any tags associated with this customer, as FS::cust_tag objects,
2465 or an empty list if there are no tags.
2469 Returns any tags associated with this customer, as FS::part_tag objects,
2470 or an empty list if there are no tags.
2476 map $_->part_tag, $self->cust_tag;
2482 Returns the customer class, as an FS::cust_class object, or the empty string
2483 if there is no customer class.
2487 Returns the customer category name, or the empty string if there is no customer
2494 my $cust_class = $self->cust_class;
2496 ? $cust_class->categoryname
2502 Returns the customer class name, or the empty string if there is no customer
2509 my $cust_class = $self->cust_class;
2511 ? $cust_class->classname
2517 Returns the external tax status, as an FS::tax_status object, or the empty
2518 string if there is no tax status.
2524 if ( $self->taxstatusnum ) {
2525 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2533 Returns the tax status code if there is one.
2539 my $tax_status = $self->tax_status;
2541 ? $tax_status->taxstatus
2545 =item BILLING METHODS
2547 Documentation on billing methods has been moved to
2548 L<FS::cust_main::Billing>.
2550 =item REALTIME BILLING METHODS
2552 Documentation on realtime billing methods has been moved to
2553 L<FS::cust_main::Billing_Realtime>.
2557 Removes the I<paycvv> field from the database directly.
2559 If there is an error, returns the error, otherwise returns false.
2565 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2566 or return dbh->errstr;
2567 $sth->execute($self->custnum)
2568 or return $sth->errstr;
2575 Returns the total owed for this customer on all invoices
2576 (see L<FS::cust_bill/owed>).
2582 $self->total_owed_date(2145859200); #12/31/2037
2585 =item total_owed_date TIME
2587 Returns the total owed for this customer on all invoices with date earlier than
2588 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2589 see L<Time::Local> and L<Date::Parse> for conversion functions.
2593 sub total_owed_date {
2597 my $custnum = $self->custnum;
2599 my $owed_sql = FS::cust_bill->owed_sql;
2602 SELECT SUM($owed_sql) FROM cust_bill
2603 WHERE custnum = $custnum
2607 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2611 =item total_owed_pkgnum PKGNUM
2613 Returns the total owed on all invoices for this customer's specific package
2614 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2618 sub total_owed_pkgnum {
2619 my( $self, $pkgnum ) = @_;
2620 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2623 =item total_owed_date_pkgnum TIME PKGNUM
2625 Returns the total owed for this customer's specific package when using
2626 experimental package balances on all invoices with date earlier than
2627 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2628 see L<Time::Local> and L<Date::Parse> for conversion functions.
2632 sub total_owed_date_pkgnum {
2633 my( $self, $time, $pkgnum ) = @_;
2636 foreach my $cust_bill (
2637 grep { $_->_date <= $time }
2638 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2640 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2642 sprintf( "%.2f", $total_bill );
2648 Returns the total amount of all payments.
2655 $total += $_->paid foreach $self->cust_pay;
2656 sprintf( "%.2f", $total );
2659 =item total_unapplied_credits
2661 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2662 customer. See L<FS::cust_credit/credited>.
2664 =item total_credited
2666 Old name for total_unapplied_credits. Don't use.
2670 sub total_credited {
2671 #carp "total_credited deprecated, use total_unapplied_credits";
2672 shift->total_unapplied_credits(@_);
2675 sub total_unapplied_credits {
2678 my $custnum = $self->custnum;
2680 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2683 SELECT SUM($unapplied_sql) FROM cust_credit
2684 WHERE custnum = $custnum
2687 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2691 =item total_unapplied_credits_pkgnum PKGNUM
2693 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2694 customer. See L<FS::cust_credit/credited>.
2698 sub total_unapplied_credits_pkgnum {
2699 my( $self, $pkgnum ) = @_;
2700 my $total_credit = 0;
2701 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2702 sprintf( "%.2f", $total_credit );
2706 =item total_unapplied_payments
2708 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2709 See L<FS::cust_pay/unapplied>.
2713 sub total_unapplied_payments {
2716 my $custnum = $self->custnum;
2718 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2721 SELECT SUM($unapplied_sql) FROM cust_pay
2722 WHERE custnum = $custnum
2725 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2729 =item total_unapplied_payments_pkgnum PKGNUM
2731 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2732 specific package when using experimental package balances. See
2733 L<FS::cust_pay/unapplied>.
2737 sub total_unapplied_payments_pkgnum {
2738 my( $self, $pkgnum ) = @_;
2739 my $total_unapplied = 0;
2740 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2741 sprintf( "%.2f", $total_unapplied );
2745 =item total_unapplied_refunds
2747 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2748 customer. See L<FS::cust_refund/unapplied>.
2752 sub total_unapplied_refunds {
2754 my $custnum = $self->custnum;
2756 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2759 SELECT SUM($unapplied_sql) FROM cust_refund
2760 WHERE custnum = $custnum
2763 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2769 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2770 total_unapplied_credits minus total_unapplied_payments).
2776 $self->balance_date_range;
2779 =item balance_date TIME
2781 Returns the balance for this customer, only considering invoices with date
2782 earlier than TIME (total_owed_date minus total_credited minus
2783 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2784 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2791 $self->balance_date_range(shift);
2794 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2796 Returns the balance for this customer, optionally considering invoices with
2797 date earlier than START_TIME, and not later than END_TIME
2798 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2800 Times are specified as SQL fragments or numeric
2801 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2802 L<Date::Parse> for conversion functions. The empty string can be passed
2803 to disable that time constraint completely.
2805 Accepts the same options as L<balance_date_sql>:
2809 =item unapplied_date
2811 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)
2815 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2816 time will be ignored. Note that START_TIME and END_TIME only limit the date
2817 range for invoices and I<unapplied> payments, credits, and refunds.
2823 sub balance_date_range {
2825 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2826 ') FROM cust_main WHERE custnum='. $self->custnum;
2827 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2830 =item balance_pkgnum PKGNUM
2832 Returns the balance for this customer's specific package when using
2833 experimental package balances (total_owed plus total_unrefunded, minus
2834 total_unapplied_credits minus total_unapplied_payments)
2838 sub balance_pkgnum {
2839 my( $self, $pkgnum ) = @_;
2842 $self->total_owed_pkgnum($pkgnum)
2843 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2844 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2845 - $self->total_unapplied_credits_pkgnum($pkgnum)
2846 - $self->total_unapplied_payments_pkgnum($pkgnum)
2852 Returns a hash of useful information for making a payment.
2862 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2863 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2864 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2868 For credit card transactions:
2880 For electronic check transactions:
2895 $return{balance} = $self->balance;
2897 $return{payname} = $self->payname
2898 || ( $self->first. ' '. $self->get('last') );
2900 $return{$_} = $self->bill_location->$_
2901 for qw(address1 address2 city state zip);
2903 $return{payby} = $self->payby;
2904 $return{stateid_state} = $self->stateid_state;
2906 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2907 $return{card_type} = cardtype($self->payinfo);
2908 $return{payinfo} = $self->paymask;
2910 @return{'month', 'year'} = $self->paydate_monthyear;
2914 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2915 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2916 $return{payinfo1} = $payinfo1;
2917 $return{payinfo2} = $payinfo2;
2918 $return{paytype} = $self->paytype;
2919 $return{paystate} = $self->paystate;
2923 #doubleclick protection
2925 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2933 Returns the next payment expiration date for this customer. If they have no
2934 payment methods that will expire, returns 0.
2940 # filter out the ones that individually return 0, but then return 0 if
2941 # there are no results
2942 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
2943 min( @epochs ) || 0;
2946 =item paydate_epoch_sql
2948 Returns an SQL expression to get the next payment expiration date for a
2949 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
2950 dates, so that it's safe to test for "will it expire before date X" for any
2955 sub paydate_epoch_sql {
2957 my $paydate = FS::cust_payby->paydate_epoch_sql;
2958 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
2962 my( $self, $taxname ) = @_;
2964 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
2965 'taxname' => $taxname,
2970 =item cust_main_exemption
2972 =item invoicing_list
2974 Returns a list of email addresses (with svcnum entries expanded), and the word
2975 'POST' if the customer receives postal invoices.
2979 sub invoicing_list {
2980 my( $self, $arrayref ) = @_;
2983 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
2986 my @emails = $self->invoicing_list_emailonly;
2987 push @emails, 'POST' if $self->get('postal_invoice');
2992 =item check_invoicing_list ARRAYREF
2994 Checks these arguements as valid input for the invoicing_list method. If there
2995 is an error, returns the error, otherwise returns false.
2999 sub check_invoicing_list {
3000 my( $self, $arrayref ) = @_;
3002 foreach my $address ( @$arrayref ) {
3004 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3005 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3008 my $cust_main_invoice = new FS::cust_main_invoice ( {
3009 'custnum' => $self->custnum,
3012 my $error = $self->custnum
3013 ? $cust_main_invoice->check
3014 : $cust_main_invoice->checkdest
3016 return $error if $error;
3020 return "Email address required"
3021 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3022 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3029 Returns the email addresses of all accounts provisioned for this customer.
3036 foreach my $cust_pkg ( $self->all_pkgs ) {
3037 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3039 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3040 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3042 $list{$_}=1 foreach map { $_->email } @svc_acct;
3047 =item invoicing_list_addpost
3049 Adds postal invoicing to this customer. If this customer is already configured
3050 to receive postal invoices, does nothing.
3054 sub invoicing_list_addpost {
3056 if ( $self->get('postal_invoice') eq '' ) {
3057 $self->set('postal_invoice', 'Y');
3058 my $error = $self->replace;
3059 warn $error if $error; # should fail harder, but this is traditional
3063 =item invoicing_list_emailonly
3065 Returns the list of email invoice recipients (invoicing_list without non-email
3066 destinations such as POST and FAX).
3070 sub invoicing_list_emailonly {
3072 warn "$me invoicing_list_emailonly called"
3074 return () if !$self->custnum; # not yet inserted
3075 return map { $_->emailaddress }
3077 table => 'cust_contact',
3078 select => 'emailaddress',
3079 addl_from => ' JOIN contact USING (contactnum) '.
3080 ' JOIN contact_email USING (contactnum)',
3081 hashref => { 'custnum' => $self->custnum, },
3082 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
3086 =item invoicing_list_emailonly_scalar
3088 Returns the list of email invoice recipients (invoicing_list without non-email
3089 destinations such as POST and FAX) as a comma-separated scalar.
3093 sub invoicing_list_emailonly_scalar {
3095 warn "$me invoicing_list_emailonly_scalar called"
3097 join(', ', $self->invoicing_list_emailonly);
3100 =item referral_custnum_cust_main
3102 Returns the customer who referred this customer (or the empty string, if
3103 this customer was not referred).
3105 Note the difference with referral_cust_main method: This method,
3106 referral_custnum_cust_main returns the single customer (if any) who referred
3107 this customer, while referral_cust_main returns an array of customers referred
3112 sub referral_custnum_cust_main {
3114 return '' unless $self->referral_custnum;
3115 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3118 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3120 Returns an array of customers referred by this customer (referral_custnum set
3121 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3122 customers referred by customers referred by this customer and so on, inclusive.
3123 The default behavior is DEPTH 1 (no recursion).
3125 Note the difference with referral_custnum_cust_main method: This method,
3126 referral_cust_main, returns an array of customers referred BY this customer,
3127 while referral_custnum_cust_main returns the single customer (if any) who
3128 referred this customer.
3132 sub referral_cust_main {
3134 my $depth = @_ ? shift : 1;
3135 my $exclude = @_ ? shift : {};
3138 map { $exclude->{$_->custnum}++; $_; }
3139 grep { ! $exclude->{ $_->custnum } }
3140 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3144 map { $_->referral_cust_main($depth-1, $exclude) }
3151 =item referral_cust_main_ncancelled
3153 Same as referral_cust_main, except only returns customers with uncancelled
3158 sub referral_cust_main_ncancelled {
3160 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3163 =item referral_cust_pkg [ DEPTH ]
3165 Like referral_cust_main, except returns a flat list of all unsuspended (and
3166 uncancelled) packages for each customer. The number of items in this list may
3167 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3171 sub referral_cust_pkg {
3173 my $depth = @_ ? shift : 1;
3175 map { $_->unsuspended_pkgs }
3176 grep { $_->unsuspended_pkgs }
3177 $self->referral_cust_main($depth);
3180 =item referring_cust_main
3182 Returns the single cust_main record for the customer who referred this customer
3183 (referral_custnum), or false.
3187 sub referring_cust_main {
3189 return '' unless $self->referral_custnum;
3190 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3193 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3195 Applies a credit to this customer. If there is an error, returns the error,
3196 otherwise returns false.
3198 REASON can be a text string, an FS::reason object, or a scalar reference to
3199 a reasonnum. If a text string, it will be automatically inserted as a new
3200 reason, and a 'reason_type' option must be passed to indicate the
3201 FS::reason_type for the new reason.
3203 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3204 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3205 I<commission_pkgnum>.
3207 Any other options are passed to FS::cust_credit::insert.
3212 my( $self, $amount, $reason, %options ) = @_;
3214 my $cust_credit = new FS::cust_credit {
3215 'custnum' => $self->custnum,
3216 'amount' => $amount,
3219 if ( ref($reason) ) {
3221 if ( ref($reason) eq 'SCALAR' ) {
3222 $cust_credit->reasonnum( $$reason );
3224 $cust_credit->reasonnum( $reason->reasonnum );
3228 $cust_credit->set('reason', $reason)
3231 $cust_credit->$_( delete $options{$_} )
3232 foreach grep exists($options{$_}),
3233 qw( addlinfo eventnum ),
3234 map "commission_$_", qw( agentnum salesnum pkgnum );
3236 $cust_credit->insert(%options);
3240 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3242 Creates a one-time charge for this customer. If there is an error, returns
3243 the error, otherwise returns false.
3245 New-style, with a hashref of options:
3247 my $error = $cust_main->charge(
3251 'start_date' => str2time('7/4/2009'),
3252 'pkg' => 'Description',
3253 'comment' => 'Comment',
3254 'additional' => [], #extra invoice detail
3255 'classnum' => 1, #pkg_class
3257 'setuptax' => '', # or 'Y' for tax exempt
3259 'locationnum'=> 1234, # optional
3262 'taxclass' => 'Tax class',
3265 'taxproduct' => 2, #part_pkg_taxproduct
3266 'override' => {}, #XXX describe
3268 #will be filled in with the new object
3269 'cust_pkg_ref' => \$cust_pkg,
3271 #generate an invoice immediately
3273 'invoice_terms' => '', #with these terms
3279 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3283 #super false laziness w/quotation::charge
3286 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3287 my ( $pkg, $comment, $additional );
3288 my ( $setuptax, $taxclass ); #internal taxes
3289 my ( $taxproduct, $override ); #vendor (CCH) taxes
3291 my $separate_bill = '';
3292 my $cust_pkg_ref = '';
3293 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3295 if ( ref( $_[0] ) ) {
3296 $amount = $_[0]->{amount};
3297 $setup_cost = $_[0]->{setup_cost};
3298 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3299 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3300 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3301 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3302 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3303 : '$'. sprintf("%.2f",$amount);
3304 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3305 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3306 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3307 $additional = $_[0]->{additional} || [];
3308 $taxproduct = $_[0]->{taxproductnum};
3309 $override = { '' => $_[0]->{tax_override} };
3310 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3311 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3312 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3313 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3314 $separate_bill = $_[0]->{separate_bill} || '';
3320 $pkg = @_ ? shift : 'One-time charge';
3321 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3323 $taxclass = @_ ? shift : '';
3327 local $SIG{HUP} = 'IGNORE';
3328 local $SIG{INT} = 'IGNORE';
3329 local $SIG{QUIT} = 'IGNORE';
3330 local $SIG{TERM} = 'IGNORE';
3331 local $SIG{TSTP} = 'IGNORE';
3332 local $SIG{PIPE} = 'IGNORE';
3334 my $oldAutoCommit = $FS::UID::AutoCommit;
3335 local $FS::UID::AutoCommit = 0;
3338 my $part_pkg = new FS::part_pkg ( {
3340 'comment' => $comment,
3344 'classnum' => ( $classnum ? $classnum : '' ),
3345 'setuptax' => $setuptax,
3346 'taxclass' => $taxclass,
3347 'taxproductnum' => $taxproduct,
3348 'setup_cost' => $setup_cost,
3351 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3352 ( 0 .. @$additional - 1 )
3354 'additional_count' => scalar(@$additional),
3355 'setup_fee' => $amount,
3358 my $error = $part_pkg->insert( options => \%options,
3359 tax_overrides => $override,
3362 $dbh->rollback if $oldAutoCommit;
3366 my $pkgpart = $part_pkg->pkgpart;
3367 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3368 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3369 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3370 $error = $type_pkgs->insert;
3372 $dbh->rollback if $oldAutoCommit;
3377 my $cust_pkg = new FS::cust_pkg ( {
3378 'custnum' => $self->custnum,
3379 'pkgpart' => $pkgpart,
3380 'quantity' => $quantity,
3381 'start_date' => $start_date,
3382 'no_auto' => $no_auto,
3383 'separate_bill' => $separate_bill,
3384 'locationnum'=> $locationnum,
3387 $error = $cust_pkg->insert;
3389 $dbh->rollback if $oldAutoCommit;
3391 } elsif ( $cust_pkg_ref ) {
3392 ${$cust_pkg_ref} = $cust_pkg;
3396 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3397 'pkg_list' => [ $cust_pkg ],
3400 $dbh->rollback if $oldAutoCommit;
3405 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3410 #=item charge_postal_fee
3412 #Applies a one time charge this customer. If there is an error,
3413 #returns the error, returns the cust_pkg charge object or false
3414 #if there was no charge.
3418 # This should be a customer event. For that to work requires that bill
3419 # also be a customer event.
3421 sub charge_postal_fee {
3424 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3425 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3427 my $cust_pkg = new FS::cust_pkg ( {
3428 'custnum' => $self->custnum,
3429 'pkgpart' => $pkgpart,
3433 my $error = $cust_pkg->insert;
3434 $error ? $error : $cust_pkg;
3437 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3439 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3441 Optionally, a list or hashref of additional arguments to the qsearch call can
3448 my $opt = ref($_[0]) ? shift : { @_ };
3450 #return $self->num_cust_bill unless wantarray || keys %$opt;
3452 $opt->{'table'} = 'cust_bill';
3453 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3454 $opt->{'hashref'}{'custnum'} = $self->custnum;
3455 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3457 map { $_ } #behavior of sort undefined in scalar context
3458 sort { $a->_date <=> $b->_date }
3462 =item open_cust_bill
3464 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3469 sub open_cust_bill {
3473 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3479 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3481 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3485 sub legacy_cust_bill {
3488 #return $self->num_legacy_cust_bill unless wantarray;
3490 map { $_ } #behavior of sort undefined in scalar context
3491 sort { $a->_date <=> $b->_date }
3492 qsearch({ 'table' => 'legacy_cust_bill',
3493 'hashref' => { 'custnum' => $self->custnum, },
3494 'order_by' => 'ORDER BY _date ASC',
3498 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3500 Returns all the statements (see L<FS::cust_statement>) for this customer.
3502 Optionally, a list or hashref of additional arguments to the qsearch call can
3507 =item cust_bill_void
3509 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3513 sub cust_bill_void {
3516 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3517 sort { $a->_date <=> $b->_date }
3518 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3521 sub cust_statement {
3523 my $opt = ref($_[0]) ? shift : { @_ };
3525 #return $self->num_cust_statement unless wantarray || keys %$opt;
3527 $opt->{'table'} = 'cust_statement';
3528 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3529 $opt->{'hashref'}{'custnum'} = $self->custnum;
3530 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3532 map { $_ } #behavior of sort undefined in scalar context
3533 sort { $a->_date <=> $b->_date }
3537 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3539 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3541 Optionally, a list or hashref of additional arguments to the qsearch call can
3542 be passed following the SVCDB.
3549 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3550 warn "$me svc_x requires a svcdb";
3553 my $opt = ref($_[0]) ? shift : { @_ };
3555 $opt->{'table'} = $svcdb;
3556 $opt->{'addl_from'} =
3557 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3558 ($opt->{'addl_from'} || '');
3560 my $custnum = $self->custnum;
3561 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3562 my $where = "cust_pkg.custnum = $custnum";
3564 my $extra_sql = $opt->{'extra_sql'} || '';
3565 if ( keys %{ $opt->{'hashref'} } ) {
3566 $extra_sql = " AND $where $extra_sql";
3569 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3570 $extra_sql = "WHERE $where AND $1";
3573 $extra_sql = "WHERE $where $extra_sql";
3576 $opt->{'extra_sql'} = $extra_sql;
3581 # required for use as an eventtable;
3584 $self->svc_x('svc_acct', @_);
3589 Returns all the credits (see L<FS::cust_credit>) for this customer.
3595 map { $_ } #return $self->num_cust_credit unless wantarray;
3596 sort { $a->_date <=> $b->_date }
3597 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3600 =item cust_credit_pkgnum
3602 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3603 package when using experimental package balances.
3607 sub cust_credit_pkgnum {
3608 my( $self, $pkgnum ) = @_;
3609 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3610 sort { $a->_date <=> $b->_date }
3611 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3612 'pkgnum' => $pkgnum,
3617 =item cust_credit_void
3619 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3623 sub cust_credit_void {
3626 sort { $a->_date <=> $b->_date }
3627 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3632 Returns all the payments (see L<FS::cust_pay>) for this customer.
3638 my $opt = ref($_[0]) ? shift : { @_ };
3640 return $self->num_cust_pay unless wantarray || keys %$opt;
3642 $opt->{'table'} = 'cust_pay';
3643 $opt->{'hashref'}{'custnum'} = $self->custnum;
3645 map { $_ } #behavior of sort undefined in scalar context
3646 sort { $a->_date <=> $b->_date }
3653 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3654 called automatically when the cust_pay method is used in a scalar context.
3660 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3661 my $sth = dbh->prepare($sql) or die dbh->errstr;
3662 $sth->execute($self->custnum) or die $sth->errstr;
3663 $sth->fetchrow_arrayref->[0];
3666 =item unapplied_cust_pay
3668 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3672 sub unapplied_cust_pay {
3676 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3682 =item cust_pay_pkgnum
3684 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3685 package when using experimental package balances.
3689 sub cust_pay_pkgnum {
3690 my( $self, $pkgnum ) = @_;
3691 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3692 sort { $a->_date <=> $b->_date }
3693 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3694 'pkgnum' => $pkgnum,
3701 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3707 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3708 sort { $a->_date <=> $b->_date }
3709 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3712 =item cust_pay_pending
3714 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3715 (without status "done").
3719 sub cust_pay_pending {
3721 return $self->num_cust_pay_pending unless wantarray;
3722 sort { $a->_date <=> $b->_date }
3723 qsearch( 'cust_pay_pending', {
3724 'custnum' => $self->custnum,
3725 'status' => { op=>'!=', value=>'done' },
3730 =item cust_pay_pending_attempt
3732 Returns all payment attempts / declined payments for this customer, as pending
3733 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3734 a corresponding payment (see L<FS::cust_pay>).
3738 sub cust_pay_pending_attempt {
3740 return $self->num_cust_pay_pending_attempt unless wantarray;
3741 sort { $a->_date <=> $b->_date }
3742 qsearch( 'cust_pay_pending', {
3743 'custnum' => $self->custnum,
3750 =item num_cust_pay_pending
3752 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3753 customer (without status "done"). Also called automatically when the
3754 cust_pay_pending method is used in a scalar context.
3758 sub num_cust_pay_pending {
3761 " SELECT COUNT(*) FROM cust_pay_pending ".
3762 " WHERE custnum = ? AND status != 'done' ",
3767 =item num_cust_pay_pending_attempt
3769 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3770 customer, with status "done" but without a corresp. Also called automatically when the
3771 cust_pay_pending method is used in a scalar context.
3775 sub num_cust_pay_pending_attempt {
3778 " SELECT COUNT(*) FROM cust_pay_pending ".
3779 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3786 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3792 map { $_ } #return $self->num_cust_refund unless wantarray;
3793 sort { $a->_date <=> $b->_date }
3794 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3797 =item display_custnum
3799 Returns the displayed customer number for this customer: agent_custid if
3800 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3804 sub display_custnum {
3807 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3808 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3809 if ( $special eq 'CoStAg' ) {
3810 $prefix = uc( join('',
3812 ($self->state =~ /^(..)/),
3813 $prefix || ($self->agent->agent =~ /^(..)/)
3816 elsif ( $special eq 'CoStCl' ) {
3817 $prefix = uc( join('',
3819 ($self->state =~ /^(..)/),
3820 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3823 # add any others here if needed
3826 my $length = $conf->config('cust_main-custnum-display_length');
3827 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3828 return $self->agent_custid;
3829 } elsif ( $prefix ) {
3830 $length = 8 if !defined($length);
3832 sprintf('%0'.$length.'d', $self->custnum)
3833 } elsif ( $length ) {
3834 return sprintf('%0'.$length.'d', $self->custnum);
3836 return $self->custnum;
3842 Returns a name string for this customer, either "Company (Last, First)" or
3849 my $name = $self->contact;
3850 $name = $self->company. " ($name)" if $self->company;
3854 =item service_contact
3856 Returns the L<FS::contact> object for this customer that has the 'Service'
3857 contact class, or undef if there is no such contact. Deprecated; don't use
3862 sub service_contact {
3864 if ( !exists($self->{service_contact}) ) {
3865 my $classnum = $self->scalar_sql(
3866 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3867 ) || 0; #if it's zero, qsearchs will return nothing
3868 my $cust_contact = qsearchs('cust_contact', {
3869 'classnum' => $classnum,
3870 'custnum' => $self->custnum,
3872 $self->{service_contact} = $cust_contact->contact if $cust_contact;
3874 $self->{service_contact};
3879 Returns a name string for this (service/shipping) contact, either
3880 "Company (Last, First)" or "Last, First".
3887 my $name = $self->ship_contact;
3888 $name = $self->company. " ($name)" if $self->company;
3894 Returns a name string for this customer, either "Company" or "First Last".
3900 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
3903 =item ship_name_short
3905 Returns a name string for this (service/shipping) contact, either "Company"
3910 sub ship_name_short {
3912 $self->service_contact
3913 ? $self->ship_contact_firstlast
3919 Returns this customer's full (billing) contact name only, "Last, First"
3925 $self->get('last'). ', '. $self->first;
3930 Returns this customer's full (shipping) contact name only, "Last, First"
3936 my $contact = $self->service_contact || $self;
3937 $contact->get('last') . ', ' . $contact->get('first');
3940 =item contact_firstlast
3942 Returns this customers full (billing) contact name only, "First Last".
3946 sub contact_firstlast {
3948 $self->first. ' '. $self->get('last');
3951 =item ship_contact_firstlast
3953 Returns this customer's full (shipping) contact name only, "First Last".
3957 sub ship_contact_firstlast {
3959 my $contact = $self->service_contact || $self;
3960 $contact->get('first') . ' '. $contact->get('last');
3963 sub bill_country_full {
3965 $self->bill_location->country_full;
3968 sub ship_country_full {
3970 $self->ship_location->country_full;
3973 =item county_state_county [ PREFIX ]
3975 Returns a string consisting of just the county, state and country.
3979 sub county_state_country {
3982 if ( @_ && $_[0] && $self->has_ship_address ) {
3983 $locationnum = $self->ship_locationnum;
3985 $locationnum = $self->bill_locationnum;
3987 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
3988 $cust_location->county_state_country;
3991 =item geocode DATA_VENDOR
3993 Returns a value for the customer location as encoded by DATA_VENDOR.
3994 Currently this only makes sense for "CCH" as DATA_VENDOR.
4002 Returns a status string for this customer, currently:
4008 No packages have ever been ordered. Displayed as "No packages".
4012 Recurring packages all are new (not yet billed).
4016 One or more recurring packages is active.
4020 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
4024 All non-cancelled recurring packages are suspended.
4028 All recurring packages are cancelled.
4032 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4033 cust_main-status_module configuration option.
4037 sub status { shift->cust_status(@_); }
4041 for my $status ( FS::cust_main->statuses() ) {
4042 my $method = $status.'_sql';
4043 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4044 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4045 $sth->execute( ($self->custnum) x $numnum )
4046 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4047 return $status if $sth->fetchrow_arrayref->[0];
4051 =item is_status_delay_cancel
4053 Returns true if customer status is 'suspended'
4054 and all suspended cust_pkg return true for
4055 cust_pkg->is_status_delay_cancel.
4057 This is not a real status, this only meant for hacking display
4058 values, because otherwise treating the customer as suspended is
4059 really the whole point of the delay_cancel option.
4063 sub is_status_delay_cancel {
4065 return 0 unless $self->status eq 'suspended';
4066 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4067 return 0 unless $cust_pkg->is_status_delay_cancel;
4072 =item ucfirst_cust_status
4074 =item ucfirst_status
4076 Deprecated, use the cust_status_label method instead.
4078 Returns the status with the first character capitalized.
4082 sub ucfirst_status {
4083 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4084 local($ucfirst_nowarn) = 1;
4085 shift->ucfirst_cust_status(@_);
4088 sub ucfirst_cust_status {
4089 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4091 ucfirst($self->cust_status);
4094 =item cust_status_label
4098 Returns the display label for this status.
4102 sub status_label { shift->cust_status_label(@_); }
4104 sub cust_status_label {
4106 __PACKAGE__->statuslabels->{$self->cust_status};
4111 Returns a hex triplet color string for this customer's status.
4115 sub statuscolor { shift->cust_statuscolor(@_); }
4117 sub cust_statuscolor {
4119 __PACKAGE__->statuscolors->{$self->cust_status};
4122 =item tickets [ STATUS ]
4124 Returns an array of hashes representing the customer's RT tickets.
4126 An optional status (or arrayref or hashref of statuses) may be specified.
4132 my $status = ( @_ && $_[0] ) ? shift : '';
4134 my $num = $conf->config('cust_main-max_tickets') || 10;
4137 if ( $conf->config('ticket_system') ) {
4138 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4140 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4149 foreach my $priority (
4150 $conf->config('ticket_system-custom_priority_field-values'), ''
4152 last if scalar(@tickets) >= $num;
4154 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4155 $num - scalar(@tickets),
4166 =item appointments [ STATUS ]
4168 Returns an array of hashes representing the customer's RT tickets which
4175 my $status = ( @_ && $_[0] ) ? shift : '';
4177 return () unless $conf->config('ticket_system');
4179 my $queueid = $conf->config('ticket_system-appointment-queueid');
4181 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4190 # Return services representing svc_accts in customer support packages
4191 sub support_services {
4193 my %packages = map { $_ => 1 } $conf->config('support_packages');
4195 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4196 grep { $_->part_svc->svcdb eq 'svc_acct' }
4197 map { $_->cust_svc }
4198 grep { exists $packages{ $_->pkgpart } }
4199 $self->ncancelled_pkgs;
4203 # Return a list of latitude/longitude for one of the services (if any)
4204 sub service_coordinates {
4208 grep { $_->latitude && $_->longitude }
4210 map { $_->cust_svc }
4211 $self->ncancelled_pkgs;
4213 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4218 Returns a masked version of the named field
4223 my ($self,$field) = @_;
4227 'x'x(length($self->getfield($field))-4).
4228 substr($self->getfield($field), (length($self->getfield($field))-4));
4232 =item payment_history
4234 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4235 cust_credit and cust_refund objects. Each hashref has the following fields:
4237 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4239 I<date> - value of _date field, unix timestamp
4241 I<date_pretty> - user-friendly date
4243 I<description> - user-friendly description of item
4245 I<amount> - impact of item on user's balance
4246 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4247 Not to be confused with the native 'amount' field in cust_credit, see below.
4249 I<amount_pretty> - includes money char
4251 I<balance> - customer balance, chronologically as of this item
4253 I<balance_pretty> - includes money char
4255 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4257 I<paid> - amount paid for cust_pay records, undef for other types
4259 I<credit> - amount credited for cust_credit records, undef for other types.
4260 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4262 I<refund> - amount refunded for cust_refund records, undef for other types
4264 The four table-specific keys always have positive values, whether they reflect charges or payments.
4266 The following options may be passed to this method:
4268 I<line_items> - if true, returns charges ('Line item') rather than invoices
4270 I<start_date> - unix timestamp, only include records on or after.
4271 If specified, an item of type 'Previous' will also be included.
4272 It does not have table-specific fields.
4274 I<end_date> - unix timestamp, only include records before
4276 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4278 I<conf> - optional already-loaded FS::Conf object.
4282 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4283 # and also for sending customer statements, which should both be kept customer-friendly.
4284 # If you add anything that shouldn't be passed on through the API or exposed
4285 # to customers, add a new option to include it, don't include it by default
4286 sub payment_history {
4288 my $opt = ref($_[0]) ? $_[0] : { @_ };
4290 my $conf = $$opt{'conf'} || new FS::Conf;
4291 my $money_char = $conf->config("money_char") || '$',
4293 #first load entire history,
4294 #need previous to calculate previous balance
4295 #loading after end_date shouldn't hurt too much?
4297 if ( $$opt{'line_items'} ) {
4299 foreach my $cust_bill ( $self->cust_bill ) {
4302 'type' => 'Line item',
4303 'description' => $_->desc( $self->locale ).
4304 ( $_->sdate && $_->edate
4305 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4306 ' To '. time2str('%d-%b-%Y', $_->edate)
4309 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4310 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4311 'date' => $cust_bill->_date,
4312 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4314 foreach $cust_bill->cust_bill_pkg;
4321 'type' => 'Invoice',
4322 'description' => 'Invoice #'. $_->display_invnum,
4323 'amount' => sprintf('%.2f', $_->charged ),
4324 'charged' => sprintf('%.2f', $_->charged ),
4325 'date' => $_->_date,
4326 'date_pretty' => $self->time2str_local('short', $_->_date ),
4328 foreach $self->cust_bill;
4333 'type' => 'Payment',
4334 'description' => 'Payment', #XXX type
4335 'amount' => sprintf('%.2f', 0 - $_->paid ),
4336 'paid' => sprintf('%.2f', $_->paid ),
4337 'date' => $_->_date,
4338 'date_pretty' => $self->time2str_local('short', $_->_date ),
4340 foreach $self->cust_pay;
4344 'description' => 'Credit', #more info?
4345 'amount' => sprintf('%.2f', 0 -$_->amount ),
4346 'credit' => sprintf('%.2f', $_->amount ),
4347 'date' => $_->_date,
4348 'date_pretty' => $self->time2str_local('short', $_->_date ),
4350 foreach $self->cust_credit;
4354 'description' => 'Refund', #more info? type, like payment?
4355 'amount' => $_->refund,
4356 'refund' => $_->refund,
4357 'date' => $_->_date,
4358 'date_pretty' => $self->time2str_local('short', $_->_date ),
4360 foreach $self->cust_refund;
4362 #put it all in chronological order
4363 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4365 #calculate balance, filter items outside date range
4369 foreach my $item (@history) {
4370 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4371 $balance += $$item{'amount'};
4372 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4373 $previous += $$item{'amount'};
4376 $$item{'balance'} = sprintf("%.2f",$balance);
4377 foreach my $key ( qw(amount balance) ) {
4378 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4383 # start with previous balance, if there was one
4386 'type' => 'Previous',
4387 'description' => 'Previous balance',
4388 'amount' => sprintf("%.2f",$previous),
4389 'balance' => sprintf("%.2f",$previous),
4390 'date' => $$opt{'start_date'},
4391 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4393 #false laziness with above
4394 foreach my $key ( qw(amount balance) ) {
4395 $$item{$key.'_pretty'} = $$item{$key};
4396 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4398 unshift(@out,$item);
4401 @out = reverse @history if $$opt{'reverse_sort'};
4406 =item save_cust_payby
4408 Saves a new cust_payby for this customer, replacing an existing entry only
4409 in select circumstances. Does not validate input.
4411 If auto is specified, marks this as the customer's primary method, or the
4412 specified weight. Existing payment methods have their weight incremented as
4415 If bill_location is specified with auto, also sets location in cust_main.
4417 Will not insert complete duplicates of existing records, or records in which the
4418 only difference from an existing record is to turn off automatic payment (will
4419 return without error.) Will replace existing records in which the only difference
4420 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4421 Fields marked as preserved are optional, and existing values will not be overwritten with
4422 blanks when replacing.
4424 Accepts the following named parameters:
4434 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4438 optional, set higher than 1 for secondary, etc.
4446 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4454 optional, will be preserved when replacing
4462 CARD only, required, FS::cust_location object
4464 =item paystart_month
4466 CARD only, optional, will be preserved when replacing
4470 CARD only, optional, will be preserved when replacing
4474 CARD only, optional, will be preserved when replacing
4478 CARD only, only used if conf cvv-save is set appropriately
4492 #The code for this option is in place, but it's not currently used
4496 # existing cust_payby object to be replaced (must match custnum)
4498 # stateid/stateid_state/ss are not currently supported in cust_payby,
4499 # might not even work properly in 4.x, but will need to work here if ever added
4501 sub save_cust_payby {
4505 my $old = $opt{'replace'};
4506 my $new = new FS::cust_payby { $old ? $old->hash : () };
4507 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4508 $new->set( 'custnum' => $self->custnum );
4510 my $payby = $opt{'payment_payby'};
4511 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4513 # don't allow turning off auto when replacing
4514 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4516 my @check_existing; # payby relevant to this payment_payby
4518 # set payby based on auto
4519 if ( $payby eq 'CARD' ) {
4520 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4521 @check_existing = qw( CARD DCRD );
4522 } elsif ( $payby eq 'CHEK' ) {
4523 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4524 @check_existing = qw( CHEK DCHK );
4527 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4530 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4531 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4532 $new->set( 'payname' => $opt{'payname'} );
4533 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4535 my $conf = new FS::Conf;
4537 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4538 if ( $payby eq 'CARD' &&
4539 grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save') ) {
4540 $new->set( 'paycvv' => $opt{'paycvv'} );
4542 $new->set( 'paycvv' => '');
4545 local $SIG{HUP} = 'IGNORE';
4546 local $SIG{INT} = 'IGNORE';
4547 local $SIG{QUIT} = 'IGNORE';
4548 local $SIG{TERM} = 'IGNORE';
4549 local $SIG{TSTP} = 'IGNORE';
4550 local $SIG{PIPE} = 'IGNORE';
4552 my $oldAutoCommit = $FS::UID::AutoCommit;
4553 local $FS::UID::AutoCommit = 0;
4556 # set fields specific to payment_payby
4557 if ( $payby eq 'CARD' ) {
4558 if ($opt{'bill_location'}) {
4559 $opt{'bill_location'}->set('custnum' => $self->custnum);
4560 my $error = $opt{'bill_location'}->find_or_insert;
4562 $dbh->rollback if $oldAutoCommit;
4565 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4567 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4568 $new->set( $field => $opt{$field} );
4571 foreach my $field ( qw(paytype paystate) ) {
4572 $new->set( $field => $opt{$field} );
4576 # other cust_payby to compare this to
4577 my @existing = $self->cust_payby(@check_existing);
4579 # fields that can overwrite blanks with values, but not values with blanks
4580 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4582 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4584 # generally, we don't want to overwrite existing cust_payby with this,
4585 # but we can replace if we're only marking it auto or adding a preserved field
4586 # and we can avoid saving a total duplicate or merely turning off auto
4588 foreach my $cust_payby (@existing) {
4589 # check fields that absolutely should not change
4590 foreach my $field ($new->fields) {
4591 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4592 next if grep(/^$field$/, @preserve );
4593 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4595 # now check fields that can replace if one value is blank
4597 foreach my $field (@preserve) {
4599 ( $new->get($field) and !$cust_payby->get($field) ) or
4600 ( $cust_payby->get($field) and !$new->get($field) )
4602 # prevention of overwriting values with blanks happens farther below
4604 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4608 unless ( $replace ) {
4609 # nearly identical, now check weight
4610 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4611 # ignore identical cust_payby, and ignore attempts to turn off auto
4612 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4613 $skip_cust_payby = 1;
4616 # otherwise, only change is to mark this as primary
4618 # if we got this far, we're definitely replacing
4625 $new->set( 'custpaybynum' => $old->custpaybynum );
4626 # don't turn off automatic payment (but allow it to be turned on)
4627 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4629 $new->set( 'payby' => $old->payby );
4630 $new->set( 'weight' => 1 );
4632 # make sure we're not overwriting values with blanks
4633 foreach my $field (@preserve) {
4634 if ( $old->get($field) and !$new->get($field) ) {
4635 $new->set( $field => $old->get($field) );
4640 # only overwrite cust_main bill_location if auto
4641 if ($opt{'auto'} && $opt{'bill_location'}) {
4642 $self->set('bill_location' => $opt{'bill_location'});
4643 my $error = $self->replace;
4645 $dbh->rollback if $oldAutoCommit;
4650 # done with everything except reweighting and saving cust_payby
4651 # still need to commit changes to cust_main and cust_location
4652 if ($skip_cust_payby) {
4653 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4657 # re-weight existing primary cust_pay for this payby
4659 foreach my $cust_payby (@existing) {
4660 # relies on cust_payby return order
4661 last unless $cust_payby->payby !~ /^D/;
4662 last if $cust_payby->weight > 1;
4663 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4664 next if $cust_payby->weight < ($opt{'weight'} || 1);
4665 $cust_payby->weight( $cust_payby->weight + 1 );
4666 my $error = $cust_payby->replace;
4668 $dbh->rollback if $oldAutoCommit;
4669 return "Error reweighting cust_payby: $error";
4674 # finally, save cust_payby
4675 my $error = $old ? $new->replace($old) : $new->insert;
4677 $dbh->rollback if $oldAutoCommit;
4681 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4688 =head1 CLASS METHODS
4694 Class method that returns the list of possible status strings for customers
4695 (see L<the status method|/status>). For example:
4697 @statuses = FS::cust_main->statuses();
4703 keys %{ $self->statuscolors };
4706 =item cust_status_sql
4708 Returns an SQL fragment to determine the status of a cust_main record, as a
4713 sub cust_status_sql {
4715 for my $status ( FS::cust_main->statuses() ) {
4716 my $method = $status.'_sql';
4717 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4726 Returns an SQL expression identifying prospective cust_main records (customers
4727 with no packages ever ordered)
4731 use vars qw($select_count_pkgs);
4732 $select_count_pkgs =
4733 "SELECT COUNT(*) FROM cust_pkg
4734 WHERE cust_pkg.custnum = cust_main.custnum";
4736 sub select_count_pkgs_sql {
4741 " 0 = ( $select_count_pkgs ) ";
4746 Returns an SQL expression identifying ordered cust_main records (customers with
4747 no active packages, but recurring packages not yet setup or one time charges
4753 FS::cust_main->none_active_sql.
4754 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4759 Returns an SQL expression identifying active cust_main records (customers with
4760 active recurring packages).
4765 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4768 =item none_active_sql
4770 Returns an SQL expression identifying cust_main records with no active
4771 recurring packages. This includes customers of status prospect, ordered,
4772 inactive, and suspended.
4776 sub none_active_sql {
4777 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4782 Returns an SQL expression identifying inactive cust_main records (customers with
4783 no active recurring packages, but otherwise unsuspended/uncancelled).
4788 FS::cust_main->none_active_sql.
4789 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4795 Returns an SQL expression identifying suspended cust_main records.
4800 sub suspended_sql { susp_sql(@_); }
4802 FS::cust_main->none_active_sql.
4803 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4809 Returns an SQL expression identifying cancelled cust_main records.
4813 sub cancel_sql { shift->cancelled_sql(@_); }
4816 =item uncancelled_sql
4818 Returns an SQL expression identifying un-cancelled cust_main records.
4822 sub uncancelled_sql { uncancel_sql(@_); }
4823 sub uncancel_sql { "
4824 ( 0 < ( $select_count_pkgs
4825 AND ( cust_pkg.cancel IS NULL
4826 OR cust_pkg.cancel = 0
4829 OR 0 = ( $select_count_pkgs )
4835 Returns an SQL fragment to retreive the balance.
4840 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4841 WHERE cust_bill.custnum = cust_main.custnum )
4842 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4843 WHERE cust_pay.custnum = cust_main.custnum )
4844 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4845 WHERE cust_credit.custnum = cust_main.custnum )
4846 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4847 WHERE cust_refund.custnum = cust_main.custnum )
4850 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4852 Returns an SQL fragment to retreive the balance for this customer, optionally
4853 considering invoices with date earlier than START_TIME, and not
4854 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4855 total_unapplied_payments).
4857 Times are specified as SQL fragments or numeric
4858 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4859 L<Date::Parse> for conversion functions. The empty string can be passed
4860 to disable that time constraint completely.
4862 Available options are:
4866 =item unapplied_date
4868 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)
4873 set to true to remove all customer comparison clauses, for totals
4878 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4883 JOIN clause (typically used with the total option)
4887 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4888 time will be ignored. Note that START_TIME and END_TIME only limit the date
4889 range for invoices and I<unapplied> payments, credits, and refunds.
4895 sub balance_date_sql {
4896 my( $class, $start, $end, %opt ) = @_;
4898 my $cutoff = $opt{'cutoff'};
4900 my $owed = FS::cust_bill->owed_sql($cutoff);
4901 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4902 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4903 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4905 my $j = $opt{'join'} || '';
4907 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4908 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4909 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4910 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4912 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4913 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4914 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4915 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4920 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4922 Returns an SQL fragment to retreive the total unapplied payments for this
4923 customer, only considering payments with date earlier than START_TIME, and
4924 optionally not later than END_TIME.
4926 Times are specified as SQL fragments or numeric
4927 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4928 L<Date::Parse> for conversion functions. The empty string can be passed
4929 to disable that time constraint completely.
4931 Available options are:
4935 sub unapplied_payments_date_sql {
4936 my( $class, $start, $end, %opt ) = @_;
4938 my $cutoff = $opt{'cutoff'};
4940 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4942 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4943 'unapplied_date'=>1 );
4945 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4948 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4950 Helper method for balance_date_sql; name (and usage) subject to change
4951 (suggestions welcome).
4953 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4954 cust_refund, cust_credit or cust_pay).
4956 If TABLE is "cust_bill" or the unapplied_date option is true, only
4957 considers records with date earlier than START_TIME, and optionally not
4958 later than END_TIME .
4962 sub _money_table_where {
4963 my( $class, $table, $start, $end, %opt ) = @_;
4966 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4967 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4968 push @where, "$table._date <= $start" if defined($start) && length($start);
4969 push @where, "$table._date > $end" if defined($end) && length($end);
4971 push @where, @{$opt{'where'}} if $opt{'where'};
4972 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4978 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4979 use FS::cust_main::Search;
4982 FS::cust_main::Search->search(@_);
4991 #=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4993 #Deprecated. Use event notification and message templates
4994 #(L<FS::msg_template>) instead.
4996 #Sends a templated email notification to the customer (see L<Text::Template>).
4998 #OPTIONS is a hash and may include
5000 #I<from> - the email sender (default is invoice_from)
5002 #I<to> - comma-separated scalar or arrayref of recipients
5003 # (default is invoicing_list)
5005 #I<subject> - The subject line of the sent email notification
5006 # (default is "Notice from company_name")
5008 #I<extra_fields> - a hashref of name/value pairs which will be substituted
5011 #The following variables are vavailable in the template.
5013 #I<$first> - the customer first name
5014 #I<$last> - the customer last name
5015 #I<$company> - the customer company
5016 #I<$payby> - a description of the method of payment for the customer
5017 # # would be nice to use FS::payby::shortname
5018 #I<$payinfo> - the account information used to collect for this customer
5019 #I<$expdate> - the expiration of the customer payment in seconds from epoch
5024 # my ($self, $template, %options) = @_;
5026 # return unless $conf->exists($template);
5028 # my $from = $conf->invoice_from_full($self->agentnum)
5029 # if $conf->exists('invoice_from', $self->agentnum);
5030 # $from = $options{from} if exists($options{from});
5032 # my $to = join(',', $self->invoicing_list_emailonly);
5033 # $to = $options{to} if exists($options{to});
5035 # my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5036 # if $conf->exists('company_name', $self->agentnum);
5037 # $subject = $options{subject} if exists($options{subject});
5039 # my $notify_template = new Text::Template (TYPE => 'ARRAY',
5040 # SOURCE => [ map "$_\n",
5041 # $conf->config($template)]
5043 # or die "can't create new Text::Template object: Text::Template::ERROR";
5044 # $notify_template->compile()
5045 # or die "can't compile template: Text::Template::ERROR";
5047 # $FS::notify_template::_template::company_name =
5048 # $conf->config('company_name', $self->agentnum);
5049 # $FS::notify_template::_template::company_address =
5050 # join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5052 # my $paydate = $self->paydate || '2037-12-31';
5053 # $FS::notify_template::_template::first = $self->first;
5054 # $FS::notify_template::_template::last = $self->last;
5055 # $FS::notify_template::_template::company = $self->company;
5056 # $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5057 # my $payby = $self->payby;
5058 # my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5059 # my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5061 # #credit cards expire at the end of the month/year of their exp date
5062 # if ($payby eq 'CARD' || $payby eq 'DCRD') {
5063 # $FS::notify_template::_template::payby = 'credit card';
5064 # ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5065 # $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5067 # }elsif ($payby eq 'COMP') {
5068 # $FS::notify_template::_template::payby = 'complimentary account';
5070 # $FS::notify_template::_template::payby = 'current method';
5072 # $FS::notify_template::_template::expdate = $expire_time;
5074 # for (keys %{$options{extra_fields}}){
5076 # ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5079 # send_email(from => $from,
5081 # subject => $subject,
5082 # body => $notify_template->fill_in( PACKAGE =>
5083 # 'FS::notify_template::_template' ),
5088 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5090 Generates a templated notification to the customer (see L<Text::Template>).
5092 OPTIONS is a hash and may include
5094 I<extra_fields> - a hashref of name/value pairs which will be substituted
5095 into the template. These values may override values mentioned below
5096 and those from the customer record.
5098 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5100 The following variables are available in the template instead of or in addition
5101 to the fields of the customer record.
5103 I<$payby> - a description of the method of payment for the customer
5104 # would be nice to use FS::payby::shortname
5105 I<$payinfo> - the masked account information used to collect for this customer
5106 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5107 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5111 # a lot like cust_bill::print_latex
5112 sub generate_letter {
5113 my ($self, $template, %options) = @_;
5115 warn "Template $template does not exist" && return
5116 unless $conf->exists($template) || $options{'template_text'};
5118 my $template_source = $options{'template_text'}
5119 ? [ $options{'template_text'} ]
5120 : [ map "$_\n", $conf->config($template) ];
5122 my $letter_template = new Text::Template
5124 SOURCE => $template_source,
5125 DELIMITERS => [ '[@--', '--@]' ],
5127 or die "can't create new Text::Template object: Text::Template::ERROR";
5129 $letter_template->compile()
5130 or die "can't compile template: Text::Template::ERROR";
5132 my %letter_data = map { $_ => $self->$_ } $self->fields;
5133 $letter_data{payinfo} = $self->mask_payinfo;
5135 #my $paydate = $self->paydate || '2037-12-31';
5136 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5138 my $payby = $self->payby;
5139 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5140 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5142 #credit cards expire at the end of the month/year of their exp date
5143 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5144 $letter_data{payby} = 'credit card';
5145 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5146 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5148 }elsif ($payby eq 'COMP') {
5149 $letter_data{payby} = 'complimentary account';
5151 $letter_data{payby} = 'current method';
5153 $letter_data{expdate} = $expire_time;
5155 for (keys %{$options{extra_fields}}){
5156 $letter_data{$_} = $options{extra_fields}->{$_};
5159 unless(exists($letter_data{returnaddress})){
5160 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5161 $self->agent_template)
5163 if ( length($retadd) ) {
5164 $letter_data{returnaddress} = $retadd;
5165 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5166 $letter_data{returnaddress} =
5167 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5171 ( $conf->config('company_name', $self->agentnum),
5172 $conf->config('company_address', $self->agentnum),
5176 $letter_data{returnaddress} = '~';
5180 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5182 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5184 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5186 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5190 ) or die "can't open temp file: $!\n";
5191 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5192 or die "can't write temp file: $!\n";
5194 $letter_data{'logo_file'} = $lh->filename;
5196 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5200 ) or die "can't open temp file: $!\n";
5202 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5204 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5205 return ($1, $letter_data{'logo_file'});
5209 =item print_ps TEMPLATE
5211 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5217 my($file, $lfile) = $self->generate_letter(@_);
5218 my $ps = FS::Misc::generate_ps($file);
5219 unlink($file.'.tex');
5225 =item print TEMPLATE
5227 Prints the filled in template.
5229 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5233 sub queueable_print {
5236 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5237 or die "invalid customer number: " . $opt{custnum};
5239 #do not backport this change to 3.x
5240 # my $error = $self->print( { 'template' => $opt{template} } );
5241 my $error = $self->print( $opt{'template'} );
5242 die $error if $error;
5246 my ($self, $template) = (shift, shift);
5248 [ $self->print_ps($template) ],
5249 'agentnum' => $self->agentnum,
5253 #these three subs should just go away once agent stuff is all config overrides
5255 sub agent_template {
5257 $self->_agent_plandata('agent_templatename');
5260 sub agent_invoice_from {
5262 $self->_agent_plandata('agent_invoice_from');
5265 sub _agent_plandata {
5266 my( $self, $option ) = @_;
5268 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5269 #agent-specific Conf
5271 use FS::part_event::Condition;
5273 my $agentnum = $self->agentnum;
5275 my $regexp = regexp_sql();
5277 my $part_event_option =
5279 'select' => 'part_event_option.*',
5280 'table' => 'part_event_option',
5282 LEFT JOIN part_event USING ( eventpart )
5283 LEFT JOIN part_event_option AS peo_agentnum
5284 ON ( part_event.eventpart = peo_agentnum.eventpart
5285 AND peo_agentnum.optionname = 'agentnum'
5286 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5288 LEFT JOIN part_event_condition
5289 ON ( part_event.eventpart = part_event_condition.eventpart
5290 AND part_event_condition.conditionname = 'cust_bill_age'
5292 LEFT JOIN part_event_condition_option
5293 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5294 AND part_event_condition_option.optionname = 'age'
5297 #'hashref' => { 'optionname' => $option },
5298 #'hashref' => { 'part_event_option.optionname' => $option },
5300 " WHERE part_event_option.optionname = ". dbh->quote($option).
5301 " AND action = 'cust_bill_send_agent' ".
5302 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5303 " AND peo_agentnum.optionname = 'agentnum' ".
5304 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5306 CASE WHEN part_event_condition_option.optionname IS NULL
5308 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5310 , part_event.weight".
5314 unless ( $part_event_option ) {
5315 return $self->agent->invoice_template || ''
5316 if $option eq 'agent_templatename';
5320 $part_event_option->optionvalue;
5324 sub process_o2m_qsearch {
5327 return qsearch($table, @_) unless $table eq 'contact';
5329 my $hashref = shift;
5330 my %hash = %$hashref;
5331 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5332 or die 'guru meditation #4343';
5334 qsearch({ 'table' => 'contact',
5335 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5336 'hashref' => \%hash,
5337 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5338 " cust_contact.custnum = $custnum "
5342 sub process_o2m_qsearchs {
5345 return qsearchs($table, @_) unless $table eq 'contact';
5347 my $hashref = shift;
5348 my %hash = %$hashref;
5349 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5350 or die 'guru meditation #2121';
5352 qsearchs({ 'table' => 'contact',
5353 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5354 'hashref' => \%hash,
5355 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5356 " cust_contact.custnum = $custnum "
5360 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5362 Subroutine (not a method), designed to be called from the queue.
5364 Takes a list of options and values.
5366 Pulls up the customer record via the custnum option and calls bill_and_collect.
5371 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5373 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5374 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5376 #without this errors don't get rolled back
5377 $args{'fatal'} = 1; # runs from job queue, will be caught
5379 $cust_main->bill_and_collect( %args );
5382 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5384 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5385 C<collect> part. This is used in batch tax calculation, where invoice
5386 generation and collection events have to be completely separated.
5390 sub queued_collect {
5392 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5394 $cust_main->collect(%args);
5397 sub process_bill_and_collect {
5400 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5401 or die "custnum '$param->{custnum}' not found!\n";
5402 $param->{'job'} = $job;
5403 $param->{'fatal'} = 1; # runs from job queue, will be caught
5404 $param->{'retry'} = 1;
5406 $cust_main->bill_and_collect( %$param );
5409 #starting to take quite a while for big dbs
5410 # (JRNL: journaled so it only happens once per database)
5411 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5412 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5413 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5414 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5415 # JRNL leading/trailing spaces in first, last, company
5416 # JRNL migrate to cust_payby
5417 # - otaker upgrade? journal and call it good? (double check to make sure
5418 # we're not still setting otaker here)
5420 #only going to get worse with new location stuff...
5422 sub _upgrade_data { #class method
5423 my ($class, %opts) = @_;
5426 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5429 #this seems to be the only expensive one.. why does it take so long?
5430 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5432 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5433 FS::upgrade_journal->set_done('cust_main__signupdate');
5436 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5438 # fix yyyy-m-dd formatted paydates
5439 if ( driver_name =~ /^mysql/i ) {
5441 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5442 } else { # the SQL standard
5444 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5446 FS::upgrade_journal->set_done('cust_main__paydate');
5449 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5451 push @statements, #fix the weird BILL with a cc# in payinfo problem
5453 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5455 FS::upgrade_journal->set_done('cust_main__payinfo');
5460 foreach my $sql ( @statements ) {
5461 my $sth = dbh->prepare($sql) or die dbh->errstr;
5462 $sth->execute or die $sth->errstr;
5463 #warn ( (time - $t). " seconds\n" );
5467 local($ignore_expired_card) = 1;
5468 local($ignore_banned_card) = 1;
5469 local($skip_fuzzyfiles) = 1;
5470 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5472 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5474 #we don't want to decrypt them, just stuff them as-is into cust_payby
5475 local(@encrypted_fields) = ();
5477 local($FS::cust_payby::ignore_expired_card) = 1;
5478 local($FS::cust_payby::ignore_banned_card) = 1;
5479 local($FS::cust_payby::ignore_cardtype) = 1;
5481 my @payfields = qw( payby payinfo paycvv paymask
5482 paydate paystart_month paystart_year payissue
5483 payname paystate paytype payip
5486 my $search = new FS::Cursor {
5487 'table' => 'cust_main',
5488 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5491 while (my $cust_main = $search->fetch) {
5493 unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
5495 my $cust_payby = new FS::cust_payby {
5496 'custnum' => $cust_main->custnum,
5498 map { $_ => $cust_main->$_(); } @payfields
5501 my $error = $cust_payby->insert;
5502 die $error if $error;
5506 # at the time we do this, also migrate paytype into cust_pay_batch
5507 # so that batches that are open before the migration can still be
5509 my @cust_pay_batch = qsearch('cust_pay_batch', {
5510 'custnum' => $cust_main->custnum,
5514 foreach my $cust_pay_batch (@cust_pay_batch) {
5515 $cust_pay_batch->set('paytype', $cust_main->get('paytype'));
5516 my $error = $cust_pay_batch->replace;
5517 die "$error (setting cust_pay_batch.paytype)" if $error;
5520 $cust_main->complimentary('Y') if $cust_main->payby eq 'COMP';
5522 $cust_main->invoice_attn( $cust_main->payname )
5523 if $cust_main->payby eq 'BILL' && $cust_main->payname;
5524 $cust_main->po_number( $cust_main->payinfo )
5525 if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
5527 $cust_main->setfield($_, '') foreach @payfields;
5528 my $error = $cust_main->replace;
5529 die "Error upgradging payment information for custnum ".
5530 $cust_main->custnum. ": $error"
5535 FS::upgrade_journal->set_done('cust_main__cust_payby');
5538 FS::cust_main::Location->_upgrade_data(%opts);
5540 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5542 foreach my $cust_main ( qsearch({
5543 'table' => 'cust_main',
5545 'extra_sql' => 'WHERE '.
5547 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5548 qw( first last company )
5551 my $error = $cust_main->replace;
5552 die $error if $error;
5555 FS::upgrade_journal->set_done('cust_main__trimspaces');
5559 $class->_upgrade_otaker(%opts);
5569 The delete method should possibly take an FS::cust_main object reference
5570 instead of a scalar customer number.
5572 Bill and collect options should probably be passed as references instead of a
5575 There should probably be a configuration file with a list of allowed credit
5578 No multiple currency support (probably a larger project than just this module).
5580 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5582 Birthdates rely on negative epoch values.
5584 The payby for card/check batches is broken. With mixed batching, bad
5587 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5591 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5592 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5593 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.