5 use base qw( FS::otaker_Mixin FS::payinfo_Mixin FS::Record );
6 use vars qw( @EXPORT_OK $DEBUG $me $conf
8 $import $ignore_expired_card
9 $skip_fuzzyfiles @fuzzyfields
12 use vars qw( $realtime_bop_decline_quiet ); #ugh
16 use Scalar::Util qw( blessed );
17 use List::Util qw( min );
18 use Time::Local qw(timelocal);
19 use Storable qw(thaw);
23 use Digest::MD5 qw(md5_base64);
26 use File::Temp qw( tempfile );
27 use String::Approx qw(amatch);
28 use Business::CreditCard 0.28;
30 use FS::UID qw( getotaker dbh driver_name );
31 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
32 use FS::Misc qw( generate_email send_email generate_ps do_print );
33 use FS::Msgcat qw(gettext);
38 use FS::cust_bill_pkg;
39 use FS::cust_bill_pkg_display;
40 use FS::cust_bill_pkg_tax_location;
41 use FS::cust_bill_pkg_tax_rate_location;
43 use FS::cust_pay_pending;
44 use FS::cust_pay_void;
45 use FS::cust_pay_batch;
48 use FS::part_referral;
49 use FS::cust_main_county;
50 use FS::cust_location;
52 use FS::cust_main_exemption;
53 use FS::cust_tax_adjustment;
55 use FS::tax_rate_location;
56 use FS::cust_tax_location;
57 use FS::part_pkg_taxrate;
59 use FS::cust_main_invoice;
61 use FS::cust_credit_bill;
62 use FS::cust_bill_pay;
63 use FS::prepay_credit;
67 use FS::part_event_condition;
71 use FS::payment_gateway;
72 use FS::agent_payment_gateway;
76 @EXPORT_OK = qw( smart_search );
78 $realtime_bop_decline_quiet = 0;
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 $me = '[FS::cust_main]';
87 $ignore_expired_card = 0;
90 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
92 @encrypted_fields = ('payinfo', 'paycvv');
93 sub nohistory_fields { ('payinfo', 'paycvv'); }
95 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
97 #ask FS::UID to run this stuff for us later
98 #$FS::UID::callback{'FS::cust_main'} = sub {
99 install_callback FS::UID sub {
100 $conf = new FS::Conf;
101 #yes, need it for stuff below (prolly should be cached)
106 my ( $hashref, $cache ) = @_;
107 if ( exists $hashref->{'pkgnum'} ) {
108 #@{ $self->{'_pkgnum'} } = ();
109 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
110 $self->{'_pkgnum'} = $subcache;
111 #push @{ $self->{'_pkgnum'} },
112 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
118 FS::cust_main - Object methods for cust_main records
124 $record = new FS::cust_main \%hash;
125 $record = new FS::cust_main { 'column' => 'value' };
127 $error = $record->insert;
129 $error = $new_record->replace($old_record);
131 $error = $record->delete;
133 $error = $record->check;
135 @cust_pkg = $record->all_pkgs;
137 @cust_pkg = $record->ncancelled_pkgs;
139 @cust_pkg = $record->suspended_pkgs;
141 $error = $record->bill;
142 $error = $record->bill %options;
143 $error = $record->bill 'time' => $time;
145 $error = $record->collect;
146 $error = $record->collect %options;
147 $error = $record->collect 'invoice_time' => $time,
152 An FS::cust_main object represents a customer. FS::cust_main inherits from
153 FS::Record. The following fields are currently supported:
159 Primary key (assigned automatically for new customers)
163 Agent (see L<FS::agent>)
167 Advertising source (see L<FS::part_referral>)
179 Cocial security number (optional)
195 (optional, see L<FS::cust_main_county>)
199 (see L<FS::cust_main_county>)
205 (see L<FS::cust_main_county>)
241 (optional, see L<FS::cust_main_county>)
245 (see L<FS::cust_main_county>)
251 (see L<FS::cust_main_county>)
267 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
271 Payment Information (See L<FS::payinfo_Mixin> for data format)
275 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
279 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
283 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
287 Start date month (maestro/solo cards only)
291 Start date year (maestro/solo cards only)
295 Issue number (maestro/solo cards only)
299 Name on card or billing name
303 IP address from which payment information was received
307 Tax exempt, empty or `Y'
311 Order taker (see L<FS::access_user>)
317 =item referral_custnum
319 Referring customer number
323 Enable individual CDR spooling, empty or `Y'
327 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
331 Discourage individual CDR printing, empty or `Y'
341 Creates a new customer. To add the customer to the database, see L<"insert">.
343 Note that this stores the hash reference, not a distinct copy of the hash it
344 points to. You can ask the object for a copy with the I<hash> method.
348 sub table { 'cust_main'; }
350 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
352 Adds this customer to the database. If there is an error, returns the error,
353 otherwise returns false.
355 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
356 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
357 are inserted atomicly, or the transaction is rolled back. Passing an empty
358 hash reference is equivalent to not supplying this parameter. There should be
359 a better explanation of this, but until then, here's an example:
362 tie %hash, 'Tie::RefHash'; #this part is important
364 $cust_pkg => [ $svc_acct ],
367 $cust_main->insert( \%hash );
369 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
370 be set as the invoicing list (see L<"invoicing_list">). Errors return as
371 expected and rollback the entire transaction; it is not necessary to call
372 check_invoicing_list first. The invoicing_list is set after the records in the
373 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
374 invoicing_list destination to the newly-created svc_acct. Here's an example:
376 $cust_main->insert( {}, [ $email, 'POST' ] );
378 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
380 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
381 on the supplied jobnum (they will not run until the specific job completes).
382 This can be used to defer provisioning until some action completes (such
383 as running the customer's credit card successfully).
385 The I<noexport> option is deprecated. If I<noexport> is set true, no
386 provisioning jobs (exports) are scheduled. (You can schedule them later with
387 the B<reexport> method.)
389 The I<tax_exemption> option can be set to an arrayref of tax names.
390 FS::cust_main_exemption records will be created and inserted.
396 my $cust_pkgs = @_ ? shift : {};
397 my $invoicing_list = @_ ? shift : '';
399 warn "$me insert called with options ".
400 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
403 local $SIG{HUP} = 'IGNORE';
404 local $SIG{INT} = 'IGNORE';
405 local $SIG{QUIT} = 'IGNORE';
406 local $SIG{TERM} = 'IGNORE';
407 local $SIG{TSTP} = 'IGNORE';
408 local $SIG{PIPE} = 'IGNORE';
410 my $oldAutoCommit = $FS::UID::AutoCommit;
411 local $FS::UID::AutoCommit = 0;
414 my $prepay_identifier = '';
415 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
417 if ( $self->payby eq 'PREPAY' ) {
419 $self->payby('BILL');
420 $prepay_identifier = $self->payinfo;
423 warn " looking up prepaid card $prepay_identifier\n"
426 my $error = $self->get_prepay( $prepay_identifier,
427 'amount_ref' => \$amount,
428 'seconds_ref' => \$seconds,
429 'upbytes_ref' => \$upbytes,
430 'downbytes_ref' => \$downbytes,
431 'totalbytes_ref' => \$totalbytes,
434 $dbh->rollback if $oldAutoCommit;
435 #return "error applying prepaid card (transaction rolled back): $error";
439 $payby = 'PREP' if $amount;
441 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
444 $self->payby('BILL');
445 $amount = $self->paid;
449 warn " inserting $self\n"
452 $self->signupdate(time) unless $self->signupdate;
454 $self->auto_agent_custid()
455 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
457 my $error = $self->SUPER::insert;
459 $dbh->rollback if $oldAutoCommit;
460 #return "inserting cust_main record (transaction rolled back): $error";
464 warn " setting invoicing list\n"
467 if ( $invoicing_list ) {
468 $error = $self->check_invoicing_list( $invoicing_list );
470 $dbh->rollback if $oldAutoCommit;
471 #return "checking invoicing_list (transaction rolled back): $error";
474 $self->invoicing_list( $invoicing_list );
477 warn " setting customer tags\n"
480 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
481 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
482 'custnum' => $self->custnum };
483 my $error = $cust_tag->insert;
485 $dbh->rollback if $oldAutoCommit;
490 if ( $invoicing_list ) {
491 $error = $self->check_invoicing_list( $invoicing_list );
493 $dbh->rollback if $oldAutoCommit;
494 #return "checking invoicing_list (transaction rolled back): $error";
497 $self->invoicing_list( $invoicing_list );
501 warn " setting cust_main_exemption\n"
504 my $tax_exemption = delete $options{'tax_exemption'};
505 if ( $tax_exemption ) {
506 foreach my $taxname ( @$tax_exemption ) {
507 my $cust_main_exemption = new FS::cust_main_exemption {
508 'custnum' => $self->custnum,
509 'taxname' => $taxname,
511 my $error = $cust_main_exemption->insert;
513 $dbh->rollback if $oldAutoCommit;
514 return "inserting cust_main_exemption (transaction rolled back): $error";
519 if ( $conf->config('cust_main-skeleton_tables')
520 && $conf->config('cust_main-skeleton_custnum') ) {
522 warn " inserting skeleton records\n"
525 my $error = $self->start_copy_skel;
527 $dbh->rollback if $oldAutoCommit;
533 warn " ordering packages\n"
536 $error = $self->order_pkgs( $cust_pkgs,
538 'seconds_ref' => \$seconds,
539 'upbytes_ref' => \$upbytes,
540 'downbytes_ref' => \$downbytes,
541 'totalbytes_ref' => \$totalbytes,
544 $dbh->rollback if $oldAutoCommit;
549 $dbh->rollback if $oldAutoCommit;
550 return "No svc_acct record to apply pre-paid time";
552 if ( $upbytes || $downbytes || $totalbytes ) {
553 $dbh->rollback if $oldAutoCommit;
554 return "No svc_acct record to apply pre-paid data";
558 warn " inserting initial $payby payment of $amount\n"
560 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
562 $dbh->rollback if $oldAutoCommit;
563 return "inserting payment (transaction rolled back): $error";
567 unless ( $import || $skip_fuzzyfiles ) {
568 warn " queueing fuzzyfiles update\n"
570 $error = $self->queue_fuzzyfiles_update;
572 $dbh->rollback if $oldAutoCommit;
573 return "updating fuzzy search cache: $error";
578 warn " exporting\n" if $DEBUG > 1;
580 my $export_args = $options{'export_args'} || [];
583 map qsearch( 'part_export', {exportnum=>$_} ),
584 $conf->config('cust_main-exports'); #, $agentnum
586 foreach my $part_export ( @part_export ) {
587 my $error = $part_export->export_insert($self, @$export_args);
589 $dbh->rollback if $oldAutoCommit;
590 return "exporting to ". $part_export->exporttype.
591 " (transaction rolled back): $error";
595 #foreach my $depend_jobnum ( @$depend_jobnums ) {
596 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
598 # foreach my $jobnum ( @jobnums ) {
599 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
600 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
602 # my $error = $queue->depend_insert($depend_jobnum);
604 # $dbh->rollback if $oldAutoCommit;
605 # return "error queuing job dependancy: $error";
612 #if ( exists $options{'jobnums'} ) {
613 # push @{ $options{'jobnums'} }, @jobnums;
616 warn " insert complete; committing transaction\n"
619 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
624 use File::CounterFile;
625 sub auto_agent_custid {
628 my $format = $conf->config('cust_main-auto_agent_custid');
630 if ( $format eq '1YMMXXXXXXXX' ) {
632 my $counter = new File::CounterFile 'cust_main.agent_custid';
635 my $ym = 100000000000 + time2str('%y%m00000000', time);
636 if ( $ym > $counter->value ) {
637 $counter->{'value'} = $agent_custid = $ym;
638 $counter->{'updated'} = 1;
640 $agent_custid = $counter->inc;
646 die "Unknown cust_main-auto_agent_custid format: $format";
649 $self->agent_custid($agent_custid);
653 sub start_copy_skel {
656 #'mg_user_preference' => {},
657 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
658 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
659 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
660 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
661 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
664 _copy_skel( 'cust_main', #tablename
665 $conf->config('cust_main-skeleton_custnum'), #sourceid
666 $self->custnum, #destid
667 @tables, #child tables
671 #recursive subroutine, not a method
673 my( $table, $sourceid, $destid, %child_tables ) = @_;
676 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
677 ( $table, $primary_key ) = ( $1, $2 );
679 my $dbdef_table = dbdef->table($table);
680 $primary_key = $dbdef_table->primary_key
681 or return "$table has no primary key".
682 " (or do you need to run dbdef-create?)";
685 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
686 join (', ', keys %child_tables). "\n"
689 foreach my $child_table_def ( keys %child_tables ) {
693 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
694 ( $child_table, $child_pkey ) = ( $1, $2 );
696 $child_table = $child_table_def;
698 $child_pkey = dbdef->table($child_table)->primary_key;
699 # or return "$table has no primary key".
700 # " (or do you need to run dbdef-create?)\n";
704 if ( keys %{ $child_tables{$child_table_def} } ) {
706 return "$child_table has no primary key".
707 " (run dbdef-create or try specifying it?)\n"
710 #false laziness w/Record::insert and only works on Pg
711 #refactor the proper last-inserted-id stuff out of Record::insert if this
712 # ever gets use for anything besides a quick kludge for one customer
713 my $default = dbdef->table($child_table)->column($child_pkey)->default;
714 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
715 or return "can't parse $child_table.$child_pkey default value ".
716 " for sequence name: $default";
721 my @sel_columns = grep { $_ ne $primary_key }
722 dbdef->table($child_table)->columns;
723 my $sel_columns = join(', ', @sel_columns );
725 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
726 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
727 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
729 my $sel_st = "SELECT $sel_columns FROM $child_table".
730 " WHERE $primary_key = $sourceid";
733 my $sel_sth = dbh->prepare( $sel_st )
734 or return dbh->errstr;
736 $sel_sth->execute or return $sel_sth->errstr;
738 while ( my $row = $sel_sth->fetchrow_hashref ) {
740 warn " selected row: ".
741 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
745 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
746 my $ins_sth =dbh->prepare($statement)
747 or return dbh->errstr;
748 my @param = ( $destid, map $row->{$_}, @ins_columns );
749 warn " $statement: [ ". join(', ', @param). " ]\n"
751 $ins_sth->execute( @param )
752 or return $ins_sth->errstr;
754 #next unless keys %{ $child_tables{$child_table} };
755 next unless $sequence;
757 #another section of that laziness
758 my $seq_sql = "SELECT currval('$sequence')";
759 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
760 $seq_sth->execute or return $seq_sth->errstr;
761 my $insertid = $seq_sth->fetchrow_arrayref->[0];
763 # don't drink soap! recurse! recurse! okay!
765 _copy_skel( $child_table_def,
766 $row->{$child_pkey}, #sourceid
768 %{ $child_tables{$child_table_def} },
770 return $error if $error;
780 =item order_pkg HASHREF | OPTION => VALUE ...
782 Orders a single package.
784 Options may be passed as a list of key/value pairs or as a hash reference.
795 Optional FS::cust_location object
799 Optional arryaref of FS::svc_* service objects.
803 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
804 jobs will have a dependancy on the supplied job (they will not run until the
805 specific job completes). This can be used to defer provisioning until some
806 action completes (such as running the customer's credit card successfully).
810 Optional subject for a ticket created and attached to this customer
814 Optional queue name for ticket additions
822 my $opt = ref($_[0]) ? shift : { @_ };
824 warn "$me order_pkg called with options ".
825 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
828 my $cust_pkg = $opt->{'cust_pkg'};
829 my $svcs = $opt->{'svcs'} || [];
831 my %svc_options = ();
832 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
833 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
835 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
836 qw( ticket_subject ticket_queue );
838 local $SIG{HUP} = 'IGNORE';
839 local $SIG{INT} = 'IGNORE';
840 local $SIG{QUIT} = 'IGNORE';
841 local $SIG{TERM} = 'IGNORE';
842 local $SIG{TSTP} = 'IGNORE';
843 local $SIG{PIPE} = 'IGNORE';
845 my $oldAutoCommit = $FS::UID::AutoCommit;
846 local $FS::UID::AutoCommit = 0;
849 if ( $opt->{'cust_location'} &&
850 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
851 my $error = $opt->{'cust_location'}->insert;
853 $dbh->rollback if $oldAutoCommit;
854 return "inserting cust_location (transaction rolled back): $error";
856 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
859 $cust_pkg->custnum( $self->custnum );
861 my $error = $cust_pkg->insert( %insert_params );
863 $dbh->rollback if $oldAutoCommit;
864 return "inserting cust_pkg (transaction rolled back): $error";
867 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
868 if ( $svc_something->svcnum ) {
869 my $old_cust_svc = $svc_something->cust_svc;
870 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
871 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
872 $error = $new_cust_svc->replace($old_cust_svc);
874 $svc_something->pkgnum( $cust_pkg->pkgnum );
875 if ( $svc_something->isa('FS::svc_acct') ) {
876 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
877 qw( seconds upbytes downbytes totalbytes ) ) {
878 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
879 ${ $opt->{$_.'_ref'} } = 0;
882 $error = $svc_something->insert(%svc_options);
885 $dbh->rollback if $oldAutoCommit;
886 return "inserting svc_ (transaction rolled back): $error";
890 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
895 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
896 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
898 Like the insert method on an existing record, this method orders multiple
899 packages and included services atomicaly. Pass a Tie::RefHash data structure
900 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
901 There should be a better explanation of this, but until then, here's an
905 tie %hash, 'Tie::RefHash'; #this part is important
907 $cust_pkg => [ $svc_acct ],
910 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
912 Services can be new, in which case they are inserted, or existing unaudited
913 services, in which case they are linked to the newly-created package.
915 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
916 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
918 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
919 on the supplied jobnum (they will not run until the specific job completes).
920 This can be used to defer provisioning until some action completes (such
921 as running the customer's credit card successfully).
923 The I<noexport> option is deprecated. If I<noexport> is set true, no
924 provisioning jobs (exports) are scheduled. (You can schedule them later with
925 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
926 on the cust_main object is not recommended, as existing services will also be
929 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
930 provided, the scalars (provided by references) will be incremented by the
931 values of the prepaid card.`
937 my $cust_pkgs = shift;
938 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
940 $seconds_ref ||= $options{'seconds_ref'};
942 warn "$me order_pkgs called with options ".
943 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
946 local $SIG{HUP} = 'IGNORE';
947 local $SIG{INT} = 'IGNORE';
948 local $SIG{QUIT} = 'IGNORE';
949 local $SIG{TERM} = 'IGNORE';
950 local $SIG{TSTP} = 'IGNORE';
951 local $SIG{PIPE} = 'IGNORE';
953 my $oldAutoCommit = $FS::UID::AutoCommit;
954 local $FS::UID::AutoCommit = 0;
957 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
959 foreach my $cust_pkg ( keys %$cust_pkgs ) {
961 my $error = $self->order_pkg(
962 'cust_pkg' => $cust_pkg,
963 'svcs' => $cust_pkgs->{$cust_pkg},
964 'seconds_ref' => $seconds_ref,
965 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
970 $dbh->rollback if $oldAutoCommit;
976 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
980 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
982 Recharges this (existing) customer with the specified prepaid card (see
983 L<FS::prepay_credit>), specified either by I<identifier> or as an
984 FS::prepay_credit object. If there is an error, returns the error, otherwise
987 Optionally, five scalar references can be passed as well. They will have their
988 values filled in with the amount, number of seconds, and number of upload,
989 download, and total bytes applied by this prepaid card.
993 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
994 #the only place that uses these args
995 sub recharge_prepay {
996 my( $self, $prepay_credit, $amountref, $secondsref,
997 $upbytesref, $downbytesref, $totalbytesref ) = @_;
999 local $SIG{HUP} = 'IGNORE';
1000 local $SIG{INT} = 'IGNORE';
1001 local $SIG{QUIT} = 'IGNORE';
1002 local $SIG{TERM} = 'IGNORE';
1003 local $SIG{TSTP} = 'IGNORE';
1004 local $SIG{PIPE} = 'IGNORE';
1006 my $oldAutoCommit = $FS::UID::AutoCommit;
1007 local $FS::UID::AutoCommit = 0;
1010 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
1012 my $error = $self->get_prepay( $prepay_credit,
1013 'amount_ref' => \$amount,
1014 'seconds_ref' => \$seconds,
1015 'upbytes_ref' => \$upbytes,
1016 'downbytes_ref' => \$downbytes,
1017 'totalbytes_ref' => \$totalbytes,
1019 || $self->increment_seconds($seconds)
1020 || $self->increment_upbytes($upbytes)
1021 || $self->increment_downbytes($downbytes)
1022 || $self->increment_totalbytes($totalbytes)
1023 || $self->insert_cust_pay_prepay( $amount,
1025 ? $prepay_credit->identifier
1030 $dbh->rollback if $oldAutoCommit;
1034 if ( defined($amountref) ) { $$amountref = $amount; }
1035 if ( defined($secondsref) ) { $$secondsref = $seconds; }
1036 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
1037 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
1038 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
1040 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1045 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
1047 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
1048 specified either by I<identifier> or as an FS::prepay_credit object.
1050 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
1051 incremented by the values of the prepaid card.
1053 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
1054 check or set this customer's I<agentnum>.
1056 If there is an error, returns the error, otherwise returns false.
1062 my( $self, $prepay_credit, %opt ) = @_;
1064 local $SIG{HUP} = 'IGNORE';
1065 local $SIG{INT} = 'IGNORE';
1066 local $SIG{QUIT} = 'IGNORE';
1067 local $SIG{TERM} = 'IGNORE';
1068 local $SIG{TSTP} = 'IGNORE';
1069 local $SIG{PIPE} = 'IGNORE';
1071 my $oldAutoCommit = $FS::UID::AutoCommit;
1072 local $FS::UID::AutoCommit = 0;
1075 unless ( ref($prepay_credit) ) {
1077 my $identifier = $prepay_credit;
1079 $prepay_credit = qsearchs(
1081 { 'identifier' => $prepay_credit },
1086 unless ( $prepay_credit ) {
1087 $dbh->rollback if $oldAutoCommit;
1088 return "Invalid prepaid card: ". $identifier;
1093 if ( $prepay_credit->agentnum ) {
1094 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1095 $dbh->rollback if $oldAutoCommit;
1096 return "prepaid card not valid for agent ". $self->agentnum;
1098 $self->agentnum($prepay_credit->agentnum);
1101 my $error = $prepay_credit->delete;
1103 $dbh->rollback if $oldAutoCommit;
1104 return "removing prepay_credit (transaction rolled back): $error";
1107 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1108 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1110 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1115 =item increment_upbytes SECONDS
1117 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1118 the specified number of upbytes. If there is an error, returns the error,
1119 otherwise returns false.
1123 sub increment_upbytes {
1124 _increment_column( shift, 'upbytes', @_);
1127 =item increment_downbytes SECONDS
1129 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1130 the specified number of downbytes. If there is an error, returns the error,
1131 otherwise returns false.
1135 sub increment_downbytes {
1136 _increment_column( shift, 'downbytes', @_);
1139 =item increment_totalbytes SECONDS
1141 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1142 the specified number of totalbytes. If there is an error, returns the error,
1143 otherwise returns false.
1147 sub increment_totalbytes {
1148 _increment_column( shift, 'totalbytes', @_);
1151 =item increment_seconds SECONDS
1153 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1154 the specified number of seconds. If there is an error, returns the error,
1155 otherwise returns false.
1159 sub increment_seconds {
1160 _increment_column( shift, 'seconds', @_);
1163 =item _increment_column AMOUNT
1165 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1166 the specified number of seconds or bytes. If there is an error, returns
1167 the error, otherwise returns false.
1171 sub _increment_column {
1172 my( $self, $column, $amount ) = @_;
1173 warn "$me increment_column called: $column, $amount\n"
1176 return '' unless $amount;
1178 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1179 $self->ncancelled_pkgs;
1181 if ( ! @cust_pkg ) {
1182 return 'No packages with primary or single services found'.
1183 ' to apply pre-paid time';
1184 } elsif ( scalar(@cust_pkg) > 1 ) {
1185 #maybe have a way to specify the package/account?
1186 return 'Multiple packages found to apply pre-paid time';
1189 my $cust_pkg = $cust_pkg[0];
1190 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1194 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1196 if ( ! @cust_svc ) {
1197 return 'No account found to apply pre-paid time';
1198 } elsif ( scalar(@cust_svc) > 1 ) {
1199 return 'Multiple accounts found to apply pre-paid time';
1202 my $svc_acct = $cust_svc[0]->svc_x;
1203 warn " found service svcnum ". $svc_acct->pkgnum.
1204 ' ('. $svc_acct->email. ")\n"
1207 $column = "increment_$column";
1208 $svc_acct->$column($amount);
1212 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1214 Inserts a prepayment in the specified amount for this customer. An optional
1215 second argument can specify the prepayment identifier for tracking purposes.
1216 If there is an error, returns the error, otherwise returns false.
1220 sub insert_cust_pay_prepay {
1221 shift->insert_cust_pay('PREP', @_);
1224 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1226 Inserts a cash payment in the specified amount for this customer. An optional
1227 second argument can specify the payment identifier for tracking purposes.
1228 If there is an error, returns the error, otherwise returns false.
1232 sub insert_cust_pay_cash {
1233 shift->insert_cust_pay('CASH', @_);
1236 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1238 Inserts a Western Union payment in the specified amount for this customer. An
1239 optional second argument can specify the prepayment identifier for tracking
1240 purposes. If there is an error, returns the error, otherwise returns false.
1244 sub insert_cust_pay_west {
1245 shift->insert_cust_pay('WEST', @_);
1248 sub insert_cust_pay {
1249 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1250 my $payinfo = scalar(@_) ? shift : '';
1252 my $cust_pay = new FS::cust_pay {
1253 'custnum' => $self->custnum,
1254 'paid' => sprintf('%.2f', $amount),
1255 #'_date' => #date the prepaid card was purchased???
1257 'payinfo' => $payinfo,
1265 This method is deprecated. See the I<depend_jobnum> option to the insert and
1266 order_pkgs methods for a better way to defer provisioning.
1268 Re-schedules all exports by calling the B<reexport> method of all associated
1269 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1270 otherwise returns false.
1277 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1278 "use the depend_jobnum option to insert or order_pkgs to delay export";
1280 local $SIG{HUP} = 'IGNORE';
1281 local $SIG{INT} = 'IGNORE';
1282 local $SIG{QUIT} = 'IGNORE';
1283 local $SIG{TERM} = 'IGNORE';
1284 local $SIG{TSTP} = 'IGNORE';
1285 local $SIG{PIPE} = 'IGNORE';
1287 my $oldAutoCommit = $FS::UID::AutoCommit;
1288 local $FS::UID::AutoCommit = 0;
1291 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1292 my $error = $cust_pkg->reexport;
1294 $dbh->rollback if $oldAutoCommit;
1299 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1304 =item delete [ OPTION => VALUE ... ]
1306 This deletes the customer. If there is an error, returns the error, otherwise
1309 This will completely remove all traces of the customer record. This is not
1310 what you want when a customer cancels service; for that, cancel all of the
1311 customer's packages (see L</cancel>).
1313 If the customer has any uncancelled packages, you need to pass a new (valid)
1314 customer number for those packages to be transferred to, as the "new_customer"
1315 option. Cancelled packages will be deleted. Did I mention that this is NOT
1316 what you want when a customer cancels service and that you really should be
1317 looking at L<FS::cust_pkg/cancel>?
1319 You can't delete a customer with invoices (see L<FS::cust_bill>),
1320 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1321 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1322 set the "delete_financials" option to a true value.
1327 my( $self, %opt ) = @_;
1329 local $SIG{HUP} = 'IGNORE';
1330 local $SIG{INT} = 'IGNORE';
1331 local $SIG{QUIT} = 'IGNORE';
1332 local $SIG{TERM} = 'IGNORE';
1333 local $SIG{TSTP} = 'IGNORE';
1334 local $SIG{PIPE} = 'IGNORE';
1336 my $oldAutoCommit = $FS::UID::AutoCommit;
1337 local $FS::UID::AutoCommit = 0;
1340 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1341 $dbh->rollback if $oldAutoCommit;
1342 return "Can't delete a master agent customer";
1345 #use FS::access_user
1346 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1347 $dbh->rollback if $oldAutoCommit;
1348 return "Can't delete a master employee customer";
1351 tie my %financial_tables, 'Tie::IxHash',
1352 'cust_bill' => 'invoices',
1353 'cust_statement' => 'statements',
1354 'cust_credit' => 'credits',
1355 'cust_pay' => 'payments',
1356 'cust_refund' => 'refunds',
1359 foreach my $table ( keys %financial_tables ) {
1361 my @records = $self->$table();
1363 if ( @records && ! $opt{'delete_financials'} ) {
1364 $dbh->rollback if $oldAutoCommit;
1365 return "Can't delete a customer with ". $financial_tables{$table};
1368 foreach my $record ( @records ) {
1369 my $error = $record->delete;
1371 $dbh->rollback if $oldAutoCommit;
1372 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1378 my @cust_pkg = $self->ncancelled_pkgs;
1380 my $new_custnum = $opt{'new_custnum'};
1381 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1382 $dbh->rollback if $oldAutoCommit;
1383 return "Invalid new customer number: $new_custnum";
1385 foreach my $cust_pkg ( @cust_pkg ) {
1386 my %hash = $cust_pkg->hash;
1387 $hash{'custnum'} = $new_custnum;
1388 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1389 my $error = $new_cust_pkg->replace($cust_pkg,
1390 options => { $cust_pkg->options },
1393 $dbh->rollback if $oldAutoCommit;
1398 my @cancelled_cust_pkg = $self->all_pkgs;
1399 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1400 my $error = $cust_pkg->delete;
1402 $dbh->rollback if $oldAutoCommit;
1407 #cust_tax_adjustment in financials?
1408 #cust_pay_pending? ouch
1410 foreach my $table (qw(
1411 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1412 cust_location cust_main_note cust_tax_adjustment
1413 cust_pay_void cust_pay_batch queue cust_tax_exempt
1415 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1416 my $error = $record->delete;
1418 $dbh->rollback if $oldAutoCommit;
1424 my $sth = $dbh->prepare(
1425 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1427 my $errstr = $dbh->errstr;
1428 $dbh->rollback if $oldAutoCommit;
1431 $sth->execute($self->custnum) or do {
1432 my $errstr = $sth->errstr;
1433 $dbh->rollback if $oldAutoCommit;
1439 my $ticket_dbh = '';
1440 if ($conf->config('ticket_system') eq 'RT_Internal') {
1442 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1443 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1444 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1445 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1448 if ( $ticket_dbh ) {
1450 my $ticket_sth = $ticket_dbh->prepare(
1451 'DELETE FROM Links WHERE Target = ?'
1453 my $errstr = $ticket_dbh->errstr;
1454 $dbh->rollback if $oldAutoCommit;
1457 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1459 my $errstr = $ticket_sth->errstr;
1460 $dbh->rollback if $oldAutoCommit;
1464 #check and see if the customer is the only link on the ticket, and
1465 #if so, set the ticket to deleted status in RT?
1466 #maybe someday, for now this will at least fix tickets not displaying
1470 #delete the customer record
1472 my $error = $self->SUPER::delete;
1474 $dbh->rollback if $oldAutoCommit;
1478 # cust_main exports!
1480 #my $export_args = $options{'export_args'} || [];
1483 map qsearch( 'part_export', {exportnum=>$_} ),
1484 $conf->config('cust_main-exports'); #, $agentnum
1486 foreach my $part_export ( @part_export ) {
1487 my $error = $part_export->export_delete( $self ); #, @$export_args);
1489 $dbh->rollback if $oldAutoCommit;
1490 return "exporting to ". $part_export->exporttype.
1491 " (transaction rolled back): $error";
1495 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1500 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1503 Replaces the OLD_RECORD with this one in the database. If there is an error,
1504 returns the error, otherwise returns false.
1506 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1507 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1508 expected and rollback the entire transaction; it is not necessary to call
1509 check_invoicing_list first. Here's an example:
1511 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1513 Currently available options are: I<tax_exemption>.
1515 The I<tax_exemption> option can be set to an arrayref of tax names.
1516 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1523 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1525 : $self->replace_old;
1529 warn "$me replace called\n"
1532 my $curuser = $FS::CurrentUser::CurrentUser;
1533 if ( $self->payby eq 'COMP'
1534 && $self->payby ne $old->payby
1535 && ! $curuser->access_right('Complimentary customer')
1538 return "You are not permitted to create complimentary accounts.";
1541 local($ignore_expired_card) = 1
1542 if $old->payby =~ /^(CARD|DCRD)$/
1543 && $self->payby =~ /^(CARD|DCRD)$/
1544 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1546 local $SIG{HUP} = 'IGNORE';
1547 local $SIG{INT} = 'IGNORE';
1548 local $SIG{QUIT} = 'IGNORE';
1549 local $SIG{TERM} = 'IGNORE';
1550 local $SIG{TSTP} = 'IGNORE';
1551 local $SIG{PIPE} = 'IGNORE';
1553 my $oldAutoCommit = $FS::UID::AutoCommit;
1554 local $FS::UID::AutoCommit = 0;
1557 my $error = $self->SUPER::replace($old);
1560 $dbh->rollback if $oldAutoCommit;
1564 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1565 my $invoicing_list = shift @param;
1566 $error = $self->check_invoicing_list( $invoicing_list );
1568 $dbh->rollback if $oldAutoCommit;
1571 $self->invoicing_list( $invoicing_list );
1574 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1576 #this could be more efficient than deleting and re-inserting, if it matters
1577 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1578 my $error = $cust_tag->delete;
1580 $dbh->rollback if $oldAutoCommit;
1584 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1585 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1586 'custnum' => $self->custnum };
1587 my $error = $cust_tag->insert;
1589 $dbh->rollback if $oldAutoCommit;
1596 my %options = @param;
1598 my $tax_exemption = delete $options{'tax_exemption'};
1599 if ( $tax_exemption ) {
1601 my %cust_main_exemption =
1602 map { $_->taxname => $_ }
1603 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1605 foreach my $taxname ( @$tax_exemption ) {
1607 next if delete $cust_main_exemption{$taxname};
1609 my $cust_main_exemption = new FS::cust_main_exemption {
1610 'custnum' => $self->custnum,
1611 'taxname' => $taxname,
1613 my $error = $cust_main_exemption->insert;
1615 $dbh->rollback if $oldAutoCommit;
1616 return "inserting cust_main_exemption (transaction rolled back): $error";
1620 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1621 my $error = $cust_main_exemption->delete;
1623 $dbh->rollback if $oldAutoCommit;
1624 return "deleting cust_main_exemption (transaction rolled back): $error";
1630 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1631 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1632 && $self->get('payinfo') !~ /^99\d{14}$/
1634 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1639 # card/check/lec info has changed, want to retry realtime_ invoice events
1640 my $error = $self->retry_realtime;
1642 $dbh->rollback if $oldAutoCommit;
1647 unless ( $import || $skip_fuzzyfiles ) {
1648 $error = $self->queue_fuzzyfiles_update;
1650 $dbh->rollback if $oldAutoCommit;
1651 return "updating fuzzy search cache: $error";
1655 # cust_main exports!
1657 my $export_args = $options{'export_args'} || [];
1660 map qsearch( 'part_export', {exportnum=>$_} ),
1661 $conf->config('cust_main-exports'); #, $agentnum
1663 foreach my $part_export ( @part_export ) {
1664 my $error = $part_export->export_replace( $self, $old, @$export_args);
1666 $dbh->rollback if $oldAutoCommit;
1667 return "exporting to ". $part_export->exporttype.
1668 " (transaction rolled back): $error";
1672 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1677 =item queue_fuzzyfiles_update
1679 Used by insert & replace to update the fuzzy search cache
1683 sub queue_fuzzyfiles_update {
1686 local $SIG{HUP} = 'IGNORE';
1687 local $SIG{INT} = 'IGNORE';
1688 local $SIG{QUIT} = 'IGNORE';
1689 local $SIG{TERM} = 'IGNORE';
1690 local $SIG{TSTP} = 'IGNORE';
1691 local $SIG{PIPE} = 'IGNORE';
1693 my $oldAutoCommit = $FS::UID::AutoCommit;
1694 local $FS::UID::AutoCommit = 0;
1697 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1698 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1700 $dbh->rollback if $oldAutoCommit;
1701 return "queueing job (transaction rolled back): $error";
1704 if ( $self->ship_last ) {
1705 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1706 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1708 $dbh->rollback if $oldAutoCommit;
1709 return "queueing job (transaction rolled back): $error";
1713 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1720 Checks all fields to make sure this is a valid customer record. If there is
1721 an error, returns the error, otherwise returns false. Called by the insert
1722 and replace methods.
1729 warn "$me check BEFORE: \n". $self->_dump
1733 $self->ut_numbern('custnum')
1734 || $self->ut_number('agentnum')
1735 || $self->ut_textn('agent_custid')
1736 || $self->ut_number('refnum')
1737 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1738 || $self->ut_textn('custbatch')
1739 || $self->ut_name('last')
1740 || $self->ut_name('first')
1741 || $self->ut_snumbern('birthdate')
1742 || $self->ut_snumbern('signupdate')
1743 || $self->ut_textn('company')
1744 || $self->ut_text('address1')
1745 || $self->ut_textn('address2')
1746 || $self->ut_text('city')
1747 || $self->ut_textn('county')
1748 || $self->ut_textn('state')
1749 || $self->ut_country('country')
1750 || $self->ut_anything('comments')
1751 || $self->ut_numbern('referral_custnum')
1752 || $self->ut_textn('stateid')
1753 || $self->ut_textn('stateid_state')
1754 || $self->ut_textn('invoice_terms')
1755 || $self->ut_alphan('geocode')
1756 || $self->ut_floatn('cdr_termination_percentage')
1759 #barf. need message catalogs. i18n. etc.
1760 $error .= "Please select an advertising source."
1761 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1762 return $error if $error;
1764 return "Unknown agent"
1765 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1767 return "Unknown refnum"
1768 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1770 return "Unknown referring custnum: ". $self->referral_custnum
1771 unless ! $self->referral_custnum
1772 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1774 if ( $self->censustract ne '' ) {
1775 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1776 or return "Illegal census tract: ". $self->censustract;
1778 $self->censustract("$1.$2");
1781 if ( $self->ss eq '' ) {
1786 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1787 or return "Illegal social security number: ". $self->ss;
1788 $self->ss("$1-$2-$3");
1792 # bad idea to disable, causes billing to fail because of no tax rates later
1793 # unless ( $import ) {
1794 unless ( qsearch('cust_main_county', {
1795 'country' => $self->country,
1798 return "Unknown state/county/country: ".
1799 $self->state. "/". $self->county. "/". $self->country
1800 unless qsearch('cust_main_county',{
1801 'state' => $self->state,
1802 'county' => $self->county,
1803 'country' => $self->country,
1809 $self->ut_phonen('daytime', $self->country)
1810 || $self->ut_phonen('night', $self->country)
1811 || $self->ut_phonen('fax', $self->country)
1812 || $self->ut_zip('zip', $self->country)
1814 return $error if $error;
1816 if ( $conf->exists('cust_main-require_phone')
1817 && ! length($self->daytime) && ! length($self->night)
1820 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1822 : FS::Msgcat::_gettext('daytime');
1823 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1825 : FS::Msgcat::_gettext('night');
1827 return "$daytime_label or $night_label is required"
1831 if ( $self->has_ship_address
1832 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1833 $self->addr_fields )
1837 $self->ut_name('ship_last')
1838 || $self->ut_name('ship_first')
1839 || $self->ut_textn('ship_company')
1840 || $self->ut_text('ship_address1')
1841 || $self->ut_textn('ship_address2')
1842 || $self->ut_text('ship_city')
1843 || $self->ut_textn('ship_county')
1844 || $self->ut_textn('ship_state')
1845 || $self->ut_country('ship_country')
1847 return $error if $error;
1849 #false laziness with above
1850 unless ( qsearchs('cust_main_county', {
1851 'country' => $self->ship_country,
1854 return "Unknown ship_state/ship_county/ship_country: ".
1855 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1856 unless qsearch('cust_main_county',{
1857 'state' => $self->ship_state,
1858 'county' => $self->ship_county,
1859 'country' => $self->ship_country,
1865 $self->ut_phonen('ship_daytime', $self->ship_country)
1866 || $self->ut_phonen('ship_night', $self->ship_country)
1867 || $self->ut_phonen('ship_fax', $self->ship_country)
1868 || $self->ut_zip('ship_zip', $self->ship_country)
1870 return $error if $error;
1872 return "Unit # is required."
1873 if $self->ship_address2 =~ /^\s*$/
1874 && $conf->exists('cust_main-require_address2');
1876 } else { # ship_ info eq billing info, so don't store dup info in database
1878 $self->setfield("ship_$_", '')
1879 foreach $self->addr_fields;
1881 return "Unit # is required."
1882 if $self->address2 =~ /^\s*$/
1883 && $conf->exists('cust_main-require_address2');
1887 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1888 # or return "Illegal payby: ". $self->payby;
1890 FS::payby->can_payby($self->table, $self->payby)
1891 or return "Illegal payby: ". $self->payby;
1893 $error = $self->ut_numbern('paystart_month')
1894 || $self->ut_numbern('paystart_year')
1895 || $self->ut_numbern('payissue')
1896 || $self->ut_textn('paytype')
1898 return $error if $error;
1900 if ( $self->payip eq '' ) {
1903 $error = $self->ut_ip('payip');
1904 return $error if $error;
1907 # If it is encrypted and the private key is not availaible then we can't
1908 # check the credit card.
1909 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1911 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1913 my $payinfo = $self->payinfo;
1914 $payinfo =~ s/\D//g;
1915 $payinfo =~ /^(\d{13,16})$/
1916 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1918 $self->payinfo($payinfo);
1920 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1922 return gettext('unknown_card_type')
1923 if $self->payinfo !~ /^99\d{14}$/ #token
1924 && cardtype($self->payinfo) eq "Unknown";
1926 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1928 return 'Banned credit card: banned on '.
1929 time2str('%a %h %o at %r', $ban->_date).
1930 ' by '. $ban->otaker.
1931 ' (ban# '. $ban->bannum. ')';
1934 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1935 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1936 $self->paycvv =~ /^(\d{4})$/
1937 or return "CVV2 (CID) for American Express cards is four digits.";
1940 $self->paycvv =~ /^(\d{3})$/
1941 or return "CVV2 (CVC2/CID) is three digits.";
1948 my $cardtype = cardtype($payinfo);
1949 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1951 return "Start date or issue number is required for $cardtype cards"
1952 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1954 return "Start month must be between 1 and 12"
1955 if $self->paystart_month
1956 and $self->paystart_month < 1 || $self->paystart_month > 12;
1958 return "Start year must be 1990 or later"
1959 if $self->paystart_year
1960 and $self->paystart_year < 1990;
1962 return "Issue number must be beween 1 and 99"
1964 and $self->payissue < 1 || $self->payissue > 99;
1967 $self->paystart_month('');
1968 $self->paystart_year('');
1969 $self->payissue('');
1972 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1974 my $payinfo = $self->payinfo;
1975 $payinfo =~ s/[^\d\@]//g;
1976 if ( $conf->exists('echeck-nonus') ) {
1977 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1978 $payinfo = "$1\@$2";
1980 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1981 $payinfo = "$1\@$2";
1983 $self->payinfo($payinfo);
1986 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1988 return 'Banned ACH account: banned on '.
1989 time2str('%a %h %o at %r', $ban->_date).
1990 ' by '. $ban->otaker.
1991 ' (ban# '. $ban->bannum. ')';
1994 } elsif ( $self->payby eq 'LECB' ) {
1996 my $payinfo = $self->payinfo;
1997 $payinfo =~ s/\D//g;
1998 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2000 $self->payinfo($payinfo);
2003 } elsif ( $self->payby eq 'BILL' ) {
2005 $error = $self->ut_textn('payinfo');
2006 return "Illegal P.O. number: ". $self->payinfo if $error;
2009 } elsif ( $self->payby eq 'COMP' ) {
2011 my $curuser = $FS::CurrentUser::CurrentUser;
2012 if ( ! $self->custnum
2013 && ! $curuser->access_right('Complimentary customer')
2016 return "You are not permitted to create complimentary accounts."
2019 $error = $self->ut_textn('payinfo');
2020 return "Illegal comp account issuer: ". $self->payinfo if $error;
2023 } elsif ( $self->payby eq 'PREPAY' ) {
2025 my $payinfo = $self->payinfo;
2026 $payinfo =~ s/\W//g; #anything else would just confuse things
2027 $self->payinfo($payinfo);
2028 $error = $self->ut_alpha('payinfo');
2029 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2030 return "Unknown prepayment identifier"
2031 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2036 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2037 return "Expiration date required"
2038 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2042 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2043 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2044 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2045 ( $m, $y ) = ( $2, "19$1" );
2046 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2047 ( $m, $y ) = ( $3, "20$2" );
2049 return "Illegal expiration date: ". $self->paydate;
2051 $self->paydate("$y-$m-01");
2052 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2053 return gettext('expired_card')
2055 && !$ignore_expired_card
2056 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2059 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2060 ( ! $conf->exists('require_cardname')
2061 || $self->payby !~ /^(CARD|DCRD)$/ )
2063 $self->payname( $self->first. " ". $self->getfield('last') );
2065 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2066 or return gettext('illegal_name'). " payname: ". $self->payname;
2070 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2071 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2075 $self->otaker(getotaker) unless $self->otaker;
2077 warn "$me check AFTER: \n". $self->_dump
2080 $self->SUPER::check;
2085 Returns a list of fields which have ship_ duplicates.
2090 qw( last first company
2091 address1 address2 city county state zip country
2096 =item has_ship_address
2098 Returns true if this customer record has a separate shipping address.
2102 sub has_ship_address {
2104 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
2109 Returns a list of key/value pairs, with the following keys: address1, adddress2,
2110 city, county, state, zip, country. The shipping address is used if present.
2114 #geocode? dependent on tax-ship_address config, not available in cust_location
2115 #mostly. not yet then.
2119 my $prefix = $self->has_ship_address ? 'ship_' : '';
2121 map { $_ => $self->get($prefix.$_) }
2122 qw( address1 address2 city county state zip country geocode );
2123 #fields that cust_location has
2126 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2128 Returns all packages (see L<FS::cust_pkg>) for this customer.
2134 my $extra_qsearch = ref($_[0]) ? shift : {};
2136 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
2139 if ( $self->{'_pkgnum'} ) {
2140 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
2142 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2145 sort sort_packages @cust_pkg;
2150 Synonym for B<all_pkgs>.
2155 shift->all_pkgs(@_);
2160 Returns all locations (see L<FS::cust_location>) for this customer.
2166 qsearch('cust_location', { 'custnum' => $self->custnum } );
2169 =item location_label [ OPTION => VALUE ... ]
2171 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
2179 used to separate the address elements (defaults to ', ')
2181 =item escape_function
2183 a callback used for escaping the text of the address elements
2189 # false laziness with FS::cust_location::line
2191 sub location_label {
2195 my $separator = $opt{join_string} || ', ';
2196 my $escape = $opt{escape_function} || sub{ shift };
2198 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2199 my $prefix = length($self->ship_last) ? 'ship_' : '';
2202 foreach (qw ( address1 address2 ) ) {
2203 my $method = "$prefix$_";
2204 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2209 foreach (qw ( city county state zip ) ) {
2210 my $method = "$prefix$_";
2211 if ( $self->$method ) {
2212 $line .= ' (' if $method eq 'county';
2213 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2214 $line .= ' )' if $method eq 'county';
2218 $line .= $separator. &$escape(code2country($self->country))
2219 if $self->country ne $cydefault;
2224 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2226 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2230 sub ncancelled_pkgs {
2232 my $extra_qsearch = ref($_[0]) ? shift : {};
2234 return $self->num_ncancelled_pkgs unless wantarray;
2237 if ( $self->{'_pkgnum'} ) {
2239 warn "$me ncancelled_pkgs: returning cached objects"
2242 @cust_pkg = grep { ! $_->getfield('cancel') }
2243 values %{ $self->{'_pkgnum'}->cache };
2247 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2248 $self->custnum. "\n"
2251 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2253 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2257 sort sort_packages @cust_pkg;
2263 my $extra_qsearch = ref($_[0]) ? shift : {};
2265 $extra_qsearch->{'select'} ||= '*';
2266 $extra_qsearch->{'select'} .=
2267 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2271 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2276 'table' => 'cust_pkg',
2277 'hashref' => { 'custnum' => $self->custnum },
2282 # This should be generalized to use config options to determine order.
2285 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2286 return $locationsort if $locationsort;
2288 if ( $a->get('cancel') xor $b->get('cancel') ) {
2289 return -1 if $b->get('cancel');
2290 return 1 if $a->get('cancel');
2291 #shouldn't get here...
2294 my $a_num_cust_svc = $a->num_cust_svc;
2295 my $b_num_cust_svc = $b->num_cust_svc;
2296 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2297 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2298 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2299 my @a_cust_svc = $a->cust_svc;
2300 my @b_cust_svc = $b->cust_svc;
2301 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2302 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2303 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
2304 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2309 =item suspended_pkgs
2311 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2315 sub suspended_pkgs {
2317 grep { $_->susp } $self->ncancelled_pkgs;
2320 =item unflagged_suspended_pkgs
2322 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2323 customer (thouse packages without the `manual_flag' set).
2327 sub unflagged_suspended_pkgs {
2329 return $self->suspended_pkgs
2330 unless dbdef->table('cust_pkg')->column('manual_flag');
2331 grep { ! $_->manual_flag } $self->suspended_pkgs;
2334 =item unsuspended_pkgs
2336 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2341 sub unsuspended_pkgs {
2343 grep { ! $_->susp } $self->ncancelled_pkgs;
2346 =item next_bill_date
2348 Returns the next date this customer will be billed, as a UNIX timestamp, or
2349 undef if no active package has a next bill date.
2353 sub next_bill_date {
2355 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2358 =item num_cancelled_pkgs
2360 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2365 sub num_cancelled_pkgs {
2366 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2369 sub num_ncancelled_pkgs {
2370 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2374 my( $self ) = shift;
2375 my $sql = scalar(@_) ? shift : '';
2376 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2377 my $sth = dbh->prepare(
2378 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2379 ) or die dbh->errstr;
2380 $sth->execute($self->custnum) or die $sth->errstr;
2381 $sth->fetchrow_arrayref->[0];
2386 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2387 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2388 on success or a list of errors.
2394 grep { $_->unsuspend } $self->suspended_pkgs;
2399 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2401 Returns a list: an empty list on success or a list of errors.
2407 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2410 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2412 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2413 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2414 of a list of pkgparts; the hashref has the following keys:
2418 =item pkgparts - listref of pkgparts
2420 =item (other options are passed to the suspend method)
2425 Returns a list: an empty list on success or a list of errors.
2429 sub suspend_if_pkgpart {
2431 my (@pkgparts, %opt);
2432 if (ref($_[0]) eq 'HASH'){
2433 @pkgparts = @{$_[0]{pkgparts}};
2438 grep { $_->suspend(%opt) }
2439 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2440 $self->unsuspended_pkgs;
2443 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2445 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2446 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2447 instead of a list of pkgparts; the hashref has the following keys:
2451 =item pkgparts - listref of pkgparts
2453 =item (other options are passed to the suspend method)
2457 Returns a list: an empty list on success or a list of errors.
2461 sub suspend_unless_pkgpart {
2463 my (@pkgparts, %opt);
2464 if (ref($_[0]) eq 'HASH'){
2465 @pkgparts = @{$_[0]{pkgparts}};
2470 grep { $_->suspend(%opt) }
2471 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2472 $self->unsuspended_pkgs;
2475 =item cancel [ OPTION => VALUE ... ]
2477 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2479 Available options are:
2483 =item quiet - can be set true to supress email cancellation notices.
2485 =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.
2487 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2489 =item nobill - can be set true to skip billing if it might otherwise be done.
2493 Always returns a list: an empty list on success or a list of errors.
2497 # nb that dates are not specified as valid options to this method
2500 my( $self, %opt ) = @_;
2502 warn "$me cancel called on customer ". $self->custnum. " with options ".
2503 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2506 return ( 'access denied' )
2507 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2509 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2511 #should try decryption (we might have the private key)
2512 # and if not maybe queue a job for the server that does?
2513 return ( "Can't (yet) ban encrypted credit cards" )
2514 if $self->is_encrypted($self->payinfo);
2516 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2517 my $error = $ban->insert;
2518 return ( $error ) if $error;
2522 my @pkgs = $self->ncancelled_pkgs;
2524 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2526 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2527 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2531 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2532 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2535 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2538 sub _banned_pay_hashref {
2549 'payby' => $payby2ban{$self->payby},
2550 'payinfo' => md5_base64($self->payinfo),
2551 #don't ever *search* on reason! #'reason' =>
2557 Returns all notes (see L<FS::cust_main_note>) for this customer.
2564 qsearch( 'cust_main_note',
2565 { 'custnum' => $self->custnum },
2567 'ORDER BY _DATE DESC'
2573 Returns the agent (see L<FS::agent>) for this customer.
2579 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2584 Returns the agent name (see L<FS::agent>) for this customer.
2590 $self->agent->agent;
2595 Returns any tags associated with this customer, as FS::cust_tag objects,
2596 or an empty list if there are no tags.
2602 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2607 Returns any tags associated with this customer, as FS::part_tag objects,
2608 or an empty list if there are no tags.
2614 map $_->part_tag, $self->cust_tag;
2620 Returns the customer class, as an FS::cust_class object, or the empty string
2621 if there is no customer class.
2627 if ( $self->classnum ) {
2628 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2636 Returns the customer category name, or the empty string if there is no customer
2643 my $cust_class = $self->cust_class;
2645 ? $cust_class->categoryname
2651 Returns the customer class name, or the empty string if there is no customer
2658 my $cust_class = $self->cust_class;
2660 ? $cust_class->classname
2665 =item bill_and_collect
2667 Cancels and suspends any packages due, generates bills, applies payments and
2668 credits, and applies collection events to run cards, send bills and notices,
2671 By default, warns on errors and continues with the next operation (but see the
2672 "fatal" flag below).
2674 Options are passed as name-value pairs. Currently available options are:
2680 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2684 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2688 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2692 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2696 If set true, re-charges setup fees.
2700 If set any errors prevent subsequent operations from continusing. If set
2701 specifically to "return", returns the error (or false, if there is no error).
2702 Any other true value causes errors to die.
2706 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2710 Optional FS::queue entry to receive status updates.
2714 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2715 options of those methods are also available.
2719 sub bill_and_collect {
2720 my( $self, %options ) = @_;
2724 #$options{actual_time} not $options{time} because freeside-daily -d is for
2725 #pre-printing invoices
2727 $options{'actual_time'} ||= time;
2728 my $job = $options{'job'};
2730 $job->update_statustext('0,cleaning expired packages') if $job;
2731 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2733 $error = "Error expiring custnum ". $self->custnum. ": $error";
2734 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2735 elsif ( $options{fatal} ) { die $error; }
2736 else { warn $error; }
2739 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2741 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2742 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2743 elsif ( $options{fatal} ) { die $error; }
2744 else { warn $error; }
2747 $job->update_statustext('20,billing packages') if $job;
2748 $error = $self->bill( %options );
2750 $error = "Error billing custnum ". $self->custnum. ": $error";
2751 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2752 elsif ( $options{fatal} ) { die $error; }
2753 else { warn $error; }
2756 $job->update_statustext('50,applying payments and credits') if $job;
2757 $error = $self->apply_payments_and_credits;
2759 $error = "Error applying custnum ". $self->custnum. ": $error";
2760 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2761 elsif ( $options{fatal} ) { die $error; }
2762 else { warn $error; }
2765 $job->update_statustext('70,running collection events') if $job;
2766 unless ( $conf->exists('cancelled_cust-noevents')
2767 && ! $self->num_ncancelled_pkgs
2769 $error = $self->collect( %options );
2771 $error = "Error collecting custnum ". $self->custnum. ": $error";
2772 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2773 elsif ($options{fatal} ) { die $error; }
2774 else { warn $error; }
2777 $job->update_statustext('100,finished') if $job;
2783 sub cancel_expired_pkgs {
2784 my ( $self, $time, %options ) = @_;
2786 my @cancel_pkgs = $self->ncancelled_pkgs( {
2787 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2792 foreach my $cust_pkg ( @cancel_pkgs ) {
2793 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2794 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2795 'reason_otaker' => $cpr->otaker
2799 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2802 scalar(@errors) ? join(' / ', @errors) : '';
2806 sub suspend_adjourned_pkgs {
2807 my ( $self, $time, %options ) = @_;
2809 my @susp_pkgs = $self->ncancelled_pkgs( {
2811 " AND ( susp IS NULL OR susp = 0 )
2812 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2813 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2818 #only because there's no SQL test for is_prepaid :/
2820 grep { ( $_->part_pkg->is_prepaid
2825 && $_->adjourn <= $time
2833 foreach my $cust_pkg ( @susp_pkgs ) {
2834 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2835 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2836 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2837 'reason_otaker' => $cpr->otaker
2841 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2844 scalar(@errors) ? join(' / ', @errors) : '';
2850 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2851 conjunction with the collect method by calling B<bill_and_collect>.
2853 If there is an error, returns the error, otherwise returns false.
2855 Options are passed as name-value pairs. Currently available options are:
2861 If set true, re-charges setup fees.
2865 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2869 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2873 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2875 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2879 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2883 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2887 This boolean value informs the us that the package is being cancelled. This
2888 typically might mean not charging the normal recurring fee but only usage
2889 fees since the last billing. Setup charges may be charged. Not all package
2890 plans support this feature (they tend to charge 0).
2894 Optional terms to be printed on this invoice. Otherwise, customer-specific
2895 terms or the default terms are used.
2902 my( $self, %options ) = @_;
2903 return '' if $self->payby eq 'COMP';
2904 warn "$me bill customer ". $self->custnum. "\n"
2907 my $time = $options{'time'} || time;
2908 my $invoice_time = $options{'invoice_time'} || $time;
2910 $options{'not_pkgpart'} ||= {};
2911 $options{'not_pkgpart'} = { map { $_ => 1 }
2912 split(/\s*,\s*/, $options{'not_pkgpart'})
2914 unless ref($options{'not_pkgpart'});
2916 local $SIG{HUP} = 'IGNORE';
2917 local $SIG{INT} = 'IGNORE';
2918 local $SIG{QUIT} = 'IGNORE';
2919 local $SIG{TERM} = 'IGNORE';
2920 local $SIG{TSTP} = 'IGNORE';
2921 local $SIG{PIPE} = 'IGNORE';
2923 my $oldAutoCommit = $FS::UID::AutoCommit;
2924 local $FS::UID::AutoCommit = 0;
2927 warn "$me acquiring lock on customer ". $self->custnum. "\n"
2930 $self->select_for_update; #mutex
2932 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
2935 my $error = $self->do_cust_event(
2936 'debug' => ( $options{'debug'} || 0 ),
2937 'time' => $invoice_time,
2938 'check_freq' => $options{'check_freq'},
2939 'stage' => 'pre-bill',
2942 $dbh->rollback if $oldAutoCommit;
2946 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
2949 #keep auto-charge and non-auto-charge line items separate
2950 my @passes = ( '', 'no_auto' );
2952 my %cust_bill_pkg = map { $_ => [] } @passes;
2955 # find the packages which are due for billing, find out how much they are
2956 # & generate invoice database.
2959 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
2960 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
2962 my %taxlisthash = map { $_ => {} } @passes;
2964 my @precommit_hooks = ();
2966 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2967 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2969 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2971 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2973 #? to avoid use of uninitialized value errors... ?
2974 $cust_pkg->setfield('bill', '')
2975 unless defined($cust_pkg->bill);
2977 #my $part_pkg = $cust_pkg->part_pkg;
2979 my $real_pkgpart = $cust_pkg->pkgpart;
2980 my %hash = $cust_pkg->hash;
2982 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2984 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2986 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
2989 $self->_make_lines( 'part_pkg' => $part_pkg,
2990 'cust_pkg' => $cust_pkg,
2991 'precommit_hooks' => \@precommit_hooks,
2992 'line_items' => $cust_bill_pkg{$pass},
2993 'setup' => $total_setup{$pass},
2994 'recur' => $total_recur{$pass},
2995 'tax_matrix' => $taxlisthash{$pass},
2997 'real_pkgpart' => $real_pkgpart,
2998 'options' => \%options,
3001 $dbh->rollback if $oldAutoCommit;
3005 } #foreach my $part_pkg
3007 } #foreach my $cust_pkg
3009 #if the customer isn't on an automatic payby, everything can go on a single
3011 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
3012 #merge everything into one list
3015 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
3017 my @cust_bill_pkg = @{ $cust_bill_pkg{$pass} };
3019 next unless @cust_bill_pkg; #don't create an invoice w/o line items
3021 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
3022 !$conf->exists('postal_invoice-recurring_only')
3026 my $postal_pkg = $self->charge_postal_fee();
3027 if ( $postal_pkg && !ref( $postal_pkg ) ) {
3029 $dbh->rollback if $oldAutoCommit;
3030 return "can't charge postal invoice fee for customer ".
3031 $self->custnum. ": $postal_pkg";
3033 } elsif ( $postal_pkg ) {
3035 my $real_pkgpart = $postal_pkg->pkgpart;
3036 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
3037 my %postal_options = %options;
3038 delete $postal_options{cancel};
3040 $self->_make_lines( 'part_pkg' => $part_pkg,
3041 'cust_pkg' => $postal_pkg,
3042 'precommit_hooks' => \@precommit_hooks,
3043 'line_items' => \@cust_bill_pkg,
3044 'setup' => $total_setup{$pass},
3045 'recur' => $total_recur{$pass},
3046 'tax_matrix' => $taxlisthash{$pass},
3048 'real_pkgpart' => $real_pkgpart,
3049 'options' => \%postal_options,
3052 $dbh->rollback if $oldAutoCommit;
3061 my $listref_or_error =
3062 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
3064 unless ( ref( $listref_or_error ) ) {
3065 $dbh->rollback if $oldAutoCommit;
3066 return $listref_or_error;
3069 foreach my $taxline ( @$listref_or_error ) {
3070 ${ $total_setup{$pass} } =
3071 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
3072 push @cust_bill_pkg, $taxline;
3075 #add tax adjustments
3076 warn "adding tax adjustments...\n" if $DEBUG > 2;
3077 foreach my $cust_tax_adjustment (
3078 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
3084 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
3086 my $itemdesc = $cust_tax_adjustment->taxname;
3087 $itemdesc = '' if $itemdesc eq 'Tax';
3089 push @cust_bill_pkg, new FS::cust_bill_pkg {
3095 'itemdesc' => $itemdesc,
3096 'itemcomment' => $cust_tax_adjustment->comment,
3097 'cust_tax_adjustment' => $cust_tax_adjustment,
3098 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3103 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
3105 my @cust_bill = $self->cust_bill;
3106 my $balance = $self->balance;
3107 my $previous_balance = scalar(@cust_bill)
3108 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
3111 $previous_balance += $cust_bill[$#cust_bill]->charged
3112 if scalar(@cust_bill);
3113 #my $balance_adjustments =
3114 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
3116 #create the new invoice
3117 my $cust_bill = new FS::cust_bill ( {
3118 'custnum' => $self->custnum,
3119 '_date' => ( $invoice_time ),
3120 'charged' => $charged,
3121 'billing_balance' => $balance,
3122 'previous_balance' => $previous_balance,
3123 'invoice_terms' => $options{'invoice_terms'},
3125 $error = $cust_bill->insert;
3127 $dbh->rollback if $oldAutoCommit;
3128 return "can't create invoice for customer #". $self->custnum. ": $error";
3131 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
3132 $cust_bill_pkg->invnum($cust_bill->invnum);
3133 my $error = $cust_bill_pkg->insert;
3135 $dbh->rollback if $oldAutoCommit;
3136 return "can't create invoice line item: $error";
3140 } #foreach my $pass ( keys %cust_bill_pkg )
3142 foreach my $hook ( @precommit_hooks ) {
3144 &{$hook}; #($self) ?
3147 $dbh->rollback if $oldAutoCommit;
3148 return "$@ running precommit hook $hook\n";
3152 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3156 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
3158 This is a weird one. Perhaps it should not even be exposed.
3160 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
3161 Usually used internally by bill method B<bill>.
3163 If there is an error, returns the error, otherwise returns reference to a
3164 list of line items suitable for insertion.
3170 An array ref of the line items being billed.
3174 A strange beast. The keys to this hash are internal identifiers consisting
3175 of the name of the tax object type, a space, and its unique identifier ( e.g.
3176 'cust_main_county 23' ). The values of the hash are listrefs. The first
3177 item in the list is the tax object. The remaining items are either line
3178 items or floating point values (currency amounts).
3180 The taxes are calculated on this entity. Calculated exemption records are
3181 transferred to the LINEITEMREF items on the assumption that they are related.
3187 This specifies the date appearing on the associated invoice. Some
3188 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
3193 sub calculate_taxes {
3194 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
3196 my @tax_line_items = ();
3198 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
3200 # keys are tax names (as printed on invoices / itemdesc )
3201 # values are listrefs of taxlisthash keys (internal identifiers)
3204 # keys are taxlisthash keys (internal identifiers)
3205 # values are (cumulative) amounts
3208 # keys are taxlisthash keys (internal identifiers)
3209 # values are listrefs of cust_bill_pkg_tax_location hashrefs
3210 my %tax_location = ();
3212 # keys are taxlisthash keys (internal identifiers)
3213 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
3214 my %tax_rate_location = ();
3216 foreach my $tax ( keys %$taxlisthash ) {
3217 my $tax_object = shift @{ $taxlisthash->{$tax} };
3218 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
3219 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
3220 my $hashref_or_error =
3221 $tax_object->taxline( $taxlisthash->{$tax},
3222 'custnum' => $self->custnum,
3223 'invoice_time' => $invoice_time
3225 return $hashref_or_error unless ref($hashref_or_error);
3227 unshift @{ $taxlisthash->{$tax} }, $tax_object;
3229 my $name = $hashref_or_error->{'name'};
3230 my $amount = $hashref_or_error->{'amount'};
3232 #warn "adding $amount as $name\n";
3233 $taxname{ $name } ||= [];
3234 push @{ $taxname{ $name } }, $tax;
3236 $tax{ $tax } += $amount;
3238 $tax_location{ $tax } ||= [];
3239 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
3240 push @{ $tax_location{ $tax } },
3242 'taxnum' => $tax_object->taxnum,
3243 'taxtype' => ref($tax_object),
3244 'pkgnum' => $tax_object->get('pkgnum'),
3245 'locationnum' => $tax_object->get('locationnum'),
3246 'amount' => sprintf('%.2f', $amount ),
3250 $tax_rate_location{ $tax } ||= [];
3251 if ( ref($tax_object) eq 'FS::tax_rate' ) {
3252 my $taxratelocationnum =
3253 $tax_object->tax_rate_location->taxratelocationnum;
3254 push @{ $tax_rate_location{ $tax } },
3256 'taxnum' => $tax_object->taxnum,
3257 'taxtype' => ref($tax_object),
3258 'amount' => sprintf('%.2f', $amount ),
3259 'locationtaxid' => $tax_object->location,
3260 'taxratelocationnum' => $taxratelocationnum,
3266 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
3267 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
3268 foreach my $tax ( keys %$taxlisthash ) {
3269 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
3270 next unless ref($_) eq 'FS::cust_bill_pkg';
3272 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
3273 splice( @{ $_->_cust_tax_exempt_pkg } );
3277 #consolidate and create tax line items
3278 warn "consolidating and generating...\n" if $DEBUG > 2;
3279 foreach my $taxname ( keys %taxname ) {
3282 my @cust_bill_pkg_tax_location = ();
3283 my @cust_bill_pkg_tax_rate_location = ();
3284 warn "adding $taxname\n" if $DEBUG > 1;
3285 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
3286 next if $seen{$taxitem}++;
3287 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
3288 $tax += $tax{$taxitem};
3289 push @cust_bill_pkg_tax_location,
3290 map { new FS::cust_bill_pkg_tax_location $_ }
3291 @{ $tax_location{ $taxitem } };
3292 push @cust_bill_pkg_tax_rate_location,
3293 map { new FS::cust_bill_pkg_tax_rate_location $_ }
3294 @{ $tax_rate_location{ $taxitem } };
3298 $tax = sprintf('%.2f', $tax );
3300 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
3306 if ( $pkg_category and
3307 $conf->config('invoice_latexsummary') ||
3308 $conf->config('invoice_htmlsummary')
3312 my %hash = ( 'section' => $pkg_category->categoryname );
3313 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3317 push @tax_line_items, new FS::cust_bill_pkg {
3323 'itemdesc' => $taxname,
3324 'display' => \@display,
3325 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3326 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3335 my ($self, %params) = @_;
3337 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3338 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3339 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3340 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3341 my $total_setup = $params{setup} or die "no setup accumulator specified";
3342 my $total_recur = $params{recur} or die "no recur accumulator specified";
3343 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3344 my $time = $params{'time'} or die "no time specified";
3345 my (%options) = %{$params{options}};
3348 my $real_pkgpart = $params{real_pkgpart};
3349 my %hash = $cust_pkg->hash;
3350 my $old_cust_pkg = new FS::cust_pkg \%hash;
3356 $cust_pkg->pkgpart($part_pkg->pkgpart);
3364 if ( $options{'resetup'}
3365 || ( ! $cust_pkg->setup
3366 && ( ! $cust_pkg->start_date
3367 || $cust_pkg->start_date <= $time
3369 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3370 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3371 ! $cust_pkg->getfield('susp')
3378 warn " bill setup\n" if $DEBUG > 1;
3381 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3382 return "$@ running calc_setup for $cust_pkg\n"
3385 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3387 $cust_pkg->setfield('setup', $time)
3388 unless $cust_pkg->setup;
3389 #do need it, but it won't get written to the db
3390 #|| $cust_pkg->pkgpart != $real_pkgpart;
3392 $cust_pkg->setfield('start_date', '')
3393 if $cust_pkg->start_date;
3398 # bill recurring fee
3401 #XXX unit stuff here too
3405 if ( ! $cust_pkg->get('susp')
3406 and ! $cust_pkg->get('start_date')
3407 and ( $part_pkg->getfield('freq') ne '0'
3408 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3410 || ( $part_pkg->plan eq 'voip_cdr'
3411 && $part_pkg->option('bill_every_call')
3413 || ( $options{cancel} )
3416 # XXX should this be a package event? probably. events are called
3417 # at collection time at the moment, though...
3418 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3419 if $part_pkg->can('reset_usage');
3420 #don't want to reset usage just cause we want a line item??
3421 #&& $part_pkg->pkgpart == $real_pkgpart;
3423 warn " bill recur\n" if $DEBUG > 1;
3426 # XXX shared with $recur_prog
3427 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3431 #over two params! lets at least switch to a hashref for the rest...
3432 my $increment_next_bill = ( $part_pkg->freq ne '0'
3433 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3434 && !$options{cancel}
3436 my %param = ( 'precommit_hooks' => $precommit_hooks,
3437 'increment_next_bill' => $increment_next_bill,
3438 'discounts' => \@discounts,
3441 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3442 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3443 return "$@ running $method for $cust_pkg\n"
3446 if ( $increment_next_bill ) {
3448 my $next_bill = $part_pkg->add_freq($sdate);
3449 return "unparsable frequency: ". $part_pkg->freq
3450 if $next_bill == -1;
3452 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3453 # only for figuring next bill date, nothing else, so, reset $sdate again
3455 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3456 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3457 $cust_pkg->last_bill($sdate);
3459 $cust_pkg->setfield('bill', $next_bill );
3465 warn "\$setup is undefined" unless defined($setup);
3466 warn "\$recur is undefined" unless defined($recur);
3467 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3470 # If there's line items, create em cust_bill_pkg records
3471 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3476 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3477 # hmm.. and if just the options are modified in some weird price plan?
3479 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3482 my $error = $cust_pkg->replace( $old_cust_pkg,
3483 'options' => { $cust_pkg->options },
3485 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3486 if $error; #just in case
3489 $setup = sprintf( "%.2f", $setup );
3490 $recur = sprintf( "%.2f", $recur );
3491 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3492 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3494 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3495 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3498 if ( $setup != 0 || $recur != 0 ) {
3500 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3503 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3505 warn " adding customer package invoice detail: $_\n"
3506 foreach @cust_pkg_detail;
3508 push @details, @cust_pkg_detail;
3510 my $cust_bill_pkg = new FS::cust_bill_pkg {
3511 'pkgnum' => $cust_pkg->pkgnum,
3513 'unitsetup' => $unitsetup,
3515 'unitrecur' => $unitrecur,
3516 'quantity' => $cust_pkg->quantity,
3517 'details' => \@details,
3518 'discounts' => \@discounts,
3519 'hidden' => $part_pkg->hidden,
3522 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3523 $cust_bill_pkg->sdate( $hash{last_bill} );
3524 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3525 $cust_bill_pkg->edate( $time ) if $options{cancel};
3526 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3527 $cust_bill_pkg->sdate( $sdate );
3528 $cust_bill_pkg->edate( $cust_pkg->bill );
3529 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3532 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3533 unless $part_pkg->pkgpart == $real_pkgpart;
3535 $$total_setup += $setup;
3536 $$total_recur += $recur;
3543 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3544 return $error if $error;
3546 push @$cust_bill_pkgs, $cust_bill_pkg;
3548 } #if $setup != 0 || $recur != 0
3558 my $part_pkg = shift;
3559 my $taxlisthash = shift;
3560 my $cust_bill_pkg = shift;
3561 my $cust_pkg = shift;
3562 my $invoice_time = shift;
3563 my $real_pkgpart = shift;
3564 my $options = shift;
3566 my %cust_bill_pkg = ();
3570 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3571 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3572 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3573 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3575 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3577 if ( $conf->exists('enable_taxproducts')
3578 && ( scalar($part_pkg->part_pkg_taxoverride)
3579 || $part_pkg->has_taxproduct
3584 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3585 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3588 foreach my $class (@classes) {
3589 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3590 return $err_or_ref unless ref($err_or_ref);
3591 $taxes{$class} = $err_or_ref;
3594 unless (exists $taxes{''}) {
3595 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3596 return $err_or_ref unless ref($err_or_ref);
3597 $taxes{''} = $err_or_ref;
3602 my @loc_keys = qw( city county state country );
3604 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3605 my $cust_location = $cust_pkg->cust_location;
3606 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3609 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3612 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3615 $taxhash{'taxclass'} = $part_pkg->taxclass;
3618 my %taxhash_elim = %taxhash;
3619 my @elim = qw( city county state );
3622 #first try a match with taxclass
3623 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3625 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3626 #then try a match without taxclass
3627 my %no_taxclass = %taxhash_elim;
3628 $no_taxclass{ 'taxclass' } = '';
3629 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3632 $taxhash_elim{ shift(@elim) } = '';
3634 } while ( !scalar(@taxes) && scalar(@elim) );
3636 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3638 if $self->cust_main_exemption; #just to be safe
3640 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3642 $_->set('pkgnum', $cust_pkg->pkgnum );
3643 $_->set('locationnum', $cust_pkg->locationnum );
3647 $taxes{''} = [ @taxes ];
3648 $taxes{'setup'} = [ @taxes ];
3649 $taxes{'recur'} = [ @taxes ];
3650 $taxes{$_} = [ @taxes ] foreach (@classes);
3652 # # maybe eliminate this entirely, along with all the 0% records
3653 # unless ( @taxes ) {
3655 # "fatal: can't find tax rate for state/county/country/taxclass ".
3656 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3659 } #if $conf->exists('enable_taxproducts') ...
3664 my $separate = $conf->exists('separate_usage');
3665 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3666 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3668 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3669 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3670 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3673 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3674 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3676 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3677 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3679 push @display, new FS::cust_bill_pkg_display
3682 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3686 if ($separate && $section && $summary) {
3687 push @display, new FS::cust_bill_pkg_display { type => 'U',
3692 if ($usage_mandate || $section && $summary) {
3693 $hash{post_total} = 'Y';
3696 $hash{section} = $section if ($separate || $usage_mandate);
3697 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3700 $cust_bill_pkg->set('display', \@display);
3702 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3703 foreach my $key (keys %tax_cust_bill_pkg) {
3704 my @taxes = @{ $taxes{$key} || [] };
3705 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3707 my %localtaxlisthash = ();
3708 foreach my $tax ( @taxes ) {
3710 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3711 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3712 # ' locationnum'. $cust_pkg->locationnum
3713 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3715 $taxlisthash->{ $taxname } ||= [ $tax ];
3716 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3718 $localtaxlisthash{ $taxname } ||= [ $tax ];
3719 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3723 warn "finding taxed taxes...\n" if $DEBUG > 2;
3724 foreach my $tax ( keys %localtaxlisthash ) {
3725 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3726 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3728 next unless $tax_object->can('tax_on_tax');
3730 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3731 my $totname = ref( $tot ). ' '. $tot->taxnum;
3733 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3735 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3737 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3738 my $hashref_or_error =
3739 $tax_object->taxline( $localtaxlisthash{$tax},
3740 'custnum' => $self->custnum,
3741 'invoice_time' => $invoice_time,
3743 return $hashref_or_error
3744 unless ref($hashref_or_error);
3746 $taxlisthash->{ $totname } ||= [ $tot ];
3747 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3759 my $part_pkg = shift;
3763 my $geocode = $self->geocode('cch');
3765 my @taxclassnums = map { $_->taxclassnum }
3766 $part_pkg->part_pkg_taxoverride($class);
3768 unless (@taxclassnums) {
3769 @taxclassnums = map { $_->taxclassnum }
3770 grep { $_->taxable eq 'Y' }
3771 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3773 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3778 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3780 @taxes = qsearch({ 'table' => 'tax_rate',
3781 'hashref' => { 'geocode' => $geocode, },
3782 'extra_sql' => $extra_sql,
3784 if scalar(@taxclassnums);
3786 warn "Found taxes ".
3787 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3794 =item collect [ HASHREF | OPTION => VALUE ... ]
3796 (Attempt to) collect money for this customer's outstanding invoices (see
3797 L<FS::cust_bill>). Usually used after the bill method.
3799 Actions are now triggered by billing events; see L<FS::part_event> and the
3800 billing events web interface. Old-style invoice events (see
3801 L<FS::part_bill_event>) have been deprecated.
3803 If there is an error, returns the error, otherwise returns false.
3805 Options are passed as name-value pairs.
3807 Currently available options are:
3813 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3817 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3821 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3825 set true to surpress email card/ACH decline notices.
3829 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3835 # allows for one time override of normal customer billing method
3840 my( $self, %options ) = @_;
3841 my $invoice_time = $options{'invoice_time'} || time;
3844 local $SIG{HUP} = 'IGNORE';
3845 local $SIG{INT} = 'IGNORE';
3846 local $SIG{QUIT} = 'IGNORE';
3847 local $SIG{TERM} = 'IGNORE';
3848 local $SIG{TSTP} = 'IGNORE';
3849 local $SIG{PIPE} = 'IGNORE';
3851 my $oldAutoCommit = $FS::UID::AutoCommit;
3852 local $FS::UID::AutoCommit = 0;
3855 $self->select_for_update; #mutex
3858 my $balance = $self->balance;
3859 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3862 if ( exists($options{'retry_card'}) ) {
3863 carp 'retry_card option passed to collect is deprecated; use retry';
3864 $options{'retry'} ||= $options{'retry_card'};
3866 if ( exists($options{'retry'}) && $options{'retry'} ) {
3867 my $error = $self->retry_realtime;
3869 $dbh->rollback if $oldAutoCommit;
3874 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3876 #never want to roll back an event just because it returned an error
3877 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3879 $self->do_cust_event(
3880 'debug' => ( $options{'debug'} || 0 ),
3881 'time' => $invoice_time,
3882 'check_freq' => $options{'check_freq'},
3883 'stage' => 'collect',
3888 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3890 Runs billing events; see L<FS::part_event> and the billing events web
3893 If there is an error, returns the error, otherwise returns false.
3895 Options are passed as name-value pairs.
3897 Currently available options are:
3903 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3907 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3911 "collect" (the default) or "pre-bill"
3915 set true to surpress email card/ACH decline notices.
3919 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3925 # allows for one time override of normal customer billing method
3929 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3932 my( $self, %options ) = @_;
3933 my $time = $options{'time'} || time;
3936 local $SIG{HUP} = 'IGNORE';
3937 local $SIG{INT} = 'IGNORE';
3938 local $SIG{QUIT} = 'IGNORE';
3939 local $SIG{TERM} = 'IGNORE';
3940 local $SIG{TSTP} = 'IGNORE';
3941 local $SIG{PIPE} = 'IGNORE';
3943 my $oldAutoCommit = $FS::UID::AutoCommit;
3944 local $FS::UID::AutoCommit = 0;
3947 $self->select_for_update; #mutex
3950 my $balance = $self->balance;
3951 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3954 # if ( exists($options{'retry_card'}) ) {
3955 # carp 'retry_card option passed to collect is deprecated; use retry';
3956 # $options{'retry'} ||= $options{'retry_card'};
3958 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3959 # my $error = $self->retry_realtime;
3961 # $dbh->rollback if $oldAutoCommit;
3966 # false laziness w/pay_batch::import_results
3968 my $due_cust_event = $self->due_cust_event(
3969 'debug' => ( $options{'debug'} || 0 ),
3971 'check_freq' => $options{'check_freq'},
3972 'stage' => ( $options{'stage'} || 'collect' ),
3974 unless( ref($due_cust_event) ) {
3975 $dbh->rollback if $oldAutoCommit;
3976 return $due_cust_event;
3979 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3980 #never want to roll back an event just because it or a different one
3982 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3984 foreach my $cust_event ( @$due_cust_event ) {
3988 #re-eval event conditions (a previous event could have changed things)
3989 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3990 #don't leave stray "new/locked" records around
3991 my $error = $cust_event->delete;
3992 return $error if $error;
3997 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3998 warn " running cust_event ". $cust_event->eventnum. "\n"
4001 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
4002 if ( my $error = $cust_event->do_event() ) {
4003 #XXX wtf is this? figure out a proper dealio with return value
4015 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
4017 Inserts database records for and returns an ordered listref of new events due
4018 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
4019 events are due, an empty listref is returned. If there is an error, returns a
4020 scalar error message.
4022 To actually run the events, call each event's test_condition method, and if
4023 still true, call the event's do_event method.
4025 Options are passed as a hashref or as a list of name-value pairs. Available
4032 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
4036 "collect" (the default) or "pre-bill"
4040 "Current time" for the events.
4044 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
4048 Only return events for the specified eventtable (by default, events of all eventtables are returned)
4052 Explicitly pass the objects to be tested (typically used with eventtable).
4056 Set to true to return the objects, but not actually insert them into the
4063 sub due_cust_event {
4065 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
4068 #my $DEBUG = $opt{'debug'}
4069 local($DEBUG) = $opt{'debug'}
4070 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
4072 warn "$me due_cust_event called with options ".
4073 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
4076 $opt{'time'} ||= time;
4078 local $SIG{HUP} = 'IGNORE';
4079 local $SIG{INT} = 'IGNORE';
4080 local $SIG{QUIT} = 'IGNORE';
4081 local $SIG{TERM} = 'IGNORE';
4082 local $SIG{TSTP} = 'IGNORE';
4083 local $SIG{PIPE} = 'IGNORE';
4085 my $oldAutoCommit = $FS::UID::AutoCommit;
4086 local $FS::UID::AutoCommit = 0;
4089 $self->select_for_update #mutex
4090 unless $opt{testonly};
4093 # find possible events (initial search)
4096 my @cust_event = ();
4098 my @eventtable = $opt{'eventtable'}
4099 ? ( $opt{'eventtable'} )
4100 : FS::part_event->eventtables_runorder;
4102 foreach my $eventtable ( @eventtable ) {
4105 if ( $opt{'objects'} ) {
4107 @objects = @{ $opt{'objects'} };
4111 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
4112 @objects = ( $eventtable eq 'cust_main' )
4114 : ( $self->$eventtable() );
4118 my @e_cust_event = ();
4120 my $cross = "CROSS JOIN $eventtable";
4121 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
4122 unless $eventtable eq 'cust_main';
4124 foreach my $object ( @objects ) {
4126 #this first search uses the condition_sql magic for optimization.
4127 #the more possible events we can eliminate in this step the better
4129 my $cross_where = '';
4130 my $pkey = $object->primary_key;
4131 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
4133 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
4135 FS::part_event_condition->where_conditions_sql( $eventtable,
4136 'time'=>$opt{'time'}
4138 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
4140 $extra_sql = "AND $extra_sql" if $extra_sql;
4142 #here is the agent virtualization
4143 $extra_sql .= " AND ( part_event.agentnum IS NULL
4144 OR part_event.agentnum = ". $self->agentnum. ' )';
4146 $extra_sql .= " $order";
4148 warn "searching for events for $eventtable ". $object->$pkey. "\n"
4149 if $opt{'debug'} > 2;
4150 my @part_event = qsearch( {
4151 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
4152 'select' => 'part_event.*',
4153 'table' => 'part_event',
4154 'addl_from' => "$cross $join",
4155 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
4156 'eventtable' => $eventtable,
4159 'extra_sql' => "AND $cross_where $extra_sql",
4163 my $pkey = $object->primary_key;
4164 warn " ". scalar(@part_event).
4165 " possible events found for $eventtable ". $object->$pkey(). "\n";
4168 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
4172 warn " ". scalar(@e_cust_event).
4173 " subtotal possible cust events found for $eventtable\n"
4176 push @cust_event, @e_cust_event;
4180 warn " ". scalar(@cust_event).
4181 " total possible cust events found in initial search\n"
4189 $opt{stage} ||= 'collect';
4191 grep { my $stage = $_->part_event->event_stage;
4192 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
4202 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
4203 'stats_hashref' => \%unsat ),
4206 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
4209 warn " invalid conditions not eliminated with condition_sql:\n".
4210 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
4211 if keys %unsat && $DEBUG; # > 1;
4217 unless( $opt{testonly} ) {
4218 foreach my $cust_event ( @cust_event ) {
4220 my $error = $cust_event->insert();
4222 $dbh->rollback if $oldAutoCommit;
4229 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4235 warn " returning events: ". Dumper(@cust_event). "\n"
4242 =item retry_realtime
4244 Schedules realtime / batch credit card / electronic check / LEC billing
4245 events for for retry. Useful if card information has changed or manual
4246 retry is desired. The 'collect' method must be called to actually retry
4249 Implementation details: For either this customer, or for each of this
4250 customer's open invoices, changes the status of the first "done" (with
4251 statustext error) realtime processing event to "failed".
4255 sub retry_realtime {
4258 local $SIG{HUP} = 'IGNORE';
4259 local $SIG{INT} = 'IGNORE';
4260 local $SIG{QUIT} = 'IGNORE';
4261 local $SIG{TERM} = 'IGNORE';
4262 local $SIG{TSTP} = 'IGNORE';
4263 local $SIG{PIPE} = 'IGNORE';
4265 my $oldAutoCommit = $FS::UID::AutoCommit;
4266 local $FS::UID::AutoCommit = 0;
4269 #a little false laziness w/due_cust_event (not too bad, really)
4271 my $join = FS::part_event_condition->join_conditions_sql;
4272 my $order = FS::part_event_condition->order_conditions_sql;
4275 . join ( ' OR ' , map {
4276 "( part_event.eventtable = " . dbh->quote($_)
4277 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
4278 } FS::part_event->eventtables)
4281 #here is the agent virtualization
4282 my $agent_virt = " ( part_event.agentnum IS NULL
4283 OR part_event.agentnum = ". $self->agentnum. ' )';
4285 #XXX this shouldn't be hardcoded, actions should declare it...
4286 my @realtime_events = qw(
4287 cust_bill_realtime_card
4288 cust_bill_realtime_check
4289 cust_bill_realtime_lec
4293 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4298 my @cust_event = qsearchs({
4299 'table' => 'cust_event',
4300 'select' => 'cust_event.*',
4301 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4302 'hashref' => { 'status' => 'done' },
4303 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4304 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4307 my %seen_invnum = ();
4308 foreach my $cust_event (@cust_event) {
4310 #max one for the customer, one for each open invoice
4311 my $cust_X = $cust_event->cust_X;
4312 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4316 or $cust_event->part_event->eventtable eq 'cust_bill'
4319 my $error = $cust_event->retry;
4321 $dbh->rollback if $oldAutoCommit;
4322 return "error scheduling event for retry: $error";
4327 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4335 =item realtime_collect [ OPTION => VALUE ... ]
4337 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4338 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4339 gateway. See L<http://420.am/business-onlinepayment> and
4340 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4342 On failure returns an error message.
4344 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4346 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4348 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4349 then it is deduced from the customer record.
4351 If no I<amount> is specified, then the customer balance is used.
4353 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4354 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4355 if set, will override the value from the customer record.
4357 I<description> is a free-text field passed to the gateway. It defaults to
4358 the value defined by the business-onlinepayment-description configuration
4359 option, or "Internet services" if that is unset.
4361 If an I<invnum> is specified, this payment (if successful) is applied to the
4362 specified invoice. If you don't specify an I<invnum> you might want to
4363 call the B<apply_payments> method or set the I<apply> option.
4365 I<apply> can be set to true to apply a resulting payment.
4367 I<quiet> can be set true to surpress email decline notices.
4369 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4370 resulting paynum, if any.
4372 I<payunique> is a unique identifier for this payment.
4374 I<session_id> is a session identifier associated with this payment.
4376 I<depend_jobnum> allows payment capture to unlock export jobs
4380 sub realtime_collect {
4381 my( $self, %options ) = @_;
4384 warn "$me realtime_collect:\n";
4385 warn " $_ => $options{$_}\n" foreach keys %options;
4388 $options{amount} = $self->balance unless exists( $options{amount} );
4389 $options{method} = FS::payby->payby2bop($self->payby)
4390 unless exists( $options{method} );
4392 return $self->realtime_bop({%options});
4396 =item realtime_bop { [ ARG => VALUE ... ] }
4398 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4399 via a Business::OnlinePayment realtime gateway. See
4400 L<http://420.am/business-onlinepayment> for supported gateways.
4402 Required arguments in the hashref are I<method>, and I<amount>
4404 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4406 Available optional arguments are: I<description>, I<invnum>, I<apply>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4408 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4409 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4410 if set, will override the value from the customer record.
4412 I<description> is a free-text field passed to the gateway. It defaults to
4413 the value defined by the business-onlinepayment-description configuration
4414 option, or "Internet services" if that is unset.
4416 If an I<invnum> is specified, this payment (if successful) is applied to the
4417 specified invoice. If you don't specify an I<invnum> you might want to
4418 call the B<apply_payments> method or set the I<apply> option.
4420 I<apply> can be set to true to apply a resulting payment.
4422 I<quiet> can be set true to surpress email decline notices.
4424 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4425 resulting paynum, if any.
4427 I<payunique> is a unique identifier for this payment.
4429 I<session_id> is a session identifier associated with this payment.
4431 I<depend_jobnum> allows payment capture to unlock export jobs
4433 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4437 # some helper routines
4438 sub _bop_recurring_billing {
4439 my( $self, %opt ) = @_;
4441 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4443 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4445 return 1 if $opt{'trans_is_recur'};
4449 my %hash = ( 'custnum' => $self->custnum,
4454 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4455 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4465 sub _payment_gateway {
4466 my ($self, $options) = @_;
4468 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4469 unless exists($options->{payment_gateway});
4471 $options->{payment_gateway};
4475 my ($self, $options) = @_;
4478 'login' => $options->{payment_gateway}->gateway_username,
4479 'password' => $options->{payment_gateway}->gateway_password,
4484 my ($self, $options) = @_;
4486 $options->{payment_gateway}->gatewaynum
4487 ? $options->{payment_gateway}->options
4488 : @{ $options->{payment_gateway}->get('options') };
4493 my ($self, $options) = @_;
4495 unless ( $options->{'description'} ) {
4496 if ( $conf->exists('business-onlinepayment-description') ) {
4497 my $dtempl = $conf->config('business-onlinepayment-description');
4499 my $agent = $self->agent->agent;
4501 $options->{'description'} = eval qq("$dtempl");
4503 $options->{'description'} = 'Internet services';
4507 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4508 $options->{invnum} ||= '';
4509 $options->{payname} = $self->payname unless exists( $options->{payname} );
4513 my ($self, $options) = @_;
4516 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4517 $content{customer_ip} = $payip if length($payip);
4519 $content{invoice_number} = $options->{'invnum'}
4520 if exists($options->{'invnum'}) && length($options->{'invnum'});
4522 $content{email_customer} =
4523 ( $conf->exists('business-onlinepayment-email_customer')
4524 || $conf->exists('business-onlinepayment-email-override') );
4526 my ($payname, $payfirst, $paylast);
4527 if ( $options->{payname} && $options->{method} ne 'ECHECK' ) {
4528 ($payname = $options->{payname}) =~
4529 /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4530 or return "Illegal payname $payname";
4531 ($payfirst, $paylast) = ($1, $2);
4533 $payfirst = $self->getfield('first');
4534 $paylast = $self->getfield('last');
4535 $payname = "$payfirst $paylast";
4538 $content{last_name} = $paylast;
4539 $content{first_name} = $payfirst;
4541 $content{name} = $payname;
4543 $content{address} = exists($options->{'address1'})
4544 ? $options->{'address1'}
4546 my $address2 = exists($options->{'address2'})
4547 ? $options->{'address2'}
4549 $content{address} .= ", ". $address2 if length($address2);
4551 $content{city} = exists($options->{city})
4554 $content{state} = exists($options->{state})
4557 $content{zip} = exists($options->{zip})
4560 $content{country} = exists($options->{country})
4561 ? $options->{country}
4564 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4565 $content{phone} = $self->daytime || $self->night;
4570 my %bop_method2payby = (
4580 if (ref($_[0]) eq 'HASH') {
4581 %options = %{$_[0]};
4583 my ( $method, $amount ) = ( shift, shift );
4585 $options{method} = $method;
4586 $options{amount} = $amount;
4590 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4591 warn " $_ => $options{$_}\n" foreach keys %options;
4594 return $self->fake_bop(%options) if $options{'fake'};
4596 $self->_bop_defaults(\%options);
4599 # set trans_is_recur based on invnum if there is one
4602 my $trans_is_recur = 0;
4603 if ( $options{'invnum'} ) {
4605 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4606 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4609 map { $_->part_pkg }
4611 map { $_->cust_pkg }
4612 $cust_bill->cust_bill_pkg;
4615 if grep { $_->freq ne '0' } @part_pkg;
4623 my $payment_gateway = $self->_payment_gateway( \%options );
4624 my $namespace = $payment_gateway->gateway_namespace;
4626 eval "use $namespace";
4630 # check for banned credit card/ACH
4633 my $ban = qsearchs('banned_pay', {
4634 'payby' => $bop_method2payby{$options{method}},
4635 'payinfo' => md5_base64($options{payinfo}),
4637 return "Banned credit card" if $ban;
4643 my $bop_content = $self->_bop_content(\%options);
4644 return $bop_content unless ref($bop_content);
4646 my @invoicing_list = $self->invoicing_list_emailonly;
4647 if ( $conf->exists('emailinvoiceautoalways')
4648 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4649 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4650 push @invoicing_list, $self->all_emails;
4653 my $email = ($conf->exists('business-onlinepayment-email-override'))
4654 ? $conf->config('business-onlinepayment-email-override')
4655 : $invoicing_list[0];
4659 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4661 $content{card_number} = $options{payinfo};
4662 $paydate = exists($options{'paydate'})
4663 ? $options{'paydate'}
4665 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4666 $content{expiration} = "$2/$1";
4668 my $paycvv = exists($options{'paycvv'})
4669 ? $options{'paycvv'}
4671 $content{cvv2} = $paycvv
4674 my $paystart_month = exists($options{'paystart_month'})
4675 ? $options{'paystart_month'}
4676 : $self->paystart_month;
4678 my $paystart_year = exists($options{'paystart_year'})
4679 ? $options{'paystart_year'}
4680 : $self->paystart_year;
4682 $content{card_start} = "$paystart_month/$paystart_year"
4683 if $paystart_month && $paystart_year;
4685 my $payissue = exists($options{'payissue'})
4686 ? $options{'payissue'}
4688 $content{issue_number} = $payissue if $payissue;
4690 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
4691 'trans_is_recur' => $trans_is_recur,
4695 $content{recurring_billing} = 'YES';
4696 $content{acct_code} = 'rebill'
4697 if $conf->exists('credit_card-recurring_billing_acct_code');
4700 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4701 ( $content{account_number}, $content{routing_code} ) =
4702 split('@', $options{payinfo});
4703 $content{bank_name} = $options{payname};
4704 $content{bank_state} = exists($options{'paystate'})
4705 ? $options{'paystate'}
4706 : $self->getfield('paystate');
4707 $content{account_type} = exists($options{'paytype'})
4708 ? uc($options{'paytype'}) || 'CHECKING'
4709 : uc($self->getfield('paytype')) || 'CHECKING';
4710 $content{account_name} = $self->getfield('first'). ' '.
4711 $self->getfield('last');
4713 $content{customer_org} = $self->company ? 'B' : 'I';
4714 $content{state_id} = exists($options{'stateid'})
4715 ? $options{'stateid'}
4716 : $self->getfield('stateid');
4717 $content{state_id_state} = exists($options{'stateid_state'})
4718 ? $options{'stateid_state'}
4719 : $self->getfield('stateid_state');
4720 $content{customer_ssn} = exists($options{'ss'})
4723 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4724 $content{phone} = $options{payinfo};
4725 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4732 # run transaction(s)
4735 my $balance = exists( $options{'balance'} )
4736 ? $options{'balance'}
4739 $self->select_for_update; #mutex ... just until we get our pending record in
4741 #the checks here are intended to catch concurrent payments
4742 #double-form-submission prevention is taken care of in cust_pay_pending::check
4745 return "The customer's balance has changed; $options{method} transaction aborted."
4746 if $self->balance < $balance;
4747 #&& $self->balance < $options{amount}; #might as well anyway?
4749 #also check and make sure there aren't *other* pending payments for this cust
4751 my @pending = qsearch('cust_pay_pending', {
4752 'custnum' => $self->custnum,
4753 'status' => { op=>'!=', value=>'done' }
4755 return "A payment is already being processed for this customer (".
4756 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4757 "); $options{method} transaction aborted."
4758 if scalar(@pending);
4760 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4762 my $cust_pay_pending = new FS::cust_pay_pending {
4763 'custnum' => $self->custnum,
4764 #'invnum' => $options{'invnum'},
4765 'paid' => $options{amount},
4767 'payby' => $bop_method2payby{$options{method}},
4768 'payinfo' => $options{payinfo},
4769 'paydate' => $paydate,
4770 'recurring_billing' => $content{recurring_billing},
4771 'pkgnum' => $options{'pkgnum'},
4773 'gatewaynum' => $payment_gateway->gatewaynum || '',
4774 'session_id' => $options{session_id} || '',
4775 'jobnum' => $options{depend_jobnum} || '',
4777 $cust_pay_pending->payunique( $options{payunique} )
4778 if defined($options{payunique}) && length($options{payunique});
4779 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4780 return $cpp_new_err if $cpp_new_err;
4782 my( $action1, $action2 ) =
4783 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4785 my $transaction = new $namespace( $payment_gateway->gateway_module,
4786 $self->_bop_options(\%options),
4789 $transaction->content(
4790 'type' => $options{method},
4791 $self->_bop_auth(\%options),
4792 'action' => $action1,
4793 'description' => $options{'description'},
4794 'amount' => $options{amount},
4795 #'invoice_number' => $options{'invnum'},
4796 'customer_id' => $self->custnum,
4798 'reference' => $cust_pay_pending->paypendingnum, #for now
4803 $cust_pay_pending->status('pending');
4804 my $cpp_pending_err = $cust_pay_pending->replace;
4805 return $cpp_pending_err if $cpp_pending_err;
4808 my $BOP_TESTING = 0;
4809 my $BOP_TESTING_SUCCESS = 1;
4811 unless ( $BOP_TESTING ) {
4812 $transaction->test_transaction(1)
4813 if $conf->exists('business-onlinepayment-test_transaction');
4814 $transaction->submit();
4816 if ( $BOP_TESTING_SUCCESS ) {
4817 $transaction->is_success(1);
4818 $transaction->authorization('fake auth');
4820 $transaction->is_success(0);
4821 $transaction->error_message('fake failure');
4825 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4827 return { reference => $cust_pay_pending->paypendingnum,
4828 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4830 } elsif ( $transaction->is_success() && $action2 ) {
4832 $cust_pay_pending->status('authorized');
4833 my $cpp_authorized_err = $cust_pay_pending->replace;
4834 return $cpp_authorized_err if $cpp_authorized_err;
4836 my $auth = $transaction->authorization;
4837 my $ordernum = $transaction->can('order_number')
4838 ? $transaction->order_number
4842 new Business::OnlinePayment( $payment_gateway->gateway_module,
4843 $self->_bop_options(\%options),
4848 type => $options{method},
4850 $self->_bop_auth(\%options),
4851 order_number => $ordernum,
4852 amount => $options{amount},
4853 authorization => $auth,
4854 description => $options{'description'},
4857 foreach my $field (qw( authorization_source_code returned_ACI
4858 transaction_identifier validation_code
4859 transaction_sequence_num local_transaction_date
4860 local_transaction_time AVS_result_code )) {
4861 $capture{$field} = $transaction->$field() if $transaction->can($field);
4864 $capture->content( %capture );
4866 $capture->test_transaction(1)
4867 if $conf->exists('business-onlinepayment-test_transaction');
4870 unless ( $capture->is_success ) {
4871 my $e = "Authorization successful but capture failed, custnum #".
4872 $self->custnum. ': '. $capture->result_code.
4873 ": ". $capture->error_message;
4881 # remove paycvv after initial transaction
4884 #false laziness w/misc/process/payment.cgi - check both to make sure working
4886 if ( defined $self->dbdef_table->column('paycvv')
4887 && length($self->paycvv)
4888 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4890 my $error = $self->remove_cvv;
4892 warn "WARNING: error removing cvv: $error\n";
4901 if ( $transaction->can('card_token') && $transaction->card_token ) {
4903 $self->card_token($transaction->card_token);
4905 if ( $options{'payinfo'} eq $self->payinfo ) {
4906 $self->payinfo($transaction->card_token);
4907 my $error = $self->replace;
4909 warn "WARNING: error storing token: $error, but proceeding anyway\n";
4919 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4931 if (ref($_[0]) eq 'HASH') {
4932 %options = %{$_[0]};
4934 my ( $method, $amount ) = ( shift, shift );
4936 $options{method} = $method;
4937 $options{amount} = $amount;
4940 if ( $options{'fake_failure'} ) {
4941 return "Error: No error; test failure requested with fake_failure";
4945 #if ( $payment_gateway->gatewaynum ) { # agent override
4946 # $paybatch = $payment_gateway->gatewaynum. '-';
4949 #$paybatch .= "$processor:". $transaction->authorization;
4951 #$paybatch .= ':'. $transaction->order_number
4952 # if $transaction->can('order_number')
4953 # && length($transaction->order_number);
4955 my $paybatch = 'FakeProcessor:54:32';
4957 my $cust_pay = new FS::cust_pay ( {
4958 'custnum' => $self->custnum,
4959 'invnum' => $options{'invnum'},
4960 'paid' => $options{amount},
4962 'payby' => $bop_method2payby{$options{method}},
4963 #'payinfo' => $payinfo,
4964 'payinfo' => '4111111111111111',
4965 'paybatch' => $paybatch,
4966 #'paydate' => $paydate,
4967 'paydate' => '2012-05-01',
4969 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4971 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4974 $cust_pay->invnum(''); #try again with no specific invnum
4975 my $error2 = $cust_pay->insert( $options{'manual'} ?
4976 ( 'manual' => 1 ) : ()
4979 # gah, even with transactions.
4980 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4981 "error inserting (fake!) payment: $error2".
4982 " (previously tried insert with invnum #$options{'invnum'}" .
4989 if ( $options{'paynum_ref'} ) {
4990 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4993 return ''; #no error
4998 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5000 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5001 # phone bill transaction.
5003 sub _realtime_bop_result {
5004 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5006 warn "$me _realtime_bop_result: pending transaction ".
5007 $cust_pay_pending->paypendingnum. "\n";
5008 warn " $_ => $options{$_}\n" foreach keys %options;
5011 my $payment_gateway = $options{payment_gateway}
5012 or return "no payment gateway in arguments to _realtime_bop_result";
5014 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5015 my $cpp_captured_err = $cust_pay_pending->replace;
5016 return $cpp_captured_err if $cpp_captured_err;
5018 if ( $transaction->is_success() ) {
5021 if ( $payment_gateway->gatewaynum ) { # agent override
5022 $paybatch = $payment_gateway->gatewaynum. '-';
5025 $paybatch .= $payment_gateway->gateway_module. ":".
5026 $transaction->authorization;
5028 $paybatch .= ':'. $transaction->order_number
5029 if $transaction->can('order_number')
5030 && length($transaction->order_number);
5032 my $cust_pay = new FS::cust_pay ( {
5033 'custnum' => $self->custnum,
5034 'invnum' => $options{'invnum'},
5035 'paid' => $cust_pay_pending->paid,
5037 'payby' => $cust_pay_pending->payby,
5038 'payinfo' => $options{'payinfo'},
5039 'paybatch' => $paybatch,
5040 'paydate' => $cust_pay_pending->paydate,
5041 'pkgnum' => $cust_pay_pending->pkgnum,
5043 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5044 $cust_pay->payunique( $options{payunique} )
5045 if defined($options{payunique}) && length($options{payunique});
5047 my $oldAutoCommit = $FS::UID::AutoCommit;
5048 local $FS::UID::AutoCommit = 0;
5051 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5053 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5056 $cust_pay->invnum(''); #try again with no specific invnum
5057 my $error2 = $cust_pay->insert( $options{'manual'} ?
5058 ( 'manual' => 1 ) : ()
5061 # gah. but at least we have a record of the state we had to abort in
5062 # from cust_pay_pending now.
5063 my $e = "WARNING: $options{method} captured but payment not recorded -".
5064 " error inserting payment (". $payment_gateway->gateway_module.
5066 " (previously tried insert with invnum #$options{'invnum'}" .
5067 ": $error ) - pending payment saved as paypendingnum ".
5068 $cust_pay_pending->paypendingnum. "\n";
5074 my $jobnum = $cust_pay_pending->jobnum;
5076 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5078 unless ( $placeholder ) {
5079 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5080 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5081 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5086 $error = $placeholder->delete;
5089 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5090 my $e = "WARNING: $options{method} captured but could not delete ".
5091 "job $jobnum for paypendingnum ".
5092 $cust_pay_pending->paypendingnum. ": $error\n";
5099 if ( $options{'paynum_ref'} ) {
5100 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5103 $cust_pay_pending->status('done');
5104 $cust_pay_pending->statustext('captured');
5105 $cust_pay_pending->paynum($cust_pay->paynum);
5106 my $cpp_done_err = $cust_pay_pending->replace;
5108 if ( $cpp_done_err ) {
5110 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5111 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5112 "error updating status for paypendingnum ".
5113 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5119 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5121 if ( $options{'apply'} ) {
5122 my $apply_error = $self->apply_payments_and_credits;
5123 if ( $apply_error ) {
5124 warn "WARNING: error applying payment: $apply_error\n";
5125 #but we still should return no error cause the payment otherwise went
5130 return ''; #no error
5136 my $perror = $payment_gateway->gateway_module. " error: ".
5137 $transaction->error_message;
5139 my $jobnum = $cust_pay_pending->jobnum;
5141 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5143 if ( $placeholder ) {
5144 my $error = $placeholder->depended_delete;
5145 $error ||= $placeholder->delete;
5146 warn "error removing provisioning jobs after declined paypendingnum ".
5147 $cust_pay_pending->paypendingnum. "\n";
5149 my $e = "error finding job $jobnum for declined paypendingnum ".
5150 $cust_pay_pending->paypendingnum. "\n";
5156 unless ( $transaction->error_message ) {
5159 if ( $transaction->can('response_page') ) {
5161 'page' => ( $transaction->can('response_page')
5162 ? $transaction->response_page
5165 'code' => ( $transaction->can('response_code')
5166 ? $transaction->response_code
5169 'headers' => ( $transaction->can('response_headers')
5170 ? $transaction->response_headers
5176 "No additional debugging information available for ".
5177 $payment_gateway->gateway_module;
5180 $perror .= "No error_message returned from ".
5181 $payment_gateway->gateway_module. " -- ".
5182 ( ref($t_response) ? Dumper($t_response) : $t_response );
5186 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5187 && $conf->exists('emaildecline')
5188 && grep { $_ ne 'POST' } $self->invoicing_list
5189 && ! grep { $transaction->error_message =~ /$_/ }
5190 $conf->config('emaildecline-exclude')
5193 # Send a decline alert to the customer.
5194 my $msgnum = $conf->config('decline_msgnum', $self->agentnum);
5197 # include the raw error message in the transaction state
5198 $cust_pay_pending->setfield('error', $transaction->error_message);
5199 my $msg_template = qsearchs('msg_template', { msgnum => $msgnum });
5200 $error = $msg_template->send( 'cust_main' => $self,
5201 'object' => $cust_pay_pending );
5205 my @templ = $conf->config('declinetemplate');
5206 my $template = new Text::Template (
5208 SOURCE => [ map "$_\n", @templ ],
5209 ) or return "($perror) can't create template: $Text::Template::ERROR";
5210 $template->compile()
5211 or return "($perror) can't compile template: $Text::Template::ERROR";
5215 scalar( $conf->config('company_name', $self->agentnum ) ),
5216 'company_address' =>
5217 join("\n", $conf->config('company_address', $self->agentnum ) ),
5218 'error' => $transaction->error_message,
5221 my $error = send_email(
5222 'from' => $conf->config('invoice_from', $self->agentnum ),
5223 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5224 'subject' => 'Your payment could not be processed',
5225 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5229 $perror .= " (also received error sending decline notification: $error)"
5234 $cust_pay_pending->status('done');
5235 $cust_pay_pending->statustext("declined: $perror");
5236 my $cpp_done_err = $cust_pay_pending->replace;
5237 if ( $cpp_done_err ) {
5238 my $e = "WARNING: $options{method} declined but pending payment not ".
5239 "resolved - error updating status for paypendingnum ".
5240 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5242 $perror = "$e ($perror)";
5250 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5252 Verifies successful third party processing of a realtime credit card,
5253 ACH (electronic check) or phone bill transaction via a
5254 Business::OnlineThirdPartyPayment realtime gateway. See
5255 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5257 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5259 The additional options I<payname>, I<city>, I<state>,
5260 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5261 if set, will override the value from the customer record.
5263 I<description> is a free-text field passed to the gateway. It defaults to
5264 "Internet services".
5266 If an I<invnum> is specified, this payment (if successful) is applied to the
5267 specified invoice. If you don't specify an I<invnum> you might want to
5268 call the B<apply_payments> method.
5270 I<quiet> can be set true to surpress email decline notices.
5272 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5273 resulting paynum, if any.
5275 I<payunique> is a unique identifier for this payment.
5277 Returns a hashref containing elements bill_error (which will be undefined
5278 upon success) and session_id of any associated session.
5282 sub realtime_botpp_capture {
5283 my( $self, $cust_pay_pending, %options ) = @_;
5285 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5286 warn " $_ => $options{$_}\n" foreach keys %options;
5289 eval "use Business::OnlineThirdPartyPayment";
5293 # select the gateway
5296 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5298 my $payment_gateway = $cust_pay_pending->gatewaynum
5299 ? qsearchs( 'payment_gateway',
5300 { gatewaynum => $cust_pay_pending->gatewaynum }
5302 : $self->agent->payment_gateway( 'method' => $method,
5303 # 'invnum' => $cust_pay_pending->invnum,
5304 # 'payinfo' => $cust_pay_pending->payinfo,
5307 $options{payment_gateway} = $payment_gateway; # for the helper subs
5313 my @invoicing_list = $self->invoicing_list_emailonly;
5314 if ( $conf->exists('emailinvoiceautoalways')
5315 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5316 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5317 push @invoicing_list, $self->all_emails;
5320 my $email = ($conf->exists('business-onlinepayment-email-override'))
5321 ? $conf->config('business-onlinepayment-email-override')
5322 : $invoicing_list[0];
5326 $content{email_customer} =
5327 ( $conf->exists('business-onlinepayment-email_customer')
5328 || $conf->exists('business-onlinepayment-email-override') );
5331 # run transaction(s)
5335 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5336 $self->_bop_options(\%options),
5339 $transaction->reference({ %options });
5341 $transaction->content(
5343 $self->_bop_auth(\%options),
5344 'action' => 'Post Authorization',
5345 'description' => $options{'description'},
5346 'amount' => $cust_pay_pending->paid,
5347 #'invoice_number' => $options{'invnum'},
5348 'customer_id' => $self->custnum,
5349 'referer' => 'http://cleanwhisker.420.am/',
5350 'reference' => $cust_pay_pending->paypendingnum,
5352 'phone' => $self->daytime || $self->night,
5354 # plus whatever is required for bogus capture avoidance
5357 $transaction->submit();
5360 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5363 bill_error => $error,
5364 session_id => $cust_pay_pending->session_id,
5369 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5373 sub default_payment_gateway {
5374 my( $self, $method ) = @_;
5376 die "Real-time processing not enabled\n"
5377 unless $conf->exists('business-onlinepayment');
5379 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5382 my $bop_config = 'business-onlinepayment';
5383 $bop_config .= '-ach'
5384 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5385 my ( $processor, $login, $password, $action, @bop_options ) =
5386 $conf->config($bop_config);
5387 $action ||= 'normal authorization';
5388 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5389 die "No real-time processor is enabled - ".
5390 "did you set the business-onlinepayment configuration value?\n"
5393 ( $processor, $login, $password, $action, @bop_options )
5398 Removes the I<paycvv> field from the database directly.
5400 If there is an error, returns the error, otherwise returns false.
5406 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5407 or return dbh->errstr;
5408 $sth->execute($self->custnum)
5409 or return $sth->errstr;
5414 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5416 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5417 via a Business::OnlinePayment realtime gateway. See
5418 L<http://420.am/business-onlinepayment> for supported gateways.
5420 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5422 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5424 Most gateways require a reference to an original payment transaction to refund,
5425 so you probably need to specify a I<paynum>.
5427 I<amount> defaults to the original amount of the payment if not specified.
5429 I<reason> specifies a reason for the refund.
5431 I<paydate> specifies the expiration date for a credit card overriding the
5432 value from the customer record or the payment record. Specified as yyyy-mm-dd
5434 Implementation note: If I<amount> is unspecified or equal to the amount of the
5435 orignal payment, first an attempt is made to "void" the transaction via
5436 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5437 the normal attempt is made to "refund" ("credit") the transaction via the
5438 gateway is attempted.
5440 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5441 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5442 #if set, will override the value from the customer record.
5444 #If an I<invnum> is specified, this payment (if successful) is applied to the
5445 #specified invoice. If you don't specify an I<invnum> you might want to
5446 #call the B<apply_payments> method.
5450 #some false laziness w/realtime_bop, not enough to make it worth merging
5451 #but some useful small subs should be pulled out
5452 sub realtime_refund_bop {
5456 if (ref($_[0]) eq 'HASH') {
5457 %options = %{$_[0]};
5461 $options{method} = $method;
5465 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5466 warn " $_ => $options{$_}\n" foreach keys %options;
5470 # look up the original payment and optionally a gateway for that payment
5474 my $amount = $options{'amount'};
5476 my( $processor, $login, $password, @bop_options, $namespace ) ;
5477 my( $auth, $order_number ) = ( '', '', '' );
5479 if ( $options{'paynum'} ) {
5481 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5482 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5483 or return "Unknown paynum $options{'paynum'}";
5484 $amount ||= $cust_pay->paid;
5486 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5487 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5488 $cust_pay->paybatch;
5489 my $gatewaynum = '';
5490 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5492 if ( $gatewaynum ) { #gateway for the payment to be refunded
5494 my $payment_gateway =
5495 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5496 die "payment gateway $gatewaynum not found"
5497 unless $payment_gateway;
5499 $processor = $payment_gateway->gateway_module;
5500 $login = $payment_gateway->gateway_username;
5501 $password = $payment_gateway->gateway_password;
5502 $namespace = $payment_gateway->gateway_namespace;
5503 @bop_options = $payment_gateway->options;
5505 } else { #try the default gateway
5508 my $payment_gateway =
5509 $self->agent->payment_gateway('method' => $options{method});
5511 ( $conf_processor, $login, $password, $namespace ) =
5512 map { my $method = "gateway_$_"; $payment_gateway->$method }
5513 qw( module username password namespace );
5515 @bop_options = $payment_gateway->gatewaynum
5516 ? $payment_gateway->options
5517 : @{ $payment_gateway->get('options') };
5519 return "processor of payment $options{'paynum'} $processor does not".
5520 " match default processor $conf_processor"
5521 unless $processor eq $conf_processor;
5526 } else { # didn't specify a paynum, so look for agent gateway overrides
5527 # like a normal transaction
5529 my $payment_gateway =
5530 $self->agent->payment_gateway( 'method' => $options{method},
5531 #'payinfo' => $payinfo,
5533 my( $processor, $login, $password, $namespace ) =
5534 map { my $method = "gateway_$_"; $payment_gateway->$method }
5535 qw( module username password namespace );
5537 my @bop_options = $payment_gateway->gatewaynum
5538 ? $payment_gateway->options
5539 : @{ $payment_gateway->get('options') };
5542 return "neither amount nor paynum specified" unless $amount;
5544 eval "use $namespace";
5548 'type' => $options{method},
5550 'password' => $password,
5551 'order_number' => $order_number,
5552 'amount' => $amount,
5553 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5555 $content{authorization} = $auth
5556 if length($auth); #echeck/ACH transactions have an order # but no auth
5557 #(at least with authorize.net)
5559 my $disable_void_after;
5560 if ($conf->exists('disable_void_after')
5561 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5562 $disable_void_after = $1;
5565 #first try void if applicable
5566 if ( $cust_pay && $cust_pay->paid == $amount
5568 ( not defined($disable_void_after) )
5569 || ( time < ($cust_pay->_date + $disable_void_after ) )
5572 warn " attempting void\n" if $DEBUG > 1;
5573 my $void = new Business::OnlinePayment( $processor, @bop_options );
5574 if ( $void->can('info') ) {
5575 if ( $cust_pay->payby eq 'CARD'
5576 && $void->info('CC_void_requires_card') )
5578 $content{'card_number'} = $cust_pay->payinfo;
5579 } elsif ( $cust_pay->payby eq 'CHEK'
5580 && $void->info('ECHECK_void_requires_account') )
5582 ( $content{'account_number'}, $content{'routing_code'} ) =
5583 split('@', $cust_pay->payinfo);
5584 $content{'name'} = $self->get('first'). ' '. $self->get('last');
5587 $void->content( 'action' => 'void', %content );
5588 $void->test_transaction(1)
5589 if $conf->exists('business-onlinepayment-test_transaction');
5591 if ( $void->is_success ) {
5592 my $error = $cust_pay->void($options{'reason'});
5594 # gah, even with transactions.
5595 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5596 "error voiding payment: $error";
5600 warn " void successful\n" if $DEBUG > 1;
5605 warn " void unsuccessful, trying refund\n"
5609 my $address = $self->address1;
5610 $address .= ", ". $self->address2 if $self->address2;
5612 my($payname, $payfirst, $paylast);
5613 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5614 $payname = $self->payname;
5615 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5616 or return "Illegal payname $payname";
5617 ($payfirst, $paylast) = ($1, $2);
5619 $payfirst = $self->getfield('first');
5620 $paylast = $self->getfield('last');
5621 $payname = "$payfirst $paylast";
5624 my @invoicing_list = $self->invoicing_list_emailonly;
5625 if ( $conf->exists('emailinvoiceautoalways')
5626 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5627 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5628 push @invoicing_list, $self->all_emails;
5631 my $email = ($conf->exists('business-onlinepayment-email-override'))
5632 ? $conf->config('business-onlinepayment-email-override')
5633 : $invoicing_list[0];
5635 my $payip = exists($options{'payip'})
5638 $content{customer_ip} = $payip
5642 if ( $options{method} eq 'CC' ) {
5645 $content{card_number} = $payinfo = $cust_pay->payinfo;
5646 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5647 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5648 ($content{expiration} = "$2/$1"); # where available
5650 $content{card_number} = $payinfo = $self->payinfo;
5651 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5652 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5653 $content{expiration} = "$2/$1";
5656 } elsif ( $options{method} eq 'ECHECK' ) {
5659 $payinfo = $cust_pay->payinfo;
5661 $payinfo = $self->payinfo;
5663 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5664 $content{bank_name} = $self->payname;
5665 $content{account_type} = 'CHECKING';
5666 $content{account_name} = $payname;
5667 $content{customer_org} = $self->company ? 'B' : 'I';
5668 $content{customer_ssn} = $self->ss;
5669 } elsif ( $options{method} eq 'LEC' ) {
5670 $content{phone} = $payinfo = $self->payinfo;
5674 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5675 my %sub_content = $refund->content(
5676 'action' => 'credit',
5677 'customer_id' => $self->custnum,
5678 'last_name' => $paylast,
5679 'first_name' => $payfirst,
5681 'address' => $address,
5682 'city' => $self->city,
5683 'state' => $self->state,
5684 'zip' => $self->zip,
5685 'country' => $self->country,
5687 'phone' => $self->daytime || $self->night,
5690 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5692 $refund->test_transaction(1)
5693 if $conf->exists('business-onlinepayment-test_transaction');
5696 return "$processor error: ". $refund->error_message
5697 unless $refund->is_success();
5699 my $paybatch = "$processor:". $refund->authorization;
5700 $paybatch .= ':'. $refund->order_number
5701 if $refund->can('order_number') && $refund->order_number;
5703 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5704 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5705 last unless @cust_bill_pay;
5706 my $cust_bill_pay = pop @cust_bill_pay;
5707 my $error = $cust_bill_pay->delete;
5711 my $cust_refund = new FS::cust_refund ( {
5712 'custnum' => $self->custnum,
5713 'paynum' => $options{'paynum'},
5714 'refund' => $amount,
5716 'payby' => $bop_method2payby{$options{method}},
5717 'payinfo' => $payinfo,
5718 'paybatch' => $paybatch,
5719 'reason' => $options{'reason'} || 'card or ACH refund',
5721 my $error = $cust_refund->insert;
5723 $cust_refund->paynum(''); #try again with no specific paynum
5724 my $error2 = $cust_refund->insert;
5726 # gah, even with transactions.
5727 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5728 "error inserting refund ($processor): $error2".
5729 " (previously tried insert with paynum #$options{'paynum'}" .
5740 =item batch_card OPTION => VALUE...
5742 Adds a payment for this invoice to the pending credit card batch (see
5743 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5744 runs the payment using a realtime gateway.
5749 my ($self, %options) = @_;
5752 if (exists($options{amount})) {
5753 $amount = $options{amount};
5755 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5757 return '' unless $amount > 0;
5759 my $invnum = delete $options{invnum};
5760 my $payby = $options{invnum} || $self->payby; #dubious
5762 if ($options{'realtime'}) {
5763 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5769 my $oldAutoCommit = $FS::UID::AutoCommit;
5770 local $FS::UID::AutoCommit = 0;
5773 #this needs to handle mysql as well as Pg, like svc_acct.pm
5774 #(make it into a common function if folks need to do batching with mysql)
5775 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5776 or return "Cannot lock pay_batch: " . $dbh->errstr;
5780 'payby' => FS::payby->payby2payment($payby),
5783 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5785 unless ( $pay_batch ) {
5786 $pay_batch = new FS::pay_batch \%pay_batch;
5787 my $error = $pay_batch->insert;
5789 $dbh->rollback if $oldAutoCommit;
5790 die "error creating new batch: $error\n";
5794 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5795 'batchnum' => $pay_batch->batchnum,
5796 'custnum' => $self->custnum,
5799 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5801 $options{$_} = '' unless exists($options{$_});
5804 my $cust_pay_batch = new FS::cust_pay_batch ( {
5805 'batchnum' => $pay_batch->batchnum,
5806 'invnum' => $invnum || 0, # is there a better value?
5807 # this field should be
5809 # cust_bill_pay_batch now
5810 'custnum' => $self->custnum,
5811 'last' => $self->getfield('last'),
5812 'first' => $self->getfield('first'),
5813 'address1' => $options{address1} || $self->address1,
5814 'address2' => $options{address2} || $self->address2,
5815 'city' => $options{city} || $self->city,
5816 'state' => $options{state} || $self->state,
5817 'zip' => $options{zip} || $self->zip,
5818 'country' => $options{country} || $self->country,
5819 'payby' => $options{payby} || $self->payby,
5820 'payinfo' => $options{payinfo} || $self->payinfo,
5821 'exp' => $options{paydate} || $self->paydate,
5822 'payname' => $options{payname} || $self->payname,
5823 'amount' => $amount, # consolidating
5826 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5827 if $old_cust_pay_batch;
5830 if ($old_cust_pay_batch) {
5831 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5833 $error = $cust_pay_batch->insert;
5837 $dbh->rollback if $oldAutoCommit;
5841 my $unapplied = $self->total_unapplied_credits
5842 + $self->total_unapplied_payments
5843 + $self->in_transit_payments;
5844 foreach my $cust_bill ($self->open_cust_bill) {
5845 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5846 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5847 'invnum' => $cust_bill->invnum,
5848 'paybatchnum' => $cust_pay_batch->paybatchnum,
5849 'amount' => $cust_bill->owed,
5852 if ($unapplied >= $cust_bill_pay_batch->amount){
5853 $unapplied -= $cust_bill_pay_batch->amount;
5856 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5857 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5859 $error = $cust_bill_pay_batch->insert;
5861 $dbh->rollback if $oldAutoCommit;
5866 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5870 =item apply_payments_and_credits [ OPTION => VALUE ... ]
5872 Applies unapplied payments and credits.
5874 In most cases, this new method should be used in place of sequential
5875 apply_payments and apply_credits methods.
5877 A hash of optional arguments may be passed. Currently "manual" is supported.
5878 If true, a payment receipt is sent instead of a statement when
5879 'payment_receipt_email' configuration option is set.
5881 If there is an error, returns the error, otherwise returns false.
5885 sub apply_payments_and_credits {
5886 my( $self, %options ) = @_;
5888 local $SIG{HUP} = 'IGNORE';
5889 local $SIG{INT} = 'IGNORE';
5890 local $SIG{QUIT} = 'IGNORE';
5891 local $SIG{TERM} = 'IGNORE';
5892 local $SIG{TSTP} = 'IGNORE';
5893 local $SIG{PIPE} = 'IGNORE';
5895 my $oldAutoCommit = $FS::UID::AutoCommit;
5896 local $FS::UID::AutoCommit = 0;
5899 $self->select_for_update; #mutex
5901 foreach my $cust_bill ( $self->open_cust_bill ) {
5902 my $error = $cust_bill->apply_payments_and_credits(%options);
5904 $dbh->rollback if $oldAutoCommit;
5905 return "Error applying: $error";
5909 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5914 =item apply_credits OPTION => VALUE ...
5916 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5917 to outstanding invoice balances in chronological order (or reverse
5918 chronological order if the I<order> option is set to B<newest>) and returns the
5919 value of any remaining unapplied credits available for refund (see
5920 L<FS::cust_refund>).
5922 Dies if there is an error.
5930 local $SIG{HUP} = 'IGNORE';
5931 local $SIG{INT} = 'IGNORE';
5932 local $SIG{QUIT} = 'IGNORE';
5933 local $SIG{TERM} = 'IGNORE';
5934 local $SIG{TSTP} = 'IGNORE';
5935 local $SIG{PIPE} = 'IGNORE';
5937 my $oldAutoCommit = $FS::UID::AutoCommit;
5938 local $FS::UID::AutoCommit = 0;
5941 $self->select_for_update; #mutex
5943 unless ( $self->total_unapplied_credits ) {
5944 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5948 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5949 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5951 my @invoices = $self->open_cust_bill;
5952 @invoices = sort { $b->_date <=> $a->_date } @invoices
5953 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5955 if ( $conf->exists('pkg-balances') ) {
5956 # limit @credits to those w/ a pkgnum grepped from $self
5958 foreach my $i (@invoices) {
5959 foreach my $li ( $i->cust_bill_pkg ) {
5960 $pkgnums{$li->pkgnum} = 1;
5963 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
5968 foreach my $cust_bill ( @invoices ) {
5970 if ( !defined($credit) || $credit->credited == 0) {
5971 $credit = pop @credits or last;
5975 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
5976 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
5978 $owed = $cust_bill->owed;
5980 unless ( $owed > 0 ) {
5981 push @credits, $credit;
5985 my $amount = min( $credit->credited, $owed );
5987 my $cust_credit_bill = new FS::cust_credit_bill ( {
5988 'crednum' => $credit->crednum,
5989 'invnum' => $cust_bill->invnum,
5990 'amount' => $amount,
5992 $cust_credit_bill->pkgnum( $credit->pkgnum )
5993 if $conf->exists('pkg-balances') && $credit->pkgnum;
5994 my $error = $cust_credit_bill->insert;
5996 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6000 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6004 my $total_unapplied_credits = $self->total_unapplied_credits;
6006 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6008 return $total_unapplied_credits;
6011 =item apply_payments [ OPTION => VALUE ... ]
6013 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6014 to outstanding invoice balances in chronological order.
6016 #and returns the value of any remaining unapplied payments.
6018 A hash of optional arguments may be passed. Currently "manual" is supported.
6019 If true, a payment receipt is sent instead of a statement when
6020 'payment_receipt_email' configuration option is set.
6022 Dies if there is an error.
6026 sub apply_payments {
6027 my( $self, %options ) = @_;
6029 local $SIG{HUP} = 'IGNORE';
6030 local $SIG{INT} = 'IGNORE';
6031 local $SIG{QUIT} = 'IGNORE';
6032 local $SIG{TERM} = 'IGNORE';
6033 local $SIG{TSTP} = 'IGNORE';
6034 local $SIG{PIPE} = 'IGNORE';
6036 my $oldAutoCommit = $FS::UID::AutoCommit;
6037 local $FS::UID::AutoCommit = 0;
6040 $self->select_for_update; #mutex
6044 my @payments = sort { $b->_date <=> $a->_date }
6045 grep { $_->unapplied > 0 }
6048 my @invoices = sort { $a->_date <=> $b->_date}
6049 grep { $_->owed > 0 }
6052 if ( $conf->exists('pkg-balances') ) {
6053 # limit @payments to those w/ a pkgnum grepped from $self
6055 foreach my $i (@invoices) {
6056 foreach my $li ( $i->cust_bill_pkg ) {
6057 $pkgnums{$li->pkgnum} = 1;
6060 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6065 foreach my $cust_bill ( @invoices ) {
6067 if ( !defined($payment) || $payment->unapplied == 0 ) {
6068 $payment = pop @payments or last;
6072 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6073 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6075 $owed = $cust_bill->owed;
6077 unless ( $owed > 0 ) {
6078 push @payments, $payment;
6082 my $amount = min( $payment->unapplied, $owed );
6084 my $cust_bill_pay = new FS::cust_bill_pay ( {
6085 'paynum' => $payment->paynum,
6086 'invnum' => $cust_bill->invnum,
6087 'amount' => $amount,
6089 $cust_bill_pay->pkgnum( $payment->pkgnum )
6090 if $conf->exists('pkg-balances') && $payment->pkgnum;
6091 my $error = $cust_bill_pay->insert(%options);
6093 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6097 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6101 my $total_unapplied_payments = $self->total_unapplied_payments;
6103 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6105 return $total_unapplied_payments;
6110 Returns the total owed for this customer on all invoices
6111 (see L<FS::cust_bill/owed>).
6117 $self->total_owed_date(2145859200); #12/31/2037
6120 =item total_owed_date TIME
6122 Returns the total owed for this customer on all invoices with date earlier than
6123 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6124 see L<Time::Local> and L<Date::Parse> for conversion functions.
6128 sub total_owed_date {
6132 my $custnum = $self->custnum;
6134 my $owed_sql = FS::cust_bill->owed_sql;
6137 SELECT SUM($owed_sql) FROM cust_bill
6138 WHERE custnum = $custnum
6142 sprintf( "%.2f", $self->scalar_sql($sql) );
6146 =item total_owed_pkgnum PKGNUM
6148 Returns the total owed on all invoices for this customer's specific package
6149 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6153 sub total_owed_pkgnum {
6154 my( $self, $pkgnum ) = @_;
6155 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6158 =item total_owed_date_pkgnum TIME PKGNUM
6160 Returns the total owed for this customer's specific package when using
6161 experimental package balances on all invoices with date earlier than
6162 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6163 see L<Time::Local> and L<Date::Parse> for conversion functions.
6167 sub total_owed_date_pkgnum {
6168 my( $self, $time, $pkgnum ) = @_;
6171 foreach my $cust_bill (
6172 grep { $_->_date <= $time }
6173 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6175 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6177 sprintf( "%.2f", $total_bill );
6183 Returns the total amount of all payments.
6190 $total += $_->paid foreach $self->cust_pay;
6191 sprintf( "%.2f", $total );
6194 =item total_unapplied_credits
6196 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6197 customer. See L<FS::cust_credit/credited>.
6199 =item total_credited
6201 Old name for total_unapplied_credits. Don't use.
6205 sub total_credited {
6206 #carp "total_credited deprecated, use total_unapplied_credits";
6207 shift->total_unapplied_credits(@_);
6210 sub total_unapplied_credits {
6213 my $custnum = $self->custnum;
6215 my $unapplied_sql = FS::cust_credit->unapplied_sql;
6218 SELECT SUM($unapplied_sql) FROM cust_credit
6219 WHERE custnum = $custnum
6222 sprintf( "%.2f", $self->scalar_sql($sql) );
6226 =item total_unapplied_credits_pkgnum PKGNUM
6228 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6229 customer. See L<FS::cust_credit/credited>.
6233 sub total_unapplied_credits_pkgnum {
6234 my( $self, $pkgnum ) = @_;
6235 my $total_credit = 0;
6236 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6237 sprintf( "%.2f", $total_credit );
6241 =item total_unapplied_payments
6243 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6244 See L<FS::cust_pay/unapplied>.
6248 sub total_unapplied_payments {
6251 my $custnum = $self->custnum;
6253 my $unapplied_sql = FS::cust_pay->unapplied_sql;
6256 SELECT SUM($unapplied_sql) FROM cust_pay
6257 WHERE custnum = $custnum
6260 sprintf( "%.2f", $self->scalar_sql($sql) );
6264 =item total_unapplied_payments_pkgnum PKGNUM
6266 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6267 specific package when using experimental package balances. See
6268 L<FS::cust_pay/unapplied>.
6272 sub total_unapplied_payments_pkgnum {
6273 my( $self, $pkgnum ) = @_;
6274 my $total_unapplied = 0;
6275 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6276 sprintf( "%.2f", $total_unapplied );
6280 =item total_unapplied_refunds
6282 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6283 customer. See L<FS::cust_refund/unapplied>.
6287 sub total_unapplied_refunds {
6289 my $custnum = $self->custnum;
6291 my $unapplied_sql = FS::cust_refund->unapplied_sql;
6294 SELECT SUM($unapplied_sql) FROM cust_refund
6295 WHERE custnum = $custnum
6298 sprintf( "%.2f", $self->scalar_sql($sql) );
6304 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6305 total_unapplied_credits minus total_unapplied_payments).
6311 $self->balance_date_range;
6314 =item balance_date TIME
6316 Returns the balance for this customer, only considering invoices with date
6317 earlier than TIME (total_owed_date minus total_credited minus
6318 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6319 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6326 $self->balance_date_range(shift);
6329 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
6331 Returns the balance for this customer, optionally considering invoices with
6332 date earlier than START_TIME, and not later than END_TIME
6333 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6335 Times are specified as SQL fragments or numeric
6336 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6337 L<Date::Parse> for conversion functions. The empty string can be passed
6338 to disable that time constraint completely.
6340 Available options are:
6344 =item unapplied_date
6346 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)
6352 sub balance_date_range {
6354 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6355 ') FROM cust_main WHERE custnum='. $self->custnum;
6356 sprintf( '%.2f', $self->scalar_sql($sql) );
6359 =item balance_pkgnum PKGNUM
6361 Returns the balance for this customer's specific package when using
6362 experimental package balances (total_owed plus total_unrefunded, minus
6363 total_unapplied_credits minus total_unapplied_payments)
6367 sub balance_pkgnum {
6368 my( $self, $pkgnum ) = @_;
6371 $self->total_owed_pkgnum($pkgnum)
6372 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6373 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6374 - $self->total_unapplied_credits_pkgnum($pkgnum)
6375 - $self->total_unapplied_payments_pkgnum($pkgnum)
6379 =item in_transit_payments
6381 Returns the total of requests for payments for this customer pending in
6382 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6386 sub in_transit_payments {
6388 my $in_transit_payments = 0;
6389 foreach my $pay_batch ( qsearch('pay_batch', {
6392 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6393 'batchnum' => $pay_batch->batchnum,
6394 'custnum' => $self->custnum,
6396 $in_transit_payments += $cust_pay_batch->amount;
6399 sprintf( "%.2f", $in_transit_payments );
6404 Returns a hash of useful information for making a payment.
6414 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6415 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6416 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6420 For credit card transactions:
6432 For electronic check transactions:
6447 $return{balance} = $self->balance;
6449 $return{payname} = $self->payname
6450 || ( $self->first. ' '. $self->get('last') );
6452 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6454 $return{payby} = $self->payby;
6455 $return{stateid_state} = $self->stateid_state;
6457 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6458 $return{card_type} = cardtype($self->payinfo);
6459 $return{payinfo} = $self->paymask;
6461 @return{'month', 'year'} = $self->paydate_monthyear;
6465 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6466 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6467 $return{payinfo1} = $payinfo1;
6468 $return{payinfo2} = $payinfo2;
6469 $return{paytype} = $self->paytype;
6470 $return{paystate} = $self->paystate;
6474 #doubleclick protection
6476 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6482 =item paydate_monthyear
6484 Returns a two-element list consisting of the month and year of this customer's
6485 paydate (credit card expiration date for CARD customers)
6489 sub paydate_monthyear {
6491 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6493 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6500 =item tax_exemption TAXNAME
6505 my( $self, $taxname ) = @_;
6507 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6508 'taxname' => $taxname,
6513 =item cust_main_exemption
6517 sub cust_main_exemption {
6519 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6522 =item invoicing_list [ ARRAYREF ]
6524 If an arguement is given, sets these email addresses as invoice recipients
6525 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6526 (except as warnings), so use check_invoicing_list first.
6528 Returns a list of email addresses (with svcnum entries expanded).
6530 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6531 check it without disturbing anything by passing nothing.
6533 This interface may change in the future.
6537 sub invoicing_list {
6538 my( $self, $arrayref ) = @_;
6541 my @cust_main_invoice;
6542 if ( $self->custnum ) {
6543 @cust_main_invoice =
6544 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6546 @cust_main_invoice = ();
6548 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6549 #warn $cust_main_invoice->destnum;
6550 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6551 #warn $cust_main_invoice->destnum;
6552 my $error = $cust_main_invoice->delete;
6553 warn $error if $error;
6556 if ( $self->custnum ) {
6557 @cust_main_invoice =
6558 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6560 @cust_main_invoice = ();
6562 my %seen = map { $_->address => 1 } @cust_main_invoice;
6563 foreach my $address ( @{$arrayref} ) {
6564 next if exists $seen{$address} && $seen{$address};
6565 $seen{$address} = 1;
6566 my $cust_main_invoice = new FS::cust_main_invoice ( {
6567 'custnum' => $self->custnum,
6570 my $error = $cust_main_invoice->insert;
6571 warn $error if $error;
6575 if ( $self->custnum ) {
6577 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6584 =item check_invoicing_list ARRAYREF
6586 Checks these arguements as valid input for the invoicing_list method. If there
6587 is an error, returns the error, otherwise returns false.
6591 sub check_invoicing_list {
6592 my( $self, $arrayref ) = @_;
6594 foreach my $address ( @$arrayref ) {
6596 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6597 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6600 my $cust_main_invoice = new FS::cust_main_invoice ( {
6601 'custnum' => $self->custnum,
6604 my $error = $self->custnum
6605 ? $cust_main_invoice->check
6606 : $cust_main_invoice->checkdest
6608 return $error if $error;
6612 return "Email address required"
6613 if $conf->exists('cust_main-require_invoicing_list_email')
6614 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6619 =item set_default_invoicing_list
6621 Sets the invoicing list to all accounts associated with this customer,
6622 overwriting any previous invoicing list.
6626 sub set_default_invoicing_list {
6628 $self->invoicing_list($self->all_emails);
6633 Returns the email addresses of all accounts provisioned for this customer.
6640 foreach my $cust_pkg ( $self->all_pkgs ) {
6641 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6643 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6644 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6646 $list{$_}=1 foreach map { $_->email } @svc_acct;
6651 =item invoicing_list_addpost
6653 Adds postal invoicing to this customer. If this customer is already configured
6654 to receive postal invoices, does nothing.
6658 sub invoicing_list_addpost {
6660 return if grep { $_ eq 'POST' } $self->invoicing_list;
6661 my @invoicing_list = $self->invoicing_list;
6662 push @invoicing_list, 'POST';
6663 $self->invoicing_list(\@invoicing_list);
6666 =item invoicing_list_emailonly
6668 Returns the list of email invoice recipients (invoicing_list without non-email
6669 destinations such as POST and FAX).
6673 sub invoicing_list_emailonly {
6675 warn "$me invoicing_list_emailonly called"
6677 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6680 =item invoicing_list_emailonly_scalar
6682 Returns the list of email invoice recipients (invoicing_list without non-email
6683 destinations such as POST and FAX) as a comma-separated scalar.
6687 sub invoicing_list_emailonly_scalar {
6689 warn "$me invoicing_list_emailonly_scalar called"
6691 join(', ', $self->invoicing_list_emailonly);
6694 =item referral_custnum_cust_main
6696 Returns the customer who referred this customer (or the empty string, if
6697 this customer was not referred).
6699 Note the difference with referral_cust_main method: This method,
6700 referral_custnum_cust_main returns the single customer (if any) who referred
6701 this customer, while referral_cust_main returns an array of customers referred
6706 sub referral_custnum_cust_main {
6708 return '' unless $self->referral_custnum;
6709 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6712 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6714 Returns an array of customers referred by this customer (referral_custnum set
6715 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6716 customers referred by customers referred by this customer and so on, inclusive.
6717 The default behavior is DEPTH 1 (no recursion).
6719 Note the difference with referral_custnum_cust_main method: This method,
6720 referral_cust_main, returns an array of customers referred BY this customer,
6721 while referral_custnum_cust_main returns the single customer (if any) who
6722 referred this customer.
6726 sub referral_cust_main {
6728 my $depth = @_ ? shift : 1;
6729 my $exclude = @_ ? shift : {};
6732 map { $exclude->{$_->custnum}++; $_; }
6733 grep { ! $exclude->{ $_->custnum } }
6734 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6738 map { $_->referral_cust_main($depth-1, $exclude) }
6745 =item referral_cust_main_ncancelled
6747 Same as referral_cust_main, except only returns customers with uncancelled
6752 sub referral_cust_main_ncancelled {
6754 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6757 =item referral_cust_pkg [ DEPTH ]
6759 Like referral_cust_main, except returns a flat list of all unsuspended (and
6760 uncancelled) packages for each customer. The number of items in this list may
6761 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6765 sub referral_cust_pkg {
6767 my $depth = @_ ? shift : 1;
6769 map { $_->unsuspended_pkgs }
6770 grep { $_->unsuspended_pkgs }
6771 $self->referral_cust_main($depth);
6774 =item referring_cust_main
6776 Returns the single cust_main record for the customer who referred this customer
6777 (referral_custnum), or false.
6781 sub referring_cust_main {
6783 return '' unless $self->referral_custnum;
6784 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6787 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6789 Applies a credit to this customer. If there is an error, returns the error,
6790 otherwise returns false.
6792 REASON can be a text string, an FS::reason object, or a scalar reference to
6793 a reasonnum. If a text string, it will be automatically inserted as a new
6794 reason, and a 'reason_type' option must be passed to indicate the
6795 FS::reason_type for the new reason.
6797 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6799 Any other options are passed to FS::cust_credit::insert.
6804 my( $self, $amount, $reason, %options ) = @_;
6806 my $cust_credit = new FS::cust_credit {
6807 'custnum' => $self->custnum,
6808 'amount' => $amount,
6811 if ( ref($reason) ) {
6813 if ( ref($reason) eq 'SCALAR' ) {
6814 $cust_credit->reasonnum( $$reason );
6816 $cust_credit->reasonnum( $reason->reasonnum );
6820 $cust_credit->set('reason', $reason)
6823 for (qw( addlinfo eventnum )) {
6824 $cust_credit->$_( delete $options{$_} )
6825 if exists($options{$_});
6828 $cust_credit->insert(%options);
6832 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6834 Creates a one-time charge for this customer. If there is an error, returns
6835 the error, otherwise returns false.
6837 New-style, with a hashref of options:
6839 my $error = $cust_main->charge(
6843 'start_date' => str2time('7/4/2009'),
6844 'pkg' => 'Description',
6845 'comment' => 'Comment',
6846 'additional' => [], #extra invoice detail
6847 'classnum' => 1, #pkg_class
6849 'setuptax' => '', # or 'Y' for tax exempt
6852 'taxclass' => 'Tax class',
6855 'taxproduct' => 2, #part_pkg_taxproduct
6856 'override' => {}, #XXX describe
6858 #will be filled in with the new object
6859 'cust_pkg_ref' => \$cust_pkg,
6861 #generate an invoice immediately
6863 'invoice_terms' => '', #with these terms
6869 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
6875 my ( $amount, $quantity, $start_date, $classnum );
6876 my ( $pkg, $comment, $additional );
6877 my ( $setuptax, $taxclass ); #internal taxes
6878 my ( $taxproduct, $override ); #vendor (CCH) taxes
6880 my $cust_pkg_ref = '';
6881 my ( $bill_now, $invoice_terms ) = ( 0, '' );
6882 if ( ref( $_[0] ) ) {
6883 $amount = $_[0]->{amount};
6884 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6885 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
6886 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
6887 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6888 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6889 : '$'. sprintf("%.2f",$amount);
6890 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6891 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6892 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6893 $additional = $_[0]->{additional} || [];
6894 $taxproduct = $_[0]->{taxproductnum};
6895 $override = { '' => $_[0]->{tax_override} };
6896 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
6897 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
6898 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
6903 $pkg = @_ ? shift : 'One-time charge';
6904 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6906 $taxclass = @_ ? shift : '';
6910 local $SIG{HUP} = 'IGNORE';
6911 local $SIG{INT} = 'IGNORE';
6912 local $SIG{QUIT} = 'IGNORE';
6913 local $SIG{TERM} = 'IGNORE';
6914 local $SIG{TSTP} = 'IGNORE';
6915 local $SIG{PIPE} = 'IGNORE';
6917 my $oldAutoCommit = $FS::UID::AutoCommit;
6918 local $FS::UID::AutoCommit = 0;
6921 my $part_pkg = new FS::part_pkg ( {
6923 'comment' => $comment,
6927 'classnum' => ( $classnum ? $classnum : '' ),
6928 'setuptax' => $setuptax,
6929 'taxclass' => $taxclass,
6930 'taxproductnum' => $taxproduct,
6933 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6934 ( 0 .. @$additional - 1 )
6936 'additional_count' => scalar(@$additional),
6937 'setup_fee' => $amount,
6940 my $error = $part_pkg->insert( options => \%options,
6941 tax_overrides => $override,
6944 $dbh->rollback if $oldAutoCommit;
6948 my $pkgpart = $part_pkg->pkgpart;
6949 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6950 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6951 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6952 $error = $type_pkgs->insert;
6954 $dbh->rollback if $oldAutoCommit;
6959 my $cust_pkg = new FS::cust_pkg ( {
6960 'custnum' => $self->custnum,
6961 'pkgpart' => $pkgpart,
6962 'quantity' => $quantity,
6963 'start_date' => $start_date,
6964 'no_auto' => $no_auto,
6967 $error = $cust_pkg->insert;
6969 $dbh->rollback if $oldAutoCommit;
6971 } elsif ( $cust_pkg_ref ) {
6972 ${$cust_pkg_ref} = $cust_pkg;
6976 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
6977 'pkg_list' => [ $cust_pkg ],
6980 $dbh->rollback if $oldAutoCommit;
6985 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6990 #=item charge_postal_fee
6992 #Applies a one time charge this customer. If there is an error,
6993 #returns the error, returns the cust_pkg charge object or false
6994 #if there was no charge.
6998 # This should be a customer event. For that to work requires that bill
6999 # also be a customer event.
7001 sub charge_postal_fee {
7004 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7005 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7007 my $cust_pkg = new FS::cust_pkg ( {
7008 'custnum' => $self->custnum,
7009 'pkgpart' => $pkgpart,
7013 my $error = $cust_pkg->insert;
7014 $error ? $error : $cust_pkg;
7019 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7025 map { $_ } #return $self->num_cust_bill unless wantarray;
7026 sort { $a->_date <=> $b->_date }
7027 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7030 =item open_cust_bill
7032 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7037 sub open_cust_bill {
7041 'table' => 'cust_bill',
7042 'hashref' => { 'custnum' => $self->custnum, },
7043 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7044 'order_by' => 'ORDER BY _date ASC',
7049 =item cust_statements
7051 Returns all the statements (see L<FS::cust_statement>) for this customer.
7055 sub cust_statement {
7057 map { $_ } #return $self->num_cust_statement unless wantarray;
7058 sort { $a->_date <=> $b->_date }
7059 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7064 Returns all the credits (see L<FS::cust_credit>) for this customer.
7070 map { $_ } #return $self->num_cust_credit unless wantarray;
7071 sort { $a->_date <=> $b->_date }
7072 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7075 =item cust_credit_pkgnum
7077 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7078 package when using experimental package balances.
7082 sub cust_credit_pkgnum {
7083 my( $self, $pkgnum ) = @_;
7084 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7085 sort { $a->_date <=> $b->_date }
7086 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7087 'pkgnum' => $pkgnum,
7094 Returns all the payments (see L<FS::cust_pay>) for this customer.
7100 return $self->num_cust_pay unless wantarray;
7101 sort { $a->_date <=> $b->_date }
7102 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7107 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7108 called automatically when the cust_pay method is used in a scalar context.
7114 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7115 my $sth = dbh->prepare($sql) or die dbh->errstr;
7116 $sth->execute($self->custnum) or die $sth->errstr;
7117 $sth->fetchrow_arrayref->[0];
7120 =item cust_pay_pkgnum
7122 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7123 package when using experimental package balances.
7127 sub cust_pay_pkgnum {
7128 my( $self, $pkgnum ) = @_;
7129 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7130 sort { $a->_date <=> $b->_date }
7131 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7132 'pkgnum' => $pkgnum,
7139 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7145 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7146 sort { $a->_date <=> $b->_date }
7147 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7150 =item cust_pay_batch
7152 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7156 sub cust_pay_batch {
7158 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7159 sort { $a->paybatchnum <=> $b->paybatchnum }
7160 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7163 =item cust_pay_pending
7165 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7166 (without status "done").
7170 sub cust_pay_pending {
7172 return $self->num_cust_pay_pending unless wantarray;
7173 sort { $a->_date <=> $b->_date }
7174 qsearch( 'cust_pay_pending', {
7175 'custnum' => $self->custnum,
7176 'status' => { op=>'!=', value=>'done' },
7181 =item cust_pay_pending_attempt
7183 Returns all payment attempts / declined payments for this customer, as pending
7184 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
7185 a corresponding payment (see L<FS::cust_pay>).
7189 sub cust_pay_pending_attempt {
7191 return $self->num_cust_pay_pending_attempt unless wantarray;
7192 sort { $a->_date <=> $b->_date }
7193 qsearch( 'cust_pay_pending', {
7194 'custnum' => $self->custnum,
7201 =item num_cust_pay_pending
7203 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7204 customer (without status "done"). Also called automatically when the
7205 cust_pay_pending method is used in a scalar context.
7209 sub num_cust_pay_pending {
7212 " SELECT COUNT(*) FROM cust_pay_pending ".
7213 " WHERE custnum = ? AND status != 'done' ",
7218 =item num_cust_pay_pending_attempt
7220 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7221 customer, with status "done" but without a corresp. Also called automatically when the
7222 cust_pay_pending method is used in a scalar context.
7226 sub num_cust_pay_pending_attempt {
7229 " SELECT COUNT(*) FROM cust_pay_pending ".
7230 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
7237 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7243 map { $_ } #return $self->num_cust_refund unless wantarray;
7244 sort { $a->_date <=> $b->_date }
7245 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7248 =item display_custnum
7250 Returns the displayed customer number for this customer: agent_custid if
7251 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7255 sub display_custnum {
7257 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7258 return $self->agent_custid;
7260 return $self->custnum;
7266 Returns a name string for this customer, either "Company (Last, First)" or
7273 my $name = $self->contact;
7274 $name = $self->company. " ($name)" if $self->company;
7280 Returns a name string for this (service/shipping) contact, either
7281 "Company (Last, First)" or "Last, First".
7287 if ( $self->get('ship_last') ) {
7288 my $name = $self->ship_contact;
7289 $name = $self->ship_company. " ($name)" if $self->ship_company;
7298 Returns a name string for this customer, either "Company" or "First Last".
7304 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7307 =item ship_name_short
7309 Returns a name string for this (service/shipping) contact, either "Company"
7314 sub ship_name_short {
7316 if ( $self->get('ship_last') ) {
7317 $self->ship_company !~ /^\s*$/
7318 ? $self->ship_company
7319 : $self->ship_contact_firstlast;
7321 $self->name_company_or_firstlast;
7327 Returns this customer's full (billing) contact name only, "Last, First"
7333 $self->get('last'). ', '. $self->first;
7338 Returns this customer's full (shipping) contact name only, "Last, First"
7344 $self->get('ship_last')
7345 ? $self->get('ship_last'). ', '. $self->ship_first
7349 =item contact_firstlast
7351 Returns this customers full (billing) contact name only, "First Last".
7355 sub contact_firstlast {
7357 $self->first. ' '. $self->get('last');
7360 =item ship_contact_firstlast
7362 Returns this customer's full (shipping) contact name only, "First Last".
7366 sub ship_contact_firstlast {
7368 $self->get('ship_last')
7369 ? $self->first. ' '. $self->get('ship_last')
7370 : $self->contact_firstlast;
7375 Returns this customer's full country name
7381 code2country($self->country);
7384 =item geocode DATA_VENDOR
7386 Returns a value for the customer location as encoded by DATA_VENDOR.
7387 Currently this only makes sense for "CCH" as DATA_VENDOR.
7392 my ($self, $data_vendor) = (shift, shift); #always cch for now
7394 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7395 return $geocode if $geocode;
7397 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7401 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7402 if $self->country eq 'US';
7406 #CCH specific location stuff
7407 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7409 my @cust_tax_location =
7411 'table' => 'cust_tax_location',
7412 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7413 'extra_sql' => $extra_sql,
7414 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7417 $geocode = $cust_tax_location[0]->geocode
7418 if scalar(@cust_tax_location);
7427 Returns a status string for this customer, currently:
7431 =item prospect - No packages have ever been ordered
7433 =item ordered - Recurring packages all are new (not yet billed).
7435 =item active - One or more recurring packages is active
7437 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7439 =item suspended - All non-cancelled recurring packages are suspended
7441 =item cancelled - All recurring packages are cancelled
7447 sub status { shift->cust_status(@_); }
7451 # prospect ordered active inactive suspended cancelled
7452 for my $status ( FS::cust_main->statuses() ) {
7453 my $method = $status.'_sql';
7454 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7455 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7456 $sth->execute( ($self->custnum) x $numnum )
7457 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7458 return $status if $sth->fetchrow_arrayref->[0];
7462 =item ucfirst_cust_status
7464 =item ucfirst_status
7466 Returns the status with the first character capitalized.
7470 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7472 sub ucfirst_cust_status {
7474 ucfirst($self->cust_status);
7479 Returns a hex triplet color string for this customer's status.
7483 use vars qw(%statuscolor);
7484 tie %statuscolor, 'Tie::IxHash',
7485 'prospect' => '7e0079', #'000000', #black? naw, purple
7486 'active' => '00CC00', #green
7487 'ordered' => '009999', #teal? cyan?
7488 'inactive' => '0000CC', #blue
7489 'suspended' => 'FF9900', #yellow
7490 'cancelled' => 'FF0000', #red
7493 sub statuscolor { shift->cust_statuscolor(@_); }
7495 sub cust_statuscolor {
7497 $statuscolor{$self->cust_status};
7502 Returns an array of hashes representing the customer's RT tickets.
7509 my $num = $conf->config('cust_main-max_tickets') || 10;
7512 if ( $conf->config('ticket_system') ) {
7513 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7515 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7519 foreach my $priority (
7520 $conf->config('ticket_system-custom_priority_field-values'), ''
7522 last if scalar(@tickets) >= $num;
7524 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7525 $num - scalar(@tickets),
7535 # Return services representing svc_accts in customer support packages
7536 sub support_services {
7538 my %packages = map { $_ => 1 } $conf->config('support_packages');
7540 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7541 grep { $_->part_svc->svcdb eq 'svc_acct' }
7542 map { $_->cust_svc }
7543 grep { exists $packages{ $_->pkgpart } }
7544 $self->ncancelled_pkgs;
7548 # Return a list of latitude/longitude for one of the services (if any)
7549 sub service_coordinates {
7553 grep { $_->latitude && $_->longitude }
7555 map { $_->cust_svc }
7556 $self->ncancelled_pkgs;
7558 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7563 =head1 CLASS METHODS
7569 Class method that returns the list of possible status strings for customers
7570 (see L<the status method|/status>). For example:
7572 @statuses = FS::cust_main->statuses();
7577 #my $self = shift; #could be class...
7583 Returns an SQL expression identifying prospective cust_main records (customers
7584 with no packages ever ordered)
7588 use vars qw($select_count_pkgs);
7589 $select_count_pkgs =
7590 "SELECT COUNT(*) FROM cust_pkg
7591 WHERE cust_pkg.custnum = cust_main.custnum";
7593 sub select_count_pkgs_sql {
7598 " 0 = ( $select_count_pkgs ) ";
7603 Returns an SQL expression identifying ordered cust_main records (customers with
7604 recurring packages not yet setup).
7609 FS::cust_main->none_active_sql.
7610 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->ordered_sql. " ) ";
7615 Returns an SQL expression identifying active cust_main records (customers with
7616 active recurring packages).
7621 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
7624 =item none_active_sql
7626 Returns an SQL expression identifying cust_main records with no active
7627 recurring packages. This includes customers of status prospect, ordered,
7628 inactive, and suspended.
7632 sub none_active_sql {
7633 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
7638 Returns an SQL expression identifying inactive cust_main records (customers with
7639 no active recurring packages, but otherwise unsuspended/uncancelled).
7644 FS::cust_main->none_active_sql.
7645 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
7651 Returns an SQL expression identifying suspended cust_main records.
7656 sub suspended_sql { susp_sql(@_); }
7658 FS::cust_main->none_active_sql.
7659 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
7665 Returns an SQL expression identifying cancelled cust_main records.
7669 sub cancelled_sql { cancel_sql(@_); }
7672 my $recurring_sql = FS::cust_pkg->recurring_sql;
7673 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7676 0 < ( $select_count_pkgs )
7677 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7678 AND 0 = ( $select_count_pkgs AND $recurring_sql
7679 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7681 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7687 =item uncancelled_sql
7689 Returns an SQL expression identifying un-cancelled cust_main records.
7693 sub uncancelled_sql { uncancel_sql(@_); }
7694 sub uncancel_sql { "
7695 ( 0 < ( $select_count_pkgs
7696 AND ( cust_pkg.cancel IS NULL
7697 OR cust_pkg.cancel = 0
7700 OR 0 = ( $select_count_pkgs )
7706 Returns an SQL fragment to retreive the balance.
7711 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7712 WHERE cust_bill.custnum = cust_main.custnum )
7713 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7714 WHERE cust_pay.custnum = cust_main.custnum )
7715 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7716 WHERE cust_credit.custnum = cust_main.custnum )
7717 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7718 WHERE cust_refund.custnum = cust_main.custnum )
7721 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
7723 Returns an SQL fragment to retreive the balance for this customer, optionally
7724 considering invoices with date earlier than START_TIME, and not
7725 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7726 total_unapplied_payments).
7728 Times are specified as SQL fragments or numeric
7729 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7730 L<Date::Parse> for conversion functions. The empty string can be passed
7731 to disable that time constraint completely.
7733 Available options are:
7737 =item unapplied_date
7739 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)
7744 set to true to remove all customer comparison clauses, for totals
7749 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7754 JOIN clause (typically used with the total option)
7758 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7759 time will be ignored. Note that START_TIME and END_TIME only limit the date
7760 range for invoices and I<unapplied> payments, credits, and refunds.
7766 sub balance_date_sql {
7767 my( $class, $start, $end, %opt ) = @_;
7769 my $cutoff = $opt{'cutoff'};
7771 my $owed = FS::cust_bill->owed_sql($cutoff);
7772 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
7773 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
7774 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7776 my $j = $opt{'join'} || '';
7778 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7779 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7780 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7781 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7783 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7784 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7785 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7786 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7791 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7793 Returns an SQL fragment to retreive the total unapplied payments for this
7794 customer, only considering invoices with date earlier than START_TIME, and
7795 optionally not later than END_TIME.
7797 Times are specified as SQL fragments or numeric
7798 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7799 L<Date::Parse> for conversion functions. The empty string can be passed
7800 to disable that time constraint completely.
7802 Available options are:
7806 sub unapplied_payments_date_sql {
7807 my( $class, $start, $end, %opt ) = @_;
7809 my $cutoff = $opt{'cutoff'};
7811 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7813 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7814 'unapplied_date'=>1 );
7816 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7819 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7821 Helper method for balance_date_sql; name (and usage) subject to change
7822 (suggestions welcome).
7824 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7825 cust_refund, cust_credit or cust_pay).
7827 If TABLE is "cust_bill" or the unapplied_date option is true, only
7828 considers records with date earlier than START_TIME, and optionally not
7829 later than END_TIME .
7833 sub _money_table_where {
7834 my( $class, $table, $start, $end, %opt ) = @_;
7837 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7838 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7839 push @where, "$table._date <= $start" if defined($start) && length($start);
7840 push @where, "$table._date > $end" if defined($end) && length($end);
7842 push @where, @{$opt{'where'}} if $opt{'where'};
7843 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7849 =item search HASHREF
7853 Returns a qsearch hash expression to search for parameters specified in
7854 HASHREF. Valid parameters are
7862 =item cancelled_pkgs
7868 listref of start date, end date
7878 =item current_balance
7880 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7884 =item flattened_pkgs
7893 my ($class, $params) = @_;
7904 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7906 "cust_main.agentnum = $1";
7910 # do the same for user
7913 if ( $params->{'usernum'} =~ /^(\d+)$/ and $1 ) {
7915 "cust_main.usernum = $1";
7922 #prospect ordered active inactive suspended cancelled
7923 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7924 my $method = $params->{'status'}. '_sql';
7925 #push @where, $class->$method();
7926 push @where, FS::cust_main->$method();
7930 # parse cancelled package checkbox
7935 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7936 unless $params->{'cancelled_pkgs'};
7939 # parse without census tract checkbox
7942 push @where, "(censustract = '' or censustract is null)"
7943 if $params->{'no_censustract'};
7949 foreach my $field (qw( signupdate )) {
7951 next unless exists($params->{$field});
7953 my($beginning, $ending, $hour) = @{$params->{$field}};
7956 "cust_main.$field IS NOT NULL",
7957 "cust_main.$field >= $beginning",
7958 "cust_main.$field <= $ending";
7960 # XXX: do this for mysql and/or pull it out of here
7962 if ($dbh->{Driver}->{Name} eq 'Pg') {
7963 push @where, "extract(hour from to_timestamp(cust_main.$field)) = $hour";
7966 warn "search by time of day not supported on ".$dbh->{Driver}->{Name}." databases";
7970 $orderby ||= "ORDER BY cust_main.$field";
7978 if ( $params->{'classnum'} ) {
7980 my @classnum = ref( $params->{'classnum'} )
7981 ? @{ $params->{'classnum'} }
7982 : ( $params->{'classnum'} );
7984 @classnum = grep /^(\d*)$/, @classnum;
7987 push @where, '( '. join(' OR ', map {
7988 $_ ? "cust_main.classnum = $_"
7989 : "cust_main.classnum IS NULL"
8002 if ( $params->{'payby'} ) {
8004 my @payby = ref( $params->{'payby'} )
8005 ? @{ $params->{'payby'} }
8006 : ( $params->{'payby'} );
8008 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8010 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
8016 # paydate_year / paydate_month
8019 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
8021 $params->{'paydate_month'} =~ /^(\d\d?)$/
8022 or die "paydate_year without paydate_month?";
8026 'paydate IS NOT NULL',
8028 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
8036 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
8038 if ( $1 eq 'NULL' ) {
8040 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
8043 "cust_main.invoice_terms IS NOT NULL",
8044 "cust_main.invoice_terms = '$1'";
8052 if ( $params->{'current_balance'} ) {
8054 #my $balance_sql = $class->balance_sql();
8055 my $balance_sql = FS::cust_main->balance_sql();
8057 my @current_balance =
8058 ref( $params->{'current_balance'} )
8059 ? @{ $params->{'current_balance'} }
8060 : ( $params->{'current_balance'} );
8062 push @where, map { s/current_balance/$balance_sql/; $_ }
8071 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8073 "cust_main.custbatch = '$1'";
8077 # setup queries, subs, etc. for the search
8080 $orderby ||= 'ORDER BY custnum';
8082 # here is the agent virtualization
8083 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8085 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8087 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8089 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8091 my $select = join(', ',
8092 'cust_main.custnum',
8093 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8096 my(@extra_headers) = ();
8097 my(@extra_fields) = ();
8099 if ($params->{'flattened_pkgs'}) {
8101 if ($dbh->{Driver}->{Name} eq 'Pg') {
8103 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8105 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8106 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8107 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8109 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8110 "omitting packing information from report.";
8113 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
8115 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8116 $sth->execute() or die $sth->errstr;
8117 my $headerrow = $sth->fetchrow_arrayref;
8118 my $headercount = $headerrow ? $headerrow->[0] : 0;
8119 while($headercount) {
8120 unshift @extra_headers, "Package ". $headercount;
8121 unshift @extra_fields, eval q!sub {my $c = shift;
8122 my @a = split '\|', $c->magic;
8123 my $p = $a[!.--$headercount. q!];
8131 'table' => 'cust_main',
8132 'select' => $select,
8134 'extra_sql' => $extra_sql,
8135 'order_by' => $orderby,
8136 'count_query' => $count_query,
8137 'extra_headers' => \@extra_headers,
8138 'extra_fields' => \@extra_fields,
8143 =item email_search_result HASHREF
8147 Emails a notice to the specified customers.
8149 Valid parameters are those of the L<search> method, plus the following:
8171 Optional job queue job for status updates.
8175 Returns an error message, or false for success.
8177 If an error occurs during any email, stops the enture send and returns that
8178 error. Presumably if you're getting SMTP errors aborting is better than
8179 retrying everything.
8183 sub email_search_result {
8184 my($class, $params) = @_;
8186 my $from = delete $params->{from};
8187 my $subject = delete $params->{subject};
8188 my $html_body = delete $params->{html_body};
8189 my $text_body = delete $params->{text_body};
8192 my $job = delete $params->{'job'}
8193 or die "email_search_result must run from the job queue.\n";
8195 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8196 unless ref($params->{'payby'});
8198 my $sql_query = $class->search($params);
8200 my $count_query = delete($sql_query->{'count_query'});
8201 my $count_sth = dbh->prepare($count_query)
8202 or die "Error preparing $count_query: ". dbh->errstr;
8204 or die "Error executing $count_query: ". $count_sth->errstr;
8205 my $count_arrayref = $count_sth->fetchrow_arrayref;
8206 my $num_cust = $count_arrayref->[0];
8208 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8209 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8212 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8213 my @retry_jobs = ();
8216 #eventually order+limit magic to reduce memory use?
8217 foreach my $cust_main ( qsearch($sql_query) ) {
8219 #progressbar first, so that the count is right
8221 if ( time - $min_sec > $last ) {
8222 my $error = $job->update_statustext(
8223 int( 100 * $num / $num_cust )
8225 die $error if $error;
8229 my $to = $cust_main->invoicing_list_emailonly_scalar;
8235 'subject' => $subject,
8236 'html_body' => $html_body,
8237 'text_body' => $text_body,
8240 $error = send_email( generate_email( @message ) );
8243 # queue the sending of this message so that the user can see what we
8244 # tried to do, and retry if desired
8245 my $queue = new FS::queue {
8246 'job' => 'FS::Misc::process_send_email',
8247 'custnum' => $cust_main->custnum,
8248 'status' => 'failed',
8249 'statustext' => $error,
8251 $queue->insert(@message);
8252 push @retry_jobs, $queue;
8259 if($success == 0 and
8260 (scalar(@retry_jobs) > 10 or $num == $num_cust)
8262 # 10 is arbitrary, but if we have enough failures, that's
8263 # probably a configuration or network problem, and we
8264 # abort the batch and run away screaming.
8265 # We NEVER do this if anything was successfully sent.
8266 $_->delete foreach (@retry_jobs);
8267 return "multiple failures: '$error'\n";
8272 # fail the job, but with a status message that makes it clear
8273 # something was sent.
8274 return "Sent $success, failed ".scalar(@retry_jobs).". Failed attempts placed in job queue.\n";
8280 sub process_email_search_result {
8282 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8284 my $param = thaw(decode_base64(shift));
8285 warn Dumper($param) if $DEBUG;
8287 $param->{'job'} = $job;
8289 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8290 unless ref($param->{'payby'});
8292 my $error = FS::cust_main->email_search_result( $param );
8293 die $error if $error;
8297 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8299 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8300 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8301 specified (the appropriate ship_ field is also searched).
8303 Additional options are the same as FS::Record::qsearch
8308 my( $self, $fuzzy, $hash, @opt) = @_;
8313 check_and_rebuild_fuzzyfiles();
8314 foreach my $field ( keys %$fuzzy ) {
8316 my $all = $self->all_X($field);
8317 next unless scalar(@$all);
8320 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8323 foreach ( keys %match ) {
8324 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8325 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8328 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8331 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8333 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8341 Returns a masked version of the named field
8346 my ($self,$field) = @_;
8350 'x'x(length($self->getfield($field))-4).
8351 substr($self->getfield($field), (length($self->getfield($field))-4));
8361 =item smart_search OPTION => VALUE ...
8363 Accepts the following options: I<search>, the string to search for. The string
8364 will be searched for as a customer number, phone number, name or company name,
8365 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8366 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8367 skip fuzzy matching when an exact match is found.
8369 Any additional options are treated as an additional qualifier on the search
8372 Returns a (possibly empty) array of FS::cust_main objects.
8379 #here is the agent virtualization
8380 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8384 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8385 my $search = delete $options{'search'};
8386 ( my $alphanum_search = $search ) =~ s/\W//g;
8388 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8390 #false laziness w/Record::ut_phone
8391 my $phonen = "$1-$2-$3";
8392 $phonen .= " x$4" if $4;
8394 push @cust_main, qsearch( {
8395 'table' => 'cust_main',
8396 'hashref' => { %options },
8397 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8399 join(' OR ', map "$_ = '$phonen'",
8400 qw( daytime night fax
8401 ship_daytime ship_night ship_fax )
8404 " AND $agentnums_sql", #agent virtualization
8407 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8408 #try looking for matches with extensions unless one was specified
8410 push @cust_main, qsearch( {
8411 'table' => 'cust_main',
8412 'hashref' => { %options },
8413 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8415 join(' OR ', map "$_ LIKE '$phonen\%'",
8417 ship_daytime ship_night )
8420 " AND $agentnums_sql", #agent virtualization
8425 # custnum search (also try agent_custid), with some tweaking options if your
8426 # legacy cust "numbers" have letters
8429 if ( $search =~ /^\s*(\d+)\s*$/
8430 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8431 && $search =~ /^\s*(\w\w?\d+)\s*$/
8433 || ( $conf->exists('address1-search' )
8434 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8441 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8442 push @cust_main, qsearch( {
8443 'table' => 'cust_main',
8444 'hashref' => { 'custnum' => $num, %options },
8445 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8449 push @cust_main, qsearch( {
8450 'table' => 'cust_main',
8451 'hashref' => { 'agent_custid' => $num, %options },
8452 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8455 if ( $conf->exists('address1-search') ) {
8456 my $len = length($num);
8458 foreach my $prefix ( '', 'ship_' ) {
8459 push @cust_main, qsearch( {
8460 'table' => 'cust_main',
8461 'hashref' => { %options, },
8463 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8464 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8465 " AND $agentnums_sql",
8470 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8472 my($company, $last, $first) = ( $1, $2, $3 );
8474 # "Company (Last, First)"
8475 #this is probably something a browser remembered,
8476 #so just do an exact search (but case-insensitive, so USPS standardization
8477 #doesn't throw a wrench in the works)
8479 foreach my $prefix ( '', 'ship_' ) {
8480 push @cust_main, qsearch( {
8481 'table' => 'cust_main',
8482 'hashref' => { %options },
8484 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8486 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8487 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8488 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8494 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8495 # try (ship_){last,company}
8499 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8500 # # full strings the browser remembers won't work
8501 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8503 use Lingua::EN::NameParse;
8504 my $NameParse = new Lingua::EN::NameParse(
8506 allow_reversed => 1,
8509 my($last, $first) = ( '', '' );
8510 #maybe disable this too and just rely on NameParse?
8511 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8513 ($last, $first) = ( $1, $2 );
8515 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8516 } elsif ( ! $NameParse->parse($value) ) {
8518 my %name = $NameParse->components;
8519 $first = $name{'given_name_1'};
8520 $last = $name{'surname_1'};
8524 if ( $first && $last ) {
8526 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8529 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8531 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8532 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8535 push @cust_main, qsearch( {
8536 'table' => 'cust_main',
8537 'hashref' => \%options,
8538 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8541 # or it just be something that was typed in... (try that in a sec)
8545 my $q_value = dbh->quote($value);
8548 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8549 $sql .= " ( LOWER(last) = $q_value
8550 OR LOWER(company) = $q_value
8551 OR LOWER(ship_last) = $q_value
8552 OR LOWER(ship_company) = $q_value
8554 $sql .= " OR LOWER(address1) = $q_value
8555 OR LOWER(ship_address1) = $q_value
8557 if $conf->exists('address1-search');
8560 push @cust_main, qsearch( {
8561 'table' => 'cust_main',
8562 'hashref' => \%options,
8563 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8566 #no exact match, trying substring/fuzzy
8567 #always do substring & fuzzy (unless they're explicity config'ed off)
8568 #getting complaints searches are not returning enough
8569 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8571 #still some false laziness w/search (was search/cust_main.cgi)
8576 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8577 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8580 if ( $first && $last ) {
8583 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8584 'last' => { op=>'ILIKE', value=>"%$last%" },
8586 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8587 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8594 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8595 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8599 if ( $conf->exists('address1-search') ) {
8601 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
8602 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
8606 foreach my $hashref ( @hashrefs ) {
8608 push @cust_main, qsearch( {
8609 'table' => 'cust_main',
8610 'hashref' => { %$hashref,
8613 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8622 " AND $agentnums_sql", #extra_sql #agent virtualization
8625 if ( $first && $last ) {
8626 push @cust_main, FS::cust_main->fuzzy_search(
8627 { 'last' => $last, #fuzzy hashref
8628 'first' => $first }, #
8632 foreach my $field ( 'last', 'company' ) {
8634 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8636 if ( $conf->exists('address1-search') ) {
8638 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
8645 #eliminate duplicates
8647 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8655 Accepts the following options: I<email>, the email address to search for. The
8656 email address will be searched for as an email invoice destination and as an
8659 #Any additional options are treated as an additional qualifier on the search
8660 #(i.e. I<agentnum>).
8662 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8672 my $email = delete $options{'email'};
8674 #we're only being used by RT at the moment... no agent virtualization yet
8675 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8679 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8681 my ( $user, $domain ) = ( $1, $2 );
8683 warn "$me smart_search: searching for $user in domain $domain"
8689 'table' => 'cust_main_invoice',
8690 'hashref' => { 'dest' => $email },
8697 map $_->cust_svc->cust_pkg,
8699 'table' => 'svc_acct',
8700 'hashref' => { 'username' => $user, },
8702 'AND ( SELECT domain FROM svc_domain
8703 WHERE svc_acct.domsvc = svc_domain.svcnum
8704 ) = '. dbh->quote($domain),
8710 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8712 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8719 =item check_and_rebuild_fuzzyfiles
8723 sub check_and_rebuild_fuzzyfiles {
8724 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8725 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8728 =item rebuild_fuzzyfiles
8732 sub rebuild_fuzzyfiles {
8734 use Fcntl qw(:flock);
8736 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8737 mkdir $dir, 0700 unless -d $dir;
8739 foreach my $fuzzy ( @fuzzyfields ) {
8741 open(LOCK,">>$dir/cust_main.$fuzzy")
8742 or die "can't open $dir/cust_main.$fuzzy: $!";
8744 or die "can't lock $dir/cust_main.$fuzzy: $!";
8746 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8747 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8749 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8750 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8751 " WHERE $field != '' AND $field IS NOT NULL");
8752 $sth->execute or die $sth->errstr;
8754 while ( my $row = $sth->fetchrow_arrayref ) {
8755 print CACHE $row->[0]. "\n";
8760 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8762 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8773 my( $self, $field ) = @_;
8774 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8775 open(CACHE,"<$dir/cust_main.$field")
8776 or die "can't open $dir/cust_main.$field: $!";
8777 my @array = map { chomp; $_; } <CACHE>;
8782 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
8786 sub append_fuzzyfiles {
8787 #my( $first, $last, $company ) = @_;
8789 &check_and_rebuild_fuzzyfiles;
8791 use Fcntl qw(:flock);
8793 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8795 foreach my $field (@fuzzyfields) {
8800 open(CACHE,">>$dir/cust_main.$field")
8801 or die "can't open $dir/cust_main.$field: $!";
8802 flock(CACHE,LOCK_EX)
8803 or die "can't lock $dir/cust_main.$field: $!";
8805 print CACHE "$value\n";
8807 flock(CACHE,LOCK_UN)
8808 or die "can't unlock $dir/cust_main.$field: $!";
8823 #warn join('-',keys %$param);
8824 my $fh = $param->{filehandle};
8825 my @fields = @{$param->{fields}};
8827 eval "use Text::CSV_XS;";
8830 my $csv = new Text::CSV_XS;
8837 local $SIG{HUP} = 'IGNORE';
8838 local $SIG{INT} = 'IGNORE';
8839 local $SIG{QUIT} = 'IGNORE';
8840 local $SIG{TERM} = 'IGNORE';
8841 local $SIG{TSTP} = 'IGNORE';
8842 local $SIG{PIPE} = 'IGNORE';
8844 my $oldAutoCommit = $FS::UID::AutoCommit;
8845 local $FS::UID::AutoCommit = 0;
8848 #while ( $columns = $csv->getline($fh) ) {
8850 while ( defined($line=<$fh>) ) {
8852 $csv->parse($line) or do {
8853 $dbh->rollback if $oldAutoCommit;
8854 return "can't parse: ". $csv->error_input();
8857 my @columns = $csv->fields();
8858 #warn join('-',@columns);
8861 foreach my $field ( @fields ) {
8862 $row{$field} = shift @columns;
8865 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8866 unless ( $cust_main ) {
8867 $dbh->rollback if $oldAutoCommit;
8868 return "unknown custnum $row{'custnum'}";
8871 if ( $row{'amount'} > 0 ) {
8872 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8874 $dbh->rollback if $oldAutoCommit;
8878 } elsif ( $row{'amount'} < 0 ) {
8879 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8882 $dbh->rollback if $oldAutoCommit;
8892 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8894 return "Empty file!" unless $imported;
8900 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8902 Deprecated. Use event notification and message templates
8903 (L<FS::msg_template>) instead.
8905 Sends a templated email notification to the customer (see L<Text::Template>).
8907 OPTIONS is a hash and may include
8909 I<from> - the email sender (default is invoice_from)
8911 I<to> - comma-separated scalar or arrayref of recipients
8912 (default is invoicing_list)
8914 I<subject> - The subject line of the sent email notification
8915 (default is "Notice from company_name")
8917 I<extra_fields> - a hashref of name/value pairs which will be substituted
8920 The following variables are vavailable in the template.
8922 I<$first> - the customer first name
8923 I<$last> - the customer last name
8924 I<$company> - the customer company
8925 I<$payby> - a description of the method of payment for the customer
8926 # would be nice to use FS::payby::shortname
8927 I<$payinfo> - the account information used to collect for this customer
8928 I<$expdate> - the expiration of the customer payment in seconds from epoch
8933 my ($self, $template, %options) = @_;
8935 return unless $conf->exists($template);
8937 my $from = $conf->config('invoice_from', $self->agentnum)
8938 if $conf->exists('invoice_from', $self->agentnum);
8939 $from = $options{from} if exists($options{from});
8941 my $to = join(',', $self->invoicing_list_emailonly);
8942 $to = $options{to} if exists($options{to});
8944 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8945 if $conf->exists('company_name', $self->agentnum);
8946 $subject = $options{subject} if exists($options{subject});
8948 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8949 SOURCE => [ map "$_\n",
8950 $conf->config($template)]
8952 or die "can't create new Text::Template object: Text::Template::ERROR";
8953 $notify_template->compile()
8954 or die "can't compile template: Text::Template::ERROR";
8956 $FS::notify_template::_template::company_name =
8957 $conf->config('company_name', $self->agentnum);
8958 $FS::notify_template::_template::company_address =
8959 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8961 my $paydate = $self->paydate || '2037-12-31';
8962 $FS::notify_template::_template::first = $self->first;
8963 $FS::notify_template::_template::last = $self->last;
8964 $FS::notify_template::_template::company = $self->company;
8965 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8966 my $payby = $self->payby;
8967 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8968 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8970 #credit cards expire at the end of the month/year of their exp date
8971 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8972 $FS::notify_template::_template::payby = 'credit card';
8973 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8974 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8976 }elsif ($payby eq 'COMP') {
8977 $FS::notify_template::_template::payby = 'complimentary account';
8979 $FS::notify_template::_template::payby = 'current method';
8981 $FS::notify_template::_template::expdate = $expire_time;
8983 for (keys %{$options{extra_fields}}){
8985 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8988 send_email(from => $from,
8990 subject => $subject,
8991 body => $notify_template->fill_in( PACKAGE =>
8992 'FS::notify_template::_template' ),
8997 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8999 Generates a templated notification to the customer (see L<Text::Template>).
9001 OPTIONS is a hash and may include
9003 I<extra_fields> - a hashref of name/value pairs which will be substituted
9004 into the template. These values may override values mentioned below
9005 and those from the customer record.
9007 The following variables are available in the template instead of or in addition
9008 to the fields of the customer record.
9010 I<$payby> - a description of the method of payment for the customer
9011 # would be nice to use FS::payby::shortname
9012 I<$payinfo> - the masked account information used to collect for this customer
9013 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9014 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9018 # a lot like cust_bill::print_latex
9019 sub generate_letter {
9020 my ($self, $template, %options) = @_;
9022 return unless $conf->exists($template);
9024 my $letter_template = new Text::Template
9026 SOURCE => [ map "$_\n", $conf->config($template)],
9027 DELIMITERS => [ '[@--', '--@]' ],
9029 or die "can't create new Text::Template object: Text::Template::ERROR";
9031 $letter_template->compile()
9032 or die "can't compile template: Text::Template::ERROR";
9034 my %letter_data = map { $_ => $self->$_ } $self->fields;
9035 $letter_data{payinfo} = $self->mask_payinfo;
9037 #my $paydate = $self->paydate || '2037-12-31';
9038 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9040 my $payby = $self->payby;
9041 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9042 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9044 #credit cards expire at the end of the month/year of their exp date
9045 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9046 $letter_data{payby} = 'credit card';
9047 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9048 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9050 }elsif ($payby eq 'COMP') {
9051 $letter_data{payby} = 'complimentary account';
9053 $letter_data{payby} = 'current method';
9055 $letter_data{expdate} = $expire_time;
9057 for (keys %{$options{extra_fields}}){
9058 $letter_data{$_} = $options{extra_fields}->{$_};
9061 unless(exists($letter_data{returnaddress})){
9062 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9063 $self->agent_template)
9065 if ( length($retadd) ) {
9066 $letter_data{returnaddress} = $retadd;
9067 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9068 $letter_data{returnaddress} =
9069 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
9073 ( $conf->config('company_name', $self->agentnum),
9074 $conf->config('company_address', $self->agentnum),
9078 $letter_data{returnaddress} = '~';
9082 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9084 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9086 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9088 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9092 ) or die "can't open temp file: $!\n";
9093 print $lh $conf->config_binary('logo.eps', $self->agentnum)
9094 or die "can't write temp file: $!\n";
9096 $letter_data{'logo_file'} = $lh->filename;
9098 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9102 ) or die "can't open temp file: $!\n";
9104 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9106 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9107 return ($1, $letter_data{'logo_file'});
9111 =item print_ps TEMPLATE
9113 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9119 my($file, $lfile) = $self->generate_letter(@_);
9120 my $ps = FS::Misc::generate_ps($file);
9121 unlink($file.'.tex');
9127 =item print TEMPLATE
9129 Prints the filled in template.
9131 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9135 sub queueable_print {
9138 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9139 or die "invalid customer number: " . $opt{custvnum};
9141 my $error = $self->print( $opt{template} );
9142 die $error if $error;
9146 my ($self, $template) = (shift, shift);
9147 do_print [ $self->print_ps($template) ];
9150 #these three subs should just go away once agent stuff is all config overrides
9152 sub agent_template {
9154 $self->_agent_plandata('agent_templatename');
9157 sub agent_invoice_from {
9159 $self->_agent_plandata('agent_invoice_from');
9162 sub _agent_plandata {
9163 my( $self, $option ) = @_;
9165 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9166 #agent-specific Conf
9168 use FS::part_event::Condition;
9170 my $agentnum = $self->agentnum;
9172 my $regexp = regexp_sql();
9174 my $part_event_option =
9176 'select' => 'part_event_option.*',
9177 'table' => 'part_event_option',
9179 LEFT JOIN part_event USING ( eventpart )
9180 LEFT JOIN part_event_option AS peo_agentnum
9181 ON ( part_event.eventpart = peo_agentnum.eventpart
9182 AND peo_agentnum.optionname = 'agentnum'
9183 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9185 LEFT JOIN part_event_condition
9186 ON ( part_event.eventpart = part_event_condition.eventpart
9187 AND part_event_condition.conditionname = 'cust_bill_age'
9189 LEFT JOIN part_event_condition_option
9190 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9191 AND part_event_condition_option.optionname = 'age'
9194 #'hashref' => { 'optionname' => $option },
9195 #'hashref' => { 'part_event_option.optionname' => $option },
9197 " WHERE part_event_option.optionname = ". dbh->quote($option).
9198 " AND action = 'cust_bill_send_agent' ".
9199 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9200 " AND peo_agentnum.optionname = 'agentnum' ".
9201 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9203 CASE WHEN part_event_condition_option.optionname IS NULL
9205 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9207 , part_event.weight".
9211 unless ( $part_event_option ) {
9212 return $self->agent->invoice_template || ''
9213 if $option eq 'agent_templatename';
9217 $part_event_option->optionvalue;
9221 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
9223 Subroutine (not a method), designed to be called from the queue.
9225 Takes a list of options and values.
9227 Pulls up the customer record via the custnum option and calls bill_and_collect.
9232 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9234 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9235 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
9237 $cust_main->bill_and_collect( %args );
9240 sub process_bill_and_collect {
9242 my $param = thaw(decode_base64(shift));
9243 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
9244 or die "custnum '$param->{custnum}' not found!\n";
9245 $param->{'job'} = $job;
9246 $param->{'fatal'} = 1; # runs from job queue, will be caught
9247 $param->{'retry'} = 1;
9249 $cust_main->bill_and_collect( %$param );
9252 sub _upgrade_data { #class method
9253 my ($class, %opts) = @_;
9255 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9256 my $sth = dbh->prepare($sql) or die dbh->errstr;
9257 $sth->execute or die $sth->errstr;
9259 local($ignore_expired_card) = 1;
9260 local($skip_fuzzyfiles) = 1;
9261 $class->_upgrade_otaker(%opts);
9271 The delete method should possibly take an FS::cust_main object reference
9272 instead of a scalar customer number.
9274 Bill and collect options should probably be passed as references instead of a
9277 There should probably be a configuration file with a list of allowed credit
9280 No multiple currency support (probably a larger project than just this module).
9282 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9284 Birthdates rely on negative epoch values.
9286 The payby for card/check batches is broken. With mixed batching, bad
9289 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9293 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9294 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9295 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.