5 #FS::cust_main:_Marketgear when they're ready to move to 2.1
6 use base qw( FS::cust_main::Packages FS::cust_main::Status
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Location
10 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
11 FS::geocode_Mixin FS::Quotable_Mixin
15 use vars qw( $DEBUG $me $conf
18 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
25 use Storable qw(thaw);
29 use Digest::MD5 qw(md5_base64);
32 use File::Temp; #qw( tempfile );
33 use Business::CreditCard 0.28;
35 use FS::UID qw( getotaker dbh driver_name );
36 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
37 use FS::Misc qw( generate_email send_email generate_ps do_print );
38 use FS::Msgcat qw(gettext);
45 use FS::cust_bill_void;
46 use FS::legacy_cust_bill;
48 use FS::cust_pay_pending;
49 use FS::cust_pay_void;
50 use FS::cust_pay_batch;
53 use FS::part_referral;
54 use FS::cust_main_county;
55 use FS::cust_location;
57 use FS::cust_main_exemption;
58 use FS::cust_tax_adjustment;
59 use FS::cust_tax_location;
61 use FS::cust_main_invoice;
63 use FS::prepay_credit;
69 use FS::payment_gateway;
70 use FS::agent_payment_gateway;
72 use FS::cust_main_note;
73 use FS::cust_attachment;
76 use FS::upgrade_journal;
78 # 1 is mostly method/subroutine entry and options
79 # 2 traces progress of some operations
80 # 3 is even more information including possibly sensitive data
82 $me = '[FS::cust_main]';
85 $ignore_expired_card = 0;
86 $ignore_banned_card = 0;
90 @encrypted_fields = ('payinfo', 'paycvv');
91 sub nohistory_fields { ('payinfo', 'paycvv'); }
93 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
95 #ask FS::UID to run this stuff for us later
96 #$FS::UID::callback{'FS::cust_main'} = sub {
97 install_callback FS::UID sub {
99 #yes, need it for stuff below (prolly should be cached)
104 my ( $hashref, $cache ) = @_;
105 if ( exists $hashref->{'pkgnum'} ) {
106 #@{ $self->{'_pkgnum'} } = ();
107 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
108 $self->{'_pkgnum'} = $subcache;
109 #push @{ $self->{'_pkgnum'} },
110 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
116 FS::cust_main - Object methods for cust_main records
122 $record = new FS::cust_main \%hash;
123 $record = new FS::cust_main { 'column' => 'value' };
125 $error = $record->insert;
127 $error = $new_record->replace($old_record);
129 $error = $record->delete;
131 $error = $record->check;
133 @cust_pkg = $record->all_pkgs;
135 @cust_pkg = $record->ncancelled_pkgs;
137 @cust_pkg = $record->suspended_pkgs;
139 $error = $record->bill;
140 $error = $record->bill %options;
141 $error = $record->bill 'time' => $time;
143 $error = $record->collect;
144 $error = $record->collect %options;
145 $error = $record->collect 'invoice_time' => $time,
150 An FS::cust_main object represents a customer. FS::cust_main inherits from
151 FS::Record. The following fields are currently supported:
157 Primary key (assigned automatically for new customers)
161 Agent (see L<FS::agent>)
165 Advertising source (see L<FS::part_referral>)
177 Cocial security number (optional)
201 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
205 Payment Information (See L<FS::payinfo_Mixin> for data format)
209 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
213 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
217 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
221 Start date month (maestro/solo cards only)
225 Start date year (maestro/solo cards only)
229 Issue number (maestro/solo cards only)
233 Name on card or billing name
237 IP address from which payment information was received
241 Tax exempt, empty or `Y'
245 Order taker (see L<FS::access_user>)
251 =item referral_custnum
253 Referring customer number
257 Enable individual CDR spooling, empty or `Y'
261 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
265 Discourage individual CDR printing, empty or `Y'
269 Allow self-service editing of ticket subjects, empty or 'Y'
271 =item calling_list_exempt
273 Do not call, empty or 'Y'
283 Creates a new customer. To add the customer to the database, see L<"insert">.
285 Note that this stores the hash reference, not a distinct copy of the hash it
286 points to. You can ask the object for a copy with the I<hash> method.
290 sub table { 'cust_main'; }
292 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
294 Adds this customer to the database. If there is an error, returns the error,
295 otherwise returns false.
297 Usually the customer's location will not yet exist in the database, and
298 the C<bill_location> and C<ship_location> pseudo-fields must be set to
299 uninserted L<FS::cust_location> objects. These will be inserted and linked
300 (in both directions) to the new customer record. If they're references
301 to the same object, they will become the same location.
303 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
304 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
305 are inserted atomicly, or the transaction is rolled back. Passing an empty
306 hash reference is equivalent to not supplying this parameter. There should be
307 a better explanation of this, but until then, here's an example:
310 tie %hash, 'Tie::RefHash'; #this part is important
312 $cust_pkg => [ $svc_acct ],
315 $cust_main->insert( \%hash );
317 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
318 be set as the invoicing list (see L<"invoicing_list">). Errors return as
319 expected and rollback the entire transaction; it is not necessary to call
320 check_invoicing_list first. The invoicing_list is set after the records in the
321 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
322 invoicing_list destination to the newly-created svc_acct. Here's an example:
324 $cust_main->insert( {}, [ $email, 'POST' ] );
326 Currently available options are: I<depend_jobnum>, I<noexport>,
327 I<tax_exemption> and I<prospectnum>.
329 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
330 on the supplied jobnum (they will not run until the specific job completes).
331 This can be used to defer provisioning until some action completes (such
332 as running the customer's credit card successfully).
334 The I<noexport> option is deprecated. If I<noexport> is set true, no
335 provisioning jobs (exports) are scheduled. (You can schedule them later with
336 the B<reexport> method.)
338 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
339 of tax names and exemption numbers. FS::cust_main_exemption records will be
340 created and inserted.
342 If I<prospectnum> is set, moves contacts and locations from that prospect.
348 my $cust_pkgs = @_ ? shift : {};
349 my $invoicing_list = @_ ? shift : '';
351 warn "$me insert called with options ".
352 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
355 local $SIG{HUP} = 'IGNORE';
356 local $SIG{INT} = 'IGNORE';
357 local $SIG{QUIT} = 'IGNORE';
358 local $SIG{TERM} = 'IGNORE';
359 local $SIG{TSTP} = 'IGNORE';
360 local $SIG{PIPE} = 'IGNORE';
362 my $oldAutoCommit = $FS::UID::AutoCommit;
363 local $FS::UID::AutoCommit = 0;
366 my $prepay_identifier = '';
367 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
369 if ( $self->payby eq 'PREPAY' ) {
371 $self->payby('BILL');
372 $prepay_identifier = $self->payinfo;
375 warn " looking up prepaid card $prepay_identifier\n"
378 my $error = $self->get_prepay( $prepay_identifier,
379 'amount_ref' => \$amount,
380 'seconds_ref' => \$seconds,
381 'upbytes_ref' => \$upbytes,
382 'downbytes_ref' => \$downbytes,
383 'totalbytes_ref' => \$totalbytes,
386 $dbh->rollback if $oldAutoCommit;
387 #return "error applying prepaid card (transaction rolled back): $error";
391 $payby = 'PREP' if $amount;
393 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
396 $self->payby('BILL');
397 $amount = $self->paid;
402 foreach my $l (qw(bill_location ship_location)) {
403 my $loc = delete $self->hashref->{$l};
404 # XXX if we're moving a prospect's locations, do that here
409 if ( !$loc->locationnum ) {
410 # warn the location that we're going to insert it with no custnum
411 $loc->set(custnum_pending => 1);
412 warn " inserting $l\n"
414 my $error = $loc->insert;
416 $dbh->rollback if $oldAutoCommit;
417 my $label = $l eq 'ship_location' ? 'service' : 'billing';
418 return "$error (in $label location)";
421 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
422 # then it somehow belongs to another customer--shouldn't happen
423 $dbh->rollback if $oldAutoCommit;
424 return "$l belongs to customer ".$loc->custnum;
426 # else it already belongs to this customer
427 # (happens when ship_location is identical to bill_location)
429 $self->set($l.'num', $loc->locationnum);
431 if ( $self->get($l.'num') eq '' ) {
432 $dbh->rollback if $oldAutoCommit;
437 warn " inserting $self\n"
440 $self->signupdate(time) unless $self->signupdate;
442 $self->auto_agent_custid()
443 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
445 my $error = $self->SUPER::insert;
447 $dbh->rollback if $oldAutoCommit;
448 #return "inserting cust_main record (transaction rolled back): $error";
452 # now set cust_location.custnum
453 foreach my $l (qw(bill_location ship_location)) {
454 warn " setting $l.custnum\n"
457 $loc->set(custnum => $self->custnum);
458 $error ||= $loc->replace;
461 $dbh->rollback if $oldAutoCommit;
462 return "error setting $l custnum: $error";
466 warn " setting invoicing list\n"
469 if ( $invoicing_list ) {
470 $error = $self->check_invoicing_list( $invoicing_list );
472 $dbh->rollback if $oldAutoCommit;
473 #return "checking invoicing_list (transaction rolled back): $error";
476 $self->invoicing_list( $invoicing_list );
479 warn " setting customer tags\n"
482 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
483 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
484 'custnum' => $self->custnum };
485 my $error = $cust_tag->insert;
487 $dbh->rollback if $oldAutoCommit;
492 my $prospectnum = delete $options{'prospectnum'};
493 if ( $prospectnum ) {
495 warn " moving contacts and locations from prospect $prospectnum\n"
499 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
500 unless ( $prospect_main ) {
501 $dbh->rollback if $oldAutoCommit;
502 return "Unknown prospectnum $prospectnum";
504 $prospect_main->custnum($self->custnum);
505 $prospect_main->disabled('Y');
506 my $error = $prospect_main->replace;
508 $dbh->rollback if $oldAutoCommit;
512 my @contact = $prospect_main->contact;
513 my @cust_location = $prospect_main->cust_location;
514 my @qual = $prospect_main->qual;
516 foreach my $r ( @contact, @cust_location, @qual ) {
518 $r->custnum($self->custnum);
519 my $error = $r->replace;
521 $dbh->rollback if $oldAutoCommit;
528 warn " setting cust_main_exemption\n"
531 my $tax_exemption = delete $options{'tax_exemption'};
532 if ( $tax_exemption ) {
534 $tax_exemption = { map { $_ => '' } @$tax_exemption }
535 if ref($tax_exemption) eq 'ARRAY';
537 foreach my $taxname ( keys %$tax_exemption ) {
538 my $cust_main_exemption = new FS::cust_main_exemption {
539 'custnum' => $self->custnum,
540 'taxname' => $taxname,
541 'exempt_number' => $tax_exemption->{$taxname},
543 my $error = $cust_main_exemption->insert;
545 $dbh->rollback if $oldAutoCommit;
546 return "inserting cust_main_exemption (transaction rolled back): $error";
551 if ( $self->can('start_copy_skel') ) {
552 my $error = $self->start_copy_skel;
554 $dbh->rollback if $oldAutoCommit;
559 warn " ordering packages\n"
562 $error = $self->order_pkgs( $cust_pkgs,
564 'seconds_ref' => \$seconds,
565 'upbytes_ref' => \$upbytes,
566 'downbytes_ref' => \$downbytes,
567 'totalbytes_ref' => \$totalbytes,
570 $dbh->rollback if $oldAutoCommit;
575 $dbh->rollback if $oldAutoCommit;
576 return "No svc_acct record to apply pre-paid time";
578 if ( $upbytes || $downbytes || $totalbytes ) {
579 $dbh->rollback if $oldAutoCommit;
580 return "No svc_acct record to apply pre-paid data";
584 warn " inserting initial $payby payment of $amount\n"
586 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
588 $dbh->rollback if $oldAutoCommit;
589 return "inserting payment (transaction rolled back): $error";
593 unless ( $import || $skip_fuzzyfiles ) {
594 warn " queueing fuzzyfiles update\n"
596 $error = $self->queue_fuzzyfiles_update;
598 $dbh->rollback if $oldAutoCommit;
599 return "updating fuzzy search cache: $error";
603 # FS::geocode_Mixin::after_insert or something?
604 if ( $conf->config('tax_district_method') and !$import ) {
605 # if anything non-empty, try to look it up
606 my $queue = new FS::queue {
607 'job' => 'FS::geocode_Mixin::process_district_update',
608 'custnum' => $self->custnum,
610 my $error = $queue->insert( ref($self), $self->custnum );
612 $dbh->rollback if $oldAutoCommit;
613 return "queueing tax district update: $error";
618 warn " exporting\n" if $DEBUG > 1;
620 my $export_args = $options{'export_args'} || [];
623 map qsearch( 'part_export', {exportnum=>$_} ),
624 $conf->config('cust_main-exports'); #, $agentnum
626 foreach my $part_export ( @part_export ) {
627 my $error = $part_export->export_insert($self, @$export_args);
629 $dbh->rollback if $oldAutoCommit;
630 return "exporting to ". $part_export->exporttype.
631 " (transaction rolled back): $error";
635 #foreach my $depend_jobnum ( @$depend_jobnums ) {
636 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
638 # foreach my $jobnum ( @jobnums ) {
639 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
640 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
642 # my $error = $queue->depend_insert($depend_jobnum);
644 # $dbh->rollback if $oldAutoCommit;
645 # return "error queuing job dependancy: $error";
652 #if ( exists $options{'jobnums'} ) {
653 # push @{ $options{'jobnums'} }, @jobnums;
656 warn " insert complete; committing transaction\n"
659 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
664 use File::CounterFile;
665 sub auto_agent_custid {
668 my $format = $conf->config('cust_main-auto_agent_custid');
670 if ( $format eq '1YMMXXXXXXXX' ) {
672 my $counter = new File::CounterFile 'cust_main.agent_custid';
675 my $ym = 100000000000 + time2str('%y%m00000000', time);
676 if ( $ym > $counter->value ) {
677 $counter->{'value'} = $agent_custid = $ym;
678 $counter->{'updated'} = 1;
680 $agent_custid = $counter->inc;
686 die "Unknown cust_main-auto_agent_custid format: $format";
689 $self->agent_custid($agent_custid);
693 =item PACKAGE METHODS
695 Documentation on customer package methods has been moved to
696 L<FS::cust_main::Packages>.
698 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
700 Recharges this (existing) customer with the specified prepaid card (see
701 L<FS::prepay_credit>), specified either by I<identifier> or as an
702 FS::prepay_credit object. If there is an error, returns the error, otherwise
705 Optionally, five scalar references can be passed as well. They will have their
706 values filled in with the amount, number of seconds, and number of upload,
707 download, and total bytes applied by this prepaid card.
711 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
712 #the only place that uses these args
713 sub recharge_prepay {
714 my( $self, $prepay_credit, $amountref, $secondsref,
715 $upbytesref, $downbytesref, $totalbytesref ) = @_;
717 local $SIG{HUP} = 'IGNORE';
718 local $SIG{INT} = 'IGNORE';
719 local $SIG{QUIT} = 'IGNORE';
720 local $SIG{TERM} = 'IGNORE';
721 local $SIG{TSTP} = 'IGNORE';
722 local $SIG{PIPE} = 'IGNORE';
724 my $oldAutoCommit = $FS::UID::AutoCommit;
725 local $FS::UID::AutoCommit = 0;
728 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
730 my $error = $self->get_prepay( $prepay_credit,
731 'amount_ref' => \$amount,
732 'seconds_ref' => \$seconds,
733 'upbytes_ref' => \$upbytes,
734 'downbytes_ref' => \$downbytes,
735 'totalbytes_ref' => \$totalbytes,
737 || $self->increment_seconds($seconds)
738 || $self->increment_upbytes($upbytes)
739 || $self->increment_downbytes($downbytes)
740 || $self->increment_totalbytes($totalbytes)
741 || $self->insert_cust_pay_prepay( $amount,
743 ? $prepay_credit->identifier
748 $dbh->rollback if $oldAutoCommit;
752 if ( defined($amountref) ) { $$amountref = $amount; }
753 if ( defined($secondsref) ) { $$secondsref = $seconds; }
754 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
755 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
756 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
758 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
763 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
765 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
766 specified either by I<identifier> or as an FS::prepay_credit object.
768 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
769 incremented by the values of the prepaid card.
771 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
772 check or set this customer's I<agentnum>.
774 If there is an error, returns the error, otherwise returns false.
780 my( $self, $prepay_credit, %opt ) = @_;
782 local $SIG{HUP} = 'IGNORE';
783 local $SIG{INT} = 'IGNORE';
784 local $SIG{QUIT} = 'IGNORE';
785 local $SIG{TERM} = 'IGNORE';
786 local $SIG{TSTP} = 'IGNORE';
787 local $SIG{PIPE} = 'IGNORE';
789 my $oldAutoCommit = $FS::UID::AutoCommit;
790 local $FS::UID::AutoCommit = 0;
793 unless ( ref($prepay_credit) ) {
795 my $identifier = $prepay_credit;
797 $prepay_credit = qsearchs(
799 { 'identifier' => $identifier },
804 unless ( $prepay_credit ) {
805 $dbh->rollback if $oldAutoCommit;
806 return "Invalid prepaid card: ". $identifier;
811 if ( $prepay_credit->agentnum ) {
812 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
813 $dbh->rollback if $oldAutoCommit;
814 return "prepaid card not valid for agent ". $self->agentnum;
816 $self->agentnum($prepay_credit->agentnum);
819 my $error = $prepay_credit->delete;
821 $dbh->rollback if $oldAutoCommit;
822 return "removing prepay_credit (transaction rolled back): $error";
825 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
826 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
828 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
833 =item increment_upbytes SECONDS
835 Updates this customer's single or primary account (see L<FS::svc_acct>) by
836 the specified number of upbytes. If there is an error, returns the error,
837 otherwise returns false.
841 sub increment_upbytes {
842 _increment_column( shift, 'upbytes', @_);
845 =item increment_downbytes SECONDS
847 Updates this customer's single or primary account (see L<FS::svc_acct>) by
848 the specified number of downbytes. If there is an error, returns the error,
849 otherwise returns false.
853 sub increment_downbytes {
854 _increment_column( shift, 'downbytes', @_);
857 =item increment_totalbytes SECONDS
859 Updates this customer's single or primary account (see L<FS::svc_acct>) by
860 the specified number of totalbytes. If there is an error, returns the error,
861 otherwise returns false.
865 sub increment_totalbytes {
866 _increment_column( shift, 'totalbytes', @_);
869 =item increment_seconds SECONDS
871 Updates this customer's single or primary account (see L<FS::svc_acct>) by
872 the specified number of seconds. If there is an error, returns the error,
873 otherwise returns false.
877 sub increment_seconds {
878 _increment_column( shift, 'seconds', @_);
881 =item _increment_column AMOUNT
883 Updates this customer's single or primary account (see L<FS::svc_acct>) by
884 the specified number of seconds or bytes. If there is an error, returns
885 the error, otherwise returns false.
889 sub _increment_column {
890 my( $self, $column, $amount ) = @_;
891 warn "$me increment_column called: $column, $amount\n"
894 return '' unless $amount;
896 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
897 $self->ncancelled_pkgs;
900 return 'No packages with primary or single services found'.
901 ' to apply pre-paid time';
902 } elsif ( scalar(@cust_pkg) > 1 ) {
903 #maybe have a way to specify the package/account?
904 return 'Multiple packages found to apply pre-paid time';
907 my $cust_pkg = $cust_pkg[0];
908 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
912 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
915 return 'No account found to apply pre-paid time';
916 } elsif ( scalar(@cust_svc) > 1 ) {
917 return 'Multiple accounts found to apply pre-paid time';
920 my $svc_acct = $cust_svc[0]->svc_x;
921 warn " found service svcnum ". $svc_acct->pkgnum.
922 ' ('. $svc_acct->email. ")\n"
925 $column = "increment_$column";
926 $svc_acct->$column($amount);
930 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
932 Inserts a prepayment in the specified amount for this customer. An optional
933 second argument can specify the prepayment identifier for tracking purposes.
934 If there is an error, returns the error, otherwise returns false.
938 sub insert_cust_pay_prepay {
939 shift->insert_cust_pay('PREP', @_);
942 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
944 Inserts a cash payment in the specified amount for this customer. An optional
945 second argument can specify the payment identifier for tracking purposes.
946 If there is an error, returns the error, otherwise returns false.
950 sub insert_cust_pay_cash {
951 shift->insert_cust_pay('CASH', @_);
954 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
956 Inserts a Western Union payment in the specified amount for this customer. An
957 optional second argument can specify the prepayment identifier for tracking
958 purposes. If there is an error, returns the error, otherwise returns false.
962 sub insert_cust_pay_west {
963 shift->insert_cust_pay('WEST', @_);
966 sub insert_cust_pay {
967 my( $self, $payby, $amount ) = splice(@_, 0, 3);
968 my $payinfo = scalar(@_) ? shift : '';
970 my $cust_pay = new FS::cust_pay {
971 'custnum' => $self->custnum,
972 'paid' => sprintf('%.2f', $amount),
973 #'_date' => #date the prepaid card was purchased???
975 'payinfo' => $payinfo,
983 This method is deprecated. See the I<depend_jobnum> option to the insert and
984 order_pkgs methods for a better way to defer provisioning.
986 Re-schedules all exports by calling the B<reexport> method of all associated
987 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
988 otherwise returns false.
995 carp "WARNING: FS::cust_main::reexport is deprectated; ".
996 "use the depend_jobnum option to insert or order_pkgs to delay export";
998 local $SIG{HUP} = 'IGNORE';
999 local $SIG{INT} = 'IGNORE';
1000 local $SIG{QUIT} = 'IGNORE';
1001 local $SIG{TERM} = 'IGNORE';
1002 local $SIG{TSTP} = 'IGNORE';
1003 local $SIG{PIPE} = 'IGNORE';
1005 my $oldAutoCommit = $FS::UID::AutoCommit;
1006 local $FS::UID::AutoCommit = 0;
1009 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1010 my $error = $cust_pkg->reexport;
1012 $dbh->rollback if $oldAutoCommit;
1017 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1022 =item delete [ OPTION => VALUE ... ]
1024 This deletes the customer. If there is an error, returns the error, otherwise
1027 This will completely remove all traces of the customer record. This is not
1028 what you want when a customer cancels service; for that, cancel all of the
1029 customer's packages (see L</cancel>).
1031 If the customer has any uncancelled packages, you need to pass a new (valid)
1032 customer number for those packages to be transferred to, as the "new_customer"
1033 option. Cancelled packages will be deleted. Did I mention that this is NOT
1034 what you want when a customer cancels service and that you really should be
1035 looking at L<FS::cust_pkg/cancel>?
1037 You can't delete a customer with invoices (see L<FS::cust_bill>),
1038 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1039 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1040 set the "delete_financials" option to a true value.
1045 my( $self, %opt ) = @_;
1047 local $SIG{HUP} = 'IGNORE';
1048 local $SIG{INT} = 'IGNORE';
1049 local $SIG{QUIT} = 'IGNORE';
1050 local $SIG{TERM} = 'IGNORE';
1051 local $SIG{TSTP} = 'IGNORE';
1052 local $SIG{PIPE} = 'IGNORE';
1054 my $oldAutoCommit = $FS::UID::AutoCommit;
1055 local $FS::UID::AutoCommit = 0;
1058 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1059 $dbh->rollback if $oldAutoCommit;
1060 return "Can't delete a master agent customer";
1063 #use FS::access_user
1064 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1065 $dbh->rollback if $oldAutoCommit;
1066 return "Can't delete a master employee customer";
1069 tie my %financial_tables, 'Tie::IxHash',
1070 'cust_bill' => 'invoices',
1071 'cust_statement' => 'statements',
1072 'cust_credit' => 'credits',
1073 'cust_pay' => 'payments',
1074 'cust_refund' => 'refunds',
1077 foreach my $table ( keys %financial_tables ) {
1079 my @records = $self->$table();
1081 if ( @records && ! $opt{'delete_financials'} ) {
1082 $dbh->rollback if $oldAutoCommit;
1083 return "Can't delete a customer with ". $financial_tables{$table};
1086 foreach my $record ( @records ) {
1087 my $error = $record->delete;
1089 $dbh->rollback if $oldAutoCommit;
1090 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1096 my @cust_pkg = $self->ncancelled_pkgs;
1098 my $new_custnum = $opt{'new_custnum'};
1099 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1100 $dbh->rollback if $oldAutoCommit;
1101 return "Invalid new customer number: $new_custnum";
1103 foreach my $cust_pkg ( @cust_pkg ) {
1104 my %hash = $cust_pkg->hash;
1105 $hash{'custnum'} = $new_custnum;
1106 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1107 my $error = $new_cust_pkg->replace($cust_pkg,
1108 options => { $cust_pkg->options },
1111 $dbh->rollback if $oldAutoCommit;
1116 my @cancelled_cust_pkg = $self->all_pkgs;
1117 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1118 my $error = $cust_pkg->delete;
1120 $dbh->rollback if $oldAutoCommit;
1125 #cust_tax_adjustment in financials?
1126 #cust_pay_pending? ouch
1128 foreach my $table (qw(
1129 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1130 cust_location cust_main_note cust_tax_adjustment
1131 cust_pay_void cust_pay_batch queue cust_tax_exempt
1133 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1134 my $error = $record->delete;
1136 $dbh->rollback if $oldAutoCommit;
1142 my $sth = $dbh->prepare(
1143 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1145 my $errstr = $dbh->errstr;
1146 $dbh->rollback if $oldAutoCommit;
1149 $sth->execute($self->custnum) or do {
1150 my $errstr = $sth->errstr;
1151 $dbh->rollback if $oldAutoCommit;
1157 my $ticket_dbh = '';
1158 if ($conf->config('ticket_system') eq 'RT_Internal') {
1160 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1161 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1162 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1163 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1166 if ( $ticket_dbh ) {
1168 my $ticket_sth = $ticket_dbh->prepare(
1169 'DELETE FROM Links WHERE Target = ?'
1171 my $errstr = $ticket_dbh->errstr;
1172 $dbh->rollback if $oldAutoCommit;
1175 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1177 my $errstr = $ticket_sth->errstr;
1178 $dbh->rollback if $oldAutoCommit;
1182 #check and see if the customer is the only link on the ticket, and
1183 #if so, set the ticket to deleted status in RT?
1184 #maybe someday, for now this will at least fix tickets not displaying
1188 #delete the customer record
1190 my $error = $self->SUPER::delete;
1192 $dbh->rollback if $oldAutoCommit;
1196 # cust_main exports!
1198 #my $export_args = $options{'export_args'} || [];
1201 map qsearch( 'part_export', {exportnum=>$_} ),
1202 $conf->config('cust_main-exports'); #, $agentnum
1204 foreach my $part_export ( @part_export ) {
1205 my $error = $part_export->export_delete( $self ); #, @$export_args);
1207 $dbh->rollback if $oldAutoCommit;
1208 return "exporting to ". $part_export->exporttype.
1209 " (transaction rolled back): $error";
1213 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1218 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1220 This merges this customer into the provided new custnum, and then deletes the
1221 customer. If there is an error, returns the error, otherwise returns false.
1223 The source customer's name, company name, phone numbers, agent,
1224 referring customer, customer class, advertising source, order taker, and
1225 billing information (except balance) are discarded.
1227 All packages are moved to the target customer. Packages with package locations
1228 are preserved. Packages without package locations are moved to a new package
1229 location with the source customer's service/shipping address.
1231 All invoices, statements, payments, credits and refunds are moved to the target
1232 customer. The source customer's balance is added to the target customer.
1234 All notes, attachments, tickets and customer tags are moved to the target
1237 Change history is not currently moved.
1242 my( $self, $new_custnum, %opt ) = @_;
1244 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1246 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1247 return "Invalid new customer number: $new_custnum";
1250 local $SIG{HUP} = 'IGNORE';
1251 local $SIG{INT} = 'IGNORE';
1252 local $SIG{QUIT} = 'IGNORE';
1253 local $SIG{TERM} = 'IGNORE';
1254 local $SIG{TSTP} = 'IGNORE';
1255 local $SIG{PIPE} = 'IGNORE';
1257 my $oldAutoCommit = $FS::UID::AutoCommit;
1258 local $FS::UID::AutoCommit = 0;
1261 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1262 $dbh->rollback if $oldAutoCommit;
1263 return "Can't merge a master agent customer";
1266 #use FS::access_user
1267 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1268 $dbh->rollback if $oldAutoCommit;
1269 return "Can't merge a master employee customer";
1272 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1273 'status' => { op=>'!=', value=>'done' },
1277 $dbh->rollback if $oldAutoCommit;
1278 return "Can't merge a customer with pending payments";
1281 tie my %financial_tables, 'Tie::IxHash',
1282 'cust_bill' => 'invoices',
1283 'cust_bill_void' => 'voided invoices',
1284 'cust_statement' => 'statements',
1285 'cust_credit' => 'credits',
1286 'cust_pay' => 'payments',
1287 'cust_pay_void' => 'voided payments',
1288 'cust_refund' => 'refunds',
1291 foreach my $table ( keys %financial_tables ) {
1293 my @records = $self->$table();
1295 foreach my $record ( @records ) {
1296 $record->custnum($new_custnum);
1297 my $error = $record->replace;
1299 $dbh->rollback if $oldAutoCommit;
1300 return "Error merging ". $financial_tables{$table}. ": $error\n";
1306 my $name = $self->ship_name; #?
1308 my $locationnum = '';
1309 foreach my $cust_pkg ( $self->all_pkgs ) {
1310 $cust_pkg->custnum($new_custnum);
1312 unless ( $cust_pkg->locationnum ) {
1313 unless ( $locationnum ) {
1314 my $cust_location = new FS::cust_location {
1315 $self->location_hash,
1316 'custnum' => $new_custnum,
1318 my $error = $cust_location->insert;
1320 $dbh->rollback if $oldAutoCommit;
1323 $locationnum = $cust_location->locationnum;
1325 $cust_pkg->locationnum($locationnum);
1328 my $error = $cust_pkg->replace;
1330 $dbh->rollback if $oldAutoCommit;
1334 # add customer (ship) name to svc_phone.phone_name if blank
1335 my @cust_svc = $cust_pkg->cust_svc;
1336 foreach my $cust_svc (@cust_svc) {
1337 my($label, $value, $svcdb) = $cust_svc->label;
1338 next unless $svcdb eq 'svc_phone';
1339 my $svc_phone = $cust_svc->svc_x;
1340 next if $svc_phone->phone_name;
1341 $svc_phone->phone_name($name);
1342 my $error = $svc_phone->replace;
1344 $dbh->rollback if $oldAutoCommit;
1352 # cust_tax_exempt (texas tax exemptions)
1353 # cust_recon (some sort of not-well understood thing for OnPac)
1355 #these are moved over
1356 foreach my $table (qw(
1357 cust_tag cust_location contact cust_attachment cust_main_note
1358 cust_tax_adjustment cust_pay_batch queue
1360 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1361 $record->custnum($new_custnum);
1362 my $error = $record->replace;
1364 $dbh->rollback if $oldAutoCommit;
1370 #these aren't preserved
1371 foreach my $table (qw(
1372 cust_main_exemption cust_main_invoice
1374 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1375 my $error = $record->delete;
1377 $dbh->rollback if $oldAutoCommit;
1384 my $sth = $dbh->prepare(
1385 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1387 my $errstr = $dbh->errstr;
1388 $dbh->rollback if $oldAutoCommit;
1391 $sth->execute($new_custnum, $self->custnum) or do {
1392 my $errstr = $sth->errstr;
1393 $dbh->rollback if $oldAutoCommit;
1399 my $ticket_dbh = '';
1400 if ($conf->config('ticket_system') eq 'RT_Internal') {
1402 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1403 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1404 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1405 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1408 if ( $ticket_dbh ) {
1410 my $ticket_sth = $ticket_dbh->prepare(
1411 'UPDATE Links SET Target = ? WHERE Target = ?'
1413 my $errstr = $ticket_dbh->errstr;
1414 $dbh->rollback if $oldAutoCommit;
1417 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1418 'freeside://freeside/cust_main/'.$self->custnum)
1420 my $errstr = $ticket_sth->errstr;
1421 $dbh->rollback if $oldAutoCommit;
1427 #delete the customer record
1429 my $error = $self->delete;
1431 $dbh->rollback if $oldAutoCommit;
1435 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1440 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1442 Replaces the OLD_RECORD with this one in the database. If there is an error,
1443 returns the error, otherwise returns false.
1445 To change the customer's address, set the pseudo-fields C<bill_location> and
1446 C<ship_location>. The address will still only change if at least one of the
1447 address fields differs from the existing values.
1449 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1450 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1451 expected and rollback the entire transaction; it is not necessary to call
1452 check_invoicing_list first. Here's an example:
1454 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1456 Currently available options are: I<tax_exemption>.
1458 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1459 of tax names and exemption numbers. FS::cust_main_exemption records will be
1460 deleted and inserted as appropriate.
1467 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1469 : $self->replace_old;
1473 warn "$me replace called\n"
1476 my $curuser = $FS::CurrentUser::CurrentUser;
1477 if ( $self->payby eq 'COMP'
1478 && $self->payby ne $old->payby
1479 && ! $curuser->access_right('Complimentary customer')
1482 return "You are not permitted to create complimentary accounts.";
1485 # should be unnecessary--geocode will default to null on new locations
1486 #if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
1487 # && $conf->exists('enable_taxproducts')
1490 # my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
1492 # $self->set('geocode', '')
1493 # if $old->get($pre.'zip') ne $self->get($pre.'zip')
1494 # && length($self->get($pre.'zip')) >= 10;
1497 # set_coord/coord_auto stuff is now handled by cust_location
1499 local($ignore_expired_card) = 1
1500 if $old->payby =~ /^(CARD|DCRD)$/
1501 && $self->payby =~ /^(CARD|DCRD)$/
1502 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1504 local($ignore_banned_card) = 1
1505 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1506 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1507 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1509 return "Invoicing locale is required"
1512 && $conf->exists('cust_main-require_locale');
1514 local $SIG{HUP} = 'IGNORE';
1515 local $SIG{INT} = 'IGNORE';
1516 local $SIG{QUIT} = 'IGNORE';
1517 local $SIG{TERM} = 'IGNORE';
1518 local $SIG{TSTP} = 'IGNORE';
1519 local $SIG{PIPE} = 'IGNORE';
1521 my $oldAutoCommit = $FS::UID::AutoCommit;
1522 local $FS::UID::AutoCommit = 0;
1525 for my $l (qw(bill_location ship_location)) {
1526 my $old_loc = $old->$l;
1527 my $new_loc = $self->$l;
1529 if ( !$new_loc->locationnum ) {
1531 # If the new location is all empty fields, or if it's identical to
1532 # the old location in all fields, don't replace.
1533 my @nonempty = grep { $new_loc->$_ } $self->location_fields;
1535 my @unlike = grep { $new_loc->$_ ne $old_loc->$_ } $self->location_fields;
1537 if ( @unlike or $old_loc->disabled ) {
1538 warn " changed $l fields: ".join(',',@unlike)."\n"
1540 $new_loc->set(custnum => $self->custnum);
1542 # insert it--the old location will be disabled later
1543 my $error = $new_loc->insert;
1545 $dbh->rollback if $oldAutoCommit;
1550 # no fields have changed and $old_loc isn't disabled, so don't change it
1555 elsif ( $new_loc->custnum ne $self->custnum or $new_loc->prospectnum ) {
1556 $dbh->rollback if $oldAutoCommit;
1557 return "$l belongs to customer ".$new_loc->custnum;
1559 # else the new location belongs to this customer so we're good
1561 # set the foo_locationnum now that we have one.
1562 $self->set($l.'num', $new_loc->locationnum);
1566 my $error = $self->SUPER::replace($old);
1569 $dbh->rollback if $oldAutoCommit;
1573 # now move packages to the new service location
1574 $self->set('ship_location', ''); #flush cache
1575 if ( $old->ship_locationnum and # should only be null during upgrade...
1576 $old->ship_locationnum != $self->ship_locationnum ) {
1577 $error = $old->ship_location->move_to($self->ship_location);
1579 $dbh->rollback if $oldAutoCommit;
1583 # don't move packages based on the billing location, but
1584 # disable it if it's no longer in use
1585 if ( $old->bill_locationnum and
1586 $old->bill_locationnum != $self->bill_locationnum ) {
1587 $error = $old->bill_location->disable_if_unused;
1589 $dbh->rollback if $oldAutoCommit;
1594 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1595 my $invoicing_list = shift @param;
1596 $error = $self->check_invoicing_list( $invoicing_list );
1598 $dbh->rollback if $oldAutoCommit;
1601 $self->invoicing_list( $invoicing_list );
1604 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1606 #this could be more efficient than deleting and re-inserting, if it matters
1607 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1608 my $error = $cust_tag->delete;
1610 $dbh->rollback if $oldAutoCommit;
1614 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1615 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1616 'custnum' => $self->custnum };
1617 my $error = $cust_tag->insert;
1619 $dbh->rollback if $oldAutoCommit;
1626 my %options = @param;
1628 my $tax_exemption = delete $options{'tax_exemption'};
1629 if ( $tax_exemption ) {
1631 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1632 if ref($tax_exemption) eq 'ARRAY';
1634 my %cust_main_exemption =
1635 map { $_->taxname => $_ }
1636 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1638 foreach my $taxname ( keys %$tax_exemption ) {
1640 if ( $cust_main_exemption{$taxname} &&
1641 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1644 delete $cust_main_exemption{$taxname};
1648 my $cust_main_exemption = new FS::cust_main_exemption {
1649 'custnum' => $self->custnum,
1650 'taxname' => $taxname,
1651 'exempt_number' => $tax_exemption->{$taxname},
1653 my $error = $cust_main_exemption->insert;
1655 $dbh->rollback if $oldAutoCommit;
1656 return "inserting cust_main_exemption (transaction rolled back): $error";
1660 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1661 my $error = $cust_main_exemption->delete;
1663 $dbh->rollback if $oldAutoCommit;
1664 return "deleting cust_main_exemption (transaction rolled back): $error";
1670 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1671 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1672 && $self->get('payinfo') !~ /^99\d{14}$/
1674 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1679 # card/check/lec info has changed, want to retry realtime_ invoice events
1680 my $error = $self->retry_realtime;
1682 $dbh->rollback if $oldAutoCommit;
1687 unless ( $import || $skip_fuzzyfiles ) {
1688 $error = $self->queue_fuzzyfiles_update;
1690 $dbh->rollback if $oldAutoCommit;
1691 return "updating fuzzy search cache: $error";
1695 # tax district update in cust_location
1697 # cust_main exports!
1699 my $export_args = $options{'export_args'} || [];
1702 map qsearch( 'part_export', {exportnum=>$_} ),
1703 $conf->config('cust_main-exports'); #, $agentnum
1705 foreach my $part_export ( @part_export ) {
1706 my $error = $part_export->export_replace( $self, $old, @$export_args);
1708 $dbh->rollback if $oldAutoCommit;
1709 return "exporting to ". $part_export->exporttype.
1710 " (transaction rolled back): $error";
1714 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1719 =item queue_fuzzyfiles_update
1721 Used by insert & replace to update the fuzzy search cache
1725 use FS::cust_main::Search;
1726 sub queue_fuzzyfiles_update {
1729 local $SIG{HUP} = 'IGNORE';
1730 local $SIG{INT} = 'IGNORE';
1731 local $SIG{QUIT} = 'IGNORE';
1732 local $SIG{TERM} = 'IGNORE';
1733 local $SIG{TSTP} = 'IGNORE';
1734 local $SIG{PIPE} = 'IGNORE';
1736 my $oldAutoCommit = $FS::UID::AutoCommit;
1737 local $FS::UID::AutoCommit = 0;
1740 my @locations = $self->bill_location;
1741 push @locations, $self->ship_location if $self->has_ship_address;
1742 foreach my $location (@locations) {
1743 my $queue = new FS::queue {
1744 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1746 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1747 my $error = $queue->insert( @args );
1749 $dbh->rollback if $oldAutoCommit;
1750 return "queueing job (transaction rolled back): $error";
1754 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1761 Checks all fields to make sure this is a valid customer record. If there is
1762 an error, returns the error, otherwise returns false. Called by the insert
1763 and replace methods.
1770 warn "$me check BEFORE: \n". $self->_dump
1774 $self->ut_numbern('custnum')
1775 || $self->ut_number('agentnum')
1776 || $self->ut_textn('agent_custid')
1777 || $self->ut_number('refnum')
1778 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1779 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1780 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1781 || $self->ut_textn('custbatch')
1782 || $self->ut_name('last')
1783 || $self->ut_name('first')
1784 || $self->ut_snumbern('signupdate')
1785 || $self->ut_snumbern('birthdate')
1786 || $self->ut_snumbern('spouse_birthdate')
1787 || $self->ut_snumbern('anniversary_date')
1788 || $self->ut_textn('company')
1789 || $self->ut_anything('comments')
1790 || $self->ut_numbern('referral_custnum')
1791 || $self->ut_textn('stateid')
1792 || $self->ut_textn('stateid_state')
1793 || $self->ut_textn('invoice_terms')
1794 || $self->ut_floatn('cdr_termination_percentage')
1795 || $self->ut_floatn('credit_limit')
1796 || $self->ut_numbern('billday')
1797 || $self->ut_numbern('prorate_day')
1798 || $self->ut_enum('edit_subject', [ '', 'Y' ] )
1799 || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
1800 || $self->ut_enum('invoice_noemail', [ '', 'Y' ] )
1801 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1804 #barf. need message catalogs. i18n. etc.
1805 $error .= "Please select an advertising source."
1806 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1807 return $error if $error;
1809 return "Unknown agent"
1810 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1812 return "Unknown refnum"
1813 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1815 return "Unknown referring custnum: ". $self->referral_custnum
1816 unless ! $self->referral_custnum
1817 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1819 if ( $self->ss eq '' ) {
1824 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1825 or return "Illegal social security number: ". $self->ss;
1826 $self->ss("$1-$2-$3");
1829 # cust_main_county verification now handled by cust_location check
1832 $self->ut_phonen('daytime', $self->country)
1833 || $self->ut_phonen('night', $self->country)
1834 || $self->ut_phonen('fax', $self->country)
1835 || $self->ut_phonen('mobile', $self->country)
1837 return $error if $error;
1839 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1841 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1844 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1846 : FS::Msgcat::_gettext('daytime');
1847 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1849 : FS::Msgcat::_gettext('night');
1851 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1853 : FS::Msgcat::_gettext('mobile');
1855 return "$daytime_label, $night_label or $mobile_label is required"
1859 #ship_ fields are gone
1861 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1862 # or return "Illegal payby: ". $self->payby;
1864 FS::payby->can_payby($self->table, $self->payby)
1865 or return "Illegal payby: ". $self->payby;
1867 $error = $self->ut_numbern('paystart_month')
1868 || $self->ut_numbern('paystart_year')
1869 || $self->ut_numbern('payissue')
1870 || $self->ut_textn('paytype')
1872 return $error if $error;
1874 if ( $self->payip eq '' ) {
1877 $error = $self->ut_ip('payip');
1878 return $error if $error;
1881 # If it is encrypted and the private key is not availaible then we can't
1882 # check the credit card.
1883 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1885 # Need some kind of global flag to accept invalid cards, for testing
1887 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1889 my $payinfo = $self->payinfo;
1890 $payinfo =~ s/\D//g;
1891 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1892 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1894 $self->payinfo($payinfo);
1896 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1898 return gettext('unknown_card_type')
1899 if $self->payinfo !~ /^99\d{14}$/ #token
1900 && cardtype($self->payinfo) eq "Unknown";
1902 unless ( $ignore_banned_card ) {
1903 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1905 if ( $ban->bantype eq 'warn' ) {
1906 #or others depending on value of $ban->reason ?
1907 return '_duplicate_card'.
1908 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1909 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1910 ' (ban# '. $ban->bannum. ')'
1911 unless $self->override_ban_warn;
1913 return 'Banned credit card: banned on '.
1914 time2str('%a %h %o at %r', $ban->_date).
1915 ' by '. $ban->otaker.
1916 ' (ban# '. $ban->bannum. ')';
1921 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1922 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1923 $self->paycvv =~ /^(\d{4})$/
1924 or return "CVV2 (CID) for American Express cards is four digits.";
1927 $self->paycvv =~ /^(\d{3})$/
1928 or return "CVV2 (CVC2/CID) is three digits.";
1935 my $cardtype = cardtype($payinfo);
1936 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1938 return "Start date or issue number is required for $cardtype cards"
1939 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1941 return "Start month must be between 1 and 12"
1942 if $self->paystart_month
1943 and $self->paystart_month < 1 || $self->paystart_month > 12;
1945 return "Start year must be 1990 or later"
1946 if $self->paystart_year
1947 and $self->paystart_year < 1990;
1949 return "Issue number must be beween 1 and 99"
1951 and $self->payissue < 1 || $self->payissue > 99;
1954 $self->paystart_month('');
1955 $self->paystart_year('');
1956 $self->payissue('');
1959 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1961 my $payinfo = $self->payinfo;
1962 $payinfo =~ s/[^\d\@\.]//g;
1963 if ( $conf->config('echeck-country') eq 'CA' ) {
1964 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1965 or return 'invalid echeck account@branch.bank';
1966 $payinfo = "$1\@$2.$3";
1967 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1968 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1969 $payinfo = "$1\@$2";
1971 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1972 $payinfo = "$1\@$2";
1974 $self->payinfo($payinfo);
1977 unless ( $ignore_banned_card ) {
1978 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1980 if ( $ban->bantype eq 'warn' ) {
1981 #or others depending on value of $ban->reason ?
1982 return '_duplicate_ach' unless $self->override_ban_warn;
1984 return 'Banned ACH account: banned on '.
1985 time2str('%a %h %o at %r', $ban->_date).
1986 ' by '. $ban->otaker.
1987 ' (ban# '. $ban->bannum. ')';
1992 } elsif ( $self->payby eq 'LECB' ) {
1994 my $payinfo = $self->payinfo;
1995 $payinfo =~ s/\D//g;
1996 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1998 $self->payinfo($payinfo);
2001 } elsif ( $self->payby eq 'BILL' ) {
2003 $error = $self->ut_textn('payinfo');
2004 return "Illegal P.O. number: ". $self->payinfo if $error;
2007 } elsif ( $self->payby eq 'COMP' ) {
2009 my $curuser = $FS::CurrentUser::CurrentUser;
2010 if ( ! $self->custnum
2011 && ! $curuser->access_right('Complimentary customer')
2014 return "You are not permitted to create complimentary accounts."
2017 $error = $self->ut_textn('payinfo');
2018 return "Illegal comp account issuer: ". $self->payinfo if $error;
2021 } elsif ( $self->payby eq 'PREPAY' ) {
2023 my $payinfo = $self->payinfo;
2024 $payinfo =~ s/\W//g; #anything else would just confuse things
2025 $self->payinfo($payinfo);
2026 $error = $self->ut_alpha('payinfo');
2027 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2028 return "Unknown prepayment identifier"
2029 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2034 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2035 return "Expiration date required"
2036 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2040 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2041 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2042 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2043 ( $m, $y ) = ( $2, "19$1" );
2044 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2045 ( $m, $y ) = ( $3, "20$2" );
2047 return "Illegal expiration date: ". $self->paydate;
2049 $m = sprintf('%02d',$m);
2050 $self->paydate("$y-$m-01");
2051 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2052 return gettext('expired_card')
2054 && !$ignore_expired_card
2055 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2058 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2059 ( ! $conf->exists('require_cardname')
2060 || $self->payby !~ /^(CARD|DCRD)$/ )
2062 $self->payname( $self->first. " ". $self->getfield('last') );
2064 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2065 or return gettext('illegal_name'). " payname: ". $self->payname;
2069 return "Please select an invoicing locale"
2072 && $conf->exists('cust_main-require_locale');
2074 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2075 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2079 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2081 warn "$me check AFTER: \n". $self->_dump
2084 $self->SUPER::check;
2089 Returns a list of fields which have ship_ duplicates.
2094 qw( last first company
2095 address1 address2 city county state zip country
2097 daytime night fax mobile
2101 =item has_ship_address
2103 Returns true if this customer record has a separate shipping address.
2107 sub has_ship_address {
2109 $self->bill_locationnum != $self->ship_locationnum;
2114 Returns a list of key/value pairs, with the following keys: address1,
2115 adddress2, city, county, state, zip, country, district, and geocode. The
2116 shipping address is used if present.
2122 $self->ship_location->location_hash;
2127 Returns all locations (see L<FS::cust_location>) for this customer.
2133 qsearch('cust_location', { 'custnum' => $self->custnum,
2134 'prospectnum' => '' } );
2139 Returns all contacts (see L<FS::contact>) for this customer.
2143 #already used :/ sub contact {
2146 qsearch('contact', { 'custnum' => $self->custnum } );
2151 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2152 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2153 on success or a list of errors.
2159 grep { $_->unsuspend } $self->suspended_pkgs;
2164 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2166 Returns a list: an empty list on success or a list of errors.
2172 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2175 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2177 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2178 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2179 of a list of pkgparts; the hashref has the following keys:
2183 =item pkgparts - listref of pkgparts
2185 =item (other options are passed to the suspend method)
2190 Returns a list: an empty list on success or a list of errors.
2194 sub suspend_if_pkgpart {
2196 my (@pkgparts, %opt);
2197 if (ref($_[0]) eq 'HASH'){
2198 @pkgparts = @{$_[0]{pkgparts}};
2203 grep { $_->suspend(%opt) }
2204 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2205 $self->unsuspended_pkgs;
2208 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2210 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2211 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2212 instead of a list of pkgparts; the hashref has the following keys:
2216 =item pkgparts - listref of pkgparts
2218 =item (other options are passed to the suspend method)
2222 Returns a list: an empty list on success or a list of errors.
2226 sub suspend_unless_pkgpart {
2228 my (@pkgparts, %opt);
2229 if (ref($_[0]) eq 'HASH'){
2230 @pkgparts = @{$_[0]{pkgparts}};
2235 grep { $_->suspend(%opt) }
2236 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2237 $self->unsuspended_pkgs;
2240 =item cancel [ OPTION => VALUE ... ]
2242 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2244 Available options are:
2248 =item quiet - can be set true to supress email cancellation notices.
2250 =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.
2252 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2254 =item nobill - can be set true to skip billing if it might otherwise be done.
2258 Always returns a list: an empty list on success or a list of errors.
2262 # nb that dates are not specified as valid options to this method
2265 my( $self, %opt ) = @_;
2267 warn "$me cancel called on customer ". $self->custnum. " with options ".
2268 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2271 return ( 'access denied' )
2272 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2274 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2276 #should try decryption (we might have the private key)
2277 # and if not maybe queue a job for the server that does?
2278 return ( "Can't (yet) ban encrypted credit cards" )
2279 if $self->is_encrypted($self->payinfo);
2281 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2282 my $error = $ban->insert;
2283 return ( $error ) if $error;
2287 my @pkgs = $self->ncancelled_pkgs;
2289 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2291 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2292 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2296 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2297 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2300 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2303 sub _banned_pay_hashref {
2314 'payby' => $payby2ban{$self->payby},
2315 'payinfo' => $self->payinfo,
2316 #don't ever *search* on reason! #'reason' =>
2320 sub _new_banned_pay_hashref {
2322 my $hr = $self->_banned_pay_hashref;
2323 $hr->{payinfo} = md5_base64($hr->{payinfo});
2329 Returns all notes (see L<FS::cust_main_note>) for this customer.
2334 my($self,$orderby_classnum) = (shift,shift);
2335 my $orderby = "_DATE DESC";
2336 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2337 qsearch( 'cust_main_note',
2338 { 'custnum' => $self->custnum },
2340 "ORDER BY $orderby",
2346 Returns the agent (see L<FS::agent>) for this customer.
2352 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2357 Returns the agent name (see L<FS::agent>) for this customer.
2363 $self->agent->agent;
2368 Returns any tags associated with this customer, as FS::cust_tag objects,
2369 or an empty list if there are no tags.
2375 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2380 Returns any tags associated with this customer, as FS::part_tag objects,
2381 or an empty list if there are no tags.
2387 map $_->part_tag, $self->cust_tag;
2393 Returns the customer class, as an FS::cust_class object, or the empty string
2394 if there is no customer class.
2400 if ( $self->classnum ) {
2401 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2409 Returns the customer category name, or the empty string if there is no customer
2416 my $cust_class = $self->cust_class;
2418 ? $cust_class->categoryname
2424 Returns the customer class name, or the empty string if there is no customer
2431 my $cust_class = $self->cust_class;
2433 ? $cust_class->classname
2437 =item BILLING METHODS
2439 Documentation on billing methods has been moved to
2440 L<FS::cust_main::Billing>.
2442 =item REALTIME BILLING METHODS
2444 Documentation on realtime billing methods has been moved to
2445 L<FS::cust_main::Billing_Realtime>.
2449 Removes the I<paycvv> field from the database directly.
2451 If there is an error, returns the error, otherwise returns false.
2457 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2458 or return dbh->errstr;
2459 $sth->execute($self->custnum)
2460 or return $sth->errstr;
2465 =item batch_card OPTION => VALUE...
2467 Adds a payment for this invoice to the pending credit card batch (see
2468 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2469 runs the payment using a realtime gateway.
2471 Options may include:
2473 B<amount>: the amount to be paid; defaults to the customer's balance minus
2474 any payments in transit.
2476 B<payby>: the payment method; defaults to cust_main.payby
2478 B<realtime>: runs this as a realtime payment instead of adding it to a
2481 B<invnum>: sets cust_pay_batch.invnum.
2483 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2484 the billing address for the payment; defaults to the customer's billing
2487 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2488 date, and name; defaults to those fields in cust_main.
2493 my ($self, %options) = @_;
2496 if (exists($options{amount})) {
2497 $amount = $options{amount};
2499 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2501 return '' unless $amount > 0;
2503 my $invnum = delete $options{invnum};
2504 my $payby = $options{payby} || $self->payby; #still dubious
2506 if ($options{'realtime'}) {
2507 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2513 my $oldAutoCommit = $FS::UID::AutoCommit;
2514 local $FS::UID::AutoCommit = 0;
2517 #this needs to handle mysql as well as Pg, like svc_acct.pm
2518 #(make it into a common function if folks need to do batching with mysql)
2519 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2520 or return "Cannot lock pay_batch: " . $dbh->errstr;
2524 'payby' => FS::payby->payby2payment($payby),
2526 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2528 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2530 unless ( $pay_batch ) {
2531 $pay_batch = new FS::pay_batch \%pay_batch;
2532 my $error = $pay_batch->insert;
2534 $dbh->rollback if $oldAutoCommit;
2535 die "error creating new batch: $error\n";
2539 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2540 'batchnum' => $pay_batch->batchnum,
2541 'custnum' => $self->custnum,
2544 foreach (qw( address1 address2 city state zip country latitude longitude
2545 payby payinfo paydate payname ))
2547 $options{$_} = '' unless exists($options{$_});
2550 my $loc = $self->bill_location;
2552 my $cust_pay_batch = new FS::cust_pay_batch ( {
2553 'batchnum' => $pay_batch->batchnum,
2554 'invnum' => $invnum || 0, # is there a better value?
2555 # this field should be
2557 # cust_bill_pay_batch now
2558 'custnum' => $self->custnum,
2559 'last' => $self->getfield('last'),
2560 'first' => $self->getfield('first'),
2561 'address1' => $options{address1} || $loc->address1,
2562 'address2' => $options{address2} || $loc->address2,
2563 'city' => $options{city} || $loc->city,
2564 'state' => $options{state} || $loc->state,
2565 'zip' => $options{zip} || $loc->zip,
2566 'country' => $options{country} || $loc->country,
2567 'payby' => $options{payby} || $self->payby,
2568 'payinfo' => $options{payinfo} || $self->payinfo,
2569 'exp' => $options{paydate} || $self->paydate,
2570 'payname' => $options{payname} || $self->payname,
2571 'amount' => $amount, # consolidating
2574 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2575 if $old_cust_pay_batch;
2578 if ($old_cust_pay_batch) {
2579 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2581 $error = $cust_pay_batch->insert;
2585 $dbh->rollback if $oldAutoCommit;
2589 my $unapplied = $self->total_unapplied_credits
2590 + $self->total_unapplied_payments
2591 + $self->in_transit_payments;
2592 foreach my $cust_bill ($self->open_cust_bill) {
2593 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2594 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2595 'invnum' => $cust_bill->invnum,
2596 'paybatchnum' => $cust_pay_batch->paybatchnum,
2597 'amount' => $cust_bill->owed,
2600 if ($unapplied >= $cust_bill_pay_batch->amount){
2601 $unapplied -= $cust_bill_pay_batch->amount;
2604 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2605 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2607 $error = $cust_bill_pay_batch->insert;
2609 $dbh->rollback if $oldAutoCommit;
2614 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2620 Returns the total owed for this customer on all invoices
2621 (see L<FS::cust_bill/owed>).
2627 $self->total_owed_date(2145859200); #12/31/2037
2630 =item total_owed_date TIME
2632 Returns the total owed for this customer on all invoices with date earlier than
2633 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2634 see L<Time::Local> and L<Date::Parse> for conversion functions.
2638 sub total_owed_date {
2642 my $custnum = $self->custnum;
2644 my $owed_sql = FS::cust_bill->owed_sql;
2647 SELECT SUM($owed_sql) FROM cust_bill
2648 WHERE custnum = $custnum
2652 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2656 =item total_owed_pkgnum PKGNUM
2658 Returns the total owed on all invoices for this customer's specific package
2659 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2663 sub total_owed_pkgnum {
2664 my( $self, $pkgnum ) = @_;
2665 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2668 =item total_owed_date_pkgnum TIME PKGNUM
2670 Returns the total owed for this customer's specific package when using
2671 experimental package balances on all invoices with date earlier than
2672 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2673 see L<Time::Local> and L<Date::Parse> for conversion functions.
2677 sub total_owed_date_pkgnum {
2678 my( $self, $time, $pkgnum ) = @_;
2681 foreach my $cust_bill (
2682 grep { $_->_date <= $time }
2683 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2685 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2687 sprintf( "%.2f", $total_bill );
2693 Returns the total amount of all payments.
2700 $total += $_->paid foreach $self->cust_pay;
2701 sprintf( "%.2f", $total );
2704 =item total_unapplied_credits
2706 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2707 customer. See L<FS::cust_credit/credited>.
2709 =item total_credited
2711 Old name for total_unapplied_credits. Don't use.
2715 sub total_credited {
2716 #carp "total_credited deprecated, use total_unapplied_credits";
2717 shift->total_unapplied_credits(@_);
2720 sub total_unapplied_credits {
2723 my $custnum = $self->custnum;
2725 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2728 SELECT SUM($unapplied_sql) FROM cust_credit
2729 WHERE custnum = $custnum
2732 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2736 =item total_unapplied_credits_pkgnum PKGNUM
2738 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2739 customer. See L<FS::cust_credit/credited>.
2743 sub total_unapplied_credits_pkgnum {
2744 my( $self, $pkgnum ) = @_;
2745 my $total_credit = 0;
2746 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2747 sprintf( "%.2f", $total_credit );
2751 =item total_unapplied_payments
2753 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2754 See L<FS::cust_pay/unapplied>.
2758 sub total_unapplied_payments {
2761 my $custnum = $self->custnum;
2763 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2766 SELECT SUM($unapplied_sql) FROM cust_pay
2767 WHERE custnum = $custnum
2770 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2774 =item total_unapplied_payments_pkgnum PKGNUM
2776 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2777 specific package when using experimental package balances. See
2778 L<FS::cust_pay/unapplied>.
2782 sub total_unapplied_payments_pkgnum {
2783 my( $self, $pkgnum ) = @_;
2784 my $total_unapplied = 0;
2785 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2786 sprintf( "%.2f", $total_unapplied );
2790 =item total_unapplied_refunds
2792 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2793 customer. See L<FS::cust_refund/unapplied>.
2797 sub total_unapplied_refunds {
2799 my $custnum = $self->custnum;
2801 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2804 SELECT SUM($unapplied_sql) FROM cust_refund
2805 WHERE custnum = $custnum
2808 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2814 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2815 total_unapplied_credits minus total_unapplied_payments).
2821 $self->balance_date_range;
2824 =item balance_date TIME
2826 Returns the balance for this customer, only considering invoices with date
2827 earlier than TIME (total_owed_date minus total_credited minus
2828 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2829 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2836 $self->balance_date_range(shift);
2839 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2841 Returns the balance for this customer, optionally considering invoices with
2842 date earlier than START_TIME, and not later than END_TIME
2843 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2845 Times are specified as SQL fragments or numeric
2846 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2847 L<Date::Parse> for conversion functions. The empty string can be passed
2848 to disable that time constraint completely.
2850 Available options are:
2854 =item unapplied_date
2856 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)
2862 sub balance_date_range {
2864 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2865 ') FROM cust_main WHERE custnum='. $self->custnum;
2866 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2869 =item balance_pkgnum PKGNUM
2871 Returns the balance for this customer's specific package when using
2872 experimental package balances (total_owed plus total_unrefunded, minus
2873 total_unapplied_credits minus total_unapplied_payments)
2877 sub balance_pkgnum {
2878 my( $self, $pkgnum ) = @_;
2881 $self->total_owed_pkgnum($pkgnum)
2882 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2883 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2884 - $self->total_unapplied_credits_pkgnum($pkgnum)
2885 - $self->total_unapplied_payments_pkgnum($pkgnum)
2889 =item in_transit_payments
2891 Returns the total of requests for payments for this customer pending in
2892 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2896 sub in_transit_payments {
2898 my $in_transit_payments = 0;
2899 foreach my $pay_batch ( qsearch('pay_batch', {
2902 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2903 'batchnum' => $pay_batch->batchnum,
2904 'custnum' => $self->custnum,
2906 $in_transit_payments += $cust_pay_batch->amount;
2909 sprintf( "%.2f", $in_transit_payments );
2914 Returns a hash of useful information for making a payment.
2924 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2925 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2926 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2930 For credit card transactions:
2942 For electronic check transactions:
2957 $return{balance} = $self->balance;
2959 $return{payname} = $self->payname
2960 || ( $self->first. ' '. $self->get('last') );
2962 $return{$_} = $self->bill_location->$_
2963 for qw(address1 address2 city state zip);
2965 $return{payby} = $self->payby;
2966 $return{stateid_state} = $self->stateid_state;
2968 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2969 $return{card_type} = cardtype($self->payinfo);
2970 $return{payinfo} = $self->paymask;
2972 @return{'month', 'year'} = $self->paydate_monthyear;
2976 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2977 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2978 $return{payinfo1} = $payinfo1;
2979 $return{payinfo2} = $payinfo2;
2980 $return{paytype} = $self->paytype;
2981 $return{paystate} = $self->paystate;
2985 #doubleclick protection
2987 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2993 =item paydate_monthyear
2995 Returns a two-element list consisting of the month and year of this customer's
2996 paydate (credit card expiration date for CARD customers)
3000 sub paydate_monthyear {
3002 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3004 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3013 Returns the exact time in seconds corresponding to the payment method
3014 expiration date. For CARD/DCRD customers this is the end of the month;
3015 for others (COMP is the only other payby that uses paydate) it's the start.
3016 Returns 0 if the paydate is empty or set to the far future.
3022 my ($month, $year) = $self->paydate_monthyear;
3023 return 0 if !$year or $year >= 2037;
3024 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3026 if ( $month == 13 ) {
3030 return timelocal(0,0,0,1,$month-1,$year) - 1;
3033 return timelocal(0,0,0,1,$month-1,$year);
3037 =item paydate_epoch_sql
3039 Class method. Returns an SQL expression to obtain the payment expiration date
3040 as a number of seconds.
3044 # Special expiration date behavior for non-CARD/DCRD customers has been
3045 # carefully preserved. Do we really use that?
3046 sub paydate_epoch_sql {
3048 my $table = shift || 'cust_main';
3049 my ($case1, $case2);
3050 if ( driver_name eq 'Pg' ) {
3051 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3052 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3054 elsif ( lc(driver_name) eq 'mysql' ) {
3055 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3056 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3059 return "CASE WHEN $table.payby IN('CARD','DCRD')
3065 =item tax_exemption TAXNAME
3070 my( $self, $taxname ) = @_;
3072 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3073 'taxname' => $taxname,
3078 =item cust_main_exemption
3082 sub cust_main_exemption {
3084 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3087 =item invoicing_list [ ARRAYREF ]
3089 If an arguement is given, sets these email addresses as invoice recipients
3090 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3091 (except as warnings), so use check_invoicing_list first.
3093 Returns a list of email addresses (with svcnum entries expanded).
3095 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3096 check it without disturbing anything by passing nothing.
3098 This interface may change in the future.
3102 sub invoicing_list {
3103 my( $self, $arrayref ) = @_;
3106 my @cust_main_invoice;
3107 if ( $self->custnum ) {
3108 @cust_main_invoice =
3109 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3111 @cust_main_invoice = ();
3113 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3114 #warn $cust_main_invoice->destnum;
3115 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3116 #warn $cust_main_invoice->destnum;
3117 my $error = $cust_main_invoice->delete;
3118 warn $error if $error;
3121 if ( $self->custnum ) {
3122 @cust_main_invoice =
3123 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3125 @cust_main_invoice = ();
3127 my %seen = map { $_->address => 1 } @cust_main_invoice;
3128 foreach my $address ( @{$arrayref} ) {
3129 next if exists $seen{$address} && $seen{$address};
3130 $seen{$address} = 1;
3131 my $cust_main_invoice = new FS::cust_main_invoice ( {
3132 'custnum' => $self->custnum,
3135 my $error = $cust_main_invoice->insert;
3136 warn $error if $error;
3140 if ( $self->custnum ) {
3142 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3149 =item check_invoicing_list ARRAYREF
3151 Checks these arguements as valid input for the invoicing_list method. If there
3152 is an error, returns the error, otherwise returns false.
3156 sub check_invoicing_list {
3157 my( $self, $arrayref ) = @_;
3159 foreach my $address ( @$arrayref ) {
3161 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3162 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3165 my $cust_main_invoice = new FS::cust_main_invoice ( {
3166 'custnum' => $self->custnum,
3169 my $error = $self->custnum
3170 ? $cust_main_invoice->check
3171 : $cust_main_invoice->checkdest
3173 return $error if $error;
3177 return "Email address required"
3178 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3179 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3184 =item set_default_invoicing_list
3186 Sets the invoicing list to all accounts associated with this customer,
3187 overwriting any previous invoicing list.
3191 sub set_default_invoicing_list {
3193 $self->invoicing_list($self->all_emails);
3198 Returns the email addresses of all accounts provisioned for this customer.
3205 foreach my $cust_pkg ( $self->all_pkgs ) {
3206 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3208 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3209 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3211 $list{$_}=1 foreach map { $_->email } @svc_acct;
3216 =item invoicing_list_addpost
3218 Adds postal invoicing to this customer. If this customer is already configured
3219 to receive postal invoices, does nothing.
3223 sub invoicing_list_addpost {
3225 return if grep { $_ eq 'POST' } $self->invoicing_list;
3226 my @invoicing_list = $self->invoicing_list;
3227 push @invoicing_list, 'POST';
3228 $self->invoicing_list(\@invoicing_list);
3231 =item invoicing_list_emailonly
3233 Returns the list of email invoice recipients (invoicing_list without non-email
3234 destinations such as POST and FAX).
3238 sub invoicing_list_emailonly {
3240 warn "$me invoicing_list_emailonly called"
3242 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3245 =item invoicing_list_emailonly_scalar
3247 Returns the list of email invoice recipients (invoicing_list without non-email
3248 destinations such as POST and FAX) as a comma-separated scalar.
3252 sub invoicing_list_emailonly_scalar {
3254 warn "$me invoicing_list_emailonly_scalar called"
3256 join(', ', $self->invoicing_list_emailonly);
3259 =item referral_custnum_cust_main
3261 Returns the customer who referred this customer (or the empty string, if
3262 this customer was not referred).
3264 Note the difference with referral_cust_main method: This method,
3265 referral_custnum_cust_main returns the single customer (if any) who referred
3266 this customer, while referral_cust_main returns an array of customers referred
3271 sub referral_custnum_cust_main {
3273 return '' unless $self->referral_custnum;
3274 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3277 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3279 Returns an array of customers referred by this customer (referral_custnum set
3280 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3281 customers referred by customers referred by this customer and so on, inclusive.
3282 The default behavior is DEPTH 1 (no recursion).
3284 Note the difference with referral_custnum_cust_main method: This method,
3285 referral_cust_main, returns an array of customers referred BY this customer,
3286 while referral_custnum_cust_main returns the single customer (if any) who
3287 referred this customer.
3291 sub referral_cust_main {
3293 my $depth = @_ ? shift : 1;
3294 my $exclude = @_ ? shift : {};
3297 map { $exclude->{$_->custnum}++; $_; }
3298 grep { ! $exclude->{ $_->custnum } }
3299 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3303 map { $_->referral_cust_main($depth-1, $exclude) }
3310 =item referral_cust_main_ncancelled
3312 Same as referral_cust_main, except only returns customers with uncancelled
3317 sub referral_cust_main_ncancelled {
3319 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3322 =item referral_cust_pkg [ DEPTH ]
3324 Like referral_cust_main, except returns a flat list of all unsuspended (and
3325 uncancelled) packages for each customer. The number of items in this list may
3326 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3330 sub referral_cust_pkg {
3332 my $depth = @_ ? shift : 1;
3334 map { $_->unsuspended_pkgs }
3335 grep { $_->unsuspended_pkgs }
3336 $self->referral_cust_main($depth);
3339 =item referring_cust_main
3341 Returns the single cust_main record for the customer who referred this customer
3342 (referral_custnum), or false.
3346 sub referring_cust_main {
3348 return '' unless $self->referral_custnum;
3349 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3352 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3354 Applies a credit to this customer. If there is an error, returns the error,
3355 otherwise returns false.
3357 REASON can be a text string, an FS::reason object, or a scalar reference to
3358 a reasonnum. If a text string, it will be automatically inserted as a new
3359 reason, and a 'reason_type' option must be passed to indicate the
3360 FS::reason_type for the new reason.
3362 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3364 Any other options are passed to FS::cust_credit::insert.
3369 my( $self, $amount, $reason, %options ) = @_;
3371 my $cust_credit = new FS::cust_credit {
3372 'custnum' => $self->custnum,
3373 'amount' => $amount,
3376 if ( ref($reason) ) {
3378 if ( ref($reason) eq 'SCALAR' ) {
3379 $cust_credit->reasonnum( $$reason );
3381 $cust_credit->reasonnum( $reason->reasonnum );
3385 $cust_credit->set('reason', $reason)
3388 for (qw( addlinfo eventnum )) {
3389 $cust_credit->$_( delete $options{$_} )
3390 if exists($options{$_});
3393 $cust_credit->insert(%options);
3397 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3399 Creates a one-time charge for this customer. If there is an error, returns
3400 the error, otherwise returns false.
3402 New-style, with a hashref of options:
3404 my $error = $cust_main->charge(
3408 'start_date' => str2time('7/4/2009'),
3409 'pkg' => 'Description',
3410 'comment' => 'Comment',
3411 'additional' => [], #extra invoice detail
3412 'classnum' => 1, #pkg_class
3414 'setuptax' => '', # or 'Y' for tax exempt
3417 'taxclass' => 'Tax class',
3420 'taxproduct' => 2, #part_pkg_taxproduct
3421 'override' => {}, #XXX describe
3423 #will be filled in with the new object
3424 'cust_pkg_ref' => \$cust_pkg,
3426 #generate an invoice immediately
3428 'invoice_terms' => '', #with these terms
3434 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3440 my ( $amount, $quantity, $start_date, $classnum );
3441 my ( $pkg, $comment, $additional );
3442 my ( $setuptax, $taxclass ); #internal taxes
3443 my ( $taxproduct, $override ); #vendor (CCH) taxes
3445 my $cust_pkg_ref = '';
3446 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3447 if ( ref( $_[0] ) ) {
3448 $amount = $_[0]->{amount};
3449 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3450 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3451 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3452 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3453 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3454 : '$'. sprintf("%.2f",$amount);
3455 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3456 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3457 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3458 $additional = $_[0]->{additional} || [];
3459 $taxproduct = $_[0]->{taxproductnum};
3460 $override = { '' => $_[0]->{tax_override} };
3461 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3462 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3463 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3468 $pkg = @_ ? shift : 'One-time charge';
3469 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3471 $taxclass = @_ ? shift : '';
3475 local $SIG{HUP} = 'IGNORE';
3476 local $SIG{INT} = 'IGNORE';
3477 local $SIG{QUIT} = 'IGNORE';
3478 local $SIG{TERM} = 'IGNORE';
3479 local $SIG{TSTP} = 'IGNORE';
3480 local $SIG{PIPE} = 'IGNORE';
3482 my $oldAutoCommit = $FS::UID::AutoCommit;
3483 local $FS::UID::AutoCommit = 0;
3486 my $part_pkg = new FS::part_pkg ( {
3488 'comment' => $comment,
3492 'classnum' => ( $classnum ? $classnum : '' ),
3493 'setuptax' => $setuptax,
3494 'taxclass' => $taxclass,
3495 'taxproductnum' => $taxproduct,
3498 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3499 ( 0 .. @$additional - 1 )
3501 'additional_count' => scalar(@$additional),
3502 'setup_fee' => $amount,
3505 my $error = $part_pkg->insert( options => \%options,
3506 tax_overrides => $override,
3509 $dbh->rollback if $oldAutoCommit;
3513 my $pkgpart = $part_pkg->pkgpart;
3514 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3515 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3516 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3517 $error = $type_pkgs->insert;
3519 $dbh->rollback if $oldAutoCommit;
3524 my $cust_pkg = new FS::cust_pkg ( {
3525 'custnum' => $self->custnum,
3526 'pkgpart' => $pkgpart,
3527 'quantity' => $quantity,
3528 'start_date' => $start_date,
3529 'no_auto' => $no_auto,
3532 $error = $cust_pkg->insert;
3534 $dbh->rollback if $oldAutoCommit;
3536 } elsif ( $cust_pkg_ref ) {
3537 ${$cust_pkg_ref} = $cust_pkg;
3541 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3542 'pkg_list' => [ $cust_pkg ],
3545 $dbh->rollback if $oldAutoCommit;
3550 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3555 #=item charge_postal_fee
3557 #Applies a one time charge this customer. If there is an error,
3558 #returns the error, returns the cust_pkg charge object or false
3559 #if there was no charge.
3563 # This should be a customer event. For that to work requires that bill
3564 # also be a customer event.
3566 sub charge_postal_fee {
3569 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3570 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3572 my $cust_pkg = new FS::cust_pkg ( {
3573 'custnum' => $self->custnum,
3574 'pkgpart' => $pkgpart,
3578 my $error = $cust_pkg->insert;
3579 $error ? $error : $cust_pkg;
3582 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3584 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3586 Optionally, a list or hashref of additional arguments to the qsearch call can
3593 my $opt = ref($_[0]) ? shift : { @_ };
3595 #return $self->num_cust_bill unless wantarray || keys %$opt;
3597 $opt->{'table'} = 'cust_bill';
3598 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3599 $opt->{'hashref'}{'custnum'} = $self->custnum;
3600 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3602 map { $_ } #behavior of sort undefined in scalar context
3603 sort { $a->_date <=> $b->_date }
3607 =item open_cust_bill
3609 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3614 sub open_cust_bill {
3618 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3624 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3626 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3630 sub legacy_cust_bill {
3633 #return $self->num_legacy_cust_bill unless wantarray;
3635 map { $_ } #behavior of sort undefined in scalar context
3636 sort { $a->_date <=> $b->_date }
3637 qsearch({ 'table' => 'legacy_cust_bill',
3638 'hashref' => { 'custnum' => $self->custnum, },
3639 'order_by' => 'ORDER BY _date ASC',
3643 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3645 Returns all the statements (see L<FS::cust_statement>) for this customer.
3647 Optionally, a list or hashref of additional arguments to the qsearch call can
3652 =item cust_bill_void
3654 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3658 sub cust_bill_void {
3661 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3662 sort { $a->_date <=> $b->_date }
3663 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3666 sub cust_statement {
3668 my $opt = ref($_[0]) ? shift : { @_ };
3670 #return $self->num_cust_statement unless wantarray || keys %$opt;
3672 $opt->{'table'} = 'cust_statement';
3673 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3674 $opt->{'hashref'}{'custnum'} = $self->custnum;
3675 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3677 map { $_ } #behavior of sort undefined in scalar context
3678 sort { $a->_date <=> $b->_date }
3682 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3684 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3686 Optionally, a list or hashref of additional arguments to the qsearch call can
3687 be passed following the SVCDB.
3694 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3695 warn "$me svc_x requires a svcdb";
3698 my $opt = ref($_[0]) ? shift : { @_ };
3700 $opt->{'table'} = $svcdb;
3701 $opt->{'addl_from'} =
3702 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3703 ($opt->{'addl_from'} || '');
3705 my $custnum = $self->custnum;
3706 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3707 my $where = "cust_pkg.custnum = $custnum";
3709 my $extra_sql = $opt->{'extra_sql'} || '';
3710 if ( keys %{ $opt->{'hashref'} } ) {
3711 $extra_sql = " AND $where $extra_sql";
3714 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3715 $extra_sql = "WHERE $where AND $1";
3718 $extra_sql = "WHERE $where $extra_sql";
3721 $opt->{'extra_sql'} = $extra_sql;
3726 # required for use as an eventtable;
3729 $self->svc_x('svc_acct', @_);
3734 Returns all the credits (see L<FS::cust_credit>) for this customer.
3740 map { $_ } #return $self->num_cust_credit unless wantarray;
3741 sort { $a->_date <=> $b->_date }
3742 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3745 =item cust_credit_pkgnum
3747 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3748 package when using experimental package balances.
3752 sub cust_credit_pkgnum {
3753 my( $self, $pkgnum ) = @_;
3754 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3755 sort { $a->_date <=> $b->_date }
3756 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3757 'pkgnum' => $pkgnum,
3764 Returns all the payments (see L<FS::cust_pay>) for this customer.
3770 return $self->num_cust_pay unless wantarray;
3771 sort { $a->_date <=> $b->_date }
3772 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3777 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3778 called automatically when the cust_pay method is used in a scalar context.
3784 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3785 my $sth = dbh->prepare($sql) or die dbh->errstr;
3786 $sth->execute($self->custnum) or die $sth->errstr;
3787 $sth->fetchrow_arrayref->[0];
3790 =item cust_pay_pkgnum
3792 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3793 package when using experimental package balances.
3797 sub cust_pay_pkgnum {
3798 my( $self, $pkgnum ) = @_;
3799 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3800 sort { $a->_date <=> $b->_date }
3801 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3802 'pkgnum' => $pkgnum,
3809 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3815 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3816 sort { $a->_date <=> $b->_date }
3817 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3820 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3822 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3824 Optionally, a list or hashref of additional arguments to the qsearch call can
3829 sub cust_pay_batch {
3831 my $opt = ref($_[0]) ? shift : { @_ };
3833 #return $self->num_cust_statement unless wantarray || keys %$opt;
3835 $opt->{'table'} = 'cust_pay_batch';
3836 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3837 $opt->{'hashref'}{'custnum'} = $self->custnum;
3838 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3840 map { $_ } #behavior of sort undefined in scalar context
3841 sort { $a->paybatchnum <=> $b->paybatchnum }
3845 =item cust_pay_pending
3847 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3848 (without status "done").
3852 sub cust_pay_pending {
3854 return $self->num_cust_pay_pending unless wantarray;
3855 sort { $a->_date <=> $b->_date }
3856 qsearch( 'cust_pay_pending', {
3857 'custnum' => $self->custnum,
3858 'status' => { op=>'!=', value=>'done' },
3863 =item cust_pay_pending_attempt
3865 Returns all payment attempts / declined payments for this customer, as pending
3866 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3867 a corresponding payment (see L<FS::cust_pay>).
3871 sub cust_pay_pending_attempt {
3873 return $self->num_cust_pay_pending_attempt unless wantarray;
3874 sort { $a->_date <=> $b->_date }
3875 qsearch( 'cust_pay_pending', {
3876 'custnum' => $self->custnum,
3883 =item num_cust_pay_pending
3885 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3886 customer (without status "done"). Also called automatically when the
3887 cust_pay_pending method is used in a scalar context.
3891 sub num_cust_pay_pending {
3894 " SELECT COUNT(*) FROM cust_pay_pending ".
3895 " WHERE custnum = ? AND status != 'done' ",
3900 =item num_cust_pay_pending_attempt
3902 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3903 customer, with status "done" but without a corresp. Also called automatically when the
3904 cust_pay_pending method is used in a scalar context.
3908 sub num_cust_pay_pending_attempt {
3911 " SELECT COUNT(*) FROM cust_pay_pending ".
3912 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3919 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3925 map { $_ } #return $self->num_cust_refund unless wantarray;
3926 sort { $a->_date <=> $b->_date }
3927 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3930 =item display_custnum
3932 Returns the displayed customer number for this customer: agent_custid if
3933 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3937 sub display_custnum {
3940 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3941 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3942 if ( $special eq 'CoStAg' ) {
3943 $prefix = uc( join('',
3945 ($self->state =~ /^(..)/),
3946 $prefix || ($self->agent->agent =~ /^(..)/)
3949 elsif ( $special eq 'CoStCl' ) {
3950 $prefix = uc( join('',
3952 ($self->state =~ /^(..)/),
3953 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3956 # add any others here if needed
3959 my $length = $conf->config('cust_main-custnum-display_length');
3960 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3961 return $self->agent_custid;
3962 } elsif ( $prefix ) {
3963 $length = 8 if !defined($length);
3965 sprintf('%0'.$length.'d', $self->custnum)
3966 } elsif ( $length ) {
3967 return sprintf('%0'.$length.'d', $self->custnum);
3969 return $self->custnum;
3975 Returns a name string for this customer, either "Company (Last, First)" or
3982 my $name = $self->contact;
3983 $name = $self->company. " ($name)" if $self->company;
3987 =item service_contact
3989 Returns the L<FS::contact> object for this customer that has the 'Service'
3990 contact class, or undef if there is no such contact. Deprecated; don't use
3995 sub service_contact {
3997 if ( !exists($self->{service_contact}) ) {
3998 my $classnum = $self->scalar_sql(
3999 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4000 ) || 0; #if it's zero, qsearchs will return nothing
4001 $self->{service_contact} = qsearchs('contact', {
4002 'classnum' => $classnum, 'custnum' => $self->custnum
4005 $self->{service_contact};
4010 Returns a name string for this (service/shipping) contact, either
4011 "Company (Last, First)" or "Last, First".
4018 my $name = $self->ship_contact;
4019 $name = $self->company. " ($name)" if $self->company;
4025 Returns a name string for this customer, either "Company" or "First Last".
4031 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4034 =item ship_name_short
4036 Returns a name string for this (service/shipping) contact, either "Company"
4041 sub ship_name_short {
4043 $self->service_contact
4044 ? $self->ship_contact_firstlast
4050 Returns this customer's full (billing) contact name only, "Last, First"
4056 $self->get('last'). ', '. $self->first;
4061 Returns this customer's full (shipping) contact name only, "Last, First"
4067 my $contact = $self->service_contact || $self;
4068 $contact->get('last') . ', ' . $contact->get('first');
4071 =item contact_firstlast
4073 Returns this customers full (billing) contact name only, "First Last".
4077 sub contact_firstlast {
4079 $self->first. ' '. $self->get('last');
4082 =item ship_contact_firstlast
4084 Returns this customer's full (shipping) contact name only, "First Last".
4088 sub ship_contact_firstlast {
4090 my $contact = $self->service_contact || $self;
4091 $contact->get('first') . ' '. $contact->get('last');
4096 Returns this customer's full country name
4102 code2country($self->country);
4105 =item geocode DATA_VENDOR
4107 Returns a value for the customer location as encoded by DATA_VENDOR.
4108 Currently this only makes sense for "CCH" as DATA_VENDOR.
4116 Returns a status string for this customer, currently:
4120 =item prospect - No packages have ever been ordered
4122 =item ordered - Recurring packages all are new (not yet billed).
4124 =item active - One or more recurring packages is active
4126 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4128 =item suspended - All non-cancelled recurring packages are suspended
4130 =item cancelled - All recurring packages are cancelled
4134 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4135 cust_main-status_module configuration option.
4139 sub status { shift->cust_status(@_); }
4143 for my $status ( FS::cust_main->statuses() ) {
4144 my $method = $status.'_sql';
4145 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4146 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4147 $sth->execute( ($self->custnum) x $numnum )
4148 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4149 return $status if $sth->fetchrow_arrayref->[0];
4153 =item ucfirst_cust_status
4155 =item ucfirst_status
4157 Returns the status with the first character capitalized.
4161 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4163 sub ucfirst_cust_status {
4165 ucfirst($self->cust_status);
4170 Returns a hex triplet color string for this customer's status.
4174 sub statuscolor { shift->cust_statuscolor(@_); }
4176 sub cust_statuscolor {
4178 __PACKAGE__->statuscolors->{$self->cust_status};
4183 Returns an array of hashes representing the customer's RT tickets.
4190 my $num = $conf->config('cust_main-max_tickets') || 10;
4193 if ( $conf->config('ticket_system') ) {
4194 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4196 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4200 foreach my $priority (
4201 $conf->config('ticket_system-custom_priority_field-values'), ''
4203 last if scalar(@tickets) >= $num;
4205 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4206 $num - scalar(@tickets),
4216 # Return services representing svc_accts in customer support packages
4217 sub support_services {
4219 my %packages = map { $_ => 1 } $conf->config('support_packages');
4221 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4222 grep { $_->part_svc->svcdb eq 'svc_acct' }
4223 map { $_->cust_svc }
4224 grep { exists $packages{ $_->pkgpart } }
4225 $self->ncancelled_pkgs;
4229 # Return a list of latitude/longitude for one of the services (if any)
4230 sub service_coordinates {
4234 grep { $_->latitude && $_->longitude }
4236 map { $_->cust_svc }
4237 $self->ncancelled_pkgs;
4239 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4244 Returns a masked version of the named field
4249 my ($self,$field) = @_;
4253 'x'x(length($self->getfield($field))-4).
4254 substr($self->getfield($field), (length($self->getfield($field))-4));
4260 =head1 CLASS METHODS
4266 Class method that returns the list of possible status strings for customers
4267 (see L<the status method|/status>). For example:
4269 @statuses = FS::cust_main->statuses();
4275 keys %{ $self->statuscolors };
4278 =item cust_status_sql
4280 Returns an SQL fragment to determine the status of a cust_main record, as a
4285 sub cust_status_sql {
4287 for my $status ( FS::cust_main->statuses() ) {
4288 my $method = $status.'_sql';
4289 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4298 Returns an SQL expression identifying prospective cust_main records (customers
4299 with no packages ever ordered)
4303 use vars qw($select_count_pkgs);
4304 $select_count_pkgs =
4305 "SELECT COUNT(*) FROM cust_pkg
4306 WHERE cust_pkg.custnum = cust_main.custnum";
4308 sub select_count_pkgs_sql {
4313 " 0 = ( $select_count_pkgs ) ";
4318 Returns an SQL expression identifying ordered cust_main records (customers with
4319 no active packages, but recurring packages not yet setup or one time charges
4325 FS::cust_main->none_active_sql.
4326 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4331 Returns an SQL expression identifying active cust_main records (customers with
4332 active recurring packages).
4337 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4340 =item none_active_sql
4342 Returns an SQL expression identifying cust_main records with no active
4343 recurring packages. This includes customers of status prospect, ordered,
4344 inactive, and suspended.
4348 sub none_active_sql {
4349 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4354 Returns an SQL expression identifying inactive cust_main records (customers with
4355 no active recurring packages, but otherwise unsuspended/uncancelled).
4360 FS::cust_main->none_active_sql.
4361 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4367 Returns an SQL expression identifying suspended cust_main records.
4372 sub suspended_sql { susp_sql(@_); }
4374 FS::cust_main->none_active_sql.
4375 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4381 Returns an SQL expression identifying cancelled cust_main records.
4385 sub cancel_sql { shift->cancelled_sql(@_); }
4388 =item uncancelled_sql
4390 Returns an SQL expression identifying un-cancelled cust_main records.
4394 sub uncancelled_sql { uncancel_sql(@_); }
4395 sub uncancel_sql { "
4396 ( 0 < ( $select_count_pkgs
4397 AND ( cust_pkg.cancel IS NULL
4398 OR cust_pkg.cancel = 0
4401 OR 0 = ( $select_count_pkgs )
4407 Returns an SQL fragment to retreive the balance.
4412 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4413 WHERE cust_bill.custnum = cust_main.custnum )
4414 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4415 WHERE cust_pay.custnum = cust_main.custnum )
4416 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4417 WHERE cust_credit.custnum = cust_main.custnum )
4418 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4419 WHERE cust_refund.custnum = cust_main.custnum )
4422 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4424 Returns an SQL fragment to retreive the balance for this customer, optionally
4425 considering invoices with date earlier than START_TIME, and not
4426 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4427 total_unapplied_payments).
4429 Times are specified as SQL fragments or numeric
4430 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4431 L<Date::Parse> for conversion functions. The empty string can be passed
4432 to disable that time constraint completely.
4434 Available options are:
4438 =item unapplied_date
4440 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)
4445 set to true to remove all customer comparison clauses, for totals
4450 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4455 JOIN clause (typically used with the total option)
4459 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4460 time will be ignored. Note that START_TIME and END_TIME only limit the date
4461 range for invoices and I<unapplied> payments, credits, and refunds.
4467 sub balance_date_sql {
4468 my( $class, $start, $end, %opt ) = @_;
4470 my $cutoff = $opt{'cutoff'};
4472 my $owed = FS::cust_bill->owed_sql($cutoff);
4473 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4474 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4475 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4477 my $j = $opt{'join'} || '';
4479 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4480 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4481 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4482 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4484 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4485 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4486 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4487 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4492 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4494 Returns an SQL fragment to retreive the total unapplied payments for this
4495 customer, only considering payments with date earlier than START_TIME, and
4496 optionally not later than END_TIME.
4498 Times are specified as SQL fragments or numeric
4499 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4500 L<Date::Parse> for conversion functions. The empty string can be passed
4501 to disable that time constraint completely.
4503 Available options are:
4507 sub unapplied_payments_date_sql {
4508 my( $class, $start, $end, %opt ) = @_;
4510 my $cutoff = $opt{'cutoff'};
4512 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4514 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4515 'unapplied_date'=>1 );
4517 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4520 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4522 Helper method for balance_date_sql; name (and usage) subject to change
4523 (suggestions welcome).
4525 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4526 cust_refund, cust_credit or cust_pay).
4528 If TABLE is "cust_bill" or the unapplied_date option is true, only
4529 considers records with date earlier than START_TIME, and optionally not
4530 later than END_TIME .
4534 sub _money_table_where {
4535 my( $class, $table, $start, $end, %opt ) = @_;
4538 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4539 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4540 push @where, "$table._date <= $start" if defined($start) && length($start);
4541 push @where, "$table._date > $end" if defined($end) && length($end);
4543 push @where, @{$opt{'where'}} if $opt{'where'};
4544 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4550 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4551 use FS::cust_main::Search;
4554 FS::cust_main::Search->search(@_);
4569 #warn join('-',keys %$param);
4570 my $fh = $param->{filehandle};
4571 my $agentnum = $param->{agentnum};
4572 my $format = $param->{format};
4574 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4577 if ( $format eq 'simple' ) {
4578 @fields = qw( custnum agent_custid amount pkg );
4580 die "unknown format $format";
4583 eval "use Text::CSV_XS;";
4586 my $csv = new Text::CSV_XS;
4593 local $SIG{HUP} = 'IGNORE';
4594 local $SIG{INT} = 'IGNORE';
4595 local $SIG{QUIT} = 'IGNORE';
4596 local $SIG{TERM} = 'IGNORE';
4597 local $SIG{TSTP} = 'IGNORE';
4598 local $SIG{PIPE} = 'IGNORE';
4600 my $oldAutoCommit = $FS::UID::AutoCommit;
4601 local $FS::UID::AutoCommit = 0;
4604 #while ( $columns = $csv->getline($fh) ) {
4606 while ( defined($line=<$fh>) ) {
4608 $csv->parse($line) or do {
4609 $dbh->rollback if $oldAutoCommit;
4610 return "can't parse: ". $csv->error_input();
4613 my @columns = $csv->fields();
4614 #warn join('-',@columns);
4617 foreach my $field ( @fields ) {
4618 $row{$field} = shift @columns;
4621 if ( $row{custnum} && $row{agent_custid} ) {
4622 dbh->rollback if $oldAutoCommit;
4623 return "can't specify custnum with agent_custid $row{agent_custid}";
4627 if ( $row{agent_custid} && $agentnum ) {
4628 %hash = ( 'agent_custid' => $row{agent_custid},
4629 'agentnum' => $agentnum,
4633 if ( $row{custnum} ) {
4634 %hash = ( 'custnum' => $row{custnum} );
4637 unless ( scalar(keys %hash) ) {
4638 $dbh->rollback if $oldAutoCommit;
4639 return "can't find customer without custnum or agent_custid and agentnum";
4642 my $cust_main = qsearchs('cust_main', { %hash } );
4643 unless ( $cust_main ) {
4644 $dbh->rollback if $oldAutoCommit;
4645 my $custnum = $row{custnum} || $row{agent_custid};
4646 return "unknown custnum $custnum";
4649 if ( $row{'amount'} > 0 ) {
4650 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4652 $dbh->rollback if $oldAutoCommit;
4656 } elsif ( $row{'amount'} < 0 ) {
4657 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4660 $dbh->rollback if $oldAutoCommit;
4670 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4672 return "Empty file!" unless $imported;
4678 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4680 Deprecated. Use event notification and message templates
4681 (L<FS::msg_template>) instead.
4683 Sends a templated email notification to the customer (see L<Text::Template>).
4685 OPTIONS is a hash and may include
4687 I<from> - the email sender (default is invoice_from)
4689 I<to> - comma-separated scalar or arrayref of recipients
4690 (default is invoicing_list)
4692 I<subject> - The subject line of the sent email notification
4693 (default is "Notice from company_name")
4695 I<extra_fields> - a hashref of name/value pairs which will be substituted
4698 The following variables are vavailable in the template.
4700 I<$first> - the customer first name
4701 I<$last> - the customer last name
4702 I<$company> - the customer company
4703 I<$payby> - a description of the method of payment for the customer
4704 # would be nice to use FS::payby::shortname
4705 I<$payinfo> - the account information used to collect for this customer
4706 I<$expdate> - the expiration of the customer payment in seconds from epoch
4711 my ($self, $template, %options) = @_;
4713 return unless $conf->exists($template);
4715 my $from = $conf->config('invoice_from', $self->agentnum)
4716 if $conf->exists('invoice_from', $self->agentnum);
4717 $from = $options{from} if exists($options{from});
4719 my $to = join(',', $self->invoicing_list_emailonly);
4720 $to = $options{to} if exists($options{to});
4722 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4723 if $conf->exists('company_name', $self->agentnum);
4724 $subject = $options{subject} if exists($options{subject});
4726 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4727 SOURCE => [ map "$_\n",
4728 $conf->config($template)]
4730 or die "can't create new Text::Template object: Text::Template::ERROR";
4731 $notify_template->compile()
4732 or die "can't compile template: Text::Template::ERROR";
4734 $FS::notify_template::_template::company_name =
4735 $conf->config('company_name', $self->agentnum);
4736 $FS::notify_template::_template::company_address =
4737 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4739 my $paydate = $self->paydate || '2037-12-31';
4740 $FS::notify_template::_template::first = $self->first;
4741 $FS::notify_template::_template::last = $self->last;
4742 $FS::notify_template::_template::company = $self->company;
4743 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4744 my $payby = $self->payby;
4745 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4746 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4748 #credit cards expire at the end of the month/year of their exp date
4749 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4750 $FS::notify_template::_template::payby = 'credit card';
4751 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4752 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4754 }elsif ($payby eq 'COMP') {
4755 $FS::notify_template::_template::payby = 'complimentary account';
4757 $FS::notify_template::_template::payby = 'current method';
4759 $FS::notify_template::_template::expdate = $expire_time;
4761 for (keys %{$options{extra_fields}}){
4763 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4766 send_email(from => $from,
4768 subject => $subject,
4769 body => $notify_template->fill_in( PACKAGE =>
4770 'FS::notify_template::_template' ),
4775 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4777 Generates a templated notification to the customer (see L<Text::Template>).
4779 OPTIONS is a hash and may include
4781 I<extra_fields> - a hashref of name/value pairs which will be substituted
4782 into the template. These values may override values mentioned below
4783 and those from the customer record.
4785 The following variables are available in the template instead of or in addition
4786 to the fields of the customer record.
4788 I<$payby> - a description of the method of payment for the customer
4789 # would be nice to use FS::payby::shortname
4790 I<$payinfo> - the masked account information used to collect for this customer
4791 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4792 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4796 # a lot like cust_bill::print_latex
4797 sub generate_letter {
4798 my ($self, $template, %options) = @_;
4800 return unless $conf->exists($template);
4802 my $letter_template = new Text::Template
4804 SOURCE => [ map "$_\n", $conf->config($template)],
4805 DELIMITERS => [ '[@--', '--@]' ],
4807 or die "can't create new Text::Template object: Text::Template::ERROR";
4809 $letter_template->compile()
4810 or die "can't compile template: Text::Template::ERROR";
4812 my %letter_data = map { $_ => $self->$_ } $self->fields;
4813 $letter_data{payinfo} = $self->mask_payinfo;
4815 #my $paydate = $self->paydate || '2037-12-31';
4816 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4818 my $payby = $self->payby;
4819 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4820 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4822 #credit cards expire at the end of the month/year of their exp date
4823 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4824 $letter_data{payby} = 'credit card';
4825 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4826 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4828 }elsif ($payby eq 'COMP') {
4829 $letter_data{payby} = 'complimentary account';
4831 $letter_data{payby} = 'current method';
4833 $letter_data{expdate} = $expire_time;
4835 for (keys %{$options{extra_fields}}){
4836 $letter_data{$_} = $options{extra_fields}->{$_};
4839 unless(exists($letter_data{returnaddress})){
4840 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4841 $self->agent_template)
4843 if ( length($retadd) ) {
4844 $letter_data{returnaddress} = $retadd;
4845 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4846 $letter_data{returnaddress} =
4847 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4851 ( $conf->config('company_name', $self->agentnum),
4852 $conf->config('company_address', $self->agentnum),
4856 $letter_data{returnaddress} = '~';
4860 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4862 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4864 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4866 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4870 ) or die "can't open temp file: $!\n";
4871 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4872 or die "can't write temp file: $!\n";
4874 $letter_data{'logo_file'} = $lh->filename;
4876 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4880 ) or die "can't open temp file: $!\n";
4882 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4884 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4885 return ($1, $letter_data{'logo_file'});
4889 =item print_ps TEMPLATE
4891 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4897 my($file, $lfile) = $self->generate_letter(@_);
4898 my $ps = FS::Misc::generate_ps($file);
4899 unlink($file.'.tex');
4905 =item print TEMPLATE
4907 Prints the filled in template.
4909 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4913 sub queueable_print {
4916 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4917 or die "invalid customer number: " . $opt{custvnum};
4919 my $error = $self->print( $opt{template} );
4920 die $error if $error;
4924 my ($self, $template) = (shift, shift);
4925 do_print [ $self->print_ps($template) ];
4928 #these three subs should just go away once agent stuff is all config overrides
4930 sub agent_template {
4932 $self->_agent_plandata('agent_templatename');
4935 sub agent_invoice_from {
4937 $self->_agent_plandata('agent_invoice_from');
4940 sub _agent_plandata {
4941 my( $self, $option ) = @_;
4943 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4944 #agent-specific Conf
4946 use FS::part_event::Condition;
4948 my $agentnum = $self->agentnum;
4950 my $regexp = regexp_sql();
4952 my $part_event_option =
4954 'select' => 'part_event_option.*',
4955 'table' => 'part_event_option',
4957 LEFT JOIN part_event USING ( eventpart )
4958 LEFT JOIN part_event_option AS peo_agentnum
4959 ON ( part_event.eventpart = peo_agentnum.eventpart
4960 AND peo_agentnum.optionname = 'agentnum'
4961 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4963 LEFT JOIN part_event_condition
4964 ON ( part_event.eventpart = part_event_condition.eventpart
4965 AND part_event_condition.conditionname = 'cust_bill_age'
4967 LEFT JOIN part_event_condition_option
4968 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4969 AND part_event_condition_option.optionname = 'age'
4972 #'hashref' => { 'optionname' => $option },
4973 #'hashref' => { 'part_event_option.optionname' => $option },
4975 " WHERE part_event_option.optionname = ". dbh->quote($option).
4976 " AND action = 'cust_bill_send_agent' ".
4977 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4978 " AND peo_agentnum.optionname = 'agentnum' ".
4979 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4981 CASE WHEN part_event_condition_option.optionname IS NULL
4983 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4985 , part_event.weight".
4989 unless ( $part_event_option ) {
4990 return $self->agent->invoice_template || ''
4991 if $option eq 'agent_templatename';
4995 $part_event_option->optionvalue;
4999 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5001 Subroutine (not a method), designed to be called from the queue.
5003 Takes a list of options and values.
5005 Pulls up the customer record via the custnum option and calls bill_and_collect.
5010 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5012 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5013 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5015 $cust_main->bill_and_collect( %args );
5018 sub process_bill_and_collect {
5020 my $param = thaw(decode_base64(shift));
5021 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5022 or die "custnum '$param->{custnum}' not found!\n";
5023 $param->{'job'} = $job;
5024 $param->{'fatal'} = 1; # runs from job queue, will be caught
5025 $param->{'retry'} = 1;
5027 $cust_main->bill_and_collect( %$param );
5030 =item process_censustract_update CUSTNUM
5032 Queueable function to update the census tract to the current year (as set in
5033 the 'census_year' configuration variable) and retrieve the new tract code.
5037 sub process_censustract_update {
5038 eval "use FS::Misc::Geo qw(get_censustract)";
5040 my $custnum = shift;
5041 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5042 or die "custnum '$custnum' not found!\n";
5044 my $new_year = $conf->config('census_year') or return;
5045 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5046 if ( $new_tract =~ /^\d/ ) {
5047 # then it's a tract code
5048 $cust_main->set('censustract', $new_tract);
5049 $cust_main->set('censusyear', $new_year);
5051 local($ignore_expired_card) = 1;
5052 local($ignore_illegal_zip) = 1;
5053 local($ignore_banned_card) = 1;
5054 local($skip_fuzzyfiles) = 1;
5055 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5056 my $error = $cust_main->replace;
5057 die $error if $error;
5060 # it's an error message
5066 #starting to take quite a while for big dbs
5067 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5068 # - seq scan of cust_main on signupdate... index signupdate? will that help?
5069 # - seq scan of cust_main on paydate... index on substrings? maybe set an
5070 # upgrade journal flag now that we have that, yyyy-m-dd paydates are ancient
5071 # - seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5072 # upgrade journal again? this is also an ancient problem
5073 # - otaker upgrade? journal and call it good? (double check to make sure
5074 # we're not still setting otaker here)
5076 #only going to get worse with new location stuff...
5078 sub _upgrade_data { #class method
5079 my ($class, %opts) = @_;
5082 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5085 #this seems to be the only expensive one.. why does it take so long?
5086 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5088 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5089 FS::upgrade_journal->set_done('cust_main__signupdate');
5092 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5094 # fix yyyy-m-dd formatted paydates
5095 if ( driver_name =~ /^mysql/i ) {
5097 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5098 } else { # the SQL standard
5100 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5102 FS::upgrade_journal->set_done('cust_main__paydate');
5105 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5107 push @statements, #fix the weird BILL with a cc# in payinfo problem
5109 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5111 FS::upgrade_journal->set_done('cust_main__payinfo');
5116 foreach my $sql ( @statements ) {
5117 my $sth = dbh->prepare($sql) or die dbh->errstr;
5118 $sth->execute or die $sth->errstr;
5119 #warn ( (time - $t). " seconds\n" );
5123 local($ignore_expired_card) = 1;
5124 local($ignore_banned_card) = 1;
5125 local($skip_fuzzyfiles) = 1;
5126 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5127 $class->_upgrade_otaker(%opts);
5129 FS::cust_main::Location->_upgrade_data(%opts);
5139 The delete method should possibly take an FS::cust_main object reference
5140 instead of a scalar customer number.
5142 Bill and collect options should probably be passed as references instead of a
5145 There should probably be a configuration file with a list of allowed credit
5148 No multiple currency support (probably a larger project than just this module).
5150 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5152 Birthdates rely on negative epoch values.
5154 The payby for card/check batches is broken. With mixed batching, bad
5157 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5161 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5162 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5163 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.