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_enum('edit_subject', [ '', 'Y' ] )
1798 || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
1799 || $self->ut_enum('invoice_noemail', [ '', 'Y' ] )
1800 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1803 #barf. need message catalogs. i18n. etc.
1804 $error .= "Please select an advertising source."
1805 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1806 return $error if $error;
1808 return "Unknown agent"
1809 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1811 return "Unknown refnum"
1812 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1814 return "Unknown referring custnum: ". $self->referral_custnum
1815 unless ! $self->referral_custnum
1816 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1818 if ( $self->ss eq '' ) {
1823 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1824 or return "Illegal social security number: ". $self->ss;
1825 $self->ss("$1-$2-$3");
1828 # cust_main_county verification now handled by cust_location check
1831 $self->ut_phonen('daytime', $self->country)
1832 || $self->ut_phonen('night', $self->country)
1833 || $self->ut_phonen('fax', $self->country)
1834 || $self->ut_phonen('mobile', $self->country)
1836 return $error if $error;
1838 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1840 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1843 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1845 : FS::Msgcat::_gettext('daytime');
1846 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1848 : FS::Msgcat::_gettext('night');
1850 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1852 : FS::Msgcat::_gettext('mobile');
1854 return "$daytime_label, $night_label or $mobile_label is required"
1858 #ship_ fields are gone
1860 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1861 # or return "Illegal payby: ". $self->payby;
1863 FS::payby->can_payby($self->table, $self->payby)
1864 or return "Illegal payby: ". $self->payby;
1866 $error = $self->ut_numbern('paystart_month')
1867 || $self->ut_numbern('paystart_year')
1868 || $self->ut_numbern('payissue')
1869 || $self->ut_textn('paytype')
1871 return $error if $error;
1873 if ( $self->payip eq '' ) {
1876 $error = $self->ut_ip('payip');
1877 return $error if $error;
1880 # If it is encrypted and the private key is not availaible then we can't
1881 # check the credit card.
1882 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1884 # Need some kind of global flag to accept invalid cards, for testing
1886 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1888 my $payinfo = $self->payinfo;
1889 $payinfo =~ s/\D//g;
1890 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1891 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1893 $self->payinfo($payinfo);
1895 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1897 return gettext('unknown_card_type')
1898 if $self->payinfo !~ /^99\d{14}$/ #token
1899 && cardtype($self->payinfo) eq "Unknown";
1901 unless ( $ignore_banned_card ) {
1902 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1904 if ( $ban->bantype eq 'warn' ) {
1905 #or others depending on value of $ban->reason ?
1906 return '_duplicate_card'.
1907 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1908 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1909 ' (ban# '. $ban->bannum. ')'
1910 unless $self->override_ban_warn;
1912 return 'Banned credit card: banned on '.
1913 time2str('%a %h %o at %r', $ban->_date).
1914 ' by '. $ban->otaker.
1915 ' (ban# '. $ban->bannum. ')';
1920 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1921 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1922 $self->paycvv =~ /^(\d{4})$/
1923 or return "CVV2 (CID) for American Express cards is four digits.";
1926 $self->paycvv =~ /^(\d{3})$/
1927 or return "CVV2 (CVC2/CID) is three digits.";
1934 my $cardtype = cardtype($payinfo);
1935 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1937 return "Start date or issue number is required for $cardtype cards"
1938 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1940 return "Start month must be between 1 and 12"
1941 if $self->paystart_month
1942 and $self->paystart_month < 1 || $self->paystart_month > 12;
1944 return "Start year must be 1990 or later"
1945 if $self->paystart_year
1946 and $self->paystart_year < 1990;
1948 return "Issue number must be beween 1 and 99"
1950 and $self->payissue < 1 || $self->payissue > 99;
1953 $self->paystart_month('');
1954 $self->paystart_year('');
1955 $self->payissue('');
1958 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1960 my $payinfo = $self->payinfo;
1961 $payinfo =~ s/[^\d\@\.]//g;
1962 if ( $conf->config('echeck-country') eq 'CA' ) {
1963 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1964 or return 'invalid echeck account@branch.bank';
1965 $payinfo = "$1\@$2.$3";
1966 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1967 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1968 $payinfo = "$1\@$2";
1970 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1971 $payinfo = "$1\@$2";
1973 $self->payinfo($payinfo);
1976 unless ( $ignore_banned_card ) {
1977 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1979 if ( $ban->bantype eq 'warn' ) {
1980 #or others depending on value of $ban->reason ?
1981 return '_duplicate_ach' unless $self->override_ban_warn;
1983 return 'Banned ACH account: banned on '.
1984 time2str('%a %h %o at %r', $ban->_date).
1985 ' by '. $ban->otaker.
1986 ' (ban# '. $ban->bannum. ')';
1991 } elsif ( $self->payby eq 'LECB' ) {
1993 my $payinfo = $self->payinfo;
1994 $payinfo =~ s/\D//g;
1995 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1997 $self->payinfo($payinfo);
2000 } elsif ( $self->payby eq 'BILL' ) {
2002 $error = $self->ut_textn('payinfo');
2003 return "Illegal P.O. number: ". $self->payinfo if $error;
2006 } elsif ( $self->payby eq 'COMP' ) {
2008 my $curuser = $FS::CurrentUser::CurrentUser;
2009 if ( ! $self->custnum
2010 && ! $curuser->access_right('Complimentary customer')
2013 return "You are not permitted to create complimentary accounts."
2016 $error = $self->ut_textn('payinfo');
2017 return "Illegal comp account issuer: ". $self->payinfo if $error;
2020 } elsif ( $self->payby eq 'PREPAY' ) {
2022 my $payinfo = $self->payinfo;
2023 $payinfo =~ s/\W//g; #anything else would just confuse things
2024 $self->payinfo($payinfo);
2025 $error = $self->ut_alpha('payinfo');
2026 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2027 return "Unknown prepayment identifier"
2028 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2033 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2034 return "Expiration date required"
2035 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2039 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2040 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2041 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2042 ( $m, $y ) = ( $2, "19$1" );
2043 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2044 ( $m, $y ) = ( $3, "20$2" );
2046 return "Illegal expiration date: ". $self->paydate;
2048 $m = sprintf('%02d',$m);
2049 $self->paydate("$y-$m-01");
2050 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2051 return gettext('expired_card')
2053 && !$ignore_expired_card
2054 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2057 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2058 ( ! $conf->exists('require_cardname')
2059 || $self->payby !~ /^(CARD|DCRD)$/ )
2061 $self->payname( $self->first. " ". $self->getfield('last') );
2063 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2064 or return gettext('illegal_name'). " payname: ". $self->payname;
2068 return "Please select an invoicing locale"
2071 && $conf->exists('cust_main-require_locale');
2073 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2074 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2078 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2080 warn "$me check AFTER: \n". $self->_dump
2083 $self->SUPER::check;
2088 Returns a list of fields which have ship_ duplicates.
2093 qw( last first company
2094 address1 address2 city county state zip country
2096 daytime night fax mobile
2100 =item has_ship_address
2102 Returns true if this customer record has a separate shipping address.
2106 sub has_ship_address {
2108 $self->bill_locationnum != $self->ship_locationnum;
2113 Returns a list of key/value pairs, with the following keys: address1,
2114 adddress2, city, county, state, zip, country, district, and geocode. The
2115 shipping address is used if present.
2121 $self->ship_location->location_hash;
2126 Returns all locations (see L<FS::cust_location>) for this customer.
2132 qsearch('cust_location', { 'custnum' => $self->custnum,
2133 'prospectnum' => '' } );
2138 Returns all contacts (see L<FS::contact>) for this customer.
2142 #already used :/ sub contact {
2145 qsearch('contact', { 'custnum' => $self->custnum } );
2150 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2151 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2152 on success or a list of errors.
2158 grep { $_->unsuspend } $self->suspended_pkgs;
2163 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2165 Returns a list: an empty list on success or a list of errors.
2171 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2174 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2176 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2177 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2178 of a list of pkgparts; the hashref has the following keys:
2182 =item pkgparts - listref of pkgparts
2184 =item (other options are passed to the suspend method)
2189 Returns a list: an empty list on success or a list of errors.
2193 sub suspend_if_pkgpart {
2195 my (@pkgparts, %opt);
2196 if (ref($_[0]) eq 'HASH'){
2197 @pkgparts = @{$_[0]{pkgparts}};
2202 grep { $_->suspend(%opt) }
2203 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2204 $self->unsuspended_pkgs;
2207 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2209 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2210 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2211 instead of a list of pkgparts; the hashref has the following keys:
2215 =item pkgparts - listref of pkgparts
2217 =item (other options are passed to the suspend method)
2221 Returns a list: an empty list on success or a list of errors.
2225 sub suspend_unless_pkgpart {
2227 my (@pkgparts, %opt);
2228 if (ref($_[0]) eq 'HASH'){
2229 @pkgparts = @{$_[0]{pkgparts}};
2234 grep { $_->suspend(%opt) }
2235 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2236 $self->unsuspended_pkgs;
2239 =item cancel [ OPTION => VALUE ... ]
2241 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2243 Available options are:
2247 =item quiet - can be set true to supress email cancellation notices.
2249 =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.
2251 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2253 =item nobill - can be set true to skip billing if it might otherwise be done.
2257 Always returns a list: an empty list on success or a list of errors.
2261 # nb that dates are not specified as valid options to this method
2264 my( $self, %opt ) = @_;
2266 warn "$me cancel called on customer ". $self->custnum. " with options ".
2267 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2270 return ( 'access denied' )
2271 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2273 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2275 #should try decryption (we might have the private key)
2276 # and if not maybe queue a job for the server that does?
2277 return ( "Can't (yet) ban encrypted credit cards" )
2278 if $self->is_encrypted($self->payinfo);
2280 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2281 my $error = $ban->insert;
2282 return ( $error ) if $error;
2286 my @pkgs = $self->ncancelled_pkgs;
2288 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2290 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2291 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2295 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2296 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2299 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2302 sub _banned_pay_hashref {
2313 'payby' => $payby2ban{$self->payby},
2314 'payinfo' => $self->payinfo,
2315 #don't ever *search* on reason! #'reason' =>
2319 sub _new_banned_pay_hashref {
2321 my $hr = $self->_banned_pay_hashref;
2322 $hr->{payinfo} = md5_base64($hr->{payinfo});
2328 Returns all notes (see L<FS::cust_main_note>) for this customer.
2333 my($self,$orderby_classnum) = (shift,shift);
2334 my $orderby = "_DATE DESC";
2335 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2336 qsearch( 'cust_main_note',
2337 { 'custnum' => $self->custnum },
2339 "ORDER BY $orderby",
2345 Returns the agent (see L<FS::agent>) for this customer.
2351 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2356 Returns the agent name (see L<FS::agent>) for this customer.
2362 $self->agent->agent;
2367 Returns any tags associated with this customer, as FS::cust_tag objects,
2368 or an empty list if there are no tags.
2374 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2379 Returns any tags associated with this customer, as FS::part_tag objects,
2380 or an empty list if there are no tags.
2386 map $_->part_tag, $self->cust_tag;
2392 Returns the customer class, as an FS::cust_class object, or the empty string
2393 if there is no customer class.
2399 if ( $self->classnum ) {
2400 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2408 Returns the customer category name, or the empty string if there is no customer
2415 my $cust_class = $self->cust_class;
2417 ? $cust_class->categoryname
2423 Returns the customer class name, or the empty string if there is no customer
2430 my $cust_class = $self->cust_class;
2432 ? $cust_class->classname
2436 =item BILLING METHODS
2438 Documentation on billing methods has been moved to
2439 L<FS::cust_main::Billing>.
2441 =item REALTIME BILLING METHODS
2443 Documentation on realtime billing methods has been moved to
2444 L<FS::cust_main::Billing_Realtime>.
2448 Removes the I<paycvv> field from the database directly.
2450 If there is an error, returns the error, otherwise returns false.
2456 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2457 or return dbh->errstr;
2458 $sth->execute($self->custnum)
2459 or return $sth->errstr;
2464 =item batch_card OPTION => VALUE...
2466 Adds a payment for this invoice to the pending credit card batch (see
2467 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2468 runs the payment using a realtime gateway.
2470 Options may include:
2472 B<amount>: the amount to be paid; defaults to the customer's balance minus
2473 any payments in transit.
2475 B<payby>: the payment method; defaults to cust_main.payby
2477 B<realtime>: runs this as a realtime payment instead of adding it to a
2480 B<invnum>: sets cust_pay_batch.invnum.
2482 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2483 the billing address for the payment; defaults to the customer's billing
2486 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2487 date, and name; defaults to those fields in cust_main.
2492 my ($self, %options) = @_;
2495 if (exists($options{amount})) {
2496 $amount = $options{amount};
2498 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2500 return '' unless $amount > 0;
2502 my $invnum = delete $options{invnum};
2503 my $payby = $options{payby} || $self->payby; #still dubious
2505 if ($options{'realtime'}) {
2506 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2512 my $oldAutoCommit = $FS::UID::AutoCommit;
2513 local $FS::UID::AutoCommit = 0;
2516 #this needs to handle mysql as well as Pg, like svc_acct.pm
2517 #(make it into a common function if folks need to do batching with mysql)
2518 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2519 or return "Cannot lock pay_batch: " . $dbh->errstr;
2523 'payby' => FS::payby->payby2payment($payby),
2525 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2527 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2529 unless ( $pay_batch ) {
2530 $pay_batch = new FS::pay_batch \%pay_batch;
2531 my $error = $pay_batch->insert;
2533 $dbh->rollback if $oldAutoCommit;
2534 die "error creating new batch: $error\n";
2538 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2539 'batchnum' => $pay_batch->batchnum,
2540 'custnum' => $self->custnum,
2543 foreach (qw( address1 address2 city state zip country latitude longitude
2544 payby payinfo paydate payname ))
2546 $options{$_} = '' unless exists($options{$_});
2549 my $loc = $self->bill_location;
2551 my $cust_pay_batch = new FS::cust_pay_batch ( {
2552 'batchnum' => $pay_batch->batchnum,
2553 'invnum' => $invnum || 0, # is there a better value?
2554 # this field should be
2556 # cust_bill_pay_batch now
2557 'custnum' => $self->custnum,
2558 'last' => $self->getfield('last'),
2559 'first' => $self->getfield('first'),
2560 'address1' => $options{address1} || $loc->address1,
2561 'address2' => $options{address2} || $loc->address2,
2562 'city' => $options{city} || $loc->city,
2563 'state' => $options{state} || $loc->state,
2564 'zip' => $options{zip} || $loc->zip,
2565 'country' => $options{country} || $loc->country,
2566 'payby' => $options{payby} || $self->payby,
2567 'payinfo' => $options{payinfo} || $self->payinfo,
2568 'exp' => $options{paydate} || $self->paydate,
2569 'payname' => $options{payname} || $self->payname,
2570 'amount' => $amount, # consolidating
2573 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2574 if $old_cust_pay_batch;
2577 if ($old_cust_pay_batch) {
2578 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2580 $error = $cust_pay_batch->insert;
2584 $dbh->rollback if $oldAutoCommit;
2588 my $unapplied = $self->total_unapplied_credits
2589 + $self->total_unapplied_payments
2590 + $self->in_transit_payments;
2591 foreach my $cust_bill ($self->open_cust_bill) {
2592 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2593 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2594 'invnum' => $cust_bill->invnum,
2595 'paybatchnum' => $cust_pay_batch->paybatchnum,
2596 'amount' => $cust_bill->owed,
2599 if ($unapplied >= $cust_bill_pay_batch->amount){
2600 $unapplied -= $cust_bill_pay_batch->amount;
2603 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2604 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2606 $error = $cust_bill_pay_batch->insert;
2608 $dbh->rollback if $oldAutoCommit;
2613 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2619 Returns the total owed for this customer on all invoices
2620 (see L<FS::cust_bill/owed>).
2626 $self->total_owed_date(2145859200); #12/31/2037
2629 =item total_owed_date TIME
2631 Returns the total owed for this customer on all invoices with date earlier than
2632 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2633 see L<Time::Local> and L<Date::Parse> for conversion functions.
2637 sub total_owed_date {
2641 my $custnum = $self->custnum;
2643 my $owed_sql = FS::cust_bill->owed_sql;
2646 SELECT SUM($owed_sql) FROM cust_bill
2647 WHERE custnum = $custnum
2651 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2655 =item total_owed_pkgnum PKGNUM
2657 Returns the total owed on all invoices for this customer's specific package
2658 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2662 sub total_owed_pkgnum {
2663 my( $self, $pkgnum ) = @_;
2664 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2667 =item total_owed_date_pkgnum TIME PKGNUM
2669 Returns the total owed for this customer's specific package when using
2670 experimental package balances on all invoices with date earlier than
2671 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2672 see L<Time::Local> and L<Date::Parse> for conversion functions.
2676 sub total_owed_date_pkgnum {
2677 my( $self, $time, $pkgnum ) = @_;
2680 foreach my $cust_bill (
2681 grep { $_->_date <= $time }
2682 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2684 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2686 sprintf( "%.2f", $total_bill );
2692 Returns the total amount of all payments.
2699 $total += $_->paid foreach $self->cust_pay;
2700 sprintf( "%.2f", $total );
2703 =item total_unapplied_credits
2705 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2706 customer. See L<FS::cust_credit/credited>.
2708 =item total_credited
2710 Old name for total_unapplied_credits. Don't use.
2714 sub total_credited {
2715 #carp "total_credited deprecated, use total_unapplied_credits";
2716 shift->total_unapplied_credits(@_);
2719 sub total_unapplied_credits {
2722 my $custnum = $self->custnum;
2724 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2727 SELECT SUM($unapplied_sql) FROM cust_credit
2728 WHERE custnum = $custnum
2731 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2735 =item total_unapplied_credits_pkgnum PKGNUM
2737 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2738 customer. See L<FS::cust_credit/credited>.
2742 sub total_unapplied_credits_pkgnum {
2743 my( $self, $pkgnum ) = @_;
2744 my $total_credit = 0;
2745 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2746 sprintf( "%.2f", $total_credit );
2750 =item total_unapplied_payments
2752 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2753 See L<FS::cust_pay/unapplied>.
2757 sub total_unapplied_payments {
2760 my $custnum = $self->custnum;
2762 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2765 SELECT SUM($unapplied_sql) FROM cust_pay
2766 WHERE custnum = $custnum
2769 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2773 =item total_unapplied_payments_pkgnum PKGNUM
2775 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2776 specific package when using experimental package balances. See
2777 L<FS::cust_pay/unapplied>.
2781 sub total_unapplied_payments_pkgnum {
2782 my( $self, $pkgnum ) = @_;
2783 my $total_unapplied = 0;
2784 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2785 sprintf( "%.2f", $total_unapplied );
2789 =item total_unapplied_refunds
2791 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2792 customer. See L<FS::cust_refund/unapplied>.
2796 sub total_unapplied_refunds {
2798 my $custnum = $self->custnum;
2800 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2803 SELECT SUM($unapplied_sql) FROM cust_refund
2804 WHERE custnum = $custnum
2807 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2813 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2814 total_unapplied_credits minus total_unapplied_payments).
2820 $self->balance_date_range;
2823 =item balance_date TIME
2825 Returns the balance for this customer, only considering invoices with date
2826 earlier than TIME (total_owed_date minus total_credited minus
2827 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2828 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2835 $self->balance_date_range(shift);
2838 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2840 Returns the balance for this customer, optionally considering invoices with
2841 date earlier than START_TIME, and not later than END_TIME
2842 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2844 Times are specified as SQL fragments or numeric
2845 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2846 L<Date::Parse> for conversion functions. The empty string can be passed
2847 to disable that time constraint completely.
2849 Available options are:
2853 =item unapplied_date
2855 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)
2861 sub balance_date_range {
2863 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2864 ') FROM cust_main WHERE custnum='. $self->custnum;
2865 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2868 =item balance_pkgnum PKGNUM
2870 Returns the balance for this customer's specific package when using
2871 experimental package balances (total_owed plus total_unrefunded, minus
2872 total_unapplied_credits minus total_unapplied_payments)
2876 sub balance_pkgnum {
2877 my( $self, $pkgnum ) = @_;
2880 $self->total_owed_pkgnum($pkgnum)
2881 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2882 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2883 - $self->total_unapplied_credits_pkgnum($pkgnum)
2884 - $self->total_unapplied_payments_pkgnum($pkgnum)
2888 =item in_transit_payments
2890 Returns the total of requests for payments for this customer pending in
2891 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2895 sub in_transit_payments {
2897 my $in_transit_payments = 0;
2898 foreach my $pay_batch ( qsearch('pay_batch', {
2901 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2902 'batchnum' => $pay_batch->batchnum,
2903 'custnum' => $self->custnum,
2905 $in_transit_payments += $cust_pay_batch->amount;
2908 sprintf( "%.2f", $in_transit_payments );
2913 Returns a hash of useful information for making a payment.
2923 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2924 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2925 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2929 For credit card transactions:
2941 For electronic check transactions:
2956 $return{balance} = $self->balance;
2958 $return{payname} = $self->payname
2959 || ( $self->first. ' '. $self->get('last') );
2961 $return{$_} = $self->bill_location->$_
2962 for qw(address1 address2 city state zip);
2964 $return{payby} = $self->payby;
2965 $return{stateid_state} = $self->stateid_state;
2967 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2968 $return{card_type} = cardtype($self->payinfo);
2969 $return{payinfo} = $self->paymask;
2971 @return{'month', 'year'} = $self->paydate_monthyear;
2975 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2976 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2977 $return{payinfo1} = $payinfo1;
2978 $return{payinfo2} = $payinfo2;
2979 $return{paytype} = $self->paytype;
2980 $return{paystate} = $self->paystate;
2984 #doubleclick protection
2986 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2992 =item paydate_monthyear
2994 Returns a two-element list consisting of the month and year of this customer's
2995 paydate (credit card expiration date for CARD customers)
2999 sub paydate_monthyear {
3001 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3003 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3012 Returns the exact time in seconds corresponding to the payment method
3013 expiration date. For CARD/DCRD customers this is the end of the month;
3014 for others (COMP is the only other payby that uses paydate) it's the start.
3015 Returns 0 if the paydate is empty or set to the far future.
3021 my ($month, $year) = $self->paydate_monthyear;
3022 return 0 if !$year or $year >= 2037;
3023 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3025 if ( $month == 13 ) {
3029 return timelocal(0,0,0,1,$month-1,$year) - 1;
3032 return timelocal(0,0,0,1,$month-1,$year);
3036 =item paydate_epoch_sql
3038 Class method. Returns an SQL expression to obtain the payment expiration date
3039 as a number of seconds.
3043 # Special expiration date behavior for non-CARD/DCRD customers has been
3044 # carefully preserved. Do we really use that?
3045 sub paydate_epoch_sql {
3047 my $table = shift || 'cust_main';
3048 my ($case1, $case2);
3049 if ( driver_name eq 'Pg' ) {
3050 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3051 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3053 elsif ( lc(driver_name) eq 'mysql' ) {
3054 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3055 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3058 return "CASE WHEN $table.payby IN('CARD','DCRD')
3064 =item tax_exemption TAXNAME
3069 my( $self, $taxname ) = @_;
3071 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3072 'taxname' => $taxname,
3077 =item cust_main_exemption
3081 sub cust_main_exemption {
3083 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3086 =item invoicing_list [ ARRAYREF ]
3088 If an arguement is given, sets these email addresses as invoice recipients
3089 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3090 (except as warnings), so use check_invoicing_list first.
3092 Returns a list of email addresses (with svcnum entries expanded).
3094 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3095 check it without disturbing anything by passing nothing.
3097 This interface may change in the future.
3101 sub invoicing_list {
3102 my( $self, $arrayref ) = @_;
3105 my @cust_main_invoice;
3106 if ( $self->custnum ) {
3107 @cust_main_invoice =
3108 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3110 @cust_main_invoice = ();
3112 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3113 #warn $cust_main_invoice->destnum;
3114 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3115 #warn $cust_main_invoice->destnum;
3116 my $error = $cust_main_invoice->delete;
3117 warn $error if $error;
3120 if ( $self->custnum ) {
3121 @cust_main_invoice =
3122 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3124 @cust_main_invoice = ();
3126 my %seen = map { $_->address => 1 } @cust_main_invoice;
3127 foreach my $address ( @{$arrayref} ) {
3128 next if exists $seen{$address} && $seen{$address};
3129 $seen{$address} = 1;
3130 my $cust_main_invoice = new FS::cust_main_invoice ( {
3131 'custnum' => $self->custnum,
3134 my $error = $cust_main_invoice->insert;
3135 warn $error if $error;
3139 if ( $self->custnum ) {
3141 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3148 =item check_invoicing_list ARRAYREF
3150 Checks these arguements as valid input for the invoicing_list method. If there
3151 is an error, returns the error, otherwise returns false.
3155 sub check_invoicing_list {
3156 my( $self, $arrayref ) = @_;
3158 foreach my $address ( @$arrayref ) {
3160 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3161 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3164 my $cust_main_invoice = new FS::cust_main_invoice ( {
3165 'custnum' => $self->custnum,
3168 my $error = $self->custnum
3169 ? $cust_main_invoice->check
3170 : $cust_main_invoice->checkdest
3172 return $error if $error;
3176 return "Email address required"
3177 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3178 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3183 =item set_default_invoicing_list
3185 Sets the invoicing list to all accounts associated with this customer,
3186 overwriting any previous invoicing list.
3190 sub set_default_invoicing_list {
3192 $self->invoicing_list($self->all_emails);
3197 Returns the email addresses of all accounts provisioned for this customer.
3204 foreach my $cust_pkg ( $self->all_pkgs ) {
3205 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3207 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3208 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3210 $list{$_}=1 foreach map { $_->email } @svc_acct;
3215 =item invoicing_list_addpost
3217 Adds postal invoicing to this customer. If this customer is already configured
3218 to receive postal invoices, does nothing.
3222 sub invoicing_list_addpost {
3224 return if grep { $_ eq 'POST' } $self->invoicing_list;
3225 my @invoicing_list = $self->invoicing_list;
3226 push @invoicing_list, 'POST';
3227 $self->invoicing_list(\@invoicing_list);
3230 =item invoicing_list_emailonly
3232 Returns the list of email invoice recipients (invoicing_list without non-email
3233 destinations such as POST and FAX).
3237 sub invoicing_list_emailonly {
3239 warn "$me invoicing_list_emailonly called"
3241 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3244 =item invoicing_list_emailonly_scalar
3246 Returns the list of email invoice recipients (invoicing_list without non-email
3247 destinations such as POST and FAX) as a comma-separated scalar.
3251 sub invoicing_list_emailonly_scalar {
3253 warn "$me invoicing_list_emailonly_scalar called"
3255 join(', ', $self->invoicing_list_emailonly);
3258 =item referral_custnum_cust_main
3260 Returns the customer who referred this customer (or the empty string, if
3261 this customer was not referred).
3263 Note the difference with referral_cust_main method: This method,
3264 referral_custnum_cust_main returns the single customer (if any) who referred
3265 this customer, while referral_cust_main returns an array of customers referred
3270 sub referral_custnum_cust_main {
3272 return '' unless $self->referral_custnum;
3273 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3276 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3278 Returns an array of customers referred by this customer (referral_custnum set
3279 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3280 customers referred by customers referred by this customer and so on, inclusive.
3281 The default behavior is DEPTH 1 (no recursion).
3283 Note the difference with referral_custnum_cust_main method: This method,
3284 referral_cust_main, returns an array of customers referred BY this customer,
3285 while referral_custnum_cust_main returns the single customer (if any) who
3286 referred this customer.
3290 sub referral_cust_main {
3292 my $depth = @_ ? shift : 1;
3293 my $exclude = @_ ? shift : {};
3296 map { $exclude->{$_->custnum}++; $_; }
3297 grep { ! $exclude->{ $_->custnum } }
3298 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3302 map { $_->referral_cust_main($depth-1, $exclude) }
3309 =item referral_cust_main_ncancelled
3311 Same as referral_cust_main, except only returns customers with uncancelled
3316 sub referral_cust_main_ncancelled {
3318 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3321 =item referral_cust_pkg [ DEPTH ]
3323 Like referral_cust_main, except returns a flat list of all unsuspended (and
3324 uncancelled) packages for each customer. The number of items in this list may
3325 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3329 sub referral_cust_pkg {
3331 my $depth = @_ ? shift : 1;
3333 map { $_->unsuspended_pkgs }
3334 grep { $_->unsuspended_pkgs }
3335 $self->referral_cust_main($depth);
3338 =item referring_cust_main
3340 Returns the single cust_main record for the customer who referred this customer
3341 (referral_custnum), or false.
3345 sub referring_cust_main {
3347 return '' unless $self->referral_custnum;
3348 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3351 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3353 Applies a credit to this customer. If there is an error, returns the error,
3354 otherwise returns false.
3356 REASON can be a text string, an FS::reason object, or a scalar reference to
3357 a reasonnum. If a text string, it will be automatically inserted as a new
3358 reason, and a 'reason_type' option must be passed to indicate the
3359 FS::reason_type for the new reason.
3361 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3363 Any other options are passed to FS::cust_credit::insert.
3368 my( $self, $amount, $reason, %options ) = @_;
3370 my $cust_credit = new FS::cust_credit {
3371 'custnum' => $self->custnum,
3372 'amount' => $amount,
3375 if ( ref($reason) ) {
3377 if ( ref($reason) eq 'SCALAR' ) {
3378 $cust_credit->reasonnum( $$reason );
3380 $cust_credit->reasonnum( $reason->reasonnum );
3384 $cust_credit->set('reason', $reason)
3387 for (qw( addlinfo eventnum )) {
3388 $cust_credit->$_( delete $options{$_} )
3389 if exists($options{$_});
3392 $cust_credit->insert(%options);
3396 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3398 Creates a one-time charge for this customer. If there is an error, returns
3399 the error, otherwise returns false.
3401 New-style, with a hashref of options:
3403 my $error = $cust_main->charge(
3407 'start_date' => str2time('7/4/2009'),
3408 'pkg' => 'Description',
3409 'comment' => 'Comment',
3410 'additional' => [], #extra invoice detail
3411 'classnum' => 1, #pkg_class
3413 'setuptax' => '', # or 'Y' for tax exempt
3416 'taxclass' => 'Tax class',
3419 'taxproduct' => 2, #part_pkg_taxproduct
3420 'override' => {}, #XXX describe
3422 #will be filled in with the new object
3423 'cust_pkg_ref' => \$cust_pkg,
3425 #generate an invoice immediately
3427 'invoice_terms' => '', #with these terms
3433 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3439 my ( $amount, $quantity, $start_date, $classnum );
3440 my ( $pkg, $comment, $additional );
3441 my ( $setuptax, $taxclass ); #internal taxes
3442 my ( $taxproduct, $override ); #vendor (CCH) taxes
3444 my $cust_pkg_ref = '';
3445 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3446 if ( ref( $_[0] ) ) {
3447 $amount = $_[0]->{amount};
3448 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3449 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3450 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3451 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3452 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3453 : '$'. sprintf("%.2f",$amount);
3454 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3455 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3456 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3457 $additional = $_[0]->{additional} || [];
3458 $taxproduct = $_[0]->{taxproductnum};
3459 $override = { '' => $_[0]->{tax_override} };
3460 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3461 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3462 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3467 $pkg = @_ ? shift : 'One-time charge';
3468 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3470 $taxclass = @_ ? shift : '';
3474 local $SIG{HUP} = 'IGNORE';
3475 local $SIG{INT} = 'IGNORE';
3476 local $SIG{QUIT} = 'IGNORE';
3477 local $SIG{TERM} = 'IGNORE';
3478 local $SIG{TSTP} = 'IGNORE';
3479 local $SIG{PIPE} = 'IGNORE';
3481 my $oldAutoCommit = $FS::UID::AutoCommit;
3482 local $FS::UID::AutoCommit = 0;
3485 my $part_pkg = new FS::part_pkg ( {
3487 'comment' => $comment,
3491 'classnum' => ( $classnum ? $classnum : '' ),
3492 'setuptax' => $setuptax,
3493 'taxclass' => $taxclass,
3494 'taxproductnum' => $taxproduct,
3497 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3498 ( 0 .. @$additional - 1 )
3500 'additional_count' => scalar(@$additional),
3501 'setup_fee' => $amount,
3504 my $error = $part_pkg->insert( options => \%options,
3505 tax_overrides => $override,
3508 $dbh->rollback if $oldAutoCommit;
3512 my $pkgpart = $part_pkg->pkgpart;
3513 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3514 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3515 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3516 $error = $type_pkgs->insert;
3518 $dbh->rollback if $oldAutoCommit;
3523 my $cust_pkg = new FS::cust_pkg ( {
3524 'custnum' => $self->custnum,
3525 'pkgpart' => $pkgpart,
3526 'quantity' => $quantity,
3527 'start_date' => $start_date,
3528 'no_auto' => $no_auto,
3531 $error = $cust_pkg->insert;
3533 $dbh->rollback if $oldAutoCommit;
3535 } elsif ( $cust_pkg_ref ) {
3536 ${$cust_pkg_ref} = $cust_pkg;
3540 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3541 'pkg_list' => [ $cust_pkg ],
3544 $dbh->rollback if $oldAutoCommit;
3549 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3554 #=item charge_postal_fee
3556 #Applies a one time charge this customer. If there is an error,
3557 #returns the error, returns the cust_pkg charge object or false
3558 #if there was no charge.
3562 # This should be a customer event. For that to work requires that bill
3563 # also be a customer event.
3565 sub charge_postal_fee {
3568 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3569 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3571 my $cust_pkg = new FS::cust_pkg ( {
3572 'custnum' => $self->custnum,
3573 'pkgpart' => $pkgpart,
3577 my $error = $cust_pkg->insert;
3578 $error ? $error : $cust_pkg;
3581 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3583 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3585 Optionally, a list or hashref of additional arguments to the qsearch call can
3592 my $opt = ref($_[0]) ? shift : { @_ };
3594 #return $self->num_cust_bill unless wantarray || keys %$opt;
3596 $opt->{'table'} = 'cust_bill';
3597 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3598 $opt->{'hashref'}{'custnum'} = $self->custnum;
3599 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3601 map { $_ } #behavior of sort undefined in scalar context
3602 sort { $a->_date <=> $b->_date }
3606 =item open_cust_bill
3608 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3613 sub open_cust_bill {
3617 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3623 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3625 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3629 sub legacy_cust_bill {
3632 #return $self->num_legacy_cust_bill unless wantarray;
3634 map { $_ } #behavior of sort undefined in scalar context
3635 sort { $a->_date <=> $b->_date }
3636 qsearch({ 'table' => 'legacy_cust_bill',
3637 'hashref' => { 'custnum' => $self->custnum, },
3638 'order_by' => 'ORDER BY _date ASC',
3642 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3644 Returns all the statements (see L<FS::cust_statement>) for this customer.
3646 Optionally, a list or hashref of additional arguments to the qsearch call can
3651 =item cust_bill_void
3653 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3657 sub cust_bill_void {
3660 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3661 sort { $a->_date <=> $b->_date }
3662 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3665 sub cust_statement {
3667 my $opt = ref($_[0]) ? shift : { @_ };
3669 #return $self->num_cust_statement unless wantarray || keys %$opt;
3671 $opt->{'table'} = 'cust_statement';
3672 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3673 $opt->{'hashref'}{'custnum'} = $self->custnum;
3674 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3676 map { $_ } #behavior of sort undefined in scalar context
3677 sort { $a->_date <=> $b->_date }
3681 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3683 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3685 Optionally, a list or hashref of additional arguments to the qsearch call can
3686 be passed following the SVCDB.
3693 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3694 warn "$me svc_x requires a svcdb";
3697 my $opt = ref($_[0]) ? shift : { @_ };
3699 $opt->{'table'} = $svcdb;
3700 $opt->{'addl_from'} =
3701 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3702 ($opt->{'addl_from'} || '');
3704 my $custnum = $self->custnum;
3705 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3706 my $where = "cust_pkg.custnum = $custnum";
3708 my $extra_sql = $opt->{'extra_sql'} || '';
3709 if ( keys %{ $opt->{'hashref'} } ) {
3710 $extra_sql = " AND $where $extra_sql";
3713 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3714 $extra_sql = "WHERE $where AND $1";
3717 $extra_sql = "WHERE $where $extra_sql";
3720 $opt->{'extra_sql'} = $extra_sql;
3725 # required for use as an eventtable;
3728 $self->svc_x('svc_acct', @_);
3733 Returns all the credits (see L<FS::cust_credit>) for this customer.
3739 map { $_ } #return $self->num_cust_credit unless wantarray;
3740 sort { $a->_date <=> $b->_date }
3741 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3744 =item cust_credit_pkgnum
3746 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3747 package when using experimental package balances.
3751 sub cust_credit_pkgnum {
3752 my( $self, $pkgnum ) = @_;
3753 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3754 sort { $a->_date <=> $b->_date }
3755 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3756 'pkgnum' => $pkgnum,
3763 Returns all the payments (see L<FS::cust_pay>) for this customer.
3769 return $self->num_cust_pay unless wantarray;
3770 sort { $a->_date <=> $b->_date }
3771 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3776 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3777 called automatically when the cust_pay method is used in a scalar context.
3783 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3784 my $sth = dbh->prepare($sql) or die dbh->errstr;
3785 $sth->execute($self->custnum) or die $sth->errstr;
3786 $sth->fetchrow_arrayref->[0];
3789 =item cust_pay_pkgnum
3791 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3792 package when using experimental package balances.
3796 sub cust_pay_pkgnum {
3797 my( $self, $pkgnum ) = @_;
3798 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3799 sort { $a->_date <=> $b->_date }
3800 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3801 'pkgnum' => $pkgnum,
3808 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3814 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3815 sort { $a->_date <=> $b->_date }
3816 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3819 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3821 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3823 Optionally, a list or hashref of additional arguments to the qsearch call can
3828 sub cust_pay_batch {
3830 my $opt = ref($_[0]) ? shift : { @_ };
3832 #return $self->num_cust_statement unless wantarray || keys %$opt;
3834 $opt->{'table'} = 'cust_pay_batch';
3835 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3836 $opt->{'hashref'}{'custnum'} = $self->custnum;
3837 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3839 map { $_ } #behavior of sort undefined in scalar context
3840 sort { $a->paybatchnum <=> $b->paybatchnum }
3844 =item cust_pay_pending
3846 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3847 (without status "done").
3851 sub cust_pay_pending {
3853 return $self->num_cust_pay_pending unless wantarray;
3854 sort { $a->_date <=> $b->_date }
3855 qsearch( 'cust_pay_pending', {
3856 'custnum' => $self->custnum,
3857 'status' => { op=>'!=', value=>'done' },
3862 =item cust_pay_pending_attempt
3864 Returns all payment attempts / declined payments for this customer, as pending
3865 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3866 a corresponding payment (see L<FS::cust_pay>).
3870 sub cust_pay_pending_attempt {
3872 return $self->num_cust_pay_pending_attempt unless wantarray;
3873 sort { $a->_date <=> $b->_date }
3874 qsearch( 'cust_pay_pending', {
3875 'custnum' => $self->custnum,
3882 =item num_cust_pay_pending
3884 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3885 customer (without status "done"). Also called automatically when the
3886 cust_pay_pending method is used in a scalar context.
3890 sub num_cust_pay_pending {
3893 " SELECT COUNT(*) FROM cust_pay_pending ".
3894 " WHERE custnum = ? AND status != 'done' ",
3899 =item num_cust_pay_pending_attempt
3901 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3902 customer, with status "done" but without a corresp. Also called automatically when the
3903 cust_pay_pending method is used in a scalar context.
3907 sub num_cust_pay_pending_attempt {
3910 " SELECT COUNT(*) FROM cust_pay_pending ".
3911 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3918 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3924 map { $_ } #return $self->num_cust_refund unless wantarray;
3925 sort { $a->_date <=> $b->_date }
3926 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3929 =item display_custnum
3931 Returns the displayed customer number for this customer: agent_custid if
3932 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3936 sub display_custnum {
3939 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3940 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3941 if ( $special eq 'CoStAg' ) {
3942 $prefix = uc( join('',
3944 ($self->state =~ /^(..)/),
3945 $prefix || ($self->agent->agent =~ /^(..)/)
3948 elsif ( $special eq 'CoStCl' ) {
3949 $prefix = uc( join('',
3951 ($self->state =~ /^(..)/),
3952 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3955 # add any others here if needed
3958 my $length = $conf->config('cust_main-custnum-display_length');
3959 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3960 return $self->agent_custid;
3961 } elsif ( $prefix ) {
3962 $length = 8 if !defined($length);
3964 sprintf('%0'.$length.'d', $self->custnum)
3965 } elsif ( $length ) {
3966 return sprintf('%0'.$length.'d', $self->custnum);
3968 return $self->custnum;
3974 Returns a name string for this customer, either "Company (Last, First)" or
3981 my $name = $self->contact;
3982 $name = $self->company. " ($name)" if $self->company;
3986 =item service_contact
3988 Returns the L<FS::contact> object for this customer that has the 'Service'
3989 contact class, or undef if there is no such contact. Deprecated; don't use
3994 sub service_contact {
3996 if ( !exists($self->{service_contact}) ) {
3997 my $classnum = $self->scalar_sql(
3998 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3999 ) || 0; #if it's zero, qsearchs will return nothing
4000 $self->{service_contact} = qsearchs('contact', {
4001 'classnum' => $classnum, 'custnum' => $self->custnum
4004 $self->{service_contact};
4009 Returns a name string for this (service/shipping) contact, either
4010 "Company (Last, First)" or "Last, First".
4017 my $name = $self->ship_contact;
4018 $name = $self->company. " ($name)" if $self->company;
4024 Returns a name string for this customer, either "Company" or "First Last".
4030 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4033 =item ship_name_short
4035 Returns a name string for this (service/shipping) contact, either "Company"
4040 sub ship_name_short {
4042 $self->service_contact
4043 ? $self->ship_contact_firstlast
4049 Returns this customer's full (billing) contact name only, "Last, First"
4055 $self->get('last'). ', '. $self->first;
4060 Returns this customer's full (shipping) contact name only, "Last, First"
4066 my $contact = $self->service_contact || $self;
4067 $contact->get('last') . ', ' . $contact->get('first');
4070 =item contact_firstlast
4072 Returns this customers full (billing) contact name only, "First Last".
4076 sub contact_firstlast {
4078 $self->first. ' '. $self->get('last');
4081 =item ship_contact_firstlast
4083 Returns this customer's full (shipping) contact name only, "First Last".
4087 sub ship_contact_firstlast {
4089 my $contact = $self->service_contact || $self;
4090 $contact->get('first') . ' '. $contact->get('last');
4095 Returns this customer's full country name
4101 code2country($self->country);
4104 =item geocode DATA_VENDOR
4106 Returns a value for the customer location as encoded by DATA_VENDOR.
4107 Currently this only makes sense for "CCH" as DATA_VENDOR.
4115 Returns a status string for this customer, currently:
4119 =item prospect - No packages have ever been ordered
4121 =item ordered - Recurring packages all are new (not yet billed).
4123 =item active - One or more recurring packages is active
4125 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4127 =item suspended - All non-cancelled recurring packages are suspended
4129 =item cancelled - All recurring packages are cancelled
4133 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4134 cust_main-status_module configuration option.
4138 sub status { shift->cust_status(@_); }
4142 for my $status ( FS::cust_main->statuses() ) {
4143 my $method = $status.'_sql';
4144 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4145 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4146 $sth->execute( ($self->custnum) x $numnum )
4147 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4148 return $status if $sth->fetchrow_arrayref->[0];
4152 =item ucfirst_cust_status
4154 =item ucfirst_status
4156 Returns the status with the first character capitalized.
4160 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4162 sub ucfirst_cust_status {
4164 ucfirst($self->cust_status);
4169 Returns a hex triplet color string for this customer's status.
4173 sub statuscolor { shift->cust_statuscolor(@_); }
4175 sub cust_statuscolor {
4177 __PACKAGE__->statuscolors->{$self->cust_status};
4182 Returns an array of hashes representing the customer's RT tickets.
4189 my $num = $conf->config('cust_main-max_tickets') || 10;
4192 if ( $conf->config('ticket_system') ) {
4193 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4195 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4199 foreach my $priority (
4200 $conf->config('ticket_system-custom_priority_field-values'), ''
4202 last if scalar(@tickets) >= $num;
4204 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4205 $num - scalar(@tickets),
4215 # Return services representing svc_accts in customer support packages
4216 sub support_services {
4218 my %packages = map { $_ => 1 } $conf->config('support_packages');
4220 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4221 grep { $_->part_svc->svcdb eq 'svc_acct' }
4222 map { $_->cust_svc }
4223 grep { exists $packages{ $_->pkgpart } }
4224 $self->ncancelled_pkgs;
4228 # Return a list of latitude/longitude for one of the services (if any)
4229 sub service_coordinates {
4233 grep { $_->latitude && $_->longitude }
4235 map { $_->cust_svc }
4236 $self->ncancelled_pkgs;
4238 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4243 Returns a masked version of the named field
4248 my ($self,$field) = @_;
4252 'x'x(length($self->getfield($field))-4).
4253 substr($self->getfield($field), (length($self->getfield($field))-4));
4259 =head1 CLASS METHODS
4265 Class method that returns the list of possible status strings for customers
4266 (see L<the status method|/status>). For example:
4268 @statuses = FS::cust_main->statuses();
4274 keys %{ $self->statuscolors };
4277 =item cust_status_sql
4279 Returns an SQL fragment to determine the status of a cust_main record, as a
4284 sub cust_status_sql {
4286 for my $status ( FS::cust_main->statuses() ) {
4287 my $method = $status.'_sql';
4288 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4297 Returns an SQL expression identifying prospective cust_main records (customers
4298 with no packages ever ordered)
4302 use vars qw($select_count_pkgs);
4303 $select_count_pkgs =
4304 "SELECT COUNT(*) FROM cust_pkg
4305 WHERE cust_pkg.custnum = cust_main.custnum";
4307 sub select_count_pkgs_sql {
4312 " 0 = ( $select_count_pkgs ) ";
4317 Returns an SQL expression identifying ordered cust_main records (customers with
4318 no active packages, but recurring packages not yet setup or one time charges
4324 FS::cust_main->none_active_sql.
4325 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4330 Returns an SQL expression identifying active cust_main records (customers with
4331 active recurring packages).
4336 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4339 =item none_active_sql
4341 Returns an SQL expression identifying cust_main records with no active
4342 recurring packages. This includes customers of status prospect, ordered,
4343 inactive, and suspended.
4347 sub none_active_sql {
4348 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4353 Returns an SQL expression identifying inactive cust_main records (customers with
4354 no active recurring packages, but otherwise unsuspended/uncancelled).
4359 FS::cust_main->none_active_sql.
4360 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4366 Returns an SQL expression identifying suspended cust_main records.
4371 sub suspended_sql { susp_sql(@_); }
4373 FS::cust_main->none_active_sql.
4374 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4380 Returns an SQL expression identifying cancelled cust_main records.
4384 sub cancel_sql { shift->cancelled_sql(@_); }
4387 =item uncancelled_sql
4389 Returns an SQL expression identifying un-cancelled cust_main records.
4393 sub uncancelled_sql { uncancel_sql(@_); }
4394 sub uncancel_sql { "
4395 ( 0 < ( $select_count_pkgs
4396 AND ( cust_pkg.cancel IS NULL
4397 OR cust_pkg.cancel = 0
4400 OR 0 = ( $select_count_pkgs )
4406 Returns an SQL fragment to retreive the balance.
4411 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4412 WHERE cust_bill.custnum = cust_main.custnum )
4413 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4414 WHERE cust_pay.custnum = cust_main.custnum )
4415 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4416 WHERE cust_credit.custnum = cust_main.custnum )
4417 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4418 WHERE cust_refund.custnum = cust_main.custnum )
4421 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4423 Returns an SQL fragment to retreive the balance for this customer, optionally
4424 considering invoices with date earlier than START_TIME, and not
4425 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4426 total_unapplied_payments).
4428 Times are specified as SQL fragments or numeric
4429 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4430 L<Date::Parse> for conversion functions. The empty string can be passed
4431 to disable that time constraint completely.
4433 Available options are:
4437 =item unapplied_date
4439 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)
4444 set to true to remove all customer comparison clauses, for totals
4449 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4454 JOIN clause (typically used with the total option)
4458 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4459 time will be ignored. Note that START_TIME and END_TIME only limit the date
4460 range for invoices and I<unapplied> payments, credits, and refunds.
4466 sub balance_date_sql {
4467 my( $class, $start, $end, %opt ) = @_;
4469 my $cutoff = $opt{'cutoff'};
4471 my $owed = FS::cust_bill->owed_sql($cutoff);
4472 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4473 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4474 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4476 my $j = $opt{'join'} || '';
4478 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4479 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4480 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4481 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4483 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4484 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4485 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4486 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4491 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4493 Returns an SQL fragment to retreive the total unapplied payments for this
4494 customer, only considering payments with date earlier than START_TIME, and
4495 optionally not later than END_TIME.
4497 Times are specified as SQL fragments or numeric
4498 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4499 L<Date::Parse> for conversion functions. The empty string can be passed
4500 to disable that time constraint completely.
4502 Available options are:
4506 sub unapplied_payments_date_sql {
4507 my( $class, $start, $end, %opt ) = @_;
4509 my $cutoff = $opt{'cutoff'};
4511 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4513 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4514 'unapplied_date'=>1 );
4516 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4519 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4521 Helper method for balance_date_sql; name (and usage) subject to change
4522 (suggestions welcome).
4524 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4525 cust_refund, cust_credit or cust_pay).
4527 If TABLE is "cust_bill" or the unapplied_date option is true, only
4528 considers records with date earlier than START_TIME, and optionally not
4529 later than END_TIME .
4533 sub _money_table_where {
4534 my( $class, $table, $start, $end, %opt ) = @_;
4537 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4538 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4539 push @where, "$table._date <= $start" if defined($start) && length($start);
4540 push @where, "$table._date > $end" if defined($end) && length($end);
4542 push @where, @{$opt{'where'}} if $opt{'where'};
4543 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4549 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4550 use FS::cust_main::Search;
4553 FS::cust_main::Search->search(@_);
4568 #warn join('-',keys %$param);
4569 my $fh = $param->{filehandle};
4570 my $agentnum = $param->{agentnum};
4571 my $format = $param->{format};
4573 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4576 if ( $format eq 'simple' ) {
4577 @fields = qw( custnum agent_custid amount pkg );
4579 die "unknown format $format";
4582 eval "use Text::CSV_XS;";
4585 my $csv = new Text::CSV_XS;
4592 local $SIG{HUP} = 'IGNORE';
4593 local $SIG{INT} = 'IGNORE';
4594 local $SIG{QUIT} = 'IGNORE';
4595 local $SIG{TERM} = 'IGNORE';
4596 local $SIG{TSTP} = 'IGNORE';
4597 local $SIG{PIPE} = 'IGNORE';
4599 my $oldAutoCommit = $FS::UID::AutoCommit;
4600 local $FS::UID::AutoCommit = 0;
4603 #while ( $columns = $csv->getline($fh) ) {
4605 while ( defined($line=<$fh>) ) {
4607 $csv->parse($line) or do {
4608 $dbh->rollback if $oldAutoCommit;
4609 return "can't parse: ". $csv->error_input();
4612 my @columns = $csv->fields();
4613 #warn join('-',@columns);
4616 foreach my $field ( @fields ) {
4617 $row{$field} = shift @columns;
4620 if ( $row{custnum} && $row{agent_custid} ) {
4621 dbh->rollback if $oldAutoCommit;
4622 return "can't specify custnum with agent_custid $row{agent_custid}";
4626 if ( $row{agent_custid} && $agentnum ) {
4627 %hash = ( 'agent_custid' => $row{agent_custid},
4628 'agentnum' => $agentnum,
4632 if ( $row{custnum} ) {
4633 %hash = ( 'custnum' => $row{custnum} );
4636 unless ( scalar(keys %hash) ) {
4637 $dbh->rollback if $oldAutoCommit;
4638 return "can't find customer without custnum or agent_custid and agentnum";
4641 my $cust_main = qsearchs('cust_main', { %hash } );
4642 unless ( $cust_main ) {
4643 $dbh->rollback if $oldAutoCommit;
4644 my $custnum = $row{custnum} || $row{agent_custid};
4645 return "unknown custnum $custnum";
4648 if ( $row{'amount'} > 0 ) {
4649 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4651 $dbh->rollback if $oldAutoCommit;
4655 } elsif ( $row{'amount'} < 0 ) {
4656 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4659 $dbh->rollback if $oldAutoCommit;
4669 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4671 return "Empty file!" unless $imported;
4677 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4679 Deprecated. Use event notification and message templates
4680 (L<FS::msg_template>) instead.
4682 Sends a templated email notification to the customer (see L<Text::Template>).
4684 OPTIONS is a hash and may include
4686 I<from> - the email sender (default is invoice_from)
4688 I<to> - comma-separated scalar or arrayref of recipients
4689 (default is invoicing_list)
4691 I<subject> - The subject line of the sent email notification
4692 (default is "Notice from company_name")
4694 I<extra_fields> - a hashref of name/value pairs which will be substituted
4697 The following variables are vavailable in the template.
4699 I<$first> - the customer first name
4700 I<$last> - the customer last name
4701 I<$company> - the customer company
4702 I<$payby> - a description of the method of payment for the customer
4703 # would be nice to use FS::payby::shortname
4704 I<$payinfo> - the account information used to collect for this customer
4705 I<$expdate> - the expiration of the customer payment in seconds from epoch
4710 my ($self, $template, %options) = @_;
4712 return unless $conf->exists($template);
4714 my $from = $conf->config('invoice_from', $self->agentnum)
4715 if $conf->exists('invoice_from', $self->agentnum);
4716 $from = $options{from} if exists($options{from});
4718 my $to = join(',', $self->invoicing_list_emailonly);
4719 $to = $options{to} if exists($options{to});
4721 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4722 if $conf->exists('company_name', $self->agentnum);
4723 $subject = $options{subject} if exists($options{subject});
4725 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4726 SOURCE => [ map "$_\n",
4727 $conf->config($template)]
4729 or die "can't create new Text::Template object: Text::Template::ERROR";
4730 $notify_template->compile()
4731 or die "can't compile template: Text::Template::ERROR";
4733 $FS::notify_template::_template::company_name =
4734 $conf->config('company_name', $self->agentnum);
4735 $FS::notify_template::_template::company_address =
4736 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4738 my $paydate = $self->paydate || '2037-12-31';
4739 $FS::notify_template::_template::first = $self->first;
4740 $FS::notify_template::_template::last = $self->last;
4741 $FS::notify_template::_template::company = $self->company;
4742 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4743 my $payby = $self->payby;
4744 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4745 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4747 #credit cards expire at the end of the month/year of their exp date
4748 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4749 $FS::notify_template::_template::payby = 'credit card';
4750 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4751 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4753 }elsif ($payby eq 'COMP') {
4754 $FS::notify_template::_template::payby = 'complimentary account';
4756 $FS::notify_template::_template::payby = 'current method';
4758 $FS::notify_template::_template::expdate = $expire_time;
4760 for (keys %{$options{extra_fields}}){
4762 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4765 send_email(from => $from,
4767 subject => $subject,
4768 body => $notify_template->fill_in( PACKAGE =>
4769 'FS::notify_template::_template' ),
4774 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4776 Generates a templated notification to the customer (see L<Text::Template>).
4778 OPTIONS is a hash and may include
4780 I<extra_fields> - a hashref of name/value pairs which will be substituted
4781 into the template. These values may override values mentioned below
4782 and those from the customer record.
4784 The following variables are available in the template instead of or in addition
4785 to the fields of the customer record.
4787 I<$payby> - a description of the method of payment for the customer
4788 # would be nice to use FS::payby::shortname
4789 I<$payinfo> - the masked account information used to collect for this customer
4790 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4791 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4795 # a lot like cust_bill::print_latex
4796 sub generate_letter {
4797 my ($self, $template, %options) = @_;
4799 return unless $conf->exists($template);
4801 my $letter_template = new Text::Template
4803 SOURCE => [ map "$_\n", $conf->config($template)],
4804 DELIMITERS => [ '[@--', '--@]' ],
4806 or die "can't create new Text::Template object: Text::Template::ERROR";
4808 $letter_template->compile()
4809 or die "can't compile template: Text::Template::ERROR";
4811 my %letter_data = map { $_ => $self->$_ } $self->fields;
4812 $letter_data{payinfo} = $self->mask_payinfo;
4814 #my $paydate = $self->paydate || '2037-12-31';
4815 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4817 my $payby = $self->payby;
4818 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4819 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4821 #credit cards expire at the end of the month/year of their exp date
4822 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4823 $letter_data{payby} = 'credit card';
4824 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4825 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4827 }elsif ($payby eq 'COMP') {
4828 $letter_data{payby} = 'complimentary account';
4830 $letter_data{payby} = 'current method';
4832 $letter_data{expdate} = $expire_time;
4834 for (keys %{$options{extra_fields}}){
4835 $letter_data{$_} = $options{extra_fields}->{$_};
4838 unless(exists($letter_data{returnaddress})){
4839 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4840 $self->agent_template)
4842 if ( length($retadd) ) {
4843 $letter_data{returnaddress} = $retadd;
4844 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4845 $letter_data{returnaddress} =
4846 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4850 ( $conf->config('company_name', $self->agentnum),
4851 $conf->config('company_address', $self->agentnum),
4855 $letter_data{returnaddress} = '~';
4859 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4861 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4863 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4865 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4869 ) or die "can't open temp file: $!\n";
4870 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4871 or die "can't write temp file: $!\n";
4873 $letter_data{'logo_file'} = $lh->filename;
4875 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4879 ) or die "can't open temp file: $!\n";
4881 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4883 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4884 return ($1, $letter_data{'logo_file'});
4888 =item print_ps TEMPLATE
4890 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4896 my($file, $lfile) = $self->generate_letter(@_);
4897 my $ps = FS::Misc::generate_ps($file);
4898 unlink($file.'.tex');
4904 =item print TEMPLATE
4906 Prints the filled in template.
4908 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4912 sub queueable_print {
4915 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4916 or die "invalid customer number: " . $opt{custvnum};
4918 my $error = $self->print( $opt{template} );
4919 die $error if $error;
4923 my ($self, $template) = (shift, shift);
4924 do_print [ $self->print_ps($template) ];
4927 #these three subs should just go away once agent stuff is all config overrides
4929 sub agent_template {
4931 $self->_agent_plandata('agent_templatename');
4934 sub agent_invoice_from {
4936 $self->_agent_plandata('agent_invoice_from');
4939 sub _agent_plandata {
4940 my( $self, $option ) = @_;
4942 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4943 #agent-specific Conf
4945 use FS::part_event::Condition;
4947 my $agentnum = $self->agentnum;
4949 my $regexp = regexp_sql();
4951 my $part_event_option =
4953 'select' => 'part_event_option.*',
4954 'table' => 'part_event_option',
4956 LEFT JOIN part_event USING ( eventpart )
4957 LEFT JOIN part_event_option AS peo_agentnum
4958 ON ( part_event.eventpart = peo_agentnum.eventpart
4959 AND peo_agentnum.optionname = 'agentnum'
4960 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4962 LEFT JOIN part_event_condition
4963 ON ( part_event.eventpart = part_event_condition.eventpart
4964 AND part_event_condition.conditionname = 'cust_bill_age'
4966 LEFT JOIN part_event_condition_option
4967 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4968 AND part_event_condition_option.optionname = 'age'
4971 #'hashref' => { 'optionname' => $option },
4972 #'hashref' => { 'part_event_option.optionname' => $option },
4974 " WHERE part_event_option.optionname = ". dbh->quote($option).
4975 " AND action = 'cust_bill_send_agent' ".
4976 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4977 " AND peo_agentnum.optionname = 'agentnum' ".
4978 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4980 CASE WHEN part_event_condition_option.optionname IS NULL
4982 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4984 , part_event.weight".
4988 unless ( $part_event_option ) {
4989 return $self->agent->invoice_template || ''
4990 if $option eq 'agent_templatename';
4994 $part_event_option->optionvalue;
4998 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5000 Subroutine (not a method), designed to be called from the queue.
5002 Takes a list of options and values.
5004 Pulls up the customer record via the custnum option and calls bill_and_collect.
5009 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5011 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5012 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5014 $cust_main->bill_and_collect( %args );
5017 sub process_bill_and_collect {
5019 my $param = thaw(decode_base64(shift));
5020 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5021 or die "custnum '$param->{custnum}' not found!\n";
5022 $param->{'job'} = $job;
5023 $param->{'fatal'} = 1; # runs from job queue, will be caught
5024 $param->{'retry'} = 1;
5026 $cust_main->bill_and_collect( %$param );
5029 =item process_censustract_update CUSTNUM
5031 Queueable function to update the census tract to the current year (as set in
5032 the 'census_year' configuration variable) and retrieve the new tract code.
5036 sub process_censustract_update {
5037 eval "use FS::Misc::Geo qw(get_censustract)";
5039 my $custnum = shift;
5040 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5041 or die "custnum '$custnum' not found!\n";
5043 my $new_year = $conf->config('census_year') or return;
5044 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5045 if ( $new_tract =~ /^\d/ ) {
5046 # then it's a tract code
5047 $cust_main->set('censustract', $new_tract);
5048 $cust_main->set('censusyear', $new_year);
5050 local($ignore_expired_card) = 1;
5051 local($ignore_illegal_zip) = 1;
5052 local($ignore_banned_card) = 1;
5053 local($skip_fuzzyfiles) = 1;
5054 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5055 my $error = $cust_main->replace;
5056 die $error if $error;
5059 # it's an error message
5065 #starting to take quite a while for big dbs
5066 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5067 # - seq scan of cust_main on signupdate... index signupdate? will that help?
5068 # - seq scan of cust_main on paydate... index on substrings? maybe set an
5069 # upgrade journal flag now that we have that, yyyy-m-dd paydates are ancient
5070 # - seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5071 # upgrade journal again? this is also an ancient problem
5072 # - otaker upgrade? journal and call it good? (double check to make sure
5073 # we're not still setting otaker here)
5075 #only going to get worse with new location stuff...
5077 sub _upgrade_data { #class method
5078 my ($class, %opts) = @_;
5081 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5084 #this seems to be the only expensive one.. why does it take so long?
5085 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5087 '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';
5088 FS::upgrade_journal->set_done('cust_main__signupdate');
5091 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5093 # fix yyyy-m-dd formatted paydates
5094 if ( driver_name =~ /^mysql/i ) {
5096 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5097 } else { # the SQL standard
5099 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5101 FS::upgrade_journal->set_done('cust_main__paydate');
5104 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5106 push @statements, #fix the weird BILL with a cc# in payinfo problem
5108 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5110 FS::upgrade_journal->set_done('cust_main__payinfo');
5115 foreach my $sql ( @statements ) {
5116 my $sth = dbh->prepare($sql) or die dbh->errstr;
5117 $sth->execute or die $sth->errstr;
5118 #warn ( (time - $t). " seconds\n" );
5122 local($ignore_expired_card) = 1;
5123 local($ignore_banned_card) = 1;
5124 local($skip_fuzzyfiles) = 1;
5125 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5126 $class->_upgrade_otaker(%opts);
5128 FS::cust_main::Location->_upgrade_data(%opts);
5138 The delete method should possibly take an FS::cust_main object reference
5139 instead of a scalar customer number.
5141 Bill and collect options should probably be passed as references instead of a
5144 There should probably be a configuration file with a list of allowed credit
5147 No multiple currency support (probably a larger project than just this module).
5149 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5151 Birthdates rely on negative epoch values.
5153 The payby for card/check batches is broken. With mixed batching, bad
5156 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5160 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5161 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5162 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.