5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use Time::Local qw(timelocal);
15 use Digest::MD5 qw(md5_base64);
18 use File::Temp qw( tempfile );
19 use String::Approx qw(amatch);
20 use Business::CreditCard 0.28;
22 use FS::UID qw( getotaker dbh driver_name );
23 use FS::Record qw( qsearchs qsearch dbdef );
24 use FS::Misc qw( generate_email send_email generate_ps do_print );
25 use FS::Msgcat qw(gettext);
30 use FS::cust_bill_pkg;
31 use FS::cust_bill_pkg_display;
32 use FS::cust_bill_pkg_tax_location;
34 use FS::cust_pay_pending;
35 use FS::cust_pay_void;
36 use FS::cust_pay_batch;
39 use FS::part_referral;
40 use FS::cust_main_county;
41 use FS::cust_location;
43 use FS::cust_tax_location;
44 use FS::part_pkg_taxrate;
46 use FS::cust_main_invoice;
47 use FS::cust_credit_bill;
48 use FS::cust_bill_pay;
49 use FS::prepay_credit;
53 use FS::part_event_condition;
56 use FS::payment_gateway;
57 use FS::agent_payment_gateway;
59 use FS::payinfo_Mixin;
62 @ISA = qw( FS::payinfo_Mixin FS::Record );
64 @EXPORT_OK = qw( smart_search );
66 $realtime_bop_decline_quiet = 0;
68 # 1 is mostly method/subroutine entry and options
69 # 2 traces progress of some operations
70 # 3 is even more information including possibly sensitive data
72 $me = '[FS::cust_main]';
76 $ignore_expired_card = 0;
78 @encrypted_fields = ('payinfo', 'paycvv');
79 sub nohistory_fields { ('paycvv'); }
81 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
83 #ask FS::UID to run this stuff for us later
84 #$FS::UID::callback{'FS::cust_main'} = sub {
85 install_callback FS::UID sub {
87 #yes, need it for stuff below (prolly should be cached)
92 my ( $hashref, $cache ) = @_;
93 if ( exists $hashref->{'pkgnum'} ) {
94 #@{ $self->{'_pkgnum'} } = ();
95 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
96 $self->{'_pkgnum'} = $subcache;
97 #push @{ $self->{'_pkgnum'} },
98 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
104 FS::cust_main - Object methods for cust_main records
110 $record = new FS::cust_main \%hash;
111 $record = new FS::cust_main { 'column' => 'value' };
113 $error = $record->insert;
115 $error = $new_record->replace($old_record);
117 $error = $record->delete;
119 $error = $record->check;
121 @cust_pkg = $record->all_pkgs;
123 @cust_pkg = $record->ncancelled_pkgs;
125 @cust_pkg = $record->suspended_pkgs;
127 $error = $record->bill;
128 $error = $record->bill %options;
129 $error = $record->bill 'time' => $time;
131 $error = $record->collect;
132 $error = $record->collect %options;
133 $error = $record->collect 'invoice_time' => $time,
138 An FS::cust_main object represents a customer. FS::cust_main inherits from
139 FS::Record. The following fields are currently supported:
145 Primary key (assigned automatically for new customers)
149 Agent (see L<FS::agent>)
153 Advertising source (see L<FS::part_referral>)
165 Cocial security number (optional)
181 (optional, see L<FS::cust_main_county>)
185 (see L<FS::cust_main_county>)
191 (see L<FS::cust_main_county>)
227 (optional, see L<FS::cust_main_county>)
231 (see L<FS::cust_main_county>)
237 (see L<FS::cust_main_county>)
253 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
257 Payment Information (See L<FS::payinfo_Mixin> for data format)
261 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
265 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
269 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
273 Start date month (maestro/solo cards only)
277 Start date year (maestro/solo cards only)
281 Issue number (maestro/solo cards only)
285 Name on card or billing name
289 IP address from which payment information was received
293 Tax exempt, empty or `Y'
297 Order taker (assigned automatically, see L<FS::UID>)
303 =item referral_custnum
305 Referring customer number
309 Enable individual CDR spooling, empty or `Y'
313 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
317 Discourage individual CDR printing, empty or `Y'
327 Creates a new customer. To add the customer to the database, see L<"insert">.
329 Note that this stores the hash reference, not a distinct copy of the hash it
330 points to. You can ask the object for a copy with the I<hash> method.
334 sub table { 'cust_main'; }
336 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
338 Adds this customer to the database. If there is an error, returns the error,
339 otherwise returns false.
341 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
342 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
343 are inserted atomicly, or the transaction is rolled back. Passing an empty
344 hash reference is equivalent to not supplying this parameter. There should be
345 a better explanation of this, but until then, here's an example:
348 tie %hash, 'Tie::RefHash'; #this part is important
350 $cust_pkg => [ $svc_acct ],
353 $cust_main->insert( \%hash );
355 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
356 be set as the invoicing list (see L<"invoicing_list">). Errors return as
357 expected and rollback the entire transaction; it is not necessary to call
358 check_invoicing_list first. The invoicing_list is set after the records in the
359 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
360 invoicing_list destination to the newly-created svc_acct. Here's an example:
362 $cust_main->insert( {}, [ $email, 'POST' ] );
364 Currently available options are: I<depend_jobnum> and I<noexport>.
366 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
367 on the supplied jobnum (they will not run until the specific job completes).
368 This can be used to defer provisioning until some action completes (such
369 as running the customer's credit card successfully).
371 The I<noexport> option is deprecated. If I<noexport> is set true, no
372 provisioning jobs (exports) are scheduled. (You can schedule them later with
373 the B<reexport> method.)
379 my $cust_pkgs = @_ ? shift : {};
380 my $invoicing_list = @_ ? shift : '';
382 warn "$me insert called with options ".
383 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
386 local $SIG{HUP} = 'IGNORE';
387 local $SIG{INT} = 'IGNORE';
388 local $SIG{QUIT} = 'IGNORE';
389 local $SIG{TERM} = 'IGNORE';
390 local $SIG{TSTP} = 'IGNORE';
391 local $SIG{PIPE} = 'IGNORE';
393 my $oldAutoCommit = $FS::UID::AutoCommit;
394 local $FS::UID::AutoCommit = 0;
397 my $prepay_identifier = '';
398 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
400 if ( $self->payby eq 'PREPAY' ) {
402 $self->payby('BILL');
403 $prepay_identifier = $self->payinfo;
406 warn " looking up prepaid card $prepay_identifier\n"
409 my $error = $self->get_prepay( $prepay_identifier,
410 'amount_ref' => \$amount,
411 'seconds_ref' => \$seconds,
412 'upbytes_ref' => \$upbytes,
413 'downbytes_ref' => \$downbytes,
414 'totalbytes_ref' => \$totalbytes,
417 $dbh->rollback if $oldAutoCommit;
418 #return "error applying prepaid card (transaction rolled back): $error";
422 $payby = 'PREP' if $amount;
424 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
427 $self->payby('BILL');
428 $amount = $self->paid;
432 warn " inserting $self\n"
435 $self->signupdate(time) unless $self->signupdate;
437 $self->auto_agent_custid()
438 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
440 my $error = $self->SUPER::insert;
442 $dbh->rollback if $oldAutoCommit;
443 #return "inserting cust_main record (transaction rolled back): $error";
447 warn " setting invoicing list\n"
450 if ( $invoicing_list ) {
451 $error = $self->check_invoicing_list( $invoicing_list );
453 $dbh->rollback if $oldAutoCommit;
454 #return "checking invoicing_list (transaction rolled back): $error";
457 $self->invoicing_list( $invoicing_list );
460 if ( $conf->config('cust_main-skeleton_tables')
461 && $conf->config('cust_main-skeleton_custnum') ) {
463 warn " inserting skeleton records\n"
466 my $error = $self->start_copy_skel;
468 $dbh->rollback if $oldAutoCommit;
474 warn " ordering packages\n"
477 $error = $self->order_pkgs( $cust_pkgs,
479 'seconds_ref' => \$seconds,
480 'upbytes_ref' => \$upbytes,
481 'downbytes_ref' => \$downbytes,
482 'totalbytes_ref' => \$totalbytes,
485 $dbh->rollback if $oldAutoCommit;
490 $dbh->rollback if $oldAutoCommit;
491 return "No svc_acct record to apply pre-paid time";
493 if ( $upbytes || $downbytes || $totalbytes ) {
494 $dbh->rollback if $oldAutoCommit;
495 return "No svc_acct record to apply pre-paid data";
499 warn " inserting initial $payby payment of $amount\n"
501 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
503 $dbh->rollback if $oldAutoCommit;
504 return "inserting payment (transaction rolled back): $error";
508 unless ( $import || $skip_fuzzyfiles ) {
509 warn " queueing fuzzyfiles update\n"
511 $error = $self->queue_fuzzyfiles_update;
513 $dbh->rollback if $oldAutoCommit;
514 return "updating fuzzy search cache: $error";
518 warn " insert complete; committing transaction\n"
521 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
526 use File::CounterFile;
527 sub auto_agent_custid {
530 my $format = $conf->config('cust_main-auto_agent_custid');
532 if ( $format eq '1YMMXXXXXXXX' ) {
534 my $counter = new File::CounterFile 'cust_main.agent_custid';
537 my $ym = 100000000000 + time2str('%y%m00000000', time);
538 if ( $ym > $counter->value ) {
539 $counter->{'value'} = $agent_custid = $ym;
540 $counter->{'updated'} = 1;
542 $agent_custid = $counter->inc;
548 die "Unknown cust_main-auto_agent_custid format: $format";
551 $self->agent_custid($agent_custid);
555 sub start_copy_skel {
558 #'mg_user_preference' => {},
559 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
560 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
561 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
562 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
563 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
566 _copy_skel( 'cust_main', #tablename
567 $conf->config('cust_main-skeleton_custnum'), #sourceid
568 $self->custnum, #destid
569 @tables, #child tables
573 #recursive subroutine, not a method
575 my( $table, $sourceid, $destid, %child_tables ) = @_;
578 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
579 ( $table, $primary_key ) = ( $1, $2 );
581 my $dbdef_table = dbdef->table($table);
582 $primary_key = $dbdef_table->primary_key
583 or return "$table has no primary key".
584 " (or do you need to run dbdef-create?)";
587 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
588 join (', ', keys %child_tables). "\n"
591 foreach my $child_table_def ( keys %child_tables ) {
595 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
596 ( $child_table, $child_pkey ) = ( $1, $2 );
598 $child_table = $child_table_def;
600 $child_pkey = dbdef->table($child_table)->primary_key;
601 # or return "$table has no primary key".
602 # " (or do you need to run dbdef-create?)\n";
606 if ( keys %{ $child_tables{$child_table_def} } ) {
608 return "$child_table has no primary key".
609 " (run dbdef-create or try specifying it?)\n"
612 #false laziness w/Record::insert and only works on Pg
613 #refactor the proper last-inserted-id stuff out of Record::insert if this
614 # ever gets use for anything besides a quick kludge for one customer
615 my $default = dbdef->table($child_table)->column($child_pkey)->default;
616 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
617 or return "can't parse $child_table.$child_pkey default value ".
618 " for sequence name: $default";
623 my @sel_columns = grep { $_ ne $primary_key }
624 dbdef->table($child_table)->columns;
625 my $sel_columns = join(', ', @sel_columns );
627 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
628 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
629 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
631 my $sel_st = "SELECT $sel_columns FROM $child_table".
632 " WHERE $primary_key = $sourceid";
635 my $sel_sth = dbh->prepare( $sel_st )
636 or return dbh->errstr;
638 $sel_sth->execute or return $sel_sth->errstr;
640 while ( my $row = $sel_sth->fetchrow_hashref ) {
642 warn " selected row: ".
643 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
647 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
648 my $ins_sth =dbh->prepare($statement)
649 or return dbh->errstr;
650 my @param = ( $destid, map $row->{$_}, @ins_columns );
651 warn " $statement: [ ". join(', ', @param). " ]\n"
653 $ins_sth->execute( @param )
654 or return $ins_sth->errstr;
656 #next unless keys %{ $child_tables{$child_table} };
657 next unless $sequence;
659 #another section of that laziness
660 my $seq_sql = "SELECT currval('$sequence')";
661 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
662 $seq_sth->execute or return $seq_sth->errstr;
663 my $insertid = $seq_sth->fetchrow_arrayref->[0];
665 # don't drink soap! recurse! recurse! okay!
667 _copy_skel( $child_table_def,
668 $row->{$child_pkey}, #sourceid
670 %{ $child_tables{$child_table_def} },
672 return $error if $error;
682 =item order_pkg HASHREF | OPTION => VALUE ...
684 Orders a single package.
686 Options may be passed as a list of key/value pairs or as a hash reference.
697 Optional FS::cust_location object
701 Optional arryaref of FS::svc_* service objects.
705 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
706 jobs will have a dependancy on the supplied job (they will not run until the
707 specific job completes). This can be used to defer provisioning until some
708 action completes (such as running the customer's credit card successfully).
716 my $opt = ref($_[0]) ? shift : { @_ };
718 warn "$me order_pkg called with options ".
719 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
722 my $cust_pkg = $opt->{'cust_pkg'};
723 my $svcs = $opt->{'svcs'} || [];
725 my %svc_options = ();
726 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
727 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
729 local $SIG{HUP} = 'IGNORE';
730 local $SIG{INT} = 'IGNORE';
731 local $SIG{QUIT} = 'IGNORE';
732 local $SIG{TERM} = 'IGNORE';
733 local $SIG{TSTP} = 'IGNORE';
734 local $SIG{PIPE} = 'IGNORE';
736 my $oldAutoCommit = $FS::UID::AutoCommit;
737 local $FS::UID::AutoCommit = 0;
740 if ( $opt->{'cust_location'} &&
741 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
742 my $error = $opt->{'cust_location'}->insert;
744 $dbh->rollback if $oldAutoCommit;
745 return "inserting cust_location (transaction rolled back): $error";
747 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
750 $cust_pkg->custnum( $self->custnum );
752 my $error = $cust_pkg->insert;
754 $dbh->rollback if $oldAutoCommit;
755 return "inserting cust_pkg (transaction rolled back): $error";
758 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
759 if ( $svc_something->svcnum ) {
760 my $old_cust_svc = $svc_something->cust_svc;
761 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
762 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
763 $error = $new_cust_svc->replace($old_cust_svc);
765 $svc_something->pkgnum( $cust_pkg->pkgnum );
766 if ( $svc_something->isa('FS::svc_acct') ) {
767 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
768 qw( seconds upbytes downbytes totalbytes ) ) {
769 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
770 ${ $opt->{$_.'_ref'} } = 0;
773 $error = $svc_something->insert(%svc_options);
776 $dbh->rollback if $oldAutoCommit;
777 return "inserting svc_ (transaction rolled back): $error";
781 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
786 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
787 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
789 Like the insert method on an existing record, this method orders multiple
790 packages and included services atomicaly. Pass a Tie::RefHash data structure
791 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
792 There should be a better explanation of this, but until then, here's an
796 tie %hash, 'Tie::RefHash'; #this part is important
798 $cust_pkg => [ $svc_acct ],
801 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
803 Services can be new, in which case they are inserted, or existing unaudited
804 services, in which case they are linked to the newly-created package.
806 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
807 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
809 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
810 on the supplied jobnum (they will not run until the specific job completes).
811 This can be used to defer provisioning until some action completes (such
812 as running the customer's credit card successfully).
814 The I<noexport> option is deprecated. If I<noexport> is set true, no
815 provisioning jobs (exports) are scheduled. (You can schedule them later with
816 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
817 on the cust_main object is not recommended, as existing services will also be
820 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
821 provided, the scalars (provided by references) will be incremented by the
822 values of the prepaid card.`
828 my $cust_pkgs = shift;
829 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
831 $seconds_ref ||= $options{'seconds_ref'};
833 warn "$me order_pkgs called with options ".
834 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
837 local $SIG{HUP} = 'IGNORE';
838 local $SIG{INT} = 'IGNORE';
839 local $SIG{QUIT} = 'IGNORE';
840 local $SIG{TERM} = 'IGNORE';
841 local $SIG{TSTP} = 'IGNORE';
842 local $SIG{PIPE} = 'IGNORE';
844 my $oldAutoCommit = $FS::UID::AutoCommit;
845 local $FS::UID::AutoCommit = 0;
848 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
850 foreach my $cust_pkg ( keys %$cust_pkgs ) {
852 my $error = $self->order_pkg(
853 'cust_pkg' => $cust_pkg,
854 'svcs' => $cust_pkgs->{$cust_pkg},
855 'seconds_ref' => $seconds_ref,
856 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
861 $dbh->rollback if $oldAutoCommit;
867 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
871 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
873 Recharges this (existing) customer with the specified prepaid card (see
874 L<FS::prepay_credit>), specified either by I<identifier> or as an
875 FS::prepay_credit object. If there is an error, returns the error, otherwise
878 Optionally, five scalar references can be passed as well. They will have their
879 values filled in with the amount, number of seconds, and number of upload,
880 download, and total bytes applied by this prepaid card.
884 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
885 #the only place that uses these args
886 sub recharge_prepay {
887 my( $self, $prepay_credit, $amountref, $secondsref,
888 $upbytesref, $downbytesref, $totalbytesref ) = @_;
890 local $SIG{HUP} = 'IGNORE';
891 local $SIG{INT} = 'IGNORE';
892 local $SIG{QUIT} = 'IGNORE';
893 local $SIG{TERM} = 'IGNORE';
894 local $SIG{TSTP} = 'IGNORE';
895 local $SIG{PIPE} = 'IGNORE';
897 my $oldAutoCommit = $FS::UID::AutoCommit;
898 local $FS::UID::AutoCommit = 0;
901 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
903 my $error = $self->get_prepay( $prepay_credit,
904 'amount_ref' => \$amount,
905 'seconds_ref' => \$seconds,
906 'upbytes_ref' => \$upbytes,
907 'downbytes_ref' => \$downbytes,
908 'totalbytes_ref' => \$totalbytes,
910 || $self->increment_seconds($seconds)
911 || $self->increment_upbytes($upbytes)
912 || $self->increment_downbytes($downbytes)
913 || $self->increment_totalbytes($totalbytes)
914 || $self->insert_cust_pay_prepay( $amount,
916 ? $prepay_credit->identifier
921 $dbh->rollback if $oldAutoCommit;
925 if ( defined($amountref) ) { $$amountref = $amount; }
926 if ( defined($secondsref) ) { $$secondsref = $seconds; }
927 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
928 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
929 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
931 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
936 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
938 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
939 specified either by I<identifier> or as an FS::prepay_credit object.
941 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
942 incremented by the values of the prepaid card.
944 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
945 check or set this customer's I<agentnum>.
947 If there is an error, returns the error, otherwise returns false.
953 my( $self, $prepay_credit, %opt ) = @_;
955 local $SIG{HUP} = 'IGNORE';
956 local $SIG{INT} = 'IGNORE';
957 local $SIG{QUIT} = 'IGNORE';
958 local $SIG{TERM} = 'IGNORE';
959 local $SIG{TSTP} = 'IGNORE';
960 local $SIG{PIPE} = 'IGNORE';
962 my $oldAutoCommit = $FS::UID::AutoCommit;
963 local $FS::UID::AutoCommit = 0;
966 unless ( ref($prepay_credit) ) {
968 my $identifier = $prepay_credit;
970 $prepay_credit = qsearchs(
972 { 'identifier' => $prepay_credit },
977 unless ( $prepay_credit ) {
978 $dbh->rollback if $oldAutoCommit;
979 return "Invalid prepaid card: ". $identifier;
984 if ( $prepay_credit->agentnum ) {
985 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
986 $dbh->rollback if $oldAutoCommit;
987 return "prepaid card not valid for agent ". $self->agentnum;
989 $self->agentnum($prepay_credit->agentnum);
992 my $error = $prepay_credit->delete;
994 $dbh->rollback if $oldAutoCommit;
995 return "removing prepay_credit (transaction rolled back): $error";
998 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
999 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1001 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1006 =item increment_upbytes SECONDS
1008 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1009 the specified number of upbytes. If there is an error, returns the error,
1010 otherwise returns false.
1014 sub increment_upbytes {
1015 _increment_column( shift, 'upbytes', @_);
1018 =item increment_downbytes SECONDS
1020 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1021 the specified number of downbytes. If there is an error, returns the error,
1022 otherwise returns false.
1026 sub increment_downbytes {
1027 _increment_column( shift, 'downbytes', @_);
1030 =item increment_totalbytes SECONDS
1032 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1033 the specified number of totalbytes. If there is an error, returns the error,
1034 otherwise returns false.
1038 sub increment_totalbytes {
1039 _increment_column( shift, 'totalbytes', @_);
1042 =item increment_seconds SECONDS
1044 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1045 the specified number of seconds. If there is an error, returns the error,
1046 otherwise returns false.
1050 sub increment_seconds {
1051 _increment_column( shift, 'seconds', @_);
1054 =item _increment_column AMOUNT
1056 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1057 the specified number of seconds or bytes. If there is an error, returns
1058 the error, otherwise returns false.
1062 sub _increment_column {
1063 my( $self, $column, $amount ) = @_;
1064 warn "$me increment_column called: $column, $amount\n"
1067 return '' unless $amount;
1069 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1070 $self->ncancelled_pkgs;
1072 if ( ! @cust_pkg ) {
1073 return 'No packages with primary or single services found'.
1074 ' to apply pre-paid time';
1075 } elsif ( scalar(@cust_pkg) > 1 ) {
1076 #maybe have a way to specify the package/account?
1077 return 'Multiple packages found to apply pre-paid time';
1080 my $cust_pkg = $cust_pkg[0];
1081 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1085 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1087 if ( ! @cust_svc ) {
1088 return 'No account found to apply pre-paid time';
1089 } elsif ( scalar(@cust_svc) > 1 ) {
1090 return 'Multiple accounts found to apply pre-paid time';
1093 my $svc_acct = $cust_svc[0]->svc_x;
1094 warn " found service svcnum ". $svc_acct->pkgnum.
1095 ' ('. $svc_acct->email. ")\n"
1098 $column = "increment_$column";
1099 $svc_acct->$column($amount);
1103 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1105 Inserts a prepayment in the specified amount for this customer. An optional
1106 second argument can specify the prepayment identifier for tracking purposes.
1107 If there is an error, returns the error, otherwise returns false.
1111 sub insert_cust_pay_prepay {
1112 shift->insert_cust_pay('PREP', @_);
1115 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1117 Inserts a cash payment in the specified amount for this customer. An optional
1118 second argument can specify the payment identifier for tracking purposes.
1119 If there is an error, returns the error, otherwise returns false.
1123 sub insert_cust_pay_cash {
1124 shift->insert_cust_pay('CASH', @_);
1127 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1129 Inserts a Western Union payment in the specified amount for this customer. An
1130 optional second argument can specify the prepayment identifier for tracking
1131 purposes. If there is an error, returns the error, otherwise returns false.
1135 sub insert_cust_pay_west {
1136 shift->insert_cust_pay('WEST', @_);
1139 sub insert_cust_pay {
1140 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1141 my $payinfo = scalar(@_) ? shift : '';
1143 my $cust_pay = new FS::cust_pay {
1144 'custnum' => $self->custnum,
1145 'paid' => sprintf('%.2f', $amount),
1146 #'_date' => #date the prepaid card was purchased???
1148 'payinfo' => $payinfo,
1156 This method is deprecated. See the I<depend_jobnum> option to the insert and
1157 order_pkgs methods for a better way to defer provisioning.
1159 Re-schedules all exports by calling the B<reexport> method of all associated
1160 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1161 otherwise returns false.
1168 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1169 "use the depend_jobnum option to insert or order_pkgs to delay export";
1171 local $SIG{HUP} = 'IGNORE';
1172 local $SIG{INT} = 'IGNORE';
1173 local $SIG{QUIT} = 'IGNORE';
1174 local $SIG{TERM} = 'IGNORE';
1175 local $SIG{TSTP} = 'IGNORE';
1176 local $SIG{PIPE} = 'IGNORE';
1178 my $oldAutoCommit = $FS::UID::AutoCommit;
1179 local $FS::UID::AutoCommit = 0;
1182 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1183 my $error = $cust_pkg->reexport;
1185 $dbh->rollback if $oldAutoCommit;
1190 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1195 =item delete NEW_CUSTNUM
1197 This deletes the customer. If there is an error, returns the error, otherwise
1200 This will completely remove all traces of the customer record. This is not
1201 what you want when a customer cancels service; for that, cancel all of the
1202 customer's packages (see L</cancel>).
1204 If the customer has any uncancelled packages, you need to pass a new (valid)
1205 customer number for those packages to be transferred to. Cancelled packages
1206 will be deleted. Did I mention that this is NOT what you want when a customer
1207 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1209 You can't delete a customer with invoices (see L<FS::cust_bill>),
1210 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1211 refunds (see L<FS::cust_refund>).
1218 local $SIG{HUP} = 'IGNORE';
1219 local $SIG{INT} = 'IGNORE';
1220 local $SIG{QUIT} = 'IGNORE';
1221 local $SIG{TERM} = 'IGNORE';
1222 local $SIG{TSTP} = 'IGNORE';
1223 local $SIG{PIPE} = 'IGNORE';
1225 my $oldAutoCommit = $FS::UID::AutoCommit;
1226 local $FS::UID::AutoCommit = 0;
1229 if ( $self->cust_bill ) {
1230 $dbh->rollback if $oldAutoCommit;
1231 return "Can't delete a customer with invoices";
1233 if ( $self->cust_credit ) {
1234 $dbh->rollback if $oldAutoCommit;
1235 return "Can't delete a customer with credits";
1237 if ( $self->cust_pay ) {
1238 $dbh->rollback if $oldAutoCommit;
1239 return "Can't delete a customer with payments";
1241 if ( $self->cust_refund ) {
1242 $dbh->rollback if $oldAutoCommit;
1243 return "Can't delete a customer with refunds";
1246 my @cust_pkg = $self->ncancelled_pkgs;
1248 my $new_custnum = shift;
1249 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1250 $dbh->rollback if $oldAutoCommit;
1251 return "Invalid new customer number: $new_custnum";
1253 foreach my $cust_pkg ( @cust_pkg ) {
1254 my %hash = $cust_pkg->hash;
1255 $hash{'custnum'} = $new_custnum;
1256 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1257 my $error = $new_cust_pkg->replace($cust_pkg,
1258 options => { $cust_pkg->options },
1261 $dbh->rollback if $oldAutoCommit;
1266 my @cancelled_cust_pkg = $self->all_pkgs;
1267 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1268 my $error = $cust_pkg->delete;
1270 $dbh->rollback if $oldAutoCommit;
1275 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1276 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1278 my $error = $cust_main_invoice->delete;
1280 $dbh->rollback if $oldAutoCommit;
1285 my $error = $self->SUPER::delete;
1287 $dbh->rollback if $oldAutoCommit;
1291 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1296 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
1298 Replaces the OLD_RECORD with this one in the database. If there is an error,
1299 returns the error, otherwise returns false.
1301 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1302 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1303 expected and rollback the entire transaction; it is not necessary to call
1304 check_invoicing_list first. Here's an example:
1306 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1313 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1315 : $self->replace_old;
1319 warn "$me replace called\n"
1322 my $curuser = $FS::CurrentUser::CurrentUser;
1323 if ( $self->payby eq 'COMP'
1324 && $self->payby ne $old->payby
1325 && ! $curuser->access_right('Complimentary customer')
1328 return "You are not permitted to create complimentary accounts.";
1331 local($ignore_expired_card) = 1
1332 if $old->payby =~ /^(CARD|DCRD)$/
1333 && $self->payby =~ /^(CARD|DCRD)$/
1334 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1336 local $SIG{HUP} = 'IGNORE';
1337 local $SIG{INT} = 'IGNORE';
1338 local $SIG{QUIT} = 'IGNORE';
1339 local $SIG{TERM} = 'IGNORE';
1340 local $SIG{TSTP} = 'IGNORE';
1341 local $SIG{PIPE} = 'IGNORE';
1343 my $oldAutoCommit = $FS::UID::AutoCommit;
1344 local $FS::UID::AutoCommit = 0;
1347 my $error = $self->SUPER::replace($old);
1350 $dbh->rollback if $oldAutoCommit;
1354 if ( @param ) { # INVOICING_LIST_ARYREF
1355 my $invoicing_list = shift @param;
1356 $error = $self->check_invoicing_list( $invoicing_list );
1358 $dbh->rollback if $oldAutoCommit;
1361 $self->invoicing_list( $invoicing_list );
1364 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1365 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1366 # card/check/lec info has changed, want to retry realtime_ invoice events
1367 my $error = $self->retry_realtime;
1369 $dbh->rollback if $oldAutoCommit;
1374 unless ( $import || $skip_fuzzyfiles ) {
1375 $error = $self->queue_fuzzyfiles_update;
1377 $dbh->rollback if $oldAutoCommit;
1378 return "updating fuzzy search cache: $error";
1382 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1387 =item queue_fuzzyfiles_update
1389 Used by insert & replace to update the fuzzy search cache
1393 sub queue_fuzzyfiles_update {
1396 local $SIG{HUP} = 'IGNORE';
1397 local $SIG{INT} = 'IGNORE';
1398 local $SIG{QUIT} = 'IGNORE';
1399 local $SIG{TERM} = 'IGNORE';
1400 local $SIG{TSTP} = 'IGNORE';
1401 local $SIG{PIPE} = 'IGNORE';
1403 my $oldAutoCommit = $FS::UID::AutoCommit;
1404 local $FS::UID::AutoCommit = 0;
1407 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1408 my $error = $queue->insert( map $self->getfield($_),
1409 qw(first last company)
1412 $dbh->rollback if $oldAutoCommit;
1413 return "queueing job (transaction rolled back): $error";
1416 if ( $self->ship_last ) {
1417 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1418 $error = $queue->insert( map $self->getfield("ship_$_"),
1419 qw(first last company)
1422 $dbh->rollback if $oldAutoCommit;
1423 return "queueing job (transaction rolled back): $error";
1427 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1434 Checks all fields to make sure this is a valid customer record. If there is
1435 an error, returns the error, otherwise returns false. Called by the insert
1436 and replace methods.
1443 warn "$me check BEFORE: \n". $self->_dump
1447 $self->ut_numbern('custnum')
1448 || $self->ut_number('agentnum')
1449 || $self->ut_textn('agent_custid')
1450 || $self->ut_number('refnum')
1451 || $self->ut_textn('custbatch')
1452 || $self->ut_name('last')
1453 || $self->ut_name('first')
1454 || $self->ut_snumbern('birthdate')
1455 || $self->ut_snumbern('signupdate')
1456 || $self->ut_textn('company')
1457 || $self->ut_text('address1')
1458 || $self->ut_textn('address2')
1459 || $self->ut_text('city')
1460 || $self->ut_textn('county')
1461 || $self->ut_textn('state')
1462 || $self->ut_country('country')
1463 || $self->ut_anything('comments')
1464 || $self->ut_numbern('referral_custnum')
1465 || $self->ut_textn('stateid')
1466 || $self->ut_textn('stateid_state')
1467 || $self->ut_textn('invoice_terms')
1468 || $self->ut_alphan('geocode')
1471 #barf. need message catalogs. i18n. etc.
1472 $error .= "Please select an advertising source."
1473 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1474 return $error if $error;
1476 return "Unknown agent"
1477 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1479 return "Unknown refnum"
1480 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1482 return "Unknown referring custnum: ". $self->referral_custnum
1483 unless ! $self->referral_custnum
1484 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1486 if ( $self->ss eq '' ) {
1491 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1492 or return "Illegal social security number: ". $self->ss;
1493 $self->ss("$1-$2-$3");
1497 # bad idea to disable, causes billing to fail because of no tax rates later
1498 # unless ( $import ) {
1499 unless ( qsearch('cust_main_county', {
1500 'country' => $self->country,
1503 return "Unknown state/county/country: ".
1504 $self->state. "/". $self->county. "/". $self->country
1505 unless qsearch('cust_main_county',{
1506 'state' => $self->state,
1507 'county' => $self->county,
1508 'country' => $self->country,
1514 $self->ut_phonen('daytime', $self->country)
1515 || $self->ut_phonen('night', $self->country)
1516 || $self->ut_phonen('fax', $self->country)
1517 || $self->ut_zip('zip', $self->country)
1519 return $error if $error;
1521 if ( $conf->exists('cust_main-require_phone')
1522 && ! length($self->daytime) && ! length($self->night)
1525 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1527 : FS::Msgcat::_gettext('daytime');
1528 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1530 : FS::Msgcat::_gettext('night');
1532 return "$daytime_label or $night_label is required"
1536 if ( $self->has_ship_address
1537 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1538 $self->addr_fields )
1542 $self->ut_name('ship_last')
1543 || $self->ut_name('ship_first')
1544 || $self->ut_textn('ship_company')
1545 || $self->ut_text('ship_address1')
1546 || $self->ut_textn('ship_address2')
1547 || $self->ut_text('ship_city')
1548 || $self->ut_textn('ship_county')
1549 || $self->ut_textn('ship_state')
1550 || $self->ut_country('ship_country')
1552 return $error if $error;
1554 #false laziness with above
1555 unless ( qsearchs('cust_main_county', {
1556 'country' => $self->ship_country,
1559 return "Unknown ship_state/ship_county/ship_country: ".
1560 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1561 unless qsearch('cust_main_county',{
1562 'state' => $self->ship_state,
1563 'county' => $self->ship_county,
1564 'country' => $self->ship_country,
1570 $self->ut_phonen('ship_daytime', $self->ship_country)
1571 || $self->ut_phonen('ship_night', $self->ship_country)
1572 || $self->ut_phonen('ship_fax', $self->ship_country)
1573 || $self->ut_zip('ship_zip', $self->ship_country)
1575 return $error if $error;
1577 return "Unit # is required."
1578 if $self->ship_address2 =~ /^\s*$/
1579 && $conf->exists('cust_main-require_address2');
1581 } else { # ship_ info eq billing info, so don't store dup info in database
1583 $self->setfield("ship_$_", '')
1584 foreach $self->addr_fields;
1586 return "Unit # is required."
1587 if $self->address2 =~ /^\s*$/
1588 && $conf->exists('cust_main-require_address2');
1592 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1593 # or return "Illegal payby: ". $self->payby;
1595 FS::payby->can_payby($self->table, $self->payby)
1596 or return "Illegal payby: ". $self->payby;
1598 $error = $self->ut_numbern('paystart_month')
1599 || $self->ut_numbern('paystart_year')
1600 || $self->ut_numbern('payissue')
1601 || $self->ut_textn('paytype')
1603 return $error if $error;
1605 if ( $self->payip eq '' ) {
1608 $error = $self->ut_ip('payip');
1609 return $error if $error;
1612 # If it is encrypted and the private key is not availaible then we can't
1613 # check the credit card.
1615 my $check_payinfo = 1;
1617 if ($self->is_encrypted($self->payinfo)) {
1621 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1623 my $payinfo = $self->payinfo;
1624 $payinfo =~ s/\D//g;
1625 $payinfo =~ /^(\d{13,16})$/
1626 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1628 $self->payinfo($payinfo);
1630 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1632 return gettext('unknown_card_type')
1633 if cardtype($self->payinfo) eq "Unknown";
1635 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1637 return 'Banned credit card: banned on '.
1638 time2str('%a %h %o at %r', $ban->_date).
1639 ' by '. $ban->otaker.
1640 ' (ban# '. $ban->bannum. ')';
1643 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1644 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1645 $self->paycvv =~ /^(\d{4})$/
1646 or return "CVV2 (CID) for American Express cards is four digits.";
1649 $self->paycvv =~ /^(\d{3})$/
1650 or return "CVV2 (CVC2/CID) is three digits.";
1657 my $cardtype = cardtype($payinfo);
1658 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1660 return "Start date or issue number is required for $cardtype cards"
1661 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1663 return "Start month must be between 1 and 12"
1664 if $self->paystart_month
1665 and $self->paystart_month < 1 || $self->paystart_month > 12;
1667 return "Start year must be 1990 or later"
1668 if $self->paystart_year
1669 and $self->paystart_year < 1990;
1671 return "Issue number must be beween 1 and 99"
1673 and $self->payissue < 1 || $self->payissue > 99;
1676 $self->paystart_month('');
1677 $self->paystart_year('');
1678 $self->payissue('');
1681 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1683 my $payinfo = $self->payinfo;
1684 $payinfo =~ s/[^\d\@]//g;
1685 if ( $conf->exists('echeck-nonus') ) {
1686 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1687 $payinfo = "$1\@$2";
1689 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1690 $payinfo = "$1\@$2";
1692 $self->payinfo($payinfo);
1695 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1697 return 'Banned ACH account: banned on '.
1698 time2str('%a %h %o at %r', $ban->_date).
1699 ' by '. $ban->otaker.
1700 ' (ban# '. $ban->bannum. ')';
1703 } elsif ( $self->payby eq 'LECB' ) {
1705 my $payinfo = $self->payinfo;
1706 $payinfo =~ s/\D//g;
1707 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1709 $self->payinfo($payinfo);
1712 } elsif ( $self->payby eq 'BILL' ) {
1714 $error = $self->ut_textn('payinfo');
1715 return "Illegal P.O. number: ". $self->payinfo if $error;
1718 } elsif ( $self->payby eq 'COMP' ) {
1720 my $curuser = $FS::CurrentUser::CurrentUser;
1721 if ( ! $self->custnum
1722 && ! $curuser->access_right('Complimentary customer')
1725 return "You are not permitted to create complimentary accounts."
1728 $error = $self->ut_textn('payinfo');
1729 return "Illegal comp account issuer: ". $self->payinfo if $error;
1732 } elsif ( $self->payby eq 'PREPAY' ) {
1734 my $payinfo = $self->payinfo;
1735 $payinfo =~ s/\W//g; #anything else would just confuse things
1736 $self->payinfo($payinfo);
1737 $error = $self->ut_alpha('payinfo');
1738 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1739 return "Unknown prepayment identifier"
1740 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1745 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1746 return "Expiration date required"
1747 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1751 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1752 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1753 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1754 ( $m, $y ) = ( $3, "20$2" );
1756 return "Illegal expiration date: ". $self->paydate;
1758 $self->paydate("$y-$m-01");
1759 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1760 return gettext('expired_card')
1762 && !$ignore_expired_card
1763 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1766 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1767 ( ! $conf->exists('require_cardname')
1768 || $self->payby !~ /^(CARD|DCRD)$/ )
1770 $self->payname( $self->first. " ". $self->getfield('last') );
1772 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1773 or return gettext('illegal_name'). " payname: ". $self->payname;
1777 foreach my $flag (qw( tax spool_cdr squelch_cdr )) {
1778 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1782 $self->otaker(getotaker) unless $self->otaker;
1784 warn "$me check AFTER: \n". $self->_dump
1787 $self->SUPER::check;
1792 Returns a list of fields which have ship_ duplicates.
1797 qw( last first company
1798 address1 address2 city county state zip country
1803 =item has_ship_address
1805 Returns true if this customer record has a separate shipping address.
1809 sub has_ship_address {
1811 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1814 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1816 Returns all packages (see L<FS::cust_pkg>) for this customer.
1822 my $extra_qsearch = ref($_[0]) ? shift : {};
1824 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1827 if ( $self->{'_pkgnum'} ) {
1828 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1830 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1833 sort sort_packages @cust_pkg;
1838 Synonym for B<all_pkgs>.
1843 shift->all_pkgs(@_);
1848 Returns all locations (see L<FS::cust_location>) for this customer.
1854 qsearch('cust_location', { 'custnum' => $self->custnum } );
1857 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1859 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1863 sub ncancelled_pkgs {
1865 my $extra_qsearch = ref($_[0]) ? shift : {};
1867 return $self->num_ncancelled_pkgs unless wantarray;
1870 if ( $self->{'_pkgnum'} ) {
1872 warn "$me ncancelled_pkgs: returning cached objects"
1875 @cust_pkg = grep { ! $_->getfield('cancel') }
1876 values %{ $self->{'_pkgnum'}->cache };
1880 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1881 $self->custnum. "\n"
1884 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1886 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1890 sort sort_packages @cust_pkg;
1896 my $extra_qsearch = ref($_[0]) ? shift : {};
1898 $extra_qsearch->{'select'} ||= '*';
1899 $extra_qsearch->{'select'} .=
1900 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
1904 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
1909 'table' => 'cust_pkg',
1910 'hashref' => { 'custnum' => $self->custnum },
1915 # This should be generalized to use config options to determine order.
1918 if ( $a->get('cancel') xor $b->get('cancel') ) {
1919 return -1 if $b->get('cancel');
1920 return 1 if $a->get('cancel');
1921 #shouldn't get here...
1924 my $a_num_cust_svc = $a->num_cust_svc;
1925 my $b_num_cust_svc = $b->num_cust_svc;
1926 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
1927 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
1928 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
1929 my @a_cust_svc = $a->cust_svc;
1930 my @b_cust_svc = $b->cust_svc;
1931 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1936 =item suspended_pkgs
1938 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1942 sub suspended_pkgs {
1944 grep { $_->susp } $self->ncancelled_pkgs;
1947 =item unflagged_suspended_pkgs
1949 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1950 customer (thouse packages without the `manual_flag' set).
1954 sub unflagged_suspended_pkgs {
1956 return $self->suspended_pkgs
1957 unless dbdef->table('cust_pkg')->column('manual_flag');
1958 grep { ! $_->manual_flag } $self->suspended_pkgs;
1961 =item unsuspended_pkgs
1963 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1968 sub unsuspended_pkgs {
1970 grep { ! $_->susp } $self->ncancelled_pkgs;
1973 =item num_cancelled_pkgs
1975 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1980 sub num_cancelled_pkgs {
1981 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1984 sub num_ncancelled_pkgs {
1985 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1989 my( $self ) = shift;
1990 my $sql = scalar(@_) ? shift : '';
1991 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1992 my $sth = dbh->prepare(
1993 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1994 ) or die dbh->errstr;
1995 $sth->execute($self->custnum) or die $sth->errstr;
1996 $sth->fetchrow_arrayref->[0];
2001 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2002 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2003 on success or a list of errors.
2009 grep { $_->unsuspend } $self->suspended_pkgs;
2014 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2016 Returns a list: an empty list on success or a list of errors.
2022 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2025 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2027 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2028 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2029 of a list of pkgparts; the hashref has the following keys:
2033 =item pkgparts - listref of pkgparts
2035 =item (other options are passed to the suspend method)
2040 Returns a list: an empty list on success or a list of errors.
2044 sub suspend_if_pkgpart {
2046 my (@pkgparts, %opt);
2047 if (ref($_[0]) eq 'HASH'){
2048 @pkgparts = @{$_[0]{pkgparts}};
2053 grep { $_->suspend(%opt) }
2054 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2055 $self->unsuspended_pkgs;
2058 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2060 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2061 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2062 instead of a list of pkgparts; the hashref has the following keys:
2066 =item pkgparts - listref of pkgparts
2068 =item (other options are passed to the suspend method)
2072 Returns a list: an empty list on success or a list of errors.
2076 sub suspend_unless_pkgpart {
2078 my (@pkgparts, %opt);
2079 if (ref($_[0]) eq 'HASH'){
2080 @pkgparts = @{$_[0]{pkgparts}};
2085 grep { $_->suspend(%opt) }
2086 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2087 $self->unsuspended_pkgs;
2090 =item cancel [ OPTION => VALUE ... ]
2092 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2094 Available options are:
2098 =item quiet - can be set true to supress email cancellation notices.
2100 =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.
2102 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2106 Always returns a list: an empty list on success or a list of errors.
2111 my( $self, %opt ) = @_;
2113 warn "$me cancel called on customer ". $self->custnum. " with options ".
2114 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2117 return ( 'access denied' )
2118 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2120 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2122 #should try decryption (we might have the private key)
2123 # and if not maybe queue a job for the server that does?
2124 return ( "Can't (yet) ban encrypted credit cards" )
2125 if $self->is_encrypted($self->payinfo);
2127 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2128 my $error = $ban->insert;
2129 return ( $error ) if $error;
2133 my @pkgs = $self->ncancelled_pkgs;
2135 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2136 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2139 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2142 sub _banned_pay_hashref {
2153 'payby' => $payby2ban{$self->payby},
2154 'payinfo' => md5_base64($self->payinfo),
2155 #don't ever *search* on reason! #'reason' =>
2161 Returns all notes (see L<FS::cust_main_note>) for this customer.
2168 qsearch( 'cust_main_note',
2169 { 'custnum' => $self->custnum },
2171 'ORDER BY _DATE DESC'
2177 Returns the agent (see L<FS::agent>) for this customer.
2183 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2186 =item bill_and_collect
2188 Cancels and suspends any packages due, generates bills, applies payments and
2191 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2193 Options are passed as name-value pairs. Currently available options are:
2199 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2203 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2207 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2211 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2215 If set true, re-charges setup fees.
2219 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2225 sub bill_and_collect {
2226 my( $self, %options ) = @_;
2232 #$options{actual_time} not $options{time} because freeside-daily -d is for
2233 #pre-printing invoices
2234 my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
2235 $self->ncancelled_pkgs;
2237 foreach my $cust_pkg ( @cancel_pkgs ) {
2238 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2239 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2240 'reason_otaker' => $cpr->otaker
2244 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2245 " for custnum ". $self->custnum. ": $error"
2253 #$options{actual_time} not $options{time} because freeside-daily -d is for
2254 #pre-printing invoices
2257 && ( ( $_->part_pkg->is_prepaid
2259 && $_->bill < $options{actual_time}
2262 && $_->adjourn <= $options{actual_time}
2266 $self->ncancelled_pkgs;
2268 foreach my $cust_pkg ( @susp_pkgs ) {
2269 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2270 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2271 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2272 'reason_otaker' => $cpr->otaker
2277 warn "Error suspending package ". $cust_pkg->pkgnum.
2278 " for custnum ". $self->custnum. ": $error"
2286 my $error = $self->bill( %options );
2287 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2289 $self->apply_payments_and_credits;
2291 $error = $self->collect( %options );
2292 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2298 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2299 conjunction with the collect method by calling B<bill_and_collect>.
2301 If there is an error, returns the error, otherwise returns false.
2303 Options are passed as name-value pairs. Currently available options are:
2309 If set true, re-charges setup fees.
2313 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2317 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2321 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2323 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2327 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2334 my( $self, %options ) = @_;
2335 return '' if $self->payby eq 'COMP';
2336 warn "$me bill customer ". $self->custnum. "\n"
2339 my $time = $options{'time'} || time;
2340 my $invoice_time = $options{'invoice_time'} || $time;
2343 local $SIG{HUP} = 'IGNORE';
2344 local $SIG{INT} = 'IGNORE';
2345 local $SIG{QUIT} = 'IGNORE';
2346 local $SIG{TERM} = 'IGNORE';
2347 local $SIG{TSTP} = 'IGNORE';
2348 local $SIG{PIPE} = 'IGNORE';
2350 my $oldAutoCommit = $FS::UID::AutoCommit;
2351 local $FS::UID::AutoCommit = 0;
2354 $self->select_for_update; #mutex
2356 my @cust_bill_pkg = ();
2359 # find the packages which are due for billing, find out how much they are
2360 # & generate invoice database.
2363 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2365 my @precommit_hooks = ();
2367 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2368 foreach my $cust_pkg (@cust_pkgs) {
2370 #NO!! next if $cust_pkg->cancel;
2371 next if $cust_pkg->getfield('cancel');
2373 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2375 #? to avoid use of uninitialized value errors... ?
2376 $cust_pkg->setfield('bill', '')
2377 unless defined($cust_pkg->bill);
2379 #my $part_pkg = $cust_pkg->part_pkg;
2381 my $real_pkgpart = $cust_pkg->pkgpart;
2382 my %hash = $cust_pkg->hash;
2384 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2386 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2389 $self->_make_lines( 'part_pkg' => $part_pkg,
2390 'cust_pkg' => $cust_pkg,
2391 'precommit_hooks' => \@precommit_hooks,
2392 'line_items' => \@cust_bill_pkg,
2393 'setup' => \$total_setup,
2394 'recur' => \$total_recur,
2395 'tax_matrix' => \%taxlisthash,
2397 'options' => \%options,
2400 $dbh->rollback if $oldAutoCommit;
2404 } #foreach my $part_pkg
2406 } #foreach my $cust_pkg
2408 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2409 #but do commit any package date cycling that happened
2410 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2414 my $postal_pkg = $self->charge_postal_fee();
2415 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2416 $dbh->rollback if $oldAutoCommit;
2417 return "can't charge postal invoice fee for customer ".
2418 $self->custnum. ": $postal_pkg";
2421 ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2422 !$conf->exists('postal_invoice-recurring_only')
2426 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2428 $self->_make_lines( 'part_pkg' => $part_pkg,
2429 'cust_pkg' => $postal_pkg,
2430 'precommit_hooks' => \@precommit_hooks,
2431 'line_items' => \@cust_bill_pkg,
2432 'setup' => \$total_setup,
2433 'recur' => \$total_recur,
2434 'tax_matrix' => \%taxlisthash,
2436 'options' => \%options,
2439 $dbh->rollback if $oldAutoCommit;
2445 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2447 # keys are tax names (as printed on invoices / itemdesc )
2448 # values are listrefs of taxlisthash keys (internal identifiers)
2451 # keys are taxlisthash keys (internal identifiers)
2452 # values are (cumulative) amounts
2455 # keys are taxlisthash keys (internal identifiers)
2456 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2457 my %tax_location = ();
2459 foreach my $tax ( keys %taxlisthash ) {
2460 my $tax_object = shift @{ $taxlisthash{$tax} };
2461 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2462 my $hashref_or_error =
2463 $tax_object->taxline( $taxlisthash{$tax},
2464 'custnum' => $self->custnum,
2465 'invoice_time' => $invoice_time
2467 unless ( ref($hashref_or_error) ) {
2468 $dbh->rollback if $oldAutoCommit;
2469 return $hashref_or_error;
2471 unshift @{ $taxlisthash{$tax} }, $tax_object;
2473 my $name = $hashref_or_error->{'name'};
2474 my $amount = $hashref_or_error->{'amount'};
2476 #warn "adding $amount as $name\n";
2477 $taxname{ $name } ||= [];
2478 push @{ $taxname{ $name } }, $tax;
2480 $tax{ $tax } += $amount;
2482 $tax_location{ $tax } ||= [];
2483 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2484 push @{ $tax_location{ $tax } },
2486 'taxnum' => $tax_object->taxnum,
2487 'taxtype' => ref($tax_object),
2488 'pkgnum' => $tax_object->get('pkgnum'),
2489 'locationnum' => $tax_object->get('locationnum'),
2490 'amount' => sprintf('%.2f', $amount ),
2496 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2497 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2498 foreach my $tax ( keys %taxlisthash ) {
2499 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2500 next unless ref($_) eq 'FS::cust_bill_pkg'; # shouldn't happen
2502 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2503 splice( @{ $_->_cust_tax_exempt_pkg } );
2507 #some taxes are taxed
2510 warn "finding taxed taxes...\n" if $DEBUG > 2;
2511 foreach my $tax ( keys %taxlisthash ) {
2512 my $tax_object = shift @{ $taxlisthash{$tax} };
2513 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
2515 next unless $tax_object->can('tax_on_tax');
2517 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
2518 my $totname = ref( $tot ). ' '. $tot->taxnum;
2520 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
2522 next unless exists( $taxlisthash{ $totname } ); # only increase
2524 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
2525 if ( exists( $totlisthash{ $totname } ) ) {
2526 push @{ $totlisthash{ $totname } }, $tax{ $tax };
2528 $totlisthash{ $totname } = [ $tot, $tax{ $tax } ];
2533 warn "having a look at taxed taxes...\n" if $DEBUG > 2;
2534 foreach my $tax ( keys %totlisthash ) {
2535 my $tax_object = shift @{ $totlisthash{$tax} };
2536 warn "found previously found taxed tax ". $tax_object->taxname. "\n"
2538 my $hashref_or_error =
2539 $tax_object->taxline( $totlisthash{$tax},
2540 'custnum' => $self->custnum,
2541 'invoice_time' => $invoice_time
2543 unless (ref($hashref_or_error)) {
2544 $dbh->rollback if $oldAutoCommit;
2545 return $hashref_or_error;
2548 warn "adding taxed tax amount ". $hashref_or_error->{'amount'}.
2549 " as ". $tax_object->taxname. "\n"
2551 $tax{ $tax } += $hashref_or_error->{'amount'};
2554 #consolidate and create tax line items
2555 warn "consolidating and generating...\n" if $DEBUG > 2;
2556 foreach my $taxname ( keys %taxname ) {
2559 my @cust_bill_pkg_tax_location = ();
2560 warn "adding $taxname\n" if $DEBUG > 1;
2561 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2562 next if $seen{$taxitem}++;
2563 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2564 $tax += $tax{$taxitem};
2565 push @cust_bill_pkg_tax_location,
2566 map { new FS::cust_bill_pkg_tax_location $_ }
2567 @{ $tax_location{ $taxitem } };
2571 $tax = sprintf('%.2f', $tax );
2572 $total_setup = sprintf('%.2f', $total_setup+$tax );
2574 push @cust_bill_pkg, new FS::cust_bill_pkg {
2580 'itemdesc' => $taxname,
2581 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2586 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2588 #create the new invoice
2589 my $cust_bill = new FS::cust_bill ( {
2590 'custnum' => $self->custnum,
2591 '_date' => ( $invoice_time ),
2592 'charged' => $charged,
2594 my $error = $cust_bill->insert;
2596 $dbh->rollback if $oldAutoCommit;
2597 return "can't create invoice for customer #". $self->custnum. ": $error";
2600 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2601 $cust_bill_pkg->invnum($cust_bill->invnum);
2602 my $error = $cust_bill_pkg->insert;
2604 $dbh->rollback if $oldAutoCommit;
2605 return "can't create invoice line item: $error";
2610 foreach my $hook ( @precommit_hooks ) {
2612 &{$hook}; #($self) ?
2615 $dbh->rollback if $oldAutoCommit;
2616 return "$@ running precommit hook $hook\n";
2620 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2626 my ($self, %params) = @_;
2628 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2629 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2630 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2631 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2632 my $total_setup = $params{setup} or die "no setup accumulator specified";
2633 my $total_recur = $params{recur} or die "no recur accumulator specified";
2634 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2635 my $time = $params{'time'} or die "no time specified";
2636 my (%options) = %{$params{options}}; #hmmm only for 'resetup'
2639 my $real_pkgpart = $cust_pkg->pkgpart;
2640 my %hash = $cust_pkg->hash;
2641 my $old_cust_pkg = new FS::cust_pkg \%hash;
2647 $cust_pkg->pkgpart($part_pkg->pkgpart);
2655 if ( ! $cust_pkg->setup &&
2657 ( $conf->exists('disable_setup_suspended_pkgs') &&
2658 ! $cust_pkg->getfield('susp')
2659 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2661 || $options{'resetup'}
2664 warn " bill setup\n" if $DEBUG > 1;
2667 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2668 return "$@ running calc_setup for $cust_pkg\n"
2671 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2673 $cust_pkg->setfield('setup', $time)
2674 unless $cust_pkg->setup;
2675 #do need it, but it won't get written to the db
2676 #|| $cust_pkg->pkgpart != $real_pkgpart;
2681 # bill recurring fee
2684 #XXX unit stuff here too
2688 if ( ! $cust_pkg->getfield('susp') and
2689 ( $part_pkg->getfield('freq') ne '0' &&
2690 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2692 || ( $part_pkg->plan eq 'voip_cdr'
2693 && $part_pkg->option('bill_every_call')
2697 # XXX should this be a package event? probably. events are called
2698 # at collection time at the moment, though...
2699 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2700 if $part_pkg->can('reset_usage');
2701 #don't want to reset usage just cause we want a line item??
2702 #&& $part_pkg->pkgpart == $real_pkgpart;
2704 warn " bill recur\n" if $DEBUG > 1;
2707 # XXX shared with $recur_prog
2708 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2710 #over two params! lets at least switch to a hashref for the rest...
2711 my $increment_next_bill = ( $part_pkg->freq ne '0'
2712 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2714 my %param = ( 'precommit_hooks' => $precommit_hooks,
2715 'increment_next_bill' => $increment_next_bill,
2718 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2719 return "$@ running calc_recur for $cust_pkg\n"
2722 if ( $increment_next_bill ) {
2724 my $next_bill = $part_pkg->add_freq($sdate);
2725 return "unparsable frequency: ". $part_pkg->freq
2726 if $next_bill == -1;
2728 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2729 # only for figuring next bill date, nothing else, so, reset $sdate again
2731 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2732 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2733 $cust_pkg->last_bill($sdate);
2735 $cust_pkg->setfield('bill', $next_bill );
2741 warn "\$setup is undefined" unless defined($setup);
2742 warn "\$recur is undefined" unless defined($recur);
2743 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2746 # If there's line items, create em cust_bill_pkg records
2747 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2752 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2753 # hmm.. and if just the options are modified in some weird price plan?
2755 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2758 my $error = $cust_pkg->replace( $old_cust_pkg,
2759 'options' => { $cust_pkg->options },
2761 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2762 if $error; #just in case
2765 $setup = sprintf( "%.2f", $setup );
2766 $recur = sprintf( "%.2f", $recur );
2767 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2768 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2770 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2771 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2774 if ( $setup != 0 || $recur != 0 ) {
2776 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2779 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2781 warn " adding customer package invoice detail: $_\n"
2782 foreach @cust_pkg_detail;
2784 push @details, @cust_pkg_detail;
2786 my $cust_bill_pkg = new FS::cust_bill_pkg {
2787 'pkgnum' => $cust_pkg->pkgnum,
2789 'unitsetup' => $unitsetup,
2791 'unitrecur' => $unitrecur,
2792 'quantity' => $cust_pkg->quantity,
2793 'details' => \@details,
2796 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2797 $cust_bill_pkg->sdate( $hash{last_bill} );
2798 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2799 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2800 $cust_bill_pkg->sdate( $sdate );
2801 $cust_bill_pkg->edate( $cust_pkg->bill );
2804 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2805 unless $part_pkg->pkgpart == $real_pkgpart;
2807 $$total_setup += $setup;
2808 $$total_recur += $recur;
2815 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg);
2816 return $error if $error;
2818 push @$cust_bill_pkgs, $cust_bill_pkg;
2820 } #if $setup != 0 || $recur != 0
2830 my $part_pkg = shift;
2831 my $taxlisthash = shift;
2832 my $cust_bill_pkg = shift;
2833 my $cust_pkg = shift;
2835 my %cust_bill_pkg = ();
2839 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
2840 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
2841 push @classes, 'setup' if $cust_bill_pkg->setup;
2842 push @classes, 'recur' if $cust_bill_pkg->recur;
2844 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
2846 if ( $conf->exists('enable_taxproducts')
2847 && ( scalar($part_pkg->part_pkg_taxoverride)
2848 || $part_pkg->has_taxproduct
2853 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2854 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
2857 foreach my $class (@classes) {
2858 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
2859 return $err_or_ref unless ref($err_or_ref);
2860 $taxes{$class} = $err_or_ref;
2863 unless (exists $taxes{''}) {
2864 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
2865 return $err_or_ref unless ref($err_or_ref);
2866 $taxes{''} = $err_or_ref;
2871 my @loc_keys = qw( state county country );
2873 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2874 my $cust_location = $cust_pkg->cust_location;
2875 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
2878 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2881 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
2884 $taxhash{'taxclass'} = $part_pkg->taxclass;
2886 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2888 my %taxhash_elim = %taxhash;
2890 my @elim = qw( taxclass county state );
2891 while ( !scalar(@taxes) && scalar(@elim) ) {
2892 $taxhash_elim{ shift(@elim) } = '';
2893 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
2896 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2898 $_->set('pkgnum', $cust_pkg->pkgnum );
2899 $_->set('locationnum', $cust_pkg->locationnum );
2903 $taxes{''} = [ @taxes ];
2904 $taxes{'setup'} = [ @taxes ];
2905 $taxes{'recur'} = [ @taxes ];
2906 $taxes{$_} = [ @taxes ] foreach (@classes);
2908 # maybe eliminate this entirely, along with all the 0% records
2911 "fatal: can't find tax rate for state/county/country/taxclass ".
2912 join('/', map $taxhash{$_}, qw(state county country taxclass) );
2915 } #if $conf->exists('enable_taxproducts') ...
2920 if ( $conf->exists('separate_usage') ) {
2921 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
2922 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
2923 push @display, new FS::cust_bill_pkg_display { type => 'S' };
2924 push @display, new FS::cust_bill_pkg_display { type => 'R' };
2925 push @display, new FS::cust_bill_pkg_display { type => 'U',
2928 if ($section && $summary) {
2929 $display[2]->post_total('Y');
2930 push @display, new FS::cust_bill_pkg_display { type => 'U',
2935 $cust_bill_pkg->set('display', \@display);
2937 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
2938 foreach my $key (keys %tax_cust_bill_pkg) {
2939 my @taxes = @{ $taxes{$key} || [] };
2940 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
2942 foreach my $tax ( @taxes ) {
2944 my $taxname = ref( $tax ). ' '. $tax->taxnum;
2945 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
2946 # ' locationnum'. $cust_pkg->locationnum
2947 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
2949 if ( exists( $taxlisthash->{ $taxname } ) ) {
2950 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
2952 $taxlisthash->{ $taxname } = [ $tax, $tax_cust_bill_pkg ];
2962 my $part_pkg = shift;
2966 my $geocode = $self->geocode('cch');
2968 my @taxclassnums = map { $_->taxclassnum }
2969 $part_pkg->part_pkg_taxoverride($class);
2971 unless (@taxclassnums) {
2972 @taxclassnums = map { $_->taxclassnum }
2973 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
2975 warn "Found taxclassnum values of ". join(',', @taxclassnums)
2980 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
2982 @taxes = qsearch({ 'table' => 'tax_rate',
2983 'hashref' => { 'geocode' => $geocode, },
2984 'extra_sql' => $extra_sql,
2986 if scalar(@taxclassnums);
2988 warn "Found taxes ".
2989 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
2996 =item collect OPTIONS
2998 (Attempt to) collect money for this customer's outstanding invoices (see
2999 L<FS::cust_bill>). Usually used after the bill method.
3001 Actions are now triggered by billing events; see L<FS::part_event> and the
3002 billing events web interface. Old-style invoice events (see
3003 L<FS::part_bill_event>) have been deprecated.
3005 If there is an error, returns the error, otherwise returns false.
3007 Options are passed as name-value pairs.
3009 Currently available options are:
3015 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3019 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3023 set true to surpress email card/ACH decline notices.
3027 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3031 allows for one time override of normal customer billing method
3035 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3043 my( $self, %options ) = @_;
3044 my $invoice_time = $options{'invoice_time'} || time;
3047 local $SIG{HUP} = 'IGNORE';
3048 local $SIG{INT} = 'IGNORE';
3049 local $SIG{QUIT} = 'IGNORE';
3050 local $SIG{TERM} = 'IGNORE';
3051 local $SIG{TSTP} = 'IGNORE';
3052 local $SIG{PIPE} = 'IGNORE';
3054 my $oldAutoCommit = $FS::UID::AutoCommit;
3055 local $FS::UID::AutoCommit = 0;
3058 $self->select_for_update; #mutex
3061 my $balance = $self->balance;
3062 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3065 if ( exists($options{'retry_card'}) ) {
3066 carp 'retry_card option passed to collect is deprecated; use retry';
3067 $options{'retry'} ||= $options{'retry_card'};
3069 if ( exists($options{'retry'}) && $options{'retry'} ) {
3070 my $error = $self->retry_realtime;
3072 $dbh->rollback if $oldAutoCommit;
3077 # false laziness w/pay_batch::import_results
3079 my $due_cust_event = $self->due_cust_event(
3080 'debug' => ( $options{'debug'} || 0 ),
3081 'time' => $invoice_time,
3082 'check_freq' => $options{'check_freq'},
3084 unless( ref($due_cust_event) ) {
3085 $dbh->rollback if $oldAutoCommit;
3086 return $due_cust_event;
3089 foreach my $cust_event ( @$due_cust_event ) {
3093 #re-eval event conditions (a previous event could have changed things)
3094 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
3095 #don't leave stray "new/locked" records around
3096 my $error = $cust_event->delete;
3098 #gah, even with transactions
3099 $dbh->commit if $oldAutoCommit; #well.
3106 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3107 warn " running cust_event ". $cust_event->eventnum. "\n"
3111 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3112 if ( my $error = $cust_event->do_event() ) {
3113 #XXX wtf is this? figure out a proper dealio with return value
3115 # gah, even with transactions.
3116 $dbh->commit if $oldAutoCommit; #well.
3123 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3128 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3130 Inserts database records for and returns an ordered listref of new events due
3131 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3132 events are due, an empty listref is returned. If there is an error, returns a
3133 scalar error message.
3135 To actually run the events, call each event's test_condition method, and if
3136 still true, call the event's do_event method.
3138 Options are passed as a hashref or as a list of name-value pairs. Available
3145 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3149 "Current time" for the events.
3153 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3157 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3161 Explicitly pass the objects to be tested (typically used with eventtable).
3165 Set to true to return the objects, but not actually insert them into the
3172 sub due_cust_event {
3174 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3177 #my $DEBUG = $opt{'debug'}
3178 local($DEBUG) = $opt{'debug'}
3179 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3181 warn "$me due_cust_event called with options ".
3182 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3185 $opt{'time'} ||= time;
3187 local $SIG{HUP} = 'IGNORE';
3188 local $SIG{INT} = 'IGNORE';
3189 local $SIG{QUIT} = 'IGNORE';
3190 local $SIG{TERM} = 'IGNORE';
3191 local $SIG{TSTP} = 'IGNORE';
3192 local $SIG{PIPE} = 'IGNORE';
3194 my $oldAutoCommit = $FS::UID::AutoCommit;
3195 local $FS::UID::AutoCommit = 0;
3198 $self->select_for_update #mutex
3199 unless $opt{testonly};
3202 # 1: find possible events (initial search)
3205 my @cust_event = ();
3207 my @eventtable = $opt{'eventtable'}
3208 ? ( $opt{'eventtable'} )
3209 : FS::part_event->eventtables_runorder;
3211 foreach my $eventtable ( @eventtable ) {
3214 if ( $opt{'objects'} ) {
3216 @objects = @{ $opt{'objects'} };
3220 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3221 @objects = ( $eventtable eq 'cust_main' )
3223 : ( $self->$eventtable() );
3227 my @e_cust_event = ();
3229 my $cross = "CROSS JOIN $eventtable";
3230 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3231 unless $eventtable eq 'cust_main';
3233 foreach my $object ( @objects ) {
3235 #this first search uses the condition_sql magic for optimization.
3236 #the more possible events we can eliminate in this step the better
3238 my $cross_where = '';
3239 my $pkey = $object->primary_key;
3240 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3242 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3244 FS::part_event_condition->where_conditions_sql( $eventtable,
3245 'time'=>$opt{'time'}
3247 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3249 $extra_sql = "AND $extra_sql" if $extra_sql;
3251 #here is the agent virtualization
3252 $extra_sql .= " AND ( part_event.agentnum IS NULL
3253 OR part_event.agentnum = ". $self->agentnum. ' )';
3255 $extra_sql .= " $order";
3257 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3258 if $opt{'debug'} > 2;
3259 my @part_event = qsearch( {
3260 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3261 'select' => 'part_event.*',
3262 'table' => 'part_event',
3263 'addl_from' => "$cross $join",
3264 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3265 'eventtable' => $eventtable,
3268 'extra_sql' => "AND $cross_where $extra_sql",
3272 my $pkey = $object->primary_key;
3273 warn " ". scalar(@part_event).
3274 " possible events found for $eventtable ". $object->$pkey(). "\n";
3277 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3281 warn " ". scalar(@e_cust_event).
3282 " subtotal possible cust events found for $eventtable\n"
3285 push @cust_event, @e_cust_event;
3289 warn " ". scalar(@cust_event).
3290 " total possible cust events found in initial search\n"
3294 # 2: test conditions
3299 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3300 'stats_hashref' => \%unsat ),
3303 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3306 warn " invalid conditions not eliminated with condition_sql:\n".
3307 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3314 unless( $opt{testonly} ) {
3315 foreach my $cust_event ( @cust_event ) {
3317 my $error = $cust_event->insert();
3319 $dbh->rollback if $oldAutoCommit;
3326 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3332 warn " returning events: ". Dumper(@cust_event). "\n"
3339 =item retry_realtime
3341 Schedules realtime / batch credit card / electronic check / LEC billing
3342 events for for retry. Useful if card information has changed or manual
3343 retry is desired. The 'collect' method must be called to actually retry
3346 Implementation details: For either this customer, or for each of this
3347 customer's open invoices, changes the status of the first "done" (with
3348 statustext error) realtime processing event to "failed".
3352 sub retry_realtime {
3355 local $SIG{HUP} = 'IGNORE';
3356 local $SIG{INT} = 'IGNORE';
3357 local $SIG{QUIT} = 'IGNORE';
3358 local $SIG{TERM} = 'IGNORE';
3359 local $SIG{TSTP} = 'IGNORE';
3360 local $SIG{PIPE} = 'IGNORE';
3362 my $oldAutoCommit = $FS::UID::AutoCommit;
3363 local $FS::UID::AutoCommit = 0;
3366 #a little false laziness w/due_cust_event (not too bad, really)
3368 my $join = FS::part_event_condition->join_conditions_sql;
3369 my $order = FS::part_event_condition->order_conditions_sql;
3372 . join ( ' OR ' , map {
3373 "( part_event.eventtable = " . dbh->quote($_)
3374 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3375 } FS::part_event->eventtables)
3378 #here is the agent virtualization
3379 my $agent_virt = " ( part_event.agentnum IS NULL
3380 OR part_event.agentnum = ". $self->agentnum. ' )';
3382 #XXX this shouldn't be hardcoded, actions should declare it...
3383 my @realtime_events = qw(
3384 cust_bill_realtime_card
3385 cust_bill_realtime_check
3386 cust_bill_realtime_lec
3390 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3395 my @cust_event = qsearchs({
3396 'table' => 'cust_event',
3397 'select' => 'cust_event.*',
3398 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3399 'hashref' => { 'status' => 'done' },
3400 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3401 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3404 my %seen_invnum = ();
3405 foreach my $cust_event (@cust_event) {
3407 #max one for the customer, one for each open invoice
3408 my $cust_X = $cust_event->cust_X;
3409 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3413 or $cust_event->part_event->eventtable eq 'cust_bill'
3416 my $error = $cust_event->retry;
3418 $dbh->rollback if $oldAutoCommit;
3419 return "error scheduling event for retry: $error";
3424 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3429 # some horrid false laziness here to avoid refactor fallout
3430 # eventually realtime realtime_bop and realtime_refund_bop should go
3431 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3433 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3435 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3436 via a Business::OnlinePayment realtime gateway. See
3437 L<http://420.am/business-onlinepayment> for supported gateways.
3439 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3441 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3443 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3444 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3445 if set, will override the value from the customer record.
3447 I<description> is a free-text field passed to the gateway. It defaults to
3448 "Internet services".
3450 If an I<invnum> is specified, this payment (if successful) is applied to the
3451 specified invoice. If you don't specify an I<invnum> you might want to
3452 call the B<apply_payments> method.
3454 I<quiet> can be set true to surpress email decline notices.
3456 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3457 resulting paynum, if any.
3459 I<payunique> is a unique identifier for this payment.
3461 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3468 return $self->_new_realtime_bop(@_)
3469 if $self->_new_bop_required();
3471 my( $method, $amount, %options ) = @_;
3473 warn "$me realtime_bop: $method $amount\n";
3474 warn " $_ => $options{$_}\n" foreach keys %options;
3477 $options{'description'} ||= 'Internet services';
3479 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3481 eval "use Business::OnlinePayment";
3484 my $payinfo = exists($options{'payinfo'})
3485 ? $options{'payinfo'}
3488 my %method2payby = (
3495 # check for banned credit card/ACH
3498 my $ban = qsearchs('banned_pay', {
3499 'payby' => $method2payby{$method},
3500 'payinfo' => md5_base64($payinfo),
3502 return "Banned credit card" if $ban;
3509 if ( $options{'invnum'} ) {
3510 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3511 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3513 map { $_->part_pkg->taxclass }
3515 map { $_->cust_pkg }
3516 $cust_bill->cust_bill_pkg;
3517 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
3518 #different taxclasses
3519 $taxclass = $taxclasses[0];
3523 #look for an agent gateway override first
3525 if ( $method eq 'CC' ) {
3526 $cardtype = cardtype($payinfo);
3527 } elsif ( $method eq 'ECHECK' ) {
3530 $cardtype = $method;
3534 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3535 cardtype => $cardtype,
3536 taxclass => $taxclass, } )
3537 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3539 taxclass => $taxclass, } )
3540 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3541 cardtype => $cardtype,
3543 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3545 taxclass => '', } );
3547 my $payment_gateway = '';
3548 my( $processor, $login, $password, $action, @bop_options );
3549 if ( $override ) { #use a payment gateway override
3551 $payment_gateway = $override->payment_gateway;
3553 $processor = $payment_gateway->gateway_module;
3554 $login = $payment_gateway->gateway_username;
3555 $password = $payment_gateway->gateway_password;
3556 $action = $payment_gateway->gateway_action;
3557 @bop_options = $payment_gateway->options;
3559 } else { #use the standard settings from the config
3561 ( $processor, $login, $password, $action, @bop_options ) =
3562 $self->default_payment_gateway($method);
3570 my $address = exists($options{'address1'})
3571 ? $options{'address1'}
3573 my $address2 = exists($options{'address2'})
3574 ? $options{'address2'}
3576 $address .= ", ". $address2 if length($address2);
3578 my $o_payname = exists($options{'payname'})
3579 ? $options{'payname'}
3581 my($payname, $payfirst, $paylast);
3582 if ( $o_payname && $method ne 'ECHECK' ) {
3583 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3584 or return "Illegal payname $payname";
3585 ($payfirst, $paylast) = ($1, $2);
3587 $payfirst = $self->getfield('first');
3588 $paylast = $self->getfield('last');
3589 $payname = "$payfirst $paylast";
3592 my @invoicing_list = $self->invoicing_list_emailonly;
3593 if ( $conf->exists('emailinvoiceautoalways')
3594 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3595 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3596 push @invoicing_list, $self->all_emails;
3599 my $email = ($conf->exists('business-onlinepayment-email-override'))
3600 ? $conf->config('business-onlinepayment-email-override')
3601 : $invoicing_list[0];
3605 my $payip = exists($options{'payip'})
3608 $content{customer_ip} = $payip
3611 $content{invoice_number} = $options{'invnum'}
3612 if exists($options{'invnum'}) && length($options{'invnum'});
3614 $content{email_customer} =
3615 ( $conf->exists('business-onlinepayment-email_customer')
3616 || $conf->exists('business-onlinepayment-email-override') );
3619 if ( $method eq 'CC' ) {
3621 $content{card_number} = $payinfo;
3622 $paydate = exists($options{'paydate'})
3623 ? $options{'paydate'}
3625 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3626 $content{expiration} = "$2/$1";
3628 my $paycvv = exists($options{'paycvv'})
3629 ? $options{'paycvv'}
3631 $content{cvv2} = $paycvv
3634 my $paystart_month = exists($options{'paystart_month'})
3635 ? $options{'paystart_month'}
3636 : $self->paystart_month;
3638 my $paystart_year = exists($options{'paystart_year'})
3639 ? $options{'paystart_year'}
3640 : $self->paystart_year;
3642 $content{card_start} = "$paystart_month/$paystart_year"
3643 if $paystart_month && $paystart_year;
3645 my $payissue = exists($options{'payissue'})
3646 ? $options{'payissue'}
3648 $content{issue_number} = $payissue if $payissue;
3650 $content{recurring_billing} = 'YES'
3651 if qsearch('cust_pay', { 'custnum' => $self->custnum,
3653 'payinfo' => $payinfo,
3655 || qsearch('cust_pay', { 'custnum' => $self->custnum,
3657 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3661 } elsif ( $method eq 'ECHECK' ) {
3662 ( $content{account_number}, $content{routing_code} ) =
3663 split('@', $payinfo);
3664 $content{bank_name} = $o_payname;
3665 $content{bank_state} = exists($options{'paystate'})
3666 ? $options{'paystate'}
3667 : $self->getfield('paystate');
3668 $content{account_type} = exists($options{'paytype'})
3669 ? uc($options{'paytype'}) || 'CHECKING'
3670 : uc($self->getfield('paytype')) || 'CHECKING';
3671 $content{account_name} = $payname;
3672 $content{customer_org} = $self->company ? 'B' : 'I';
3673 $content{state_id} = exists($options{'stateid'})
3674 ? $options{'stateid'}
3675 : $self->getfield('stateid');
3676 $content{state_id_state} = exists($options{'stateid_state'})
3677 ? $options{'stateid_state'}
3678 : $self->getfield('stateid_state');
3679 $content{customer_ssn} = exists($options{'ss'})
3682 } elsif ( $method eq 'LEC' ) {
3683 $content{phone} = $payinfo;
3687 # run transaction(s)
3690 my $balance = exists( $options{'balance'} )
3691 ? $options{'balance'}
3694 $self->select_for_update; #mutex ... just until we get our pending record in
3696 #the checks here are intended to catch concurrent payments
3697 #double-form-submission prevention is taken care of in cust_pay_pending::check
3700 return "The customer's balance has changed; $method transaction aborted."
3701 if $self->balance < $balance;
3702 #&& $self->balance < $amount; #might as well anyway?
3704 #also check and make sure there aren't *other* pending payments for this cust
3706 my @pending = qsearch('cust_pay_pending', {
3707 'custnum' => $self->custnum,
3708 'status' => { op=>'!=', value=>'done' }
3710 return "A payment is already being processed for this customer (".
3711 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
3712 "); $method transaction aborted."
3713 if scalar(@pending);
3715 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
3717 my $cust_pay_pending = new FS::cust_pay_pending {
3718 'custnum' => $self->custnum,
3719 #'invnum' => $options{'invnum'},
3722 'payby' => $method2payby{$method},
3723 'payinfo' => $payinfo,
3724 'paydate' => $paydate,
3726 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
3728 $cust_pay_pending->payunique( $options{payunique} )
3729 if defined($options{payunique}) && length($options{payunique});
3730 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
3731 return $cpp_new_err if $cpp_new_err;
3733 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3735 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3736 $transaction->content(
3739 'password' => $password,
3740 'action' => $action1,
3741 'description' => $options{'description'},
3742 'amount' => $amount,
3743 #'invoice_number' => $options{'invnum'},
3744 'customer_id' => $self->custnum,
3745 'last_name' => $paylast,
3746 'first_name' => $payfirst,
3748 'address' => $address,
3749 'city' => ( exists($options{'city'})
3752 'state' => ( exists($options{'state'})
3755 'zip' => ( exists($options{'zip'})
3758 'country' => ( exists($options{'country'})
3759 ? $options{'country'}
3761 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
3763 'phone' => $self->daytime || $self->night,
3767 $cust_pay_pending->status('pending');
3768 my $cpp_pending_err = $cust_pay_pending->replace;
3769 return $cpp_pending_err if $cpp_pending_err;
3772 my $BOP_TESTING = 0;
3773 my $BOP_TESTING_SUCCESS = 1;
3775 unless ( $BOP_TESTING ) {
3776 $transaction->submit();
3778 if ( $BOP_TESTING_SUCCESS ) {
3779 $transaction->is_success(1);
3780 $transaction->authorization('fake auth');
3782 $transaction->is_success(0);
3783 $transaction->error_message('fake failure');
3787 if ( $transaction->is_success() && $action2 ) {
3789 $cust_pay_pending->status('authorized');
3790 my $cpp_authorized_err = $cust_pay_pending->replace;
3791 return $cpp_authorized_err if $cpp_authorized_err;
3793 my $auth = $transaction->authorization;
3794 my $ordernum = $transaction->can('order_number')
3795 ? $transaction->order_number
3799 new Business::OnlinePayment( $processor, @bop_options );
3806 password => $password,
3807 order_number => $ordernum,
3809 authorization => $auth,
3810 description => $options{'description'},
3813 foreach my $field (qw( authorization_source_code returned_ACI
3814 transaction_identifier validation_code
3815 transaction_sequence_num local_transaction_date
3816 local_transaction_time AVS_result_code )) {
3817 $capture{$field} = $transaction->$field() if $transaction->can($field);
3820 $capture->content( %capture );
3824 unless ( $capture->is_success ) {
3825 my $e = "Authorization successful but capture failed, custnum #".
3826 $self->custnum. ': '. $capture->result_code.
3827 ": ". $capture->error_message;
3834 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3835 my $cpp_captured_err = $cust_pay_pending->replace;
3836 return $cpp_captured_err if $cpp_captured_err;
3839 # remove paycvv after initial transaction
3842 #false laziness w/misc/process/payment.cgi - check both to make sure working
3844 if ( defined $self->dbdef_table->column('paycvv')
3845 && length($self->paycvv)
3846 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3848 my $error = $self->remove_cvv;
3850 warn "WARNING: error removing cvv: $error\n";
3858 if ( $transaction->is_success() ) {
3861 if ( $payment_gateway ) { # agent override
3862 $paybatch = $payment_gateway->gatewaynum. '-';
3865 $paybatch .= "$processor:". $transaction->authorization;
3867 $paybatch .= ':'. $transaction->order_number
3868 if $transaction->can('order_number')
3869 && length($transaction->order_number);
3871 my $cust_pay = new FS::cust_pay ( {
3872 'custnum' => $self->custnum,
3873 'invnum' => $options{'invnum'},
3876 'payby' => $method2payby{$method},
3877 'payinfo' => $payinfo,
3878 'paybatch' => $paybatch,
3879 'paydate' => $paydate,
3881 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3882 $cust_pay->payunique( $options{payunique} )
3883 if defined($options{payunique}) && length($options{payunique});
3885 my $oldAutoCommit = $FS::UID::AutoCommit;
3886 local $FS::UID::AutoCommit = 0;
3889 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3891 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3894 $cust_pay->invnum(''); #try again with no specific invnum
3895 my $error2 = $cust_pay->insert( $options{'manual'} ?
3896 ( 'manual' => 1 ) : ()
3899 # gah. but at least we have a record of the state we had to abort in
3900 # from cust_pay_pending now.
3901 my $e = "WARNING: $method captured but payment not recorded - ".
3902 "error inserting payment ($processor): $error2".
3903 " (previously tried insert with invnum #$options{'invnum'}" .
3904 ": $error ) - pending payment saved as paypendingnum ".
3905 $cust_pay_pending->paypendingnum. "\n";
3911 if ( $options{'paynum_ref'} ) {
3912 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3915 $cust_pay_pending->status('done');
3916 $cust_pay_pending->statustext('captured');
3917 $cust_pay_pending->paynum($cust_pay->paynum);
3918 my $cpp_done_err = $cust_pay_pending->replace;
3920 if ( $cpp_done_err ) {
3922 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3923 my $e = "WARNING: $method captured but payment not recorded - ".
3924 "error updating status for paypendingnum ".
3925 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3931 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3932 return ''; #no error
3938 my $perror = "$processor error: ". $transaction->error_message;
3940 unless ( $transaction->error_message ) {
3943 if ( $transaction->can('response_page') ) {
3945 'page' => ( $transaction->can('response_page')
3946 ? $transaction->response_page
3949 'code' => ( $transaction->can('response_code')
3950 ? $transaction->response_code
3953 'headers' => ( $transaction->can('response_headers')
3954 ? $transaction->response_headers
3960 "No additional debugging information available for $processor";
3963 $perror .= "No error_message returned from $processor -- ".
3964 ( ref($t_response) ? Dumper($t_response) : $t_response );
3968 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3969 && $conf->exists('emaildecline')
3970 && grep { $_ ne 'POST' } $self->invoicing_list
3971 && ! grep { $transaction->error_message =~ /$_/ }
3972 $conf->config('emaildecline-exclude')
3974 my @templ = $conf->config('declinetemplate');
3975 my $template = new Text::Template (
3977 SOURCE => [ map "$_\n", @templ ],
3978 ) or return "($perror) can't create template: $Text::Template::ERROR";
3979 $template->compile()
3980 or return "($perror) can't compile template: $Text::Template::ERROR";
3982 my $templ_hash = { error => $transaction->error_message };
3984 my $error = send_email(
3985 'from' => $conf->config('invoice_from', $self->agentnum ),
3986 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3987 'subject' => 'Your payment could not be processed',
3988 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3991 $perror .= " (also received error sending decline notification: $error)"
3996 $cust_pay_pending->status('done');
3997 $cust_pay_pending->statustext("declined: $perror");
3998 my $cpp_done_err = $cust_pay_pending->replace;
3999 if ( $cpp_done_err ) {
4000 my $e = "WARNING: $method declined but pending payment not resolved - ".
4001 "error updating status for paypendingnum ".
4002 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4004 $perror = "$e ($perror)";
4012 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4014 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4015 via a Business::OnlinePayment realtime gateway. See
4016 L<http://420.am/business-onlinepayment> for supported gateways.
4018 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4020 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4022 Most gateways require a reference to an original payment transaction to refund,
4023 so you probably need to specify a I<paynum>.
4025 I<amount> defaults to the original amount of the payment if not specified.
4027 I<reason> specifies a reason for the refund.
4029 I<paydate> specifies the expiration date for a credit card overriding the
4030 value from the customer record or the payment record. Specified as yyyy-mm-dd
4032 Implementation note: If I<amount> is unspecified or equal to the amount of the
4033 orignal payment, first an attempt is made to "void" the transaction via
4034 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4035 the normal attempt is made to "refund" ("credit") the transaction via the
4036 gateway is attempted.
4038 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4039 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4040 #if set, will override the value from the customer record.
4042 #If an I<invnum> is specified, this payment (if successful) is applied to the
4043 #specified invoice. If you don't specify an I<invnum> you might want to
4044 #call the B<apply_payments> method.
4048 #some false laziness w/realtime_bop, not enough to make it worth merging
4049 #but some useful small subs should be pulled out
4050 sub realtime_refund_bop {
4053 return $self->_new_realtime_refund_bop(@_)
4054 if $self->_new_bop_required();
4056 my( $method, %options ) = @_;
4058 warn "$me realtime_refund_bop: $method refund\n";
4059 warn " $_ => $options{$_}\n" foreach keys %options;
4062 eval "use Business::OnlinePayment";
4066 # look up the original payment and optionally a gateway for that payment
4070 my $amount = $options{'amount'};
4072 my( $processor, $login, $password, @bop_options ) ;
4073 my( $auth, $order_number ) = ( '', '', '' );
4075 if ( $options{'paynum'} ) {
4077 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4078 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4079 or return "Unknown paynum $options{'paynum'}";
4080 $amount ||= $cust_pay->paid;
4082 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4083 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4084 $cust_pay->paybatch;
4085 my $gatewaynum = '';
4086 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4088 if ( $gatewaynum ) { #gateway for the payment to be refunded
4090 my $payment_gateway =
4091 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4092 die "payment gateway $gatewaynum not found"
4093 unless $payment_gateway;
4095 $processor = $payment_gateway->gateway_module;
4096 $login = $payment_gateway->gateway_username;
4097 $password = $payment_gateway->gateway_password;
4098 @bop_options = $payment_gateway->options;
4100 } else { #try the default gateway
4102 my( $conf_processor, $unused_action );
4103 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4104 $self->default_payment_gateway($method);
4106 return "processor of payment $options{'paynum'} $processor does not".
4107 " match default processor $conf_processor"
4108 unless $processor eq $conf_processor;
4113 } else { # didn't specify a paynum, so look for agent gateway overrides
4114 # like a normal transaction
4117 if ( $method eq 'CC' ) {
4118 $cardtype = cardtype($self->payinfo);
4119 } elsif ( $method eq 'ECHECK' ) {
4122 $cardtype = $method;
4125 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4126 cardtype => $cardtype,
4128 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4130 taxclass => '', } );
4132 if ( $override ) { #use a payment gateway override
4134 my $payment_gateway = $override->payment_gateway;
4136 $processor = $payment_gateway->gateway_module;
4137 $login = $payment_gateway->gateway_username;
4138 $password = $payment_gateway->gateway_password;
4139 #$action = $payment_gateway->gateway_action;
4140 @bop_options = $payment_gateway->options;
4142 } else { #use the standard settings from the config
4145 ( $processor, $login, $password, $unused_action, @bop_options ) =
4146 $self->default_payment_gateway($method);
4151 return "neither amount nor paynum specified" unless $amount;
4156 'password' => $password,
4157 'order_number' => $order_number,
4158 'amount' => $amount,
4159 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4161 $content{authorization} = $auth
4162 if length($auth); #echeck/ACH transactions have an order # but no auth
4163 #(at least with authorize.net)
4165 my $disable_void_after;
4166 if ($conf->exists('disable_void_after')
4167 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4168 $disable_void_after = $1;
4171 #first try void if applicable
4172 if ( $cust_pay && $cust_pay->paid == $amount
4174 ( not defined($disable_void_after) )
4175 || ( time < ($cust_pay->_date + $disable_void_after ) )
4178 warn " attempting void\n" if $DEBUG > 1;
4179 my $void = new Business::OnlinePayment( $processor, @bop_options );
4180 $void->content( 'action' => 'void', %content );
4182 if ( $void->is_success ) {
4183 my $error = $cust_pay->void($options{'reason'});
4185 # gah, even with transactions.
4186 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4187 "error voiding payment: $error";
4191 warn " void successful\n" if $DEBUG > 1;
4196 warn " void unsuccessful, trying refund\n"
4200 my $address = $self->address1;
4201 $address .= ", ". $self->address2 if $self->address2;
4203 my($payname, $payfirst, $paylast);
4204 if ( $self->payname && $method ne 'ECHECK' ) {
4205 $payname = $self->payname;
4206 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4207 or return "Illegal payname $payname";
4208 ($payfirst, $paylast) = ($1, $2);
4210 $payfirst = $self->getfield('first');
4211 $paylast = $self->getfield('last');
4212 $payname = "$payfirst $paylast";
4215 my @invoicing_list = $self->invoicing_list_emailonly;
4216 if ( $conf->exists('emailinvoiceautoalways')
4217 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4218 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4219 push @invoicing_list, $self->all_emails;
4222 my $email = ($conf->exists('business-onlinepayment-email-override'))
4223 ? $conf->config('business-onlinepayment-email-override')
4224 : $invoicing_list[0];
4226 my $payip = exists($options{'payip'})
4229 $content{customer_ip} = $payip
4233 if ( $method eq 'CC' ) {
4236 $content{card_number} = $payinfo = $cust_pay->payinfo;
4237 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4238 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4239 ($content{expiration} = "$2/$1"); # where available
4241 $content{card_number} = $payinfo = $self->payinfo;
4242 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4243 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4244 $content{expiration} = "$2/$1";
4247 } elsif ( $method eq 'ECHECK' ) {
4250 $payinfo = $cust_pay->payinfo;
4252 $payinfo = $self->payinfo;
4254 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4255 $content{bank_name} = $self->payname;
4256 $content{account_type} = 'CHECKING';
4257 $content{account_name} = $payname;
4258 $content{customer_org} = $self->company ? 'B' : 'I';
4259 $content{customer_ssn} = $self->ss;
4260 } elsif ( $method eq 'LEC' ) {
4261 $content{phone} = $payinfo = $self->payinfo;
4265 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4266 my %sub_content = $refund->content(
4267 'action' => 'credit',
4268 'customer_id' => $self->custnum,
4269 'last_name' => $paylast,
4270 'first_name' => $payfirst,
4272 'address' => $address,
4273 'city' => $self->city,
4274 'state' => $self->state,
4275 'zip' => $self->zip,
4276 'country' => $self->country,
4278 'phone' => $self->daytime || $self->night,
4281 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4285 return "$processor error: ". $refund->error_message
4286 unless $refund->is_success();
4288 my %method2payby = (
4294 my $paybatch = "$processor:". $refund->authorization;
4295 $paybatch .= ':'. $refund->order_number
4296 if $refund->can('order_number') && $refund->order_number;
4298 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4299 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4300 last unless @cust_bill_pay;
4301 my $cust_bill_pay = pop @cust_bill_pay;
4302 my $error = $cust_bill_pay->delete;
4306 my $cust_refund = new FS::cust_refund ( {
4307 'custnum' => $self->custnum,
4308 'paynum' => $options{'paynum'},
4309 'refund' => $amount,
4311 'payby' => $method2payby{$method},
4312 'payinfo' => $payinfo,
4313 'paybatch' => $paybatch,
4314 'reason' => $options{'reason'} || 'card or ACH refund',
4316 my $error = $cust_refund->insert;
4318 $cust_refund->paynum(''); #try again with no specific paynum
4319 my $error2 = $cust_refund->insert;
4321 # gah, even with transactions.
4322 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4323 "error inserting refund ($processor): $error2".
4324 " (previously tried insert with paynum #$options{'paynum'}" .
4335 # does the configuration indicate the new bop routines are required?
4337 sub _new_bop_required {
4340 my $botpp = 'Business::OnlineThirdPartyPayment';
4343 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4344 scalar( grep { $_->gateway_namespace eq $botpp }
4345 qsearch( 'payment_gateway', { 'disabled' => '' } )
4354 =item realtime_collect [ OPTION => VALUE ... ]
4356 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4357 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4358 gateway. See L<http://420.am/business-onlinepayment> and
4359 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4361 On failure returns an error message.
4363 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4365 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4367 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4368 then it is deduced from the customer record.
4370 If no I<amount> is specified, then the customer balance is used.
4372 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4373 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4374 if set, will override the value from the customer record.
4376 I<description> is a free-text field passed to the gateway. It defaults to
4377 "Internet services".
4379 If an I<invnum> is specified, this payment (if successful) is applied to the
4380 specified invoice. If you don't specify an I<invnum> you might want to
4381 call the B<apply_payments> method.
4383 I<quiet> can be set true to surpress email decline notices.
4385 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4386 resulting paynum, if any.
4388 I<payunique> is a unique identifier for this payment.
4390 I<session_id> is a session identifier associated with this payment.
4392 I<depend_jobnum> allows payment capture to unlock export jobs
4396 sub realtime_collect {
4397 my( $self, %options ) = @_;
4400 warn "$me realtime_collect:\n";
4401 warn " $_ => $options{$_}\n" foreach keys %options;
4404 $options{amount} = $self->balance unless exists( $options{amount} );
4405 $options{method} = FS::payby->payby2bop($self->payby)
4406 unless exists( $options{method} );
4408 return $self->realtime_bop({%options});
4412 =item _realtime_bop { [ ARG => VALUE ... ] }
4414 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4415 via a Business::OnlinePayment realtime gateway. See
4416 L<http://420.am/business-onlinepayment> for supported gateways.
4418 Required arguments in the hashref are I<method>, and I<amount>
4420 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4422 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4424 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4425 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4426 if set, will override the value from the customer record.
4428 I<description> is a free-text field passed to the gateway. It defaults to
4429 "Internet services".
4431 If an I<invnum> is specified, this payment (if successful) is applied to the
4432 specified invoice. If you don't specify an I<invnum> you might want to
4433 call the B<apply_payments> method.
4435 I<quiet> can be set true to surpress email decline notices.
4437 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4438 resulting paynum, if any.
4440 I<payunique> is a unique identifier for this payment.
4442 I<session_id> is a session identifier associated with this payment.
4444 I<depend_jobnum> allows payment capture to unlock export jobs
4446 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4450 # some helper routines
4451 sub _payment_gateway {
4452 my ($self, $options) = @_;
4454 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4455 unless exists($options->{payment_gateway});
4457 $options->{payment_gateway};
4461 my ($self, $options) = @_;
4464 'login' => $options->{payment_gateway}->gateway_username,
4465 'password' => $options->{payment_gateway}->gateway_password,
4470 my ($self, $options) = @_;
4472 $options->{payment_gateway}->gatewaynum
4473 ? $options->{payment_gateway}->options
4474 : @{ $options->{payment_gateway}->get('options') };
4478 my ($self, $options) = @_;
4480 $options->{description} ||= 'Internet services';
4481 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4482 $options->{invnum} ||= '';
4483 $options->{payname} = $self->payname unless exists( $options->{payname} );
4487 my ($self, $options) = @_;
4490 $content{address} = exists($options->{'address1'})
4491 ? $options->{'address1'}
4493 my $address2 = exists($options->{'address2'})
4494 ? $options->{'address2'}
4496 $content{address} .= ", ". $address2 if length($address2);
4498 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4499 $content{customer_ip} = $payip if length($payip);
4501 $content{invoice_number} = $options->{'invnum'}
4502 if exists($options->{'invnum'}) && length($options->{'invnum'});
4504 $content{email_customer} =
4505 ( $conf->exists('business-onlinepayment-email_customer')
4506 || $conf->exists('business-onlinepayment-email-override') );
4508 $content{payfirst} = $self->getfield('first');
4509 $content{paylast} = $self->getfield('last');
4511 $content{account_name} = "$content{payfirst} $content{paylast}"
4512 if $options->{method} eq 'ECHECK';
4514 $content{name} = $options->{payname};
4515 $content{name} = $content{account_name} if exists($content{account_name});
4517 $content{city} = exists($options->{city})
4520 $content{state} = exists($options->{state})
4523 $content{zip} = exists($options->{zip})
4526 $content{country} = exists($options->{country})
4527 ? $options->{country}
4529 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4530 $content{phone} = $self->daytime || $self->night;
4535 my %bop_method2payby = (
4541 sub _new_realtime_bop {
4545 if (ref($_[0]) eq 'HASH') {
4546 %options = %{$_[0]};
4548 my ( $method, $amount ) = ( shift, shift );
4550 $options{method} = $method;
4551 $options{amount} = $amount;
4555 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4556 warn " $_ => $options{$_}\n" foreach keys %options;
4559 return $self->fake_bop(%options) if $options{'fake'};
4561 $self->_bop_defaults(\%options);
4567 my $payment_gateway = $self->_payment_gateway( \%options );
4568 my $namespace = $payment_gateway->gateway_namespace;
4570 eval "use $namespace";
4574 # check for banned credit card/ACH
4577 my $ban = qsearchs('banned_pay', {
4578 'payby' => $bop_method2payby{$options{method}},
4579 'payinfo' => md5_base64($options{payinfo}),
4581 return "Banned credit card" if $ban;
4587 my (%bop_content) = $self->_bop_content(\%options);
4589 if ( $options{method} ne 'ECHECK' ) {
4590 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4591 or return "Illegal payname $options{payname}";
4592 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
4595 my @invoicing_list = $self->invoicing_list_emailonly;
4596 if ( $conf->exists('emailinvoiceautoalways')
4597 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4598 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4599 push @invoicing_list, $self->all_emails;
4602 my $email = ($conf->exists('business-onlinepayment-email-override'))
4603 ? $conf->config('business-onlinepayment-email-override')
4604 : $invoicing_list[0];
4608 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4610 $content{card_number} = $options{payinfo};
4611 $paydate = exists($options{'paydate'})
4612 ? $options{'paydate'}
4614 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4615 $content{expiration} = "$2/$1";
4617 my $paycvv = exists($options{'paycvv'})
4618 ? $options{'paycvv'}
4620 $content{cvv2} = $paycvv
4623 my $paystart_month = exists($options{'paystart_month'})
4624 ? $options{'paystart_month'}
4625 : $self->paystart_month;
4627 my $paystart_year = exists($options{'paystart_year'})
4628 ? $options{'paystart_year'}
4629 : $self->paystart_year;
4631 $content{card_start} = "$paystart_month/$paystart_year"
4632 if $paystart_month && $paystart_year;
4634 my $payissue = exists($options{'payissue'})
4635 ? $options{'payissue'}
4637 $content{issue_number} = $payissue if $payissue;
4639 $content{recurring_billing} = 'YES'
4640 if qsearch('cust_pay', { 'custnum' => $self->custnum,
4642 'payinfo' => $options{payinfo},
4644 || qsearch('cust_pay', { 'custnum' => $self->custnum,
4646 'paymask' => $self->mask_payinfo('CARD', $options{payinfo}),
4650 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4651 ( $content{account_number}, $content{routing_code} ) =
4652 split('@', $options{payinfo});
4653 $content{bank_name} = $options{payname};
4654 $content{bank_state} = exists($options{'paystate'})
4655 ? $options{'paystate'}
4656 : $self->getfield('paystate');
4657 $content{account_type} = exists($options{'paytype'})
4658 ? uc($options{'paytype'}) || 'CHECKING'
4659 : uc($self->getfield('paytype')) || 'CHECKING';
4660 $content{customer_org} = $self->company ? 'B' : 'I';
4661 $content{state_id} = exists($options{'stateid'})
4662 ? $options{'stateid'}
4663 : $self->getfield('stateid');
4664 $content{state_id_state} = exists($options{'stateid_state'})
4665 ? $options{'stateid_state'}
4666 : $self->getfield('stateid_state');
4667 $content{customer_ssn} = exists($options{'ss'})
4670 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4671 $content{phone} = $options{payinfo};
4672 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4679 # run transaction(s)
4682 my $balance = exists( $options{'balance'} )
4683 ? $options{'balance'}
4686 $self->select_for_update; #mutex ... just until we get our pending record in
4688 #the checks here are intended to catch concurrent payments
4689 #double-form-submission prevention is taken care of in cust_pay_pending::check
4692 return "The customer's balance has changed; $options{method} transaction aborted."
4693 if $self->balance < $balance;
4694 #&& $self->balance < $options{amount}; #might as well anyway?
4696 #also check and make sure there aren't *other* pending payments for this cust
4698 my @pending = qsearch('cust_pay_pending', {
4699 'custnum' => $self->custnum,
4700 'status' => { op=>'!=', value=>'done' }
4702 return "A payment is already being processed for this customer (".
4703 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4704 "); $options{method} transaction aborted."
4705 if scalar(@pending);
4707 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4709 my $cust_pay_pending = new FS::cust_pay_pending {
4710 'custnum' => $self->custnum,
4711 #'invnum' => $options{'invnum'},
4712 'paid' => $options{amount},
4714 'payby' => $bop_method2payby{$options{method}},
4715 'payinfo' => $options{payinfo},
4716 'paydate' => $paydate,
4718 'gatewaynum' => $payment_gateway->gatewaynum || '',
4719 'session_id' => $options{session_id} || '',
4720 'jobnum' => $options{depend_jobnum} || '',
4722 $cust_pay_pending->payunique( $options{payunique} )
4723 if defined($options{payunique}) && length($options{payunique});
4724 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4725 return $cpp_new_err if $cpp_new_err;
4727 my( $action1, $action2 ) =
4728 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4730 my $transaction = new $namespace( $payment_gateway->gateway_module,
4731 $self->_bop_options(\%options),
4734 $transaction->content(
4735 'type' => $options{method},
4736 $self->_bop_auth(\%options),
4737 'action' => $action1,
4738 'description' => $options{'description'},
4739 'amount' => $options{amount},
4740 #'invoice_number' => $options{'invnum'},
4741 'customer_id' => $self->custnum,
4743 'reference' => $cust_pay_pending->paypendingnum, #for now
4748 $cust_pay_pending->status('pending');
4749 my $cpp_pending_err = $cust_pay_pending->replace;
4750 return $cpp_pending_err if $cpp_pending_err;
4753 my $BOP_TESTING = 0;
4754 my $BOP_TESTING_SUCCESS = 1;
4756 unless ( $BOP_TESTING ) {
4757 $transaction->submit();
4759 if ( $BOP_TESTING_SUCCESS ) {
4760 $transaction->is_success(1);
4761 $transaction->authorization('fake auth');
4763 $transaction->is_success(0);
4764 $transaction->error_message('fake failure');
4768 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4770 return { reference => $cust_pay_pending->paypendingnum,
4771 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4773 } elsif ( $transaction->is_success() && $action2 ) {
4775 $cust_pay_pending->status('authorized');
4776 my $cpp_authorized_err = $cust_pay_pending->replace;
4777 return $cpp_authorized_err if $cpp_authorized_err;
4779 my $auth = $transaction->authorization;
4780 my $ordernum = $transaction->can('order_number')
4781 ? $transaction->order_number
4785 new Business::OnlinePayment( $payment_gateway->gateway_module,
4786 $self->_bop_options(\%options),
4791 type => $options{method},
4793 $self->_bop_auth(\%options),
4794 order_number => $ordernum,
4795 amount => $options{amount},
4796 authorization => $auth,
4797 description => $options{'description'},
4800 foreach my $field (qw( authorization_source_code returned_ACI
4801 transaction_identifier validation_code
4802 transaction_sequence_num local_transaction_date
4803 local_transaction_time AVS_result_code )) {
4804 $capture{$field} = $transaction->$field() if $transaction->can($field);
4807 $capture->content( %capture );
4811 unless ( $capture->is_success ) {
4812 my $e = "Authorization successful but capture failed, custnum #".
4813 $self->custnum. ': '. $capture->result_code.
4814 ": ". $capture->error_message;
4822 # remove paycvv after initial transaction
4825 #false laziness w/misc/process/payment.cgi - check both to make sure working
4827 if ( defined $self->dbdef_table->column('paycvv')
4828 && length($self->paycvv)
4829 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4831 my $error = $self->remove_cvv;
4833 warn "WARNING: error removing cvv: $error\n";
4841 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4853 if (ref($_[0]) eq 'HASH') {
4854 %options = %{$_[0]};
4856 my ( $method, $amount ) = ( shift, shift );
4858 $options{method} = $method;
4859 $options{amount} = $amount;
4862 if ( $options{'fake_failure'} ) {
4863 return "Error: No error; test failure requested with fake_failure";
4867 #if ( $payment_gateway->gatewaynum ) { # agent override
4868 # $paybatch = $payment_gateway->gatewaynum. '-';
4871 #$paybatch .= "$processor:". $transaction->authorization;
4873 #$paybatch .= ':'. $transaction->order_number
4874 # if $transaction->can('order_number')
4875 # && length($transaction->order_number);
4877 my $paybatch = 'FakeProcessor:54:32';
4879 my $cust_pay = new FS::cust_pay ( {
4880 'custnum' => $self->custnum,
4881 'invnum' => $options{'invnum'},
4882 'paid' => $options{amount},
4884 'payby' => $bop_method2payby{$options{method}},
4885 #'payinfo' => $payinfo,
4886 'payinfo' => '4111111111111111',
4887 'paybatch' => $paybatch,
4888 #'paydate' => $paydate,
4889 'paydate' => '2012-05-01',
4891 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4893 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4896 $cust_pay->invnum(''); #try again with no specific invnum
4897 my $error2 = $cust_pay->insert( $options{'manual'} ?
4898 ( 'manual' => 1 ) : ()
4901 # gah, even with transactions.
4902 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4903 "error inserting (fake!) payment: $error2".
4904 " (previously tried insert with invnum #$options{'invnum'}" .
4911 if ( $options{'paynum_ref'} ) {
4912 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4915 return ''; #no error
4920 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4922 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4923 # phone bill transaction.
4925 sub _realtime_bop_result {
4926 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4928 warn "$me _realtime_bop_result: pending transaction ".
4929 $cust_pay_pending->paypendingnum. "\n";
4930 warn " $_ => $options{$_}\n" foreach keys %options;
4933 my $payment_gateway = $options{payment_gateway}
4934 or return "no payment gateway in arguments to _realtime_bop_result";
4936 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4937 my $cpp_captured_err = $cust_pay_pending->replace;
4938 return $cpp_captured_err if $cpp_captured_err;
4940 if ( $transaction->is_success() ) {
4943 if ( $payment_gateway->gatewaynum ) { # agent override
4944 $paybatch = $payment_gateway->gatewaynum. '-';
4947 $paybatch .= $payment_gateway->gateway_module. ":".
4948 $transaction->authorization;
4950 $paybatch .= ':'. $transaction->order_number
4951 if $transaction->can('order_number')
4952 && length($transaction->order_number);
4954 my $cust_pay = new FS::cust_pay ( {
4955 'custnum' => $self->custnum,
4956 'invnum' => $options{'invnum'},
4957 'paid' => $cust_pay_pending->paid,
4959 'payby' => $cust_pay_pending->payby,
4960 #'payinfo' => $payinfo,
4961 'paybatch' => $paybatch,
4962 'paydate' => $cust_pay_pending->paydate,
4964 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4965 $cust_pay->payunique( $options{payunique} )
4966 if defined($options{payunique}) && length($options{payunique});
4968 my $oldAutoCommit = $FS::UID::AutoCommit;
4969 local $FS::UID::AutoCommit = 0;
4972 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4974 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4977 $cust_pay->invnum(''); #try again with no specific invnum
4978 my $error2 = $cust_pay->insert( $options{'manual'} ?
4979 ( 'manual' => 1 ) : ()
4982 # gah. but at least we have a record of the state we had to abort in
4983 # from cust_pay_pending now.
4984 my $e = "WARNING: $options{method} captured but payment not recorded -".
4985 " error inserting payment (". $payment_gateway->gateway_module.
4987 " (previously tried insert with invnum #$options{'invnum'}" .
4988 ": $error ) - pending payment saved as paypendingnum ".
4989 $cust_pay_pending->paypendingnum. "\n";
4995 my $jobnum = $cust_pay_pending->jobnum;
4997 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4999 unless ( $placeholder ) {
5000 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5001 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5002 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5007 $error = $placeholder->delete;
5010 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5011 my $e = "WARNING: $options{method} captured but could not delete ".
5012 "job $jobnum for paypendingnum ".
5013 $cust_pay_pending->paypendingnum. ": $error\n";
5020 if ( $options{'paynum_ref'} ) {
5021 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5024 $cust_pay_pending->status('done');
5025 $cust_pay_pending->statustext('captured');
5026 $cust_pay_pending->paynum($cust_pay->paynum);
5027 my $cpp_done_err = $cust_pay_pending->replace;
5029 if ( $cpp_done_err ) {
5031 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5032 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5033 "error updating status for paypendingnum ".
5034 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5040 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5041 return ''; #no error
5047 my $perror = $payment_gateway->gateway_module. " error: ".
5048 $transaction->error_message;
5050 my $jobnum = $cust_pay_pending->jobnum;
5052 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5054 if ( $placeholder ) {
5055 my $error = $placeholder->depended_delete;
5056 $error ||= $placeholder->delete;
5057 warn "error removing provisioning jobs after declined paypendingnum ".
5058 $cust_pay_pending->paypendingnum. "\n";
5060 my $e = "error finding job $jobnum for declined paypendingnum ".
5061 $cust_pay_pending->paypendingnum. "\n";
5067 unless ( $transaction->error_message ) {
5070 if ( $transaction->can('response_page') ) {
5072 'page' => ( $transaction->can('response_page')
5073 ? $transaction->response_page
5076 'code' => ( $transaction->can('response_code')
5077 ? $transaction->response_code
5080 'headers' => ( $transaction->can('response_headers')
5081 ? $transaction->response_headers
5087 "No additional debugging information available for ".
5088 $payment_gateway->gateway_module;
5091 $perror .= "No error_message returned from ".
5092 $payment_gateway->gateway_module. " -- ".
5093 ( ref($t_response) ? Dumper($t_response) : $t_response );
5097 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5098 && $conf->exists('emaildecline')
5099 && grep { $_ ne 'POST' } $self->invoicing_list
5100 && ! grep { $transaction->error_message =~ /$_/ }
5101 $conf->config('emaildecline-exclude')
5103 my @templ = $conf->config('declinetemplate');
5104 my $template = new Text::Template (
5106 SOURCE => [ map "$_\n", @templ ],
5107 ) or return "($perror) can't create template: $Text::Template::ERROR";
5108 $template->compile()
5109 or return "($perror) can't compile template: $Text::Template::ERROR";
5111 my $templ_hash = { error => $transaction->error_message };
5113 my $error = send_email(
5114 'from' => $conf->config('invoice_from', $self->agentnum ),
5115 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5116 'subject' => 'Your payment could not be processed',
5117 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5120 $perror .= " (also received error sending decline notification: $error)"
5125 $cust_pay_pending->status('done');
5126 $cust_pay_pending->statustext("declined: $perror");
5127 my $cpp_done_err = $cust_pay_pending->replace;
5128 if ( $cpp_done_err ) {
5129 my $e = "WARNING: $options{method} declined but pending payment not ".
5130 "resolved - error updating status for paypendingnum ".
5131 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5133 $perror = "$e ($perror)";
5141 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5143 Verifies successful third party processing of a realtime credit card,
5144 ACH (electronic check) or phone bill transaction via a
5145 Business::OnlineThirdPartyPayment realtime gateway. See
5146 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5148 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5150 The additional options I<payname>, I<city>, I<state>,
5151 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5152 if set, will override the value from the customer record.
5154 I<description> is a free-text field passed to the gateway. It defaults to
5155 "Internet services".
5157 If an I<invnum> is specified, this payment (if successful) is applied to the
5158 specified invoice. If you don't specify an I<invnum> you might want to
5159 call the B<apply_payments> method.
5161 I<quiet> can be set true to surpress email decline notices.
5163 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5164 resulting paynum, if any.
5166 I<payunique> is a unique identifier for this payment.
5168 Returns a hashref containing elements bill_error (which will be undefined
5169 upon success) and session_id of any associated session.
5173 sub realtime_botpp_capture {
5174 my( $self, $cust_pay_pending, %options ) = @_;
5176 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5177 warn " $_ => $options{$_}\n" foreach keys %options;
5180 eval "use Business::OnlineThirdPartyPayment";
5184 # select the gateway
5187 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5189 my $payment_gateway = $cust_pay_pending->gatewaynum
5190 ? qsearchs( 'payment_gateway',
5191 { gatewaynum => $cust_pay_pending->gatewaynum }
5193 : $self->agent->payment_gateway( 'method' => $method,
5194 # 'invnum' => $cust_pay_pending->invnum,
5195 # 'payinfo' => $cust_pay_pending->payinfo,
5198 $options{payment_gateway} = $payment_gateway; # for the helper subs
5204 my @invoicing_list = $self->invoicing_list_emailonly;
5205 if ( $conf->exists('emailinvoiceautoalways')
5206 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5207 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5208 push @invoicing_list, $self->all_emails;
5211 my $email = ($conf->exists('business-onlinepayment-email-override'))
5212 ? $conf->config('business-onlinepayment-email-override')
5213 : $invoicing_list[0];
5217 $content{email_customer} =
5218 ( $conf->exists('business-onlinepayment-email_customer')
5219 || $conf->exists('business-onlinepayment-email-override') );
5222 # run transaction(s)
5226 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5227 $self->_bop_options(\%options),
5230 $transaction->reference({ %options });
5232 $transaction->content(
5234 $self->_bop_auth(\%options),
5235 'action' => 'Post Authorization',
5236 'description' => $options{'description'},
5237 'amount' => $cust_pay_pending->paid,
5238 #'invoice_number' => $options{'invnum'},
5239 'customer_id' => $self->custnum,
5240 'referer' => 'http://cleanwhisker.420.am/',
5241 'reference' => $cust_pay_pending->paypendingnum,
5243 'phone' => $self->daytime || $self->night,
5245 # plus whatever is required for bogus capture avoidance
5248 $transaction->submit();
5251 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5254 bill_error => $error,
5255 session_id => $cust_pay_pending->session_id,
5260 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5264 sub default_payment_gateway {
5265 my( $self, $method ) = @_;
5267 die "Real-time processing not enabled\n"
5268 unless $conf->exists('business-onlinepayment');
5270 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5273 my $bop_config = 'business-onlinepayment';
5274 $bop_config .= '-ach'
5275 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5276 my ( $processor, $login, $password, $action, @bop_options ) =
5277 $conf->config($bop_config);
5278 $action ||= 'normal authorization';
5279 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5280 die "No real-time processor is enabled - ".
5281 "did you set the business-onlinepayment configuration value?\n"
5284 ( $processor, $login, $password, $action, @bop_options )
5289 Removes the I<paycvv> field from the database directly.
5291 If there is an error, returns the error, otherwise returns false.
5297 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5298 or return dbh->errstr;
5299 $sth->execute($self->custnum)
5300 or return $sth->errstr;
5305 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5307 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5308 via a Business::OnlinePayment realtime gateway. See
5309 L<http://420.am/business-onlinepayment> for supported gateways.
5311 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5313 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5315 Most gateways require a reference to an original payment transaction to refund,
5316 so you probably need to specify a I<paynum>.
5318 I<amount> defaults to the original amount of the payment if not specified.
5320 I<reason> specifies a reason for the refund.
5322 I<paydate> specifies the expiration date for a credit card overriding the
5323 value from the customer record or the payment record. Specified as yyyy-mm-dd
5325 Implementation note: If I<amount> is unspecified or equal to the amount of the
5326 orignal payment, first an attempt is made to "void" the transaction via
5327 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5328 the normal attempt is made to "refund" ("credit") the transaction via the
5329 gateway is attempted.
5331 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5332 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5333 #if set, will override the value from the customer record.
5335 #If an I<invnum> is specified, this payment (if successful) is applied to the
5336 #specified invoice. If you don't specify an I<invnum> you might want to
5337 #call the B<apply_payments> method.
5341 #some false laziness w/realtime_bop, not enough to make it worth merging
5342 #but some useful small subs should be pulled out
5343 sub _new_realtime_refund_bop {
5347 if (ref($_[0]) ne 'HASH') {
5348 %options = %{$_[0]};
5352 $options{method} = $method;
5356 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5357 warn " $_ => $options{$_}\n" foreach keys %options;
5361 # look up the original payment and optionally a gateway for that payment
5365 my $amount = $options{'amount'};
5367 my( $processor, $login, $password, @bop_options, $namespace ) ;
5368 my( $auth, $order_number ) = ( '', '', '' );
5370 if ( $options{'paynum'} ) {
5372 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5373 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5374 or return "Unknown paynum $options{'paynum'}";
5375 $amount ||= $cust_pay->paid;
5377 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5378 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5379 $cust_pay->paybatch;
5380 my $gatewaynum = '';
5381 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5383 if ( $gatewaynum ) { #gateway for the payment to be refunded
5385 my $payment_gateway =
5386 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5387 die "payment gateway $gatewaynum not found"
5388 unless $payment_gateway;
5390 $processor = $payment_gateway->gateway_module;
5391 $login = $payment_gateway->gateway_username;
5392 $password = $payment_gateway->gateway_password;
5393 $namespace = $payment_gateway->gateway_namespace;
5394 @bop_options = $payment_gateway->options;
5396 } else { #try the default gateway
5399 my $payment_gateway =
5400 $self->agent->payment_gateway('method' => $options{method});
5402 ( $conf_processor, $login, $password, $namespace ) =
5403 map { my $method = "gateway_$_"; $payment_gateway->$method }
5404 qw( module username password namespace );
5406 @bop_options = $payment_gateway->gatewaynum
5407 ? $payment_gateway->options
5408 : @{ $payment_gateway->get('options') };
5410 return "processor of payment $options{'paynum'} $processor does not".
5411 " match default processor $conf_processor"
5412 unless $processor eq $conf_processor;
5417 } else { # didn't specify a paynum, so look for agent gateway overrides
5418 # like a normal transaction
5420 my $payment_gateway =
5421 $self->agent->payment_gateway( 'method' => $options{method},
5422 #'payinfo' => $payinfo,
5424 my( $processor, $login, $password, $namespace ) =
5425 map { my $method = "gateway_$_"; $payment_gateway->$method }
5426 qw( module username password namespace );
5428 my @bop_options = $payment_gateway->gatewaynum
5429 ? $payment_gateway->options
5430 : @{ $payment_gateway->get('options') };
5433 return "neither amount nor paynum specified" unless $amount;
5435 eval "use $namespace";
5439 'type' => $options{method},
5441 'password' => $password,
5442 'order_number' => $order_number,
5443 'amount' => $amount,
5444 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5446 $content{authorization} = $auth
5447 if length($auth); #echeck/ACH transactions have an order # but no auth
5448 #(at least with authorize.net)
5450 my $disable_void_after;
5451 if ($conf->exists('disable_void_after')
5452 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5453 $disable_void_after = $1;
5456 #first try void if applicable
5457 if ( $cust_pay && $cust_pay->paid == $amount
5459 ( not defined($disable_void_after) )
5460 || ( time < ($cust_pay->_date + $disable_void_after ) )
5463 warn " attempting void\n" if $DEBUG > 1;
5464 my $void = new Business::OnlinePayment( $processor, @bop_options );
5465 $void->content( 'action' => 'void', %content );
5467 if ( $void->is_success ) {
5468 my $error = $cust_pay->void($options{'reason'});
5470 # gah, even with transactions.
5471 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5472 "error voiding payment: $error";
5476 warn " void successful\n" if $DEBUG > 1;
5481 warn " void unsuccessful, trying refund\n"
5485 my $address = $self->address1;
5486 $address .= ", ". $self->address2 if $self->address2;
5488 my($payname, $payfirst, $paylast);
5489 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5490 $payname = $self->payname;
5491 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5492 or return "Illegal payname $payname";
5493 ($payfirst, $paylast) = ($1, $2);
5495 $payfirst = $self->getfield('first');
5496 $paylast = $self->getfield('last');
5497 $payname = "$payfirst $paylast";
5500 my @invoicing_list = $self->invoicing_list_emailonly;
5501 if ( $conf->exists('emailinvoiceautoalways')
5502 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5503 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5504 push @invoicing_list, $self->all_emails;
5507 my $email = ($conf->exists('business-onlinepayment-email-override'))
5508 ? $conf->config('business-onlinepayment-email-override')
5509 : $invoicing_list[0];
5511 my $payip = exists($options{'payip'})
5514 $content{customer_ip} = $payip
5518 if ( $options{method} eq 'CC' ) {
5521 $content{card_number} = $payinfo = $cust_pay->payinfo;
5522 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5523 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5524 ($content{expiration} = "$2/$1"); # where available
5526 $content{card_number} = $payinfo = $self->payinfo;
5527 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5528 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5529 $content{expiration} = "$2/$1";
5532 } elsif ( $options{method} eq 'ECHECK' ) {
5535 $payinfo = $cust_pay->payinfo;
5537 $payinfo = $self->payinfo;
5539 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5540 $content{bank_name} = $self->payname;
5541 $content{account_type} = 'CHECKING';
5542 $content{account_name} = $payname;
5543 $content{customer_org} = $self->company ? 'B' : 'I';
5544 $content{customer_ssn} = $self->ss;
5545 } elsif ( $options{method} eq 'LEC' ) {
5546 $content{phone} = $payinfo = $self->payinfo;
5550 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5551 my %sub_content = $refund->content(
5552 'action' => 'credit',
5553 'customer_id' => $self->custnum,
5554 'last_name' => $paylast,
5555 'first_name' => $payfirst,
5557 'address' => $address,
5558 'city' => $self->city,
5559 'state' => $self->state,
5560 'zip' => $self->zip,
5561 'country' => $self->country,
5563 'phone' => $self->daytime || $self->night,
5566 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5570 return "$processor error: ". $refund->error_message
5571 unless $refund->is_success();
5573 my $paybatch = "$processor:". $refund->authorization;
5574 $paybatch .= ':'. $refund->order_number
5575 if $refund->can('order_number') && $refund->order_number;
5577 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5578 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5579 last unless @cust_bill_pay;
5580 my $cust_bill_pay = pop @cust_bill_pay;
5581 my $error = $cust_bill_pay->delete;
5585 my $cust_refund = new FS::cust_refund ( {
5586 'custnum' => $self->custnum,
5587 'paynum' => $options{'paynum'},
5588 'refund' => $amount,
5590 'payby' => $bop_method2payby{$options{method}},
5591 'payinfo' => $payinfo,
5592 'paybatch' => $paybatch,
5593 'reason' => $options{'reason'} || 'card or ACH refund',
5595 my $error = $cust_refund->insert;
5597 $cust_refund->paynum(''); #try again with no specific paynum
5598 my $error2 = $cust_refund->insert;
5600 # gah, even with transactions.
5601 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5602 "error inserting refund ($processor): $error2".
5603 " (previously tried insert with paynum #$options{'paynum'}" .
5614 =item batch_card OPTION => VALUE...
5616 Adds a payment for this invoice to the pending credit card batch (see
5617 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5618 runs the payment using a realtime gateway.
5623 my ($self, %options) = @_;
5626 if (exists($options{amount})) {
5627 $amount = $options{amount};
5629 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5631 return '' unless $amount > 0;
5633 my $invnum = delete $options{invnum};
5634 my $payby = $options{invnum} || $self->payby; #dubious
5636 if ($options{'realtime'}) {
5637 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5643 my $oldAutoCommit = $FS::UID::AutoCommit;
5644 local $FS::UID::AutoCommit = 0;
5647 #this needs to handle mysql as well as Pg, like svc_acct.pm
5648 #(make it into a common function if folks need to do batching with mysql)
5649 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5650 or return "Cannot lock pay_batch: " . $dbh->errstr;
5654 'payby' => FS::payby->payby2payment($payby),
5657 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5659 unless ( $pay_batch ) {
5660 $pay_batch = new FS::pay_batch \%pay_batch;
5661 my $error = $pay_batch->insert;
5663 $dbh->rollback if $oldAutoCommit;
5664 die "error creating new batch: $error\n";
5668 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5669 'batchnum' => $pay_batch->batchnum,
5670 'custnum' => $self->custnum,
5673 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5675 $options{$_} = '' unless exists($options{$_});
5678 my $cust_pay_batch = new FS::cust_pay_batch ( {
5679 'batchnum' => $pay_batch->batchnum,
5680 'invnum' => $invnum || 0, # is there a better value?
5681 # this field should be
5683 # cust_bill_pay_batch now
5684 'custnum' => $self->custnum,
5685 'last' => $self->getfield('last'),
5686 'first' => $self->getfield('first'),
5687 'address1' => $options{address1} || $self->address1,
5688 'address2' => $options{address2} || $self->address2,
5689 'city' => $options{city} || $self->city,
5690 'state' => $options{state} || $self->state,
5691 'zip' => $options{zip} || $self->zip,
5692 'country' => $options{country} || $self->country,
5693 'payby' => $options{payby} || $self->payby,
5694 'payinfo' => $options{payinfo} || $self->payinfo,
5695 'exp' => $options{paydate} || $self->paydate,
5696 'payname' => $options{payname} || $self->payname,
5697 'amount' => $amount, # consolidating
5700 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5701 if $old_cust_pay_batch;
5704 if ($old_cust_pay_batch) {
5705 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5707 $error = $cust_pay_batch->insert;
5711 $dbh->rollback if $oldAutoCommit;
5715 my $unapplied = $self->total_unapplied_credits
5716 + $self->total_unapplied_payments
5717 + $self->in_transit_payments;
5718 foreach my $cust_bill ($self->open_cust_bill) {
5719 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5720 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5721 'invnum' => $cust_bill->invnum,
5722 'paybatchnum' => $cust_pay_batch->paybatchnum,
5723 'amount' => $cust_bill->owed,
5726 if ($unapplied >= $cust_bill_pay_batch->amount){
5727 $unapplied -= $cust_bill_pay_batch->amount;
5730 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5731 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5733 $error = $cust_bill_pay_batch->insert;
5735 $dbh->rollback if $oldAutoCommit;
5740 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5744 =item apply_payments_and_credits
5746 Applies unapplied payments and credits.
5748 In most cases, this new method should be used in place of sequential
5749 apply_payments and apply_credits methods.
5751 If there is an error, returns the error, otherwise returns false.
5755 sub apply_payments_and_credits {
5758 local $SIG{HUP} = 'IGNORE';
5759 local $SIG{INT} = 'IGNORE';
5760 local $SIG{QUIT} = 'IGNORE';
5761 local $SIG{TERM} = 'IGNORE';
5762 local $SIG{TSTP} = 'IGNORE';
5763 local $SIG{PIPE} = 'IGNORE';
5765 my $oldAutoCommit = $FS::UID::AutoCommit;
5766 local $FS::UID::AutoCommit = 0;
5769 $self->select_for_update; #mutex
5771 foreach my $cust_bill ( $self->open_cust_bill ) {
5772 my $error = $cust_bill->apply_payments_and_credits;
5774 $dbh->rollback if $oldAutoCommit;
5775 return "Error applying: $error";
5779 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5784 =item apply_credits OPTION => VALUE ...
5786 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5787 to outstanding invoice balances in chronological order (or reverse
5788 chronological order if the I<order> option is set to B<newest>) and returns the
5789 value of any remaining unapplied credits available for refund (see
5790 L<FS::cust_refund>).
5792 Dies if there is an error.
5800 local $SIG{HUP} = 'IGNORE';
5801 local $SIG{INT} = 'IGNORE';
5802 local $SIG{QUIT} = 'IGNORE';
5803 local $SIG{TERM} = 'IGNORE';
5804 local $SIG{TSTP} = 'IGNORE';
5805 local $SIG{PIPE} = 'IGNORE';
5807 my $oldAutoCommit = $FS::UID::AutoCommit;
5808 local $FS::UID::AutoCommit = 0;
5811 $self->select_for_update; #mutex
5813 unless ( $self->total_unapplied_credits ) {
5814 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5818 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5819 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5821 my @invoices = $self->open_cust_bill;
5822 @invoices = sort { $b->_date <=> $a->_date } @invoices
5823 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5826 foreach my $cust_bill ( @invoices ) {
5829 if ( !defined($credit) || $credit->credited == 0) {
5830 $credit = pop @credits or last;
5833 if ($cust_bill->owed >= $credit->credited) {
5834 $amount=$credit->credited;
5836 $amount=$cust_bill->owed;
5839 my $cust_credit_bill = new FS::cust_credit_bill ( {
5840 'crednum' => $credit->crednum,
5841 'invnum' => $cust_bill->invnum,
5842 'amount' => $amount,
5844 my $error = $cust_credit_bill->insert;
5846 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5850 redo if ($cust_bill->owed > 0);
5854 my $total_unapplied_credits = $self->total_unapplied_credits;
5856 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5858 return $total_unapplied_credits;
5861 =item apply_payments
5863 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5864 to outstanding invoice balances in chronological order.
5866 #and returns the value of any remaining unapplied payments.
5868 Dies if there is an error.
5872 sub apply_payments {
5875 local $SIG{HUP} = 'IGNORE';
5876 local $SIG{INT} = 'IGNORE';
5877 local $SIG{QUIT} = 'IGNORE';
5878 local $SIG{TERM} = 'IGNORE';
5879 local $SIG{TSTP} = 'IGNORE';
5880 local $SIG{PIPE} = 'IGNORE';
5882 my $oldAutoCommit = $FS::UID::AutoCommit;
5883 local $FS::UID::AutoCommit = 0;
5886 $self->select_for_update; #mutex
5890 my @payments = sort { $b->_date <=> $a->_date }
5891 grep { $_->unapplied > 0 }
5894 my @invoices = sort { $a->_date <=> $b->_date}
5895 grep { $_->owed > 0 }
5900 foreach my $cust_bill ( @invoices ) {
5903 if ( !defined($payment) || $payment->unapplied == 0 ) {
5904 $payment = pop @payments or last;
5907 if ( $cust_bill->owed >= $payment->unapplied ) {
5908 $amount = $payment->unapplied;
5910 $amount = $cust_bill->owed;
5913 my $cust_bill_pay = new FS::cust_bill_pay ( {
5914 'paynum' => $payment->paynum,
5915 'invnum' => $cust_bill->invnum,
5916 'amount' => $amount,
5918 my $error = $cust_bill_pay->insert;
5920 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5924 redo if ( $cust_bill->owed > 0);
5928 my $total_unapplied_payments = $self->total_unapplied_payments;
5930 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5932 return $total_unapplied_payments;
5937 Returns the total owed for this customer on all invoices
5938 (see L<FS::cust_bill/owed>).
5944 $self->total_owed_date(2145859200); #12/31/2037
5947 =item total_owed_date TIME
5949 Returns the total owed for this customer on all invoices with date earlier than
5950 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5951 see L<Time::Local> and L<Date::Parse> for conversion functions.
5955 sub total_owed_date {
5959 foreach my $cust_bill (
5960 grep { $_->_date <= $time }
5961 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5963 $total_bill += $cust_bill->owed;
5965 sprintf( "%.2f", $total_bill );
5970 Returns the total amount of all payments.
5977 $total += $_->paid foreach $self->cust_pay;
5978 sprintf( "%.2f", $total );
5981 =item total_unapplied_credits
5983 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5984 customer. See L<FS::cust_credit/credited>.
5986 =item total_credited
5988 Old name for total_unapplied_credits. Don't use.
5992 sub total_credited {
5993 #carp "total_credited deprecated, use total_unapplied_credits";
5994 shift->total_unapplied_credits(@_);
5997 sub total_unapplied_credits {
5999 my $total_credit = 0;
6000 $total_credit += $_->credited foreach $self->cust_credit;
6001 sprintf( "%.2f", $total_credit );
6004 =item total_unapplied_payments
6006 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6007 See L<FS::cust_pay/unapplied>.
6011 sub total_unapplied_payments {
6013 my $total_unapplied = 0;
6014 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6015 sprintf( "%.2f", $total_unapplied );
6018 =item total_unapplied_refunds
6020 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6021 customer. See L<FS::cust_refund/unapplied>.
6025 sub total_unapplied_refunds {
6027 my $total_unapplied = 0;
6028 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6029 sprintf( "%.2f", $total_unapplied );
6034 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6035 total_unapplied_credits minus total_unapplied_payments).
6043 + $self->total_unapplied_refunds
6044 - $self->total_unapplied_credits
6045 - $self->total_unapplied_payments
6049 =item balance_date TIME
6051 Returns the balance for this customer, only considering invoices with date
6052 earlier than TIME (total_owed_date minus total_credited minus
6053 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6054 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6063 $self->total_owed_date($time)
6064 + $self->total_unapplied_refunds
6065 - $self->total_unapplied_credits
6066 - $self->total_unapplied_payments
6070 =item in_transit_payments
6072 Returns the total of requests for payments for this customer pending in
6073 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6077 sub in_transit_payments {
6079 my $in_transit_payments = 0;
6080 foreach my $pay_batch ( qsearch('pay_batch', {
6083 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6084 'batchnum' => $pay_batch->batchnum,
6085 'custnum' => $self->custnum,
6087 $in_transit_payments += $cust_pay_batch->amount;
6090 sprintf( "%.2f", $in_transit_payments );
6095 Returns a hash of useful information for making a payment.
6105 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6106 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6107 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6111 For credit card transactions:
6123 For electronic check transactions:
6138 $return{balance} = $self->balance;
6140 $return{payname} = $self->payname
6141 || ( $self->first. ' '. $self->get('last') );
6143 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6145 $return{payby} = $self->payby;
6146 $return{stateid_state} = $self->stateid_state;
6148 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6149 $return{card_type} = cardtype($self->payinfo);
6150 $return{payinfo} = $self->paymask;
6152 @return{'month', 'year'} = $self->paydate_monthyear;
6156 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6157 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6158 $return{payinfo1} = $payinfo1;
6159 $return{payinfo2} = $payinfo2;
6160 $return{paytype} = $self->paytype;
6161 $return{paystate} = $self->paystate;
6165 #doubleclick protection
6167 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6173 =item paydate_monthyear
6175 Returns a two-element list consisting of the month and year of this customer's
6176 paydate (credit card expiration date for CARD customers)
6180 sub paydate_monthyear {
6182 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6184 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6191 =item invoicing_list [ ARRAYREF ]
6193 If an arguement is given, sets these email addresses as invoice recipients
6194 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6195 (except as warnings), so use check_invoicing_list first.
6197 Returns a list of email addresses (with svcnum entries expanded).
6199 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6200 check it without disturbing anything by passing nothing.
6202 This interface may change in the future.
6206 sub invoicing_list {
6207 my( $self, $arrayref ) = @_;
6210 my @cust_main_invoice;
6211 if ( $self->custnum ) {
6212 @cust_main_invoice =
6213 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6215 @cust_main_invoice = ();
6217 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6218 #warn $cust_main_invoice->destnum;
6219 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6220 #warn $cust_main_invoice->destnum;
6221 my $error = $cust_main_invoice->delete;
6222 warn $error if $error;
6225 if ( $self->custnum ) {
6226 @cust_main_invoice =
6227 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6229 @cust_main_invoice = ();
6231 my %seen = map { $_->address => 1 } @cust_main_invoice;
6232 foreach my $address ( @{$arrayref} ) {
6233 next if exists $seen{$address} && $seen{$address};
6234 $seen{$address} = 1;
6235 my $cust_main_invoice = new FS::cust_main_invoice ( {
6236 'custnum' => $self->custnum,
6239 my $error = $cust_main_invoice->insert;
6240 warn $error if $error;
6244 if ( $self->custnum ) {
6246 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6253 =item check_invoicing_list ARRAYREF
6255 Checks these arguements as valid input for the invoicing_list method. If there
6256 is an error, returns the error, otherwise returns false.
6260 sub check_invoicing_list {
6261 my( $self, $arrayref ) = @_;
6263 foreach my $address ( @$arrayref ) {
6265 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6266 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6269 my $cust_main_invoice = new FS::cust_main_invoice ( {
6270 'custnum' => $self->custnum,
6273 my $error = $self->custnum
6274 ? $cust_main_invoice->check
6275 : $cust_main_invoice->checkdest
6277 return $error if $error;
6281 return "Email address required"
6282 if $conf->exists('cust_main-require_invoicing_list_email')
6283 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6288 =item set_default_invoicing_list
6290 Sets the invoicing list to all accounts associated with this customer,
6291 overwriting any previous invoicing list.
6295 sub set_default_invoicing_list {
6297 $self->invoicing_list($self->all_emails);
6302 Returns the email addresses of all accounts provisioned for this customer.
6309 foreach my $cust_pkg ( $self->all_pkgs ) {
6310 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6312 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6313 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6315 $list{$_}=1 foreach map { $_->email } @svc_acct;
6320 =item invoicing_list_addpost
6322 Adds postal invoicing to this customer. If this customer is already configured
6323 to receive postal invoices, does nothing.
6327 sub invoicing_list_addpost {
6329 return if grep { $_ eq 'POST' } $self->invoicing_list;
6330 my @invoicing_list = $self->invoicing_list;
6331 push @invoicing_list, 'POST';
6332 $self->invoicing_list(\@invoicing_list);
6335 =item invoicing_list_emailonly
6337 Returns the list of email invoice recipients (invoicing_list without non-email
6338 destinations such as POST and FAX).
6342 sub invoicing_list_emailonly {
6344 warn "$me invoicing_list_emailonly called"
6346 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6349 =item invoicing_list_emailonly_scalar
6351 Returns the list of email invoice recipients (invoicing_list without non-email
6352 destinations such as POST and FAX) as a comma-separated scalar.
6356 sub invoicing_list_emailonly_scalar {
6358 warn "$me invoicing_list_emailonly_scalar called"
6360 join(', ', $self->invoicing_list_emailonly);
6363 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6365 Returns an array of customers referred by this customer (referral_custnum set
6366 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6367 customers referred by customers referred by this customer and so on, inclusive.
6368 The default behavior is DEPTH 1 (no recursion).
6372 sub referral_cust_main {
6374 my $depth = @_ ? shift : 1;
6375 my $exclude = @_ ? shift : {};
6378 map { $exclude->{$_->custnum}++; $_; }
6379 grep { ! $exclude->{ $_->custnum } }
6380 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6384 map { $_->referral_cust_main($depth-1, $exclude) }
6391 =item referral_cust_main_ncancelled
6393 Same as referral_cust_main, except only returns customers with uncancelled
6398 sub referral_cust_main_ncancelled {
6400 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6403 =item referral_cust_pkg [ DEPTH ]
6405 Like referral_cust_main, except returns a flat list of all unsuspended (and
6406 uncancelled) packages for each customer. The number of items in this list may
6407 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6411 sub referral_cust_pkg {
6413 my $depth = @_ ? shift : 1;
6415 map { $_->unsuspended_pkgs }
6416 grep { $_->unsuspended_pkgs }
6417 $self->referral_cust_main($depth);
6420 =item referring_cust_main
6422 Returns the single cust_main record for the customer who referred this customer
6423 (referral_custnum), or false.
6427 sub referring_cust_main {
6429 return '' unless $self->referral_custnum;
6430 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6433 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6435 Applies a credit to this customer. If there is an error, returns the error,
6436 otherwise returns false.
6438 REASON can be a text string, an FS::reason object, or a scalar reference to
6439 a reasonnum. If a text string, it will be automatically inserted as a new
6440 reason, and a 'reason_type' option must be passed to indicate the
6441 FS::reason_type for the new reason.
6443 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6445 Any other options are passed to FS::cust_credit::insert.
6450 my( $self, $amount, $reason, %options ) = @_;
6452 my $cust_credit = new FS::cust_credit {
6453 'custnum' => $self->custnum,
6454 'amount' => $amount,
6457 if ( ref($reason) ) {
6459 if ( ref($reason) eq 'SCALAR' ) {
6460 $cust_credit->reasonnum( $$reason );
6462 $cust_credit->reasonnum( $reason->reasonnum );
6466 $cust_credit->set('reason', $reason)
6469 $cust_credit->addlinfo( delete $options{'addlinfo'} )
6470 if exists($options{'addlinfo'});
6472 $cust_credit->insert(%options);
6476 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6478 Creates a one-time charge for this customer. If there is an error, returns
6479 the error, otherwise returns false.
6485 my ( $amount, $quantity, $pkg, $comment, $classnum, $additional );
6486 my ( $setuptax, $taxclass ); #internal taxes
6487 my ( $taxproduct, $override ); #vendor (CCH) taxes
6488 if ( ref( $_[0] ) ) {
6489 $amount = $_[0]->{amount};
6490 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6491 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6492 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6493 : '$'. sprintf("%.2f",$amount);
6494 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6495 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6496 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6497 $additional = $_[0]->{additional};
6498 $taxproduct = $_[0]->{taxproductnum};
6499 $override = { '' => $_[0]->{tax_override} };
6503 $pkg = @_ ? shift : 'One-time charge';
6504 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6506 $taxclass = @_ ? shift : '';
6510 local $SIG{HUP} = 'IGNORE';
6511 local $SIG{INT} = 'IGNORE';
6512 local $SIG{QUIT} = 'IGNORE';
6513 local $SIG{TERM} = 'IGNORE';
6514 local $SIG{TSTP} = 'IGNORE';
6515 local $SIG{PIPE} = 'IGNORE';
6517 my $oldAutoCommit = $FS::UID::AutoCommit;
6518 local $FS::UID::AutoCommit = 0;
6521 my $part_pkg = new FS::part_pkg ( {
6523 'comment' => $comment,
6527 'classnum' => $classnum ? $classnum : '',
6528 'setuptax' => $setuptax,
6529 'taxclass' => $taxclass,
6530 'taxproductnum' => $taxproduct,
6533 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6534 ( 0 .. @$additional - 1 )
6536 'additional_count' => scalar(@$additional),
6537 'setup_fee' => $amount,
6540 my $error = $part_pkg->insert( options => \%options,
6541 tax_overrides => $override,
6544 $dbh->rollback if $oldAutoCommit;
6548 my $pkgpart = $part_pkg->pkgpart;
6549 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6550 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6551 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6552 $error = $type_pkgs->insert;
6554 $dbh->rollback if $oldAutoCommit;
6559 my $cust_pkg = new FS::cust_pkg ( {
6560 'custnum' => $self->custnum,
6561 'pkgpart' => $pkgpart,
6562 'quantity' => $quantity,
6565 $error = $cust_pkg->insert;
6567 $dbh->rollback if $oldAutoCommit;
6571 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6576 #=item charge_postal_fee
6578 #Applies a one time charge this customer. If there is an error,
6579 #returns the error, returns the cust_pkg charge object or false
6580 #if there was no charge.
6584 # This should be a customer event. For that to work requires that bill
6585 # also be a customer event.
6587 sub charge_postal_fee {
6590 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6591 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6593 my $cust_pkg = new FS::cust_pkg ( {
6594 'custnum' => $self->custnum,
6595 'pkgpart' => $pkgpart,
6599 my $error = $cust_pkg->insert;
6600 $error ? $error : $cust_pkg;
6605 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6611 sort { $a->_date <=> $b->_date }
6612 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6615 =item open_cust_bill
6617 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6622 sub open_cust_bill {
6624 grep { $_->owed > 0 } $self->cust_bill;
6629 Returns all the credits (see L<FS::cust_credit>) for this customer.
6635 sort { $a->_date <=> $b->_date }
6636 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6641 Returns all the payments (see L<FS::cust_pay>) for this customer.
6647 sort { $a->_date <=> $b->_date }
6648 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6653 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6659 sort { $a->_date <=> $b->_date }
6660 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6663 =item cust_pay_batch
6665 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6669 sub cust_pay_batch {
6671 sort { $a->_date <=> $b->_date }
6672 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6675 =item cust_pay_pending
6677 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6678 (without status "done").
6682 sub cust_pay_pending {
6684 return $self->num_cust_pay_pending unless wantarray;
6685 sort { $a->_date <=> $b->_date }
6686 qsearch( 'cust_pay_pending', {
6687 'custnum' => $self->custnum,
6688 'status' => { op=>'!=', value=>'done' },
6693 =item num_cust_pay_pending
6695 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
6696 customer (without status "done"). Also called automatically when the
6697 cust_pay_pending method is used in a scalar context.
6701 sub num_cust_pay_pending {
6703 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
6704 " WHERE custnum = ? AND status != 'done' ";
6705 my $sth = dbh->prepare($sql) or die dbh->errstr;
6706 $sth->execute($self->custnum) or die $sth->errstr;
6707 $sth->fetchrow_arrayref->[0];
6712 Returns all the refunds (see L<FS::cust_refund>) for this customer.
6718 sort { $a->_date <=> $b->_date }
6719 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
6722 =item display_custnum
6724 Returns the displayed customer number for this customer: agent_custid if
6725 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
6729 sub display_custnum {
6731 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
6732 return $self->agent_custid;
6734 return $self->custnum;
6740 Returns a name string for this customer, either "Company (Last, First)" or
6747 my $name = $self->contact;
6748 $name = $self->company. " ($name)" if $self->company;
6754 Returns a name string for this (service/shipping) contact, either
6755 "Company (Last, First)" or "Last, First".
6761 if ( $self->get('ship_last') ) {
6762 my $name = $self->ship_contact;
6763 $name = $self->ship_company. " ($name)" if $self->ship_company;
6772 Returns a name string for this customer, either "Company" or "First Last".
6778 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
6781 =item ship_name_short
6783 Returns a name string for this (service/shipping) contact, either "Company"
6788 sub ship_name_short {
6790 if ( $self->get('ship_last') ) {
6791 $self->ship_company !~ /^\s*$/
6792 ? $self->ship_company
6793 : $self->ship_contact_firstlast;
6795 $self->name_company_or_firstlast;
6801 Returns this customer's full (billing) contact name only, "Last, First"
6807 $self->get('last'). ', '. $self->first;
6812 Returns this customer's full (shipping) contact name only, "Last, First"
6818 $self->get('ship_last')
6819 ? $self->get('ship_last'). ', '. $self->ship_first
6823 =item contact_firstlast
6825 Returns this customers full (billing) contact name only, "First Last".
6829 sub contact_firstlast {
6831 $self->first. ' '. $self->get('last');
6834 =item ship_contact_firstlast
6836 Returns this customer's full (shipping) contact name only, "First Last".
6840 sub ship_contact_firstlast {
6842 $self->get('ship_last')
6843 ? $self->first. ' '. $self->get('ship_last')
6844 : $self->contact_firstlast;
6849 Returns this customer's full country name
6855 code2country($self->country);
6858 =item geocode DATA_VENDOR
6860 Returns a value for the customer location as encoded by DATA_VENDOR.
6861 Currently this only makes sense for "CCH" as DATA_VENDOR.
6866 my ($self, $data_vendor) = (shift, shift); #always cch for now
6868 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
6869 return $geocode if $geocode;
6871 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
6875 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
6876 if $self->country eq 'US';
6878 #CCH specific location stuff
6879 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
6881 my @cust_tax_location =
6883 'table' => 'cust_tax_location',
6884 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
6885 'extra_sql' => $extra_sql,
6886 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
6889 $geocode = $cust_tax_location[0]->geocode
6890 if scalar(@cust_tax_location);
6899 Returns a status string for this customer, currently:
6903 =item prospect - No packages have ever been ordered
6905 =item active - One or more recurring packages is active
6907 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
6909 =item suspended - All non-cancelled recurring packages are suspended
6911 =item cancelled - All recurring packages are cancelled
6917 sub status { shift->cust_status(@_); }
6921 for my $status (qw( prospect active inactive suspended cancelled )) {
6922 my $method = $status.'_sql';
6923 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
6924 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
6925 $sth->execute( ($self->custnum) x $numnum )
6926 or die "Error executing 'SELECT $sql': ". $sth->errstr;
6927 return $status if $sth->fetchrow_arrayref->[0];
6931 =item ucfirst_cust_status
6933 =item ucfirst_status
6935 Returns the status with the first character capitalized.
6939 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
6941 sub ucfirst_cust_status {
6943 ucfirst($self->cust_status);
6948 Returns a hex triplet color string for this customer's status.
6952 use vars qw(%statuscolor);
6953 tie %statuscolor, 'Tie::IxHash',
6954 'prospect' => '7e0079', #'000000', #black? naw, purple
6955 'active' => '00CC00', #green
6956 'inactive' => '0000CC', #blue
6957 'suspended' => 'FF9900', #yellow
6958 'cancelled' => 'FF0000', #red
6961 sub statuscolor { shift->cust_statuscolor(@_); }
6963 sub cust_statuscolor {
6965 $statuscolor{$self->cust_status};
6970 Returns an array of hashes representing the customer's RT tickets.
6977 my $num = $conf->config('cust_main-max_tickets') || 10;
6980 if ( $conf->config('ticket_system') ) {
6981 unless ( $conf->config('ticket_system-custom_priority_field') ) {
6983 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
6987 foreach my $priority (
6988 $conf->config('ticket_system-custom_priority_field-values'), ''
6990 last if scalar(@tickets) >= $num;
6992 @{ FS::TicketSystem->customer_tickets( $self->custnum,
6993 $num - scalar(@tickets),
7003 # Return services representing svc_accts in customer support packages
7004 sub support_services {
7006 my %packages = map { $_ => 1 } $conf->config('support_packages');
7008 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7009 grep { $_->part_svc->svcdb eq 'svc_acct' }
7010 map { $_->cust_svc }
7011 grep { exists $packages{ $_->pkgpart } }
7012 $self->ncancelled_pkgs;
7018 =head1 CLASS METHODS
7024 Class method that returns the list of possible status strings for customers
7025 (see L<the status method|/status>). For example:
7027 @statuses = FS::cust_main->statuses();
7032 #my $self = shift; #could be class...
7038 Returns an SQL expression identifying prospective cust_main records (customers
7039 with no packages ever ordered)
7043 use vars qw($select_count_pkgs);
7044 $select_count_pkgs =
7045 "SELECT COUNT(*) FROM cust_pkg
7046 WHERE cust_pkg.custnum = cust_main.custnum";
7048 sub select_count_pkgs_sql {
7052 sub prospect_sql { "
7053 0 = ( $select_count_pkgs )
7058 Returns an SQL expression identifying active cust_main records (customers with
7059 active recurring packages).
7064 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7070 Returns an SQL expression identifying inactive cust_main records (customers with
7071 no active recurring packages, but otherwise unsuspended/uncancelled).
7075 sub inactive_sql { "
7076 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7078 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7084 Returns an SQL expression identifying suspended cust_main records.
7089 sub suspended_sql { susp_sql(@_); }
7091 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7093 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7099 Returns an SQL expression identifying cancelled cust_main records.
7103 sub cancelled_sql { cancel_sql(@_); }
7106 my $recurring_sql = FS::cust_pkg->recurring_sql;
7107 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7110 0 < ( $select_count_pkgs )
7111 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7112 AND 0 = ( $select_count_pkgs AND $recurring_sql
7113 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7115 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7121 =item uncancelled_sql
7123 Returns an SQL expression identifying un-cancelled cust_main records.
7127 sub uncancelled_sql { uncancel_sql(@_); }
7128 sub uncancel_sql { "
7129 ( 0 < ( $select_count_pkgs
7130 AND ( cust_pkg.cancel IS NULL
7131 OR cust_pkg.cancel = 0
7134 OR 0 = ( $select_count_pkgs )
7140 Returns an SQL fragment to retreive the balance.
7145 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7146 WHERE cust_bill.custnum = cust_main.custnum )
7147 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7148 WHERE cust_pay.custnum = cust_main.custnum )
7149 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7150 WHERE cust_credit.custnum = cust_main.custnum )
7151 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7152 WHERE cust_refund.custnum = cust_main.custnum )
7155 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7157 Returns an SQL fragment to retreive the balance for this customer, only
7158 considering invoices with date earlier than START_TIME, and optionally not
7159 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7160 total_unapplied_payments).
7162 Times are specified as SQL fragments or numeric
7163 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7164 L<Date::Parse> for conversion functions. The empty string can be passed
7165 to disable that time constraint completely.
7167 Available options are:
7171 =item unapplied_date
7173 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)
7178 set to true to remove all customer comparison clauses, for totals
7183 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7188 JOIN clause (typically used with the total option)
7194 sub balance_date_sql {
7195 my( $class, $start, $end, %opt ) = @_;
7197 my $owed = FS::cust_bill->owed_sql;
7198 my $unapp_refund = FS::cust_refund->unapplied_sql;
7199 my $unapp_credit = FS::cust_credit->unapplied_sql;
7200 my $unapp_pay = FS::cust_pay->unapplied_sql;
7202 my $j = $opt{'join'} || '';
7204 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7205 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7206 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7207 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7209 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7210 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7211 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7212 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7217 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7219 Helper method for balance_date_sql; name (and usage) subject to change
7220 (suggestions welcome).
7222 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7223 cust_refund, cust_credit or cust_pay).
7225 If TABLE is "cust_bill" or the unapplied_date option is true, only
7226 considers records with date earlier than START_TIME, and optionally not
7227 later than END_TIME .
7231 sub _money_table_where {
7232 my( $class, $table, $start, $end, %opt ) = @_;
7235 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7236 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7237 push @where, "$table._date <= $start" if defined($start) && length($start);
7238 push @where, "$table._date > $end" if defined($end) && length($end);
7240 push @where, @{$opt{'where'}} if $opt{'where'};
7241 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7247 =item search_sql HASHREF
7251 Returns a qsearch hash expression to search for parameters specified in HREF.
7252 Valid parameters are
7260 =item cancelled_pkgs
7266 listref of start date, end date
7272 =item current_balance
7274 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7278 =item flattened_pkgs
7287 my ($class, $params) = @_;
7298 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7300 "cust_main.agentnum = $1";
7307 #prospect active inactive suspended cancelled
7308 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7309 my $method = $params->{'status'}. '_sql';
7310 #push @where, $class->$method();
7311 push @where, FS::cust_main->$method();
7315 # parse cancelled package checkbox
7320 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7321 unless $params->{'cancelled_pkgs'};
7327 foreach my $field (qw( signupdate )) {
7329 next unless exists($params->{$field});
7331 my($beginning, $ending) = @{$params->{$field}};
7334 "cust_main.$field IS NOT NULL",
7335 "cust_main.$field >= $beginning",
7336 "cust_main.$field <= $ending";
7338 $orderby ||= "ORDER BY cust_main.$field";
7346 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7348 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
7355 #my $balance_sql = $class->balance_sql();
7356 my $balance_sql = FS::cust_main->balance_sql();
7358 push @where, map { s/current_balance/$balance_sql/; $_ }
7359 @{ $params->{'current_balance'} };
7365 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7367 "cust_main.custbatch = '$1'";
7371 # setup queries, subs, etc. for the search
7374 $orderby ||= 'ORDER BY custnum';
7376 # here is the agent virtualization
7377 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7379 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7381 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7383 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7385 my $select = join(', ',
7386 'cust_main.custnum',
7387 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7390 my(@extra_headers) = ();
7391 my(@extra_fields) = ();
7393 if ($params->{'flattened_pkgs'}) {
7395 if ($dbh->{Driver}->{Name} eq 'Pg') {
7397 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7399 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7400 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7401 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7403 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7404 "omitting packing information from report.";
7407 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
7409 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7410 $sth->execute() or die $sth->errstr;
7411 my $headerrow = $sth->fetchrow_arrayref;
7412 my $headercount = $headerrow ? $headerrow->[0] : 0;
7413 while($headercount) {
7414 unshift @extra_headers, "Package ". $headercount;
7415 unshift @extra_fields, eval q!sub {my $c = shift;
7416 my @a = split '\|', $c->magic;
7417 my $p = $a[!.--$headercount. q!];
7425 'table' => 'cust_main',
7426 'select' => $select,
7428 'extra_sql' => $extra_sql,
7429 'order_by' => $orderby,
7430 'count_query' => $count_query,
7431 'extra_headers' => \@extra_headers,
7432 'extra_fields' => \@extra_fields,
7437 =item email_search_sql HASHREF
7441 Emails a notice to the specified customers.
7443 Valid parameters are those of the L<search_sql> method, plus the following:
7465 Optional job queue job for status updates.
7469 Returns an error message, or false for success.
7471 If an error occurs during any email, stops the enture send and returns that
7472 error. Presumably if you're getting SMTP errors aborting is better than
7473 retrying everything.
7477 sub email_search_sql {
7478 my($class, $params) = @_;
7480 my $from = delete $params->{from};
7481 my $subject = delete $params->{subject};
7482 my $html_body = delete $params->{html_body};
7483 my $text_body = delete $params->{text_body};
7485 my $job = delete $params->{'job'};
7487 my $sql_query = $class->search_sql($params);
7489 my $count_query = delete($sql_query->{'count_query'});
7490 my $count_sth = dbh->prepare($count_query)
7491 or die "Error preparing $count_query: ". dbh->errstr;
7493 or die "Error executing $count_query: ". $count_sth->errstr;
7494 my $count_arrayref = $count_sth->fetchrow_arrayref;
7495 my $num_cust = $count_arrayref->[0];
7497 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7498 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7501 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7503 #eventually order+limit magic to reduce memory use?
7504 foreach my $cust_main ( qsearch($sql_query) ) {
7506 my $to = $cust_main->invoicing_list_emailonly_scalar;
7509 my $error = send_email(
7513 'subject' => $subject,
7514 'html_body' => $html_body,
7515 'text_body' => $text_body,
7518 return $error if $error;
7520 if ( $job ) { #progressbar foo
7522 if ( time - $min_sec > $last ) {
7523 my $error = $job->update_statustext(
7524 int( 100 * $num / $num_cust )
7526 die $error if $error;
7536 use Storable qw(thaw);
7539 sub process_email_search_sql {
7541 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
7543 my $param = thaw(decode_base64(shift));
7544 warn Dumper($param) if $DEBUG;
7546 $param->{'job'} = $job;
7548 my $error = FS::cust_main->email_search_sql( $param );
7549 die $error if $error;
7553 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
7555 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
7556 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
7557 appropriate ship_ field is also searched).
7559 Additional options are the same as FS::Record::qsearch
7564 my( $self, $fuzzy, $hash, @opt) = @_;
7569 check_and_rebuild_fuzzyfiles();
7570 foreach my $field ( keys %$fuzzy ) {
7572 my $all = $self->all_X($field);
7573 next unless scalar(@$all);
7576 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
7579 foreach ( keys %match ) {
7580 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
7581 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
7584 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
7587 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
7589 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
7597 Returns a masked version of the named field
7602 my ($self,$field) = @_;
7606 'x'x(length($self->getfield($field))-4).
7607 substr($self->getfield($field), (length($self->getfield($field))-4));
7617 =item smart_search OPTION => VALUE ...
7619 Accepts the following options: I<search>, the string to search for. The string
7620 will be searched for as a customer number, phone number, name or company name,
7621 as an exact, or, in some cases, a substring or fuzzy match (see the source code
7622 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
7623 skip fuzzy matching when an exact match is found.
7625 Any additional options are treated as an additional qualifier on the search
7628 Returns a (possibly empty) array of FS::cust_main objects.
7635 #here is the agent virtualization
7636 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7640 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
7641 my $search = delete $options{'search'};
7642 ( my $alphanum_search = $search ) =~ s/\W//g;
7644 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
7646 #false laziness w/Record::ut_phone
7647 my $phonen = "$1-$2-$3";
7648 $phonen .= " x$4" if $4;
7650 push @cust_main, qsearch( {
7651 'table' => 'cust_main',
7652 'hashref' => { %options },
7653 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7655 join(' OR ', map "$_ = '$phonen'",
7656 qw( daytime night fax
7657 ship_daytime ship_night ship_fax )
7660 " AND $agentnums_sql", #agent virtualization
7663 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
7664 #try looking for matches with extensions unless one was specified
7666 push @cust_main, qsearch( {
7667 'table' => 'cust_main',
7668 'hashref' => { %options },
7669 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7671 join(' OR ', map "$_ LIKE '$phonen\%'",
7673 ship_daytime ship_night )
7676 " AND $agentnums_sql", #agent virtualization
7681 # custnum search (also try agent_custid), with some tweaking options if your
7682 # legacy cust "numbers" have letters
7685 if ( $search =~ /^\s*(\d+)\s*$/
7686 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
7687 && $search =~ /^\s*(\w\w?\d+)\s*$/
7694 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
7695 push @cust_main, qsearch( {
7696 'table' => 'cust_main',
7697 'hashref' => { 'custnum' => $num, %options },
7698 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7702 push @cust_main, qsearch( {
7703 'table' => 'cust_main',
7704 'hashref' => { 'agent_custid' => $num, %options },
7705 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7708 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
7710 my($company, $last, $first) = ( $1, $2, $3 );
7712 # "Company (Last, First)"
7713 #this is probably something a browser remembered,
7714 #so just do an exact search
7716 foreach my $prefix ( '', 'ship_' ) {
7717 push @cust_main, qsearch( {
7718 'table' => 'cust_main',
7719 'hashref' => { $prefix.'first' => $first,
7720 $prefix.'last' => $last,
7721 $prefix.'company' => $company,
7724 'extra_sql' => " AND $agentnums_sql",
7728 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
7729 # try (ship_){last,company}
7733 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
7734 # # full strings the browser remembers won't work
7735 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
7737 use Lingua::EN::NameParse;
7738 my $NameParse = new Lingua::EN::NameParse(
7740 allow_reversed => 1,
7743 my($last, $first) = ( '', '' );
7744 #maybe disable this too and just rely on NameParse?
7745 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
7747 ($last, $first) = ( $1, $2 );
7749 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
7750 } elsif ( ! $NameParse->parse($value) ) {
7752 my %name = $NameParse->components;
7753 $first = $name{'given_name_1'};
7754 $last = $name{'surname_1'};
7758 if ( $first && $last ) {
7760 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
7763 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7765 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
7766 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
7769 push @cust_main, qsearch( {
7770 'table' => 'cust_main',
7771 'hashref' => \%options,
7772 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7775 # or it just be something that was typed in... (try that in a sec)
7779 my $q_value = dbh->quote($value);
7782 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7783 $sql .= " ( LOWER(last) = $q_value
7784 OR LOWER(company) = $q_value
7785 OR LOWER(ship_last) = $q_value
7786 OR LOWER(ship_company) = $q_value
7789 push @cust_main, qsearch( {
7790 'table' => 'cust_main',
7791 'hashref' => \%options,
7792 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7795 #no exact match, trying substring/fuzzy
7796 #always do substring & fuzzy (unless they're explicity config'ed off)
7797 #getting complaints searches are not returning enough
7798 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
7800 #still some false laziness w/search_sql (was search/cust_main.cgi)
7805 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
7806 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
7809 if ( $first && $last ) {
7812 { 'first' => { op=>'ILIKE', value=>"%$first%" },
7813 'last' => { op=>'ILIKE', value=>"%$last%" },
7815 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
7816 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
7823 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
7824 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
7828 foreach my $hashref ( @hashrefs ) {
7830 push @cust_main, qsearch( {
7831 'table' => 'cust_main',
7832 'hashref' => { %$hashref,
7835 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
7844 " AND $agentnums_sql", #extra_sql #agent virtualization
7847 if ( $first && $last ) {
7848 push @cust_main, FS::cust_main->fuzzy_search(
7849 { 'last' => $last, #fuzzy hashref
7850 'first' => $first }, #
7854 foreach my $field ( 'last', 'company' ) {
7856 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
7861 #eliminate duplicates
7863 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7873 Accepts the following options: I<email>, the email address to search for. The
7874 email address will be searched for as an email invoice destination and as an
7877 #Any additional options are treated as an additional qualifier on the search
7878 #(i.e. I<agentnum>).
7880 Returns a (possibly empty) array of FS::cust_main objects (but usually just
7890 my $email = delete $options{'email'};
7892 #we're only being used by RT at the moment... no agent virtualization yet
7893 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7897 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
7899 my ( $user, $domain ) = ( $1, $2 );
7901 warn "$me smart_search: searching for $user in domain $domain"
7907 'table' => 'cust_main_invoice',
7908 'hashref' => { 'dest' => $email },
7915 map $_->cust_svc->cust_pkg,
7917 'table' => 'svc_acct',
7918 'hashref' => { 'username' => $user, },
7920 'AND ( SELECT domain FROM svc_domain
7921 WHERE svc_acct.domsvc = svc_domain.svcnum
7922 ) = '. dbh->quote($domain),
7928 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7930 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
7937 =item check_and_rebuild_fuzzyfiles
7941 use vars qw(@fuzzyfields);
7942 @fuzzyfields = ( 'last', 'first', 'company' );
7944 sub check_and_rebuild_fuzzyfiles {
7945 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7946 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
7949 =item rebuild_fuzzyfiles
7953 sub rebuild_fuzzyfiles {
7955 use Fcntl qw(:flock);
7957 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7958 mkdir $dir, 0700 unless -d $dir;
7960 foreach my $fuzzy ( @fuzzyfields ) {
7962 open(LOCK,">>$dir/cust_main.$fuzzy")
7963 or die "can't open $dir/cust_main.$fuzzy: $!";
7965 or die "can't lock $dir/cust_main.$fuzzy: $!";
7967 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
7968 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
7970 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
7971 my $sth = dbh->prepare("SELECT $field FROM cust_main".
7972 " WHERE $field != '' AND $field IS NOT NULL");
7973 $sth->execute or die $sth->errstr;
7975 while ( my $row = $sth->fetchrow_arrayref ) {
7976 print CACHE $row->[0]. "\n";
7981 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
7983 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
7994 my( $self, $field ) = @_;
7995 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7996 open(CACHE,"<$dir/cust_main.$field")
7997 or die "can't open $dir/cust_main.$field: $!";
7998 my @array = map { chomp; $_; } <CACHE>;
8003 =item append_fuzzyfiles LASTNAME COMPANY
8007 sub append_fuzzyfiles {
8008 #my( $first, $last, $company ) = @_;
8010 &check_and_rebuild_fuzzyfiles;
8012 use Fcntl qw(:flock);
8014 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8016 foreach my $field (qw( first last company )) {
8021 open(CACHE,">>$dir/cust_main.$field")
8022 or die "can't open $dir/cust_main.$field: $!";
8023 flock(CACHE,LOCK_EX)
8024 or die "can't lock $dir/cust_main.$field: $!";
8026 print CACHE "$value\n";
8028 flock(CACHE,LOCK_UN)
8029 or die "can't unlock $dir/cust_main.$field: $!";
8044 #warn join('-',keys %$param);
8045 my $fh = $param->{filehandle};
8046 my @fields = @{$param->{fields}};
8048 eval "use Text::CSV_XS;";
8051 my $csv = new Text::CSV_XS;
8058 local $SIG{HUP} = 'IGNORE';
8059 local $SIG{INT} = 'IGNORE';
8060 local $SIG{QUIT} = 'IGNORE';
8061 local $SIG{TERM} = 'IGNORE';
8062 local $SIG{TSTP} = 'IGNORE';
8063 local $SIG{PIPE} = 'IGNORE';
8065 my $oldAutoCommit = $FS::UID::AutoCommit;
8066 local $FS::UID::AutoCommit = 0;
8069 #while ( $columns = $csv->getline($fh) ) {
8071 while ( defined($line=<$fh>) ) {
8073 $csv->parse($line) or do {
8074 $dbh->rollback if $oldAutoCommit;
8075 return "can't parse: ". $csv->error_input();
8078 my @columns = $csv->fields();
8079 #warn join('-',@columns);
8082 foreach my $field ( @fields ) {
8083 $row{$field} = shift @columns;
8086 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8087 unless ( $cust_main ) {
8088 $dbh->rollback if $oldAutoCommit;
8089 return "unknown custnum $row{'custnum'}";
8092 if ( $row{'amount'} > 0 ) {
8093 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8095 $dbh->rollback if $oldAutoCommit;
8099 } elsif ( $row{'amount'} < 0 ) {
8100 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8103 $dbh->rollback if $oldAutoCommit;
8113 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8115 return "Empty file!" unless $imported;
8121 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8123 Sends a templated email notification to the customer (see L<Text::Template>).
8125 OPTIONS is a hash and may include
8127 I<from> - the email sender (default is invoice_from)
8129 I<to> - comma-separated scalar or arrayref of recipients
8130 (default is invoicing_list)
8132 I<subject> - The subject line of the sent email notification
8133 (default is "Notice from company_name")
8135 I<extra_fields> - a hashref of name/value pairs which will be substituted
8138 The following variables are vavailable in the template.
8140 I<$first> - the customer first name
8141 I<$last> - the customer last name
8142 I<$company> - the customer company
8143 I<$payby> - a description of the method of payment for the customer
8144 # would be nice to use FS::payby::shortname
8145 I<$payinfo> - the account information used to collect for this customer
8146 I<$expdate> - the expiration of the customer payment in seconds from epoch
8151 my ($self, $template, %options) = @_;
8153 return unless $conf->exists($template);
8155 my $from = $conf->config('invoice_from', $self->agentnum)
8156 if $conf->exists('invoice_from', $self->agentnum);
8157 $from = $options{from} if exists($options{from});
8159 my $to = join(',', $self->invoicing_list_emailonly);
8160 $to = $options{to} if exists($options{to});
8162 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8163 if $conf->exists('company_name', $self->agentnum);
8164 $subject = $options{subject} if exists($options{subject});
8166 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8167 SOURCE => [ map "$_\n",
8168 $conf->config($template)]
8170 or die "can't create new Text::Template object: Text::Template::ERROR";
8171 $notify_template->compile()
8172 or die "can't compile template: Text::Template::ERROR";
8174 $FS::notify_template::_template::company_name =
8175 $conf->config('company_name', $self->agentnum);
8176 $FS::notify_template::_template::company_address =
8177 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8179 my $paydate = $self->paydate || '2037-12-31';
8180 $FS::notify_template::_template::first = $self->first;
8181 $FS::notify_template::_template::last = $self->last;
8182 $FS::notify_template::_template::company = $self->company;
8183 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8184 my $payby = $self->payby;
8185 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8186 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8188 #credit cards expire at the end of the month/year of their exp date
8189 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8190 $FS::notify_template::_template::payby = 'credit card';
8191 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8192 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8194 }elsif ($payby eq 'COMP') {
8195 $FS::notify_template::_template::payby = 'complimentary account';
8197 $FS::notify_template::_template::payby = 'current method';
8199 $FS::notify_template::_template::expdate = $expire_time;
8201 for (keys %{$options{extra_fields}}){
8203 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8206 send_email(from => $from,
8208 subject => $subject,
8209 body => $notify_template->fill_in( PACKAGE =>
8210 'FS::notify_template::_template' ),
8215 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8217 Generates a templated notification to the customer (see L<Text::Template>).
8219 OPTIONS is a hash and may include
8221 I<extra_fields> - a hashref of name/value pairs which will be substituted
8222 into the template. These values may override values mentioned below
8223 and those from the customer record.
8225 The following variables are available in the template instead of or in addition
8226 to the fields of the customer record.
8228 I<$payby> - a description of the method of payment for the customer
8229 # would be nice to use FS::payby::shortname
8230 I<$payinfo> - the masked account information used to collect for this customer
8231 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8232 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8236 sub generate_letter {
8237 my ($self, $template, %options) = @_;
8239 return unless $conf->exists($template);
8241 my $letter_template = new Text::Template
8243 SOURCE => [ map "$_\n", $conf->config($template)],
8244 DELIMITERS => [ '[@--', '--@]' ],
8246 or die "can't create new Text::Template object: Text::Template::ERROR";
8248 $letter_template->compile()
8249 or die "can't compile template: Text::Template::ERROR";
8251 my %letter_data = map { $_ => $self->$_ } $self->fields;
8252 $letter_data{payinfo} = $self->mask_payinfo;
8254 #my $paydate = $self->paydate || '2037-12-31';
8255 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8257 my $payby = $self->payby;
8258 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8259 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8261 #credit cards expire at the end of the month/year of their exp date
8262 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8263 $letter_data{payby} = 'credit card';
8264 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8265 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8267 }elsif ($payby eq 'COMP') {
8268 $letter_data{payby} = 'complimentary account';
8270 $letter_data{payby} = 'current method';
8272 $letter_data{expdate} = $expire_time;
8274 for (keys %{$options{extra_fields}}){
8275 $letter_data{$_} = $options{extra_fields}->{$_};
8278 unless(exists($letter_data{returnaddress})){
8279 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8280 $self->agent_template)
8282 if ( length($retadd) ) {
8283 $letter_data{returnaddress} = $retadd;
8284 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8285 $letter_data{returnaddress} =
8286 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8287 $conf->config('company_address', $self->agentnum)
8290 $letter_data{returnaddress} = '~';
8294 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8296 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8298 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8299 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8303 ) or die "can't open temp file: $!\n";
8305 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8307 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8311 =item print_ps TEMPLATE
8313 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8319 my $file = $self->generate_letter(@_);
8320 FS::Misc::generate_ps($file);
8323 =item print TEMPLATE
8325 Prints the filled in template.
8327 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8331 sub queueable_print {
8334 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8335 or die "invalid customer number: " . $opt{custvnum};
8337 my $error = $self->print( $opt{template} );
8338 die $error if $error;
8342 my ($self, $template) = (shift, shift);
8343 do_print [ $self->print_ps($template) ];
8346 #these three subs should just go away once agent stuff is all config overrides
8348 sub agent_template {
8350 $self->_agent_plandata('agent_templatename');
8353 sub agent_invoice_from {
8355 $self->_agent_plandata('agent_invoice_from');
8358 sub _agent_plandata {
8359 my( $self, $option ) = @_;
8361 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8362 #agent-specific Conf
8364 use FS::part_event::Condition;
8366 my $agentnum = $self->agentnum;
8369 if ( driver_name =~ /^Pg/i ) {
8371 } elsif ( driver_name =~ /^mysql/i ) {
8374 die "don't know how to use regular expressions in ". driver_name. " databases";
8377 my $part_event_option =
8379 'select' => 'part_event_option.*',
8380 'table' => 'part_event_option',
8382 LEFT JOIN part_event USING ( eventpart )
8383 LEFT JOIN part_event_option AS peo_agentnum
8384 ON ( part_event.eventpart = peo_agentnum.eventpart
8385 AND peo_agentnum.optionname = 'agentnum'
8386 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8388 LEFT JOIN part_event_condition
8389 ON ( part_event.eventpart = part_event_condition.eventpart
8390 AND part_event_condition.conditionname = 'cust_bill_age'
8392 LEFT JOIN part_event_condition_option
8393 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8394 AND part_event_condition_option.optionname = 'age'
8397 #'hashref' => { 'optionname' => $option },
8398 #'hashref' => { 'part_event_option.optionname' => $option },
8400 " WHERE part_event_option.optionname = ". dbh->quote($option).
8401 " AND action = 'cust_bill_send_agent' ".
8402 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8403 " AND peo_agentnum.optionname = 'agentnum' ".
8404 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8406 CASE WHEN part_event_condition_option.optionname IS NULL
8408 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8410 , part_event.weight".
8414 unless ( $part_event_option ) {
8415 return $self->agent->invoice_template || ''
8416 if $option eq 'agent_templatename';
8420 $part_event_option->optionvalue;
8425 ## actual sub, not a method, designed to be called from the queue.
8426 ## sets up the customer, and calls the bill_and_collect
8427 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8428 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8429 $cust_main->bill_and_collect(
8434 sub _upgrade_data { #class method
8435 my ($class, %opts) = @_;
8437 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8438 my $sth = dbh->prepare($sql) or die dbh->errstr;
8439 $sth->execute or die $sth->errstr;
8449 The delete method should possibly take an FS::cust_main object reference
8450 instead of a scalar customer number.
8452 Bill and collect options should probably be passed as references instead of a
8455 There should probably be a configuration file with a list of allowed credit
8458 No multiple currency support (probably a larger project than just this module).
8460 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8462 Birthdates rely on negative epoch values.
8464 The payby for card/check batches is broken. With mixed batching, bad
8467 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8471 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8472 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8473 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.