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 $ignore_expired_card = 0;
78 @encrypted_fields = ('payinfo', 'paycvv');
79 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
81 #ask FS::UID to run this stuff for us later
82 #$FS::UID::callback{'FS::cust_main'} = sub {
83 install_callback FS::UID sub {
85 #yes, need it for stuff below (prolly should be cached)
90 my ( $hashref, $cache ) = @_;
91 if ( exists $hashref->{'pkgnum'} ) {
92 #@{ $self->{'_pkgnum'} } = ();
93 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
94 $self->{'_pkgnum'} = $subcache;
95 #push @{ $self->{'_pkgnum'} },
96 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
102 FS::cust_main - Object methods for cust_main records
108 $record = new FS::cust_main \%hash;
109 $record = new FS::cust_main { 'column' => 'value' };
111 $error = $record->insert;
113 $error = $new_record->replace($old_record);
115 $error = $record->delete;
117 $error = $record->check;
119 @cust_pkg = $record->all_pkgs;
121 @cust_pkg = $record->ncancelled_pkgs;
123 @cust_pkg = $record->suspended_pkgs;
125 $error = $record->bill;
126 $error = $record->bill %options;
127 $error = $record->bill 'time' => $time;
129 $error = $record->collect;
130 $error = $record->collect %options;
131 $error = $record->collect 'invoice_time' => $time,
136 An FS::cust_main object represents a customer. FS::cust_main inherits from
137 FS::Record. The following fields are currently supported:
143 Primary key (assigned automatically for new customers)
147 Agent (see L<FS::agent>)
151 Advertising source (see L<FS::part_referral>)
163 Cocial security number (optional)
179 (optional, see L<FS::cust_main_county>)
183 (see L<FS::cust_main_county>)
189 (see L<FS::cust_main_county>)
225 (optional, see L<FS::cust_main_county>)
229 (see L<FS::cust_main_county>)
235 (see L<FS::cust_main_county>)
251 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
255 Payment Information (See L<FS::payinfo_Mixin> for data format)
259 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
263 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
267 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
271 Start date month (maestro/solo cards only)
275 Start date year (maestro/solo cards only)
279 Issue number (maestro/solo cards only)
283 Name on card or billing name
287 IP address from which payment information was received
291 Tax exempt, empty or `Y'
295 Order taker (assigned automatically, see L<FS::UID>)
301 =item referral_custnum
303 Referring customer number
307 Enable individual CDR spooling, empty or `Y'
311 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
315 Discourage individual CDR printing, empty or `Y'
325 Creates a new customer. To add the customer to the database, see L<"insert">.
327 Note that this stores the hash reference, not a distinct copy of the hash it
328 points to. You can ask the object for a copy with the I<hash> method.
332 sub table { 'cust_main'; }
334 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
336 Adds this customer to the database. If there is an error, returns the error,
337 otherwise returns false.
339 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
340 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
341 are inserted atomicly, or the transaction is rolled back. Passing an empty
342 hash reference is equivalent to not supplying this parameter. There should be
343 a better explanation of this, but until then, here's an example:
346 tie %hash, 'Tie::RefHash'; #this part is important
348 $cust_pkg => [ $svc_acct ],
351 $cust_main->insert( \%hash );
353 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
354 be set as the invoicing list (see L<"invoicing_list">). Errors return as
355 expected and rollback the entire transaction; it is not necessary to call
356 check_invoicing_list first. The invoicing_list is set after the records in the
357 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
358 invoicing_list destination to the newly-created svc_acct. Here's an example:
360 $cust_main->insert( {}, [ $email, 'POST' ] );
362 Currently available options are: I<depend_jobnum> and I<noexport>.
364 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
365 on the supplied jobnum (they will not run until the specific job completes).
366 This can be used to defer provisioning until some action completes (such
367 as running the customer's credit card successfully).
369 The I<noexport> option is deprecated. If I<noexport> is set true, no
370 provisioning jobs (exports) are scheduled. (You can schedule them later with
371 the B<reexport> method.)
377 my $cust_pkgs = @_ ? shift : {};
378 my $invoicing_list = @_ ? shift : '';
380 warn "$me insert called with options ".
381 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
384 local $SIG{HUP} = 'IGNORE';
385 local $SIG{INT} = 'IGNORE';
386 local $SIG{QUIT} = 'IGNORE';
387 local $SIG{TERM} = 'IGNORE';
388 local $SIG{TSTP} = 'IGNORE';
389 local $SIG{PIPE} = 'IGNORE';
391 my $oldAutoCommit = $FS::UID::AutoCommit;
392 local $FS::UID::AutoCommit = 0;
395 my $prepay_identifier = '';
396 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
398 if ( $self->payby eq 'PREPAY' ) {
400 $self->payby('BILL');
401 $prepay_identifier = $self->payinfo;
404 warn " looking up prepaid card $prepay_identifier\n"
407 my $error = $self->get_prepay( $prepay_identifier,
408 'amount_ref' => \$amount,
409 'seconds_ref' => \$seconds,
410 'upbytes_ref' => \$upbytes,
411 'downbytes_ref' => \$downbytes,
412 'totalbytes_ref' => \$totalbytes,
415 $dbh->rollback if $oldAutoCommit;
416 #return "error applying prepaid card (transaction rolled back): $error";
420 $payby = 'PREP' if $amount;
422 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
425 $self->payby('BILL');
426 $amount = $self->paid;
430 warn " inserting $self\n"
433 $self->signupdate(time) unless $self->signupdate;
435 $self->auto_agent_custid()
436 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
438 my $error = $self->SUPER::insert;
440 $dbh->rollback if $oldAutoCommit;
441 #return "inserting cust_main record (transaction rolled back): $error";
445 warn " setting invoicing list\n"
448 if ( $invoicing_list ) {
449 $error = $self->check_invoicing_list( $invoicing_list );
451 $dbh->rollback if $oldAutoCommit;
452 #return "checking invoicing_list (transaction rolled back): $error";
455 $self->invoicing_list( $invoicing_list );
458 if ( $conf->config('cust_main-skeleton_tables')
459 && $conf->config('cust_main-skeleton_custnum') ) {
461 warn " inserting skeleton records\n"
464 my $error = $self->start_copy_skel;
466 $dbh->rollback if $oldAutoCommit;
472 warn " ordering packages\n"
475 $error = $self->order_pkgs( $cust_pkgs,
477 'seconds_ref' => \$seconds,
478 'upbytes_ref' => \$upbytes,
479 'downbytes_ref' => \$downbytes,
480 'totalbytes_ref' => \$totalbytes,
483 $dbh->rollback if $oldAutoCommit;
488 $dbh->rollback if $oldAutoCommit;
489 return "No svc_acct record to apply pre-paid time";
491 if ( $upbytes || $downbytes || $totalbytes ) {
492 $dbh->rollback if $oldAutoCommit;
493 return "No svc_acct record to apply pre-paid data";
497 warn " inserting initial $payby payment of $amount\n"
499 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
501 $dbh->rollback if $oldAutoCommit;
502 return "inserting payment (transaction rolled back): $error";
506 unless ( $import || $skip_fuzzyfiles ) {
507 warn " queueing fuzzyfiles update\n"
509 $error = $self->queue_fuzzyfiles_update;
511 $dbh->rollback if $oldAutoCommit;
512 return "updating fuzzy search cache: $error";
516 warn " insert complete; committing transaction\n"
519 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
524 use File::CounterFile;
525 sub auto_agent_custid {
528 my $format = $conf->config('cust_main-auto_agent_custid');
530 if ( $format eq '1YMMXXXXXXXX' ) {
532 my $counter = new File::CounterFile 'cust_main.agent_custid';
535 my $ym = 100000000000 + time2str('%y%m00000000', time);
536 if ( $ym > $counter->value ) {
537 $counter->{'value'} = $agent_custid = $ym;
538 $counter->{'updated'} = 1;
540 $agent_custid = $counter->inc;
546 die "Unknown cust_main-auto_agent_custid format: $format";
549 $self->agent_custid($agent_custid);
553 sub start_copy_skel {
556 #'mg_user_preference' => {},
557 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
558 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
559 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
560 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
561 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
564 _copy_skel( 'cust_main', #tablename
565 $conf->config('cust_main-skeleton_custnum'), #sourceid
566 $self->custnum, #destid
567 @tables, #child tables
571 #recursive subroutine, not a method
573 my( $table, $sourceid, $destid, %child_tables ) = @_;
576 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
577 ( $table, $primary_key ) = ( $1, $2 );
579 my $dbdef_table = dbdef->table($table);
580 $primary_key = $dbdef_table->primary_key
581 or return "$table has no primary key".
582 " (or do you need to run dbdef-create?)";
585 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
586 join (', ', keys %child_tables). "\n"
589 foreach my $child_table_def ( keys %child_tables ) {
593 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
594 ( $child_table, $child_pkey ) = ( $1, $2 );
596 $child_table = $child_table_def;
598 $child_pkey = dbdef->table($child_table)->primary_key;
599 # or return "$table has no primary key".
600 # " (or do you need to run dbdef-create?)\n";
604 if ( keys %{ $child_tables{$child_table_def} } ) {
606 return "$child_table has no primary key".
607 " (run dbdef-create or try specifying it?)\n"
610 #false laziness w/Record::insert and only works on Pg
611 #refactor the proper last-inserted-id stuff out of Record::insert if this
612 # ever gets use for anything besides a quick kludge for one customer
613 my $default = dbdef->table($child_table)->column($child_pkey)->default;
614 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
615 or return "can't parse $child_table.$child_pkey default value ".
616 " for sequence name: $default";
621 my @sel_columns = grep { $_ ne $primary_key }
622 dbdef->table($child_table)->columns;
623 my $sel_columns = join(', ', @sel_columns );
625 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
626 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
627 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
629 my $sel_st = "SELECT $sel_columns FROM $child_table".
630 " WHERE $primary_key = $sourceid";
633 my $sel_sth = dbh->prepare( $sel_st )
634 or return dbh->errstr;
636 $sel_sth->execute or return $sel_sth->errstr;
638 while ( my $row = $sel_sth->fetchrow_hashref ) {
640 warn " selected row: ".
641 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
645 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
646 my $ins_sth =dbh->prepare($statement)
647 or return dbh->errstr;
648 my @param = ( $destid, map $row->{$_}, @ins_columns );
649 warn " $statement: [ ". join(', ', @param). " ]\n"
651 $ins_sth->execute( @param )
652 or return $ins_sth->errstr;
654 #next unless keys %{ $child_tables{$child_table} };
655 next unless $sequence;
657 #another section of that laziness
658 my $seq_sql = "SELECT currval('$sequence')";
659 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
660 $seq_sth->execute or return $seq_sth->errstr;
661 my $insertid = $seq_sth->fetchrow_arrayref->[0];
663 # don't drink soap! recurse! recurse! okay!
665 _copy_skel( $child_table_def,
666 $row->{$child_pkey}, #sourceid
668 %{ $child_tables{$child_table_def} },
670 return $error if $error;
680 =item order_pkg HASHREF | OPTION => VALUE ...
682 Orders a single package.
684 Options may be passed as a list of key/value pairs or as a hash reference.
695 Optional FS::cust_location object
699 Optional arryaref of FS::svc_* service objects.
703 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
704 jobs will have a dependancy on the supplied job (they will not run until the
705 specific job completes). This can be used to defer provisioning until some
706 action completes (such as running the customer's credit card successfully).
714 my $opt = ref($_[0]) ? shift : { @_ };
716 warn "$me order_pkg called with options ".
717 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
720 my $cust_pkg = $opt->{'cust_pkg'};
721 my $svcs = $opt->{'svcs'} || [];
723 my %svc_options = ();
724 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
725 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
727 local $SIG{HUP} = 'IGNORE';
728 local $SIG{INT} = 'IGNORE';
729 local $SIG{QUIT} = 'IGNORE';
730 local $SIG{TERM} = 'IGNORE';
731 local $SIG{TSTP} = 'IGNORE';
732 local $SIG{PIPE} = 'IGNORE';
734 my $oldAutoCommit = $FS::UID::AutoCommit;
735 local $FS::UID::AutoCommit = 0;
738 if ( $opt->{'cust_location'} &&
739 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
740 my $error = $opt->{'cust_location'}->insert;
742 $dbh->rollback if $oldAutoCommit;
743 return "inserting cust_location (transaction rolled back): $error";
745 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
748 $cust_pkg->custnum( $self->custnum );
750 my $error = $cust_pkg->insert;
752 $dbh->rollback if $oldAutoCommit;
753 return "inserting cust_pkg (transaction rolled back): $error";
756 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
757 if ( $svc_something->svcnum ) {
758 my $old_cust_svc = $svc_something->cust_svc;
759 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
760 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
761 $error = $new_cust_svc->replace($old_cust_svc);
763 $svc_something->pkgnum( $cust_pkg->pkgnum );
764 if ( $svc_something->isa('FS::svc_acct') ) {
765 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
766 qw( seconds upbytes downbytes totalbytes ) ) {
767 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
768 ${ $opt->{$_.'_ref'} } = 0;
771 $error = $svc_something->insert(%svc_options);
774 $dbh->rollback if $oldAutoCommit;
775 return "inserting svc_ (transaction rolled back): $error";
779 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
784 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
785 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
787 Like the insert method on an existing record, this method orders multiple
788 packages and included services atomicaly. Pass a Tie::RefHash data structure
789 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
790 There should be a better explanation of this, but until then, here's an
794 tie %hash, 'Tie::RefHash'; #this part is important
796 $cust_pkg => [ $svc_acct ],
799 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
801 Services can be new, in which case they are inserted, or existing unaudited
802 services, in which case they are linked to the newly-created package.
804 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
805 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
807 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
808 on the supplied jobnum (they will not run until the specific job completes).
809 This can be used to defer provisioning until some action completes (such
810 as running the customer's credit card successfully).
812 The I<noexport> option is deprecated. If I<noexport> is set true, no
813 provisioning jobs (exports) are scheduled. (You can schedule them later with
814 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
815 on the cust_main object is not recommended, as existing services will also be
818 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
819 provided, the scalars (provided by references) will be incremented by the
820 values of the prepaid card.`
826 my $cust_pkgs = shift;
827 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
829 $seconds_ref ||= $options{'seconds_ref'};
831 warn "$me order_pkgs called with options ".
832 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
835 local $SIG{HUP} = 'IGNORE';
836 local $SIG{INT} = 'IGNORE';
837 local $SIG{QUIT} = 'IGNORE';
838 local $SIG{TERM} = 'IGNORE';
839 local $SIG{TSTP} = 'IGNORE';
840 local $SIG{PIPE} = 'IGNORE';
842 my $oldAutoCommit = $FS::UID::AutoCommit;
843 local $FS::UID::AutoCommit = 0;
846 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
848 foreach my $cust_pkg ( keys %$cust_pkgs ) {
850 my $error = $self->order_pkg(
851 'cust_pkg' => $cust_pkg,
852 'svcs' => $cust_pkgs->{$cust_pkg},
853 'seconds_ref' => $seconds_ref,
854 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
859 $dbh->rollback if $oldAutoCommit;
865 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
869 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
871 Recharges this (existing) customer with the specified prepaid card (see
872 L<FS::prepay_credit>), specified either by I<identifier> or as an
873 FS::prepay_credit object. If there is an error, returns the error, otherwise
876 Optionally, five scalar references can be passed as well. They will have their
877 values filled in with the amount, number of seconds, and number of upload,
878 download, and total bytes applied by this prepaid card.
882 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
883 #the only place that uses these args
884 sub recharge_prepay {
885 my( $self, $prepay_credit, $amountref, $secondsref,
886 $upbytesref, $downbytesref, $totalbytesref ) = @_;
888 local $SIG{HUP} = 'IGNORE';
889 local $SIG{INT} = 'IGNORE';
890 local $SIG{QUIT} = 'IGNORE';
891 local $SIG{TERM} = 'IGNORE';
892 local $SIG{TSTP} = 'IGNORE';
893 local $SIG{PIPE} = 'IGNORE';
895 my $oldAutoCommit = $FS::UID::AutoCommit;
896 local $FS::UID::AutoCommit = 0;
899 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
901 my $error = $self->get_prepay( $prepay_credit,
902 'amount_ref' => \$amount,
903 'seconds_ref' => \$seconds,
904 'upbytes_ref' => \$upbytes,
905 'downbytes_ref' => \$downbytes,
906 'totalbytes_ref' => \$totalbytes,
908 || $self->increment_seconds($seconds)
909 || $self->increment_upbytes($upbytes)
910 || $self->increment_downbytes($downbytes)
911 || $self->increment_totalbytes($totalbytes)
912 || $self->insert_cust_pay_prepay( $amount,
914 ? $prepay_credit->identifier
919 $dbh->rollback if $oldAutoCommit;
923 if ( defined($amountref) ) { $$amountref = $amount; }
924 if ( defined($secondsref) ) { $$secondsref = $seconds; }
925 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
926 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
927 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
929 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
934 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
936 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
937 specified either by I<identifier> or as an FS::prepay_credit object.
939 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
940 incremented by the values of the prepaid card.
942 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
943 check or set this customer's I<agentnum>.
945 If there is an error, returns the error, otherwise returns false.
951 my( $self, $prepay_credit, %opt ) = @_;
953 local $SIG{HUP} = 'IGNORE';
954 local $SIG{INT} = 'IGNORE';
955 local $SIG{QUIT} = 'IGNORE';
956 local $SIG{TERM} = 'IGNORE';
957 local $SIG{TSTP} = 'IGNORE';
958 local $SIG{PIPE} = 'IGNORE';
960 my $oldAutoCommit = $FS::UID::AutoCommit;
961 local $FS::UID::AutoCommit = 0;
964 unless ( ref($prepay_credit) ) {
966 my $identifier = $prepay_credit;
968 $prepay_credit = qsearchs(
970 { 'identifier' => $prepay_credit },
975 unless ( $prepay_credit ) {
976 $dbh->rollback if $oldAutoCommit;
977 return "Invalid prepaid card: ". $identifier;
982 if ( $prepay_credit->agentnum ) {
983 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
984 $dbh->rollback if $oldAutoCommit;
985 return "prepaid card not valid for agent ". $self->agentnum;
987 $self->agentnum($prepay_credit->agentnum);
990 my $error = $prepay_credit->delete;
992 $dbh->rollback if $oldAutoCommit;
993 return "removing prepay_credit (transaction rolled back): $error";
996 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
997 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
999 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1004 =item increment_upbytes SECONDS
1006 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1007 the specified number of upbytes. If there is an error, returns the error,
1008 otherwise returns false.
1012 sub increment_upbytes {
1013 _increment_column( shift, 'upbytes', @_);
1016 =item increment_downbytes SECONDS
1018 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1019 the specified number of downbytes. If there is an error, returns the error,
1020 otherwise returns false.
1024 sub increment_downbytes {
1025 _increment_column( shift, 'downbytes', @_);
1028 =item increment_totalbytes SECONDS
1030 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1031 the specified number of totalbytes. If there is an error, returns the error,
1032 otherwise returns false.
1036 sub increment_totalbytes {
1037 _increment_column( shift, 'totalbytes', @_);
1040 =item increment_seconds SECONDS
1042 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1043 the specified number of seconds. If there is an error, returns the error,
1044 otherwise returns false.
1048 sub increment_seconds {
1049 _increment_column( shift, 'seconds', @_);
1052 =item _increment_column AMOUNT
1054 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1055 the specified number of seconds or bytes. If there is an error, returns
1056 the error, otherwise returns false.
1060 sub _increment_column {
1061 my( $self, $column, $amount ) = @_;
1062 warn "$me increment_column called: $column, $amount\n"
1065 return '' unless $amount;
1067 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1068 $self->ncancelled_pkgs;
1070 if ( ! @cust_pkg ) {
1071 return 'No packages with primary or single services found'.
1072 ' to apply pre-paid time';
1073 } elsif ( scalar(@cust_pkg) > 1 ) {
1074 #maybe have a way to specify the package/account?
1075 return 'Multiple packages found to apply pre-paid time';
1078 my $cust_pkg = $cust_pkg[0];
1079 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1083 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1085 if ( ! @cust_svc ) {
1086 return 'No account found to apply pre-paid time';
1087 } elsif ( scalar(@cust_svc) > 1 ) {
1088 return 'Multiple accounts found to apply pre-paid time';
1091 my $svc_acct = $cust_svc[0]->svc_x;
1092 warn " found service svcnum ". $svc_acct->pkgnum.
1093 ' ('. $svc_acct->email. ")\n"
1096 $column = "increment_$column";
1097 $svc_acct->$column($amount);
1101 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1103 Inserts a prepayment in the specified amount for this customer. An optional
1104 second argument can specify the prepayment identifier for tracking purposes.
1105 If there is an error, returns the error, otherwise returns false.
1109 sub insert_cust_pay_prepay {
1110 shift->insert_cust_pay('PREP', @_);
1113 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1115 Inserts a cash payment in the specified amount for this customer. An optional
1116 second argument can specify the payment identifier for tracking purposes.
1117 If there is an error, returns the error, otherwise returns false.
1121 sub insert_cust_pay_cash {
1122 shift->insert_cust_pay('CASH', @_);
1125 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1127 Inserts a Western Union payment in the specified amount for this customer. An
1128 optional second argument can specify the prepayment identifier for tracking
1129 purposes. If there is an error, returns the error, otherwise returns false.
1133 sub insert_cust_pay_west {
1134 shift->insert_cust_pay('WEST', @_);
1137 sub insert_cust_pay {
1138 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1139 my $payinfo = scalar(@_) ? shift : '';
1141 my $cust_pay = new FS::cust_pay {
1142 'custnum' => $self->custnum,
1143 'paid' => sprintf('%.2f', $amount),
1144 #'_date' => #date the prepaid card was purchased???
1146 'payinfo' => $payinfo,
1154 This method is deprecated. See the I<depend_jobnum> option to the insert and
1155 order_pkgs methods for a better way to defer provisioning.
1157 Re-schedules all exports by calling the B<reexport> method of all associated
1158 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1159 otherwise returns false.
1166 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1167 "use the depend_jobnum option to insert or order_pkgs to delay export";
1169 local $SIG{HUP} = 'IGNORE';
1170 local $SIG{INT} = 'IGNORE';
1171 local $SIG{QUIT} = 'IGNORE';
1172 local $SIG{TERM} = 'IGNORE';
1173 local $SIG{TSTP} = 'IGNORE';
1174 local $SIG{PIPE} = 'IGNORE';
1176 my $oldAutoCommit = $FS::UID::AutoCommit;
1177 local $FS::UID::AutoCommit = 0;
1180 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1181 my $error = $cust_pkg->reexport;
1183 $dbh->rollback if $oldAutoCommit;
1188 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1193 =item delete NEW_CUSTNUM
1195 This deletes the customer. If there is an error, returns the error, otherwise
1198 This will completely remove all traces of the customer record. This is not
1199 what you want when a customer cancels service; for that, cancel all of the
1200 customer's packages (see L</cancel>).
1202 If the customer has any uncancelled packages, you need to pass a new (valid)
1203 customer number for those packages to be transferred to. Cancelled packages
1204 will be deleted. Did I mention that this is NOT what you want when a customer
1205 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1207 You can't delete a customer with invoices (see L<FS::cust_bill>),
1208 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1209 refunds (see L<FS::cust_refund>).
1216 local $SIG{HUP} = 'IGNORE';
1217 local $SIG{INT} = 'IGNORE';
1218 local $SIG{QUIT} = 'IGNORE';
1219 local $SIG{TERM} = 'IGNORE';
1220 local $SIG{TSTP} = 'IGNORE';
1221 local $SIG{PIPE} = 'IGNORE';
1223 my $oldAutoCommit = $FS::UID::AutoCommit;
1224 local $FS::UID::AutoCommit = 0;
1227 if ( $self->cust_bill ) {
1228 $dbh->rollback if $oldAutoCommit;
1229 return "Can't delete a customer with invoices";
1231 if ( $self->cust_credit ) {
1232 $dbh->rollback if $oldAutoCommit;
1233 return "Can't delete a customer with credits";
1235 if ( $self->cust_pay ) {
1236 $dbh->rollback if $oldAutoCommit;
1237 return "Can't delete a customer with payments";
1239 if ( $self->cust_refund ) {
1240 $dbh->rollback if $oldAutoCommit;
1241 return "Can't delete a customer with refunds";
1244 my @cust_pkg = $self->ncancelled_pkgs;
1246 my $new_custnum = shift;
1247 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1248 $dbh->rollback if $oldAutoCommit;
1249 return "Invalid new customer number: $new_custnum";
1251 foreach my $cust_pkg ( @cust_pkg ) {
1252 my %hash = $cust_pkg->hash;
1253 $hash{'custnum'} = $new_custnum;
1254 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1255 my $error = $new_cust_pkg->replace($cust_pkg,
1256 options => { $cust_pkg->options },
1259 $dbh->rollback if $oldAutoCommit;
1264 my @cancelled_cust_pkg = $self->all_pkgs;
1265 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1266 my $error = $cust_pkg->delete;
1268 $dbh->rollback if $oldAutoCommit;
1273 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1274 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1276 my $error = $cust_main_invoice->delete;
1278 $dbh->rollback if $oldAutoCommit;
1283 my $error = $self->SUPER::delete;
1285 $dbh->rollback if $oldAutoCommit;
1289 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1294 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
1296 Replaces the OLD_RECORD with this one in the database. If there is an error,
1297 returns the error, otherwise returns false.
1299 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1300 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1301 expected and rollback the entire transaction; it is not necessary to call
1302 check_invoicing_list first. Here's an example:
1304 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1311 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1313 : $self->replace_old;
1317 warn "$me replace called\n"
1320 my $curuser = $FS::CurrentUser::CurrentUser;
1321 if ( $self->payby eq 'COMP'
1322 && $self->payby ne $old->payby
1323 && ! $curuser->access_right('Complimentary customer')
1326 return "You are not permitted to create complimentary accounts.";
1329 local($ignore_expired_card) = 1
1330 if $old->payby =~ /^(CARD|DCRD)$/
1331 && $self->payby =~ /^(CARD|DCRD)$/
1332 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1334 local $SIG{HUP} = 'IGNORE';
1335 local $SIG{INT} = 'IGNORE';
1336 local $SIG{QUIT} = 'IGNORE';
1337 local $SIG{TERM} = 'IGNORE';
1338 local $SIG{TSTP} = 'IGNORE';
1339 local $SIG{PIPE} = 'IGNORE';
1341 my $oldAutoCommit = $FS::UID::AutoCommit;
1342 local $FS::UID::AutoCommit = 0;
1345 my $error = $self->SUPER::replace($old);
1348 $dbh->rollback if $oldAutoCommit;
1352 if ( @param ) { # INVOICING_LIST_ARYREF
1353 my $invoicing_list = shift @param;
1354 $error = $self->check_invoicing_list( $invoicing_list );
1356 $dbh->rollback if $oldAutoCommit;
1359 $self->invoicing_list( $invoicing_list );
1362 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1363 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1364 # card/check/lec info has changed, want to retry realtime_ invoice events
1365 my $error = $self->retry_realtime;
1367 $dbh->rollback if $oldAutoCommit;
1372 unless ( $import || $skip_fuzzyfiles ) {
1373 $error = $self->queue_fuzzyfiles_update;
1375 $dbh->rollback if $oldAutoCommit;
1376 return "updating fuzzy search cache: $error";
1380 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1385 =item queue_fuzzyfiles_update
1387 Used by insert & replace to update the fuzzy search cache
1391 sub queue_fuzzyfiles_update {
1394 local $SIG{HUP} = 'IGNORE';
1395 local $SIG{INT} = 'IGNORE';
1396 local $SIG{QUIT} = 'IGNORE';
1397 local $SIG{TERM} = 'IGNORE';
1398 local $SIG{TSTP} = 'IGNORE';
1399 local $SIG{PIPE} = 'IGNORE';
1401 my $oldAutoCommit = $FS::UID::AutoCommit;
1402 local $FS::UID::AutoCommit = 0;
1405 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1406 my $error = $queue->insert( map $self->getfield($_),
1407 qw(first last company)
1410 $dbh->rollback if $oldAutoCommit;
1411 return "queueing job (transaction rolled back): $error";
1414 if ( $self->ship_last ) {
1415 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1416 $error = $queue->insert( map $self->getfield("ship_$_"),
1417 qw(first last company)
1420 $dbh->rollback if $oldAutoCommit;
1421 return "queueing job (transaction rolled back): $error";
1425 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1432 Checks all fields to make sure this is a valid customer record. If there is
1433 an error, returns the error, otherwise returns false. Called by the insert
1434 and replace methods.
1441 warn "$me check BEFORE: \n". $self->_dump
1445 $self->ut_numbern('custnum')
1446 || $self->ut_number('agentnum')
1447 || $self->ut_textn('agent_custid')
1448 || $self->ut_number('refnum')
1449 || $self->ut_textn('custbatch')
1450 || $self->ut_name('last')
1451 || $self->ut_name('first')
1452 || $self->ut_snumbern('birthdate')
1453 || $self->ut_snumbern('signupdate')
1454 || $self->ut_textn('company')
1455 || $self->ut_text('address1')
1456 || $self->ut_textn('address2')
1457 || $self->ut_text('city')
1458 || $self->ut_textn('county')
1459 || $self->ut_textn('state')
1460 || $self->ut_country('country')
1461 || $self->ut_anything('comments')
1462 || $self->ut_numbern('referral_custnum')
1463 || $self->ut_textn('stateid')
1464 || $self->ut_textn('stateid_state')
1465 || $self->ut_textn('invoice_terms')
1466 || $self->ut_alphan('geocode')
1469 #barf. need message catalogs. i18n. etc.
1470 $error .= "Please select an advertising source."
1471 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1472 return $error if $error;
1474 return "Unknown agent"
1475 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1477 return "Unknown refnum"
1478 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1480 return "Unknown referring custnum: ". $self->referral_custnum
1481 unless ! $self->referral_custnum
1482 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1484 if ( $self->ss eq '' ) {
1489 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1490 or return "Illegal social security number: ". $self->ss;
1491 $self->ss("$1-$2-$3");
1495 # bad idea to disable, causes billing to fail because of no tax rates later
1496 # unless ( $import ) {
1497 unless ( qsearch('cust_main_county', {
1498 'country' => $self->country,
1501 return "Unknown state/county/country: ".
1502 $self->state. "/". $self->county. "/". $self->country
1503 unless qsearch('cust_main_county',{
1504 'state' => $self->state,
1505 'county' => $self->county,
1506 'country' => $self->country,
1512 $self->ut_phonen('daytime', $self->country)
1513 || $self->ut_phonen('night', $self->country)
1514 || $self->ut_phonen('fax', $self->country)
1515 || $self->ut_zip('zip', $self->country)
1517 return $error if $error;
1519 if ( $conf->exists('cust_main-require_phone')
1520 && ! length($self->daytime) && ! length($self->night)
1523 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1525 : FS::Msgcat::_gettext('daytime');
1526 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1528 : FS::Msgcat::_gettext('night');
1530 return "$daytime_label or $night_label is required"
1534 if ( $self->has_ship_address
1535 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1536 $self->addr_fields )
1540 $self->ut_name('ship_last')
1541 || $self->ut_name('ship_first')
1542 || $self->ut_textn('ship_company')
1543 || $self->ut_text('ship_address1')
1544 || $self->ut_textn('ship_address2')
1545 || $self->ut_text('ship_city')
1546 || $self->ut_textn('ship_county')
1547 || $self->ut_textn('ship_state')
1548 || $self->ut_country('ship_country')
1550 return $error if $error;
1552 #false laziness with above
1553 unless ( qsearchs('cust_main_county', {
1554 'country' => $self->ship_country,
1557 return "Unknown ship_state/ship_county/ship_country: ".
1558 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1559 unless qsearch('cust_main_county',{
1560 'state' => $self->ship_state,
1561 'county' => $self->ship_county,
1562 'country' => $self->ship_country,
1568 $self->ut_phonen('ship_daytime', $self->ship_country)
1569 || $self->ut_phonen('ship_night', $self->ship_country)
1570 || $self->ut_phonen('ship_fax', $self->ship_country)
1571 || $self->ut_zip('ship_zip', $self->ship_country)
1573 return $error if $error;
1575 return "Unit # is required."
1576 if $self->ship_address2 =~ /^\s*$/
1577 && $conf->exists('cust_main-require_address2');
1579 } else { # ship_ info eq billing info, so don't store dup info in database
1581 $self->setfield("ship_$_", '')
1582 foreach $self->addr_fields;
1584 return "Unit # is required."
1585 if $self->address2 =~ /^\s*$/
1586 && $conf->exists('cust_main-require_address2');
1590 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1591 # or return "Illegal payby: ". $self->payby;
1593 FS::payby->can_payby($self->table, $self->payby)
1594 or return "Illegal payby: ". $self->payby;
1596 $error = $self->ut_numbern('paystart_month')
1597 || $self->ut_numbern('paystart_year')
1598 || $self->ut_numbern('payissue')
1599 || $self->ut_textn('paytype')
1601 return $error if $error;
1603 if ( $self->payip eq '' ) {
1606 $error = $self->ut_ip('payip');
1607 return $error if $error;
1610 # If it is encrypted and the private key is not availaible then we can't
1611 # check the credit card.
1613 my $check_payinfo = 1;
1615 if ($self->is_encrypted($self->payinfo)) {
1619 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1621 my $payinfo = $self->payinfo;
1622 $payinfo =~ s/\D//g;
1623 $payinfo =~ /^(\d{13,16})$/
1624 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1626 $self->payinfo($payinfo);
1628 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1630 return gettext('unknown_card_type')
1631 if cardtype($self->payinfo) eq "Unknown";
1633 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1635 return 'Banned credit card: banned on '.
1636 time2str('%a %h %o at %r', $ban->_date).
1637 ' by '. $ban->otaker.
1638 ' (ban# '. $ban->bannum. ')';
1641 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1642 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1643 $self->paycvv =~ /^(\d{4})$/
1644 or return "CVV2 (CID) for American Express cards is four digits.";
1647 $self->paycvv =~ /^(\d{3})$/
1648 or return "CVV2 (CVC2/CID) is three digits.";
1655 my $cardtype = cardtype($payinfo);
1656 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1658 return "Start date or issue number is required for $cardtype cards"
1659 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1661 return "Start month must be between 1 and 12"
1662 if $self->paystart_month
1663 and $self->paystart_month < 1 || $self->paystart_month > 12;
1665 return "Start year must be 1990 or later"
1666 if $self->paystart_year
1667 and $self->paystart_year < 1990;
1669 return "Issue number must be beween 1 and 99"
1671 and $self->payissue < 1 || $self->payissue > 99;
1674 $self->paystart_month('');
1675 $self->paystart_year('');
1676 $self->payissue('');
1679 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1681 my $payinfo = $self->payinfo;
1682 $payinfo =~ s/[^\d\@]//g;
1683 if ( $conf->exists('echeck-nonus') ) {
1684 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1685 $payinfo = "$1\@$2";
1687 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1688 $payinfo = "$1\@$2";
1690 $self->payinfo($payinfo);
1693 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1695 return 'Banned ACH account: banned on '.
1696 time2str('%a %h %o at %r', $ban->_date).
1697 ' by '. $ban->otaker.
1698 ' (ban# '. $ban->bannum. ')';
1701 } elsif ( $self->payby eq 'LECB' ) {
1703 my $payinfo = $self->payinfo;
1704 $payinfo =~ s/\D//g;
1705 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1707 $self->payinfo($payinfo);
1710 } elsif ( $self->payby eq 'BILL' ) {
1712 $error = $self->ut_textn('payinfo');
1713 return "Illegal P.O. number: ". $self->payinfo if $error;
1716 } elsif ( $self->payby eq 'COMP' ) {
1718 my $curuser = $FS::CurrentUser::CurrentUser;
1719 if ( ! $self->custnum
1720 && ! $curuser->access_right('Complimentary customer')
1723 return "You are not permitted to create complimentary accounts."
1726 $error = $self->ut_textn('payinfo');
1727 return "Illegal comp account issuer: ". $self->payinfo if $error;
1730 } elsif ( $self->payby eq 'PREPAY' ) {
1732 my $payinfo = $self->payinfo;
1733 $payinfo =~ s/\W//g; #anything else would just confuse things
1734 $self->payinfo($payinfo);
1735 $error = $self->ut_alpha('payinfo');
1736 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1737 return "Unknown prepayment identifier"
1738 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1743 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1744 return "Expiration date required"
1745 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1749 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1750 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1751 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1752 ( $m, $y ) = ( $3, "20$2" );
1754 return "Illegal expiration date: ". $self->paydate;
1756 $self->paydate("$y-$m-01");
1757 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1758 return gettext('expired_card')
1760 && !$ignore_expired_card
1761 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1764 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1765 ( ! $conf->exists('require_cardname')
1766 || $self->payby !~ /^(CARD|DCRD)$/ )
1768 $self->payname( $self->first. " ". $self->getfield('last') );
1770 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1771 or return gettext('illegal_name'). " payname: ". $self->payname;
1775 foreach my $flag (qw( tax spool_cdr squelch_cdr )) {
1776 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1780 $self->otaker(getotaker) unless $self->otaker;
1782 warn "$me check AFTER: \n". $self->_dump
1785 $self->SUPER::check;
1790 Returns a list of fields which have ship_ duplicates.
1795 qw( last first company
1796 address1 address2 city county state zip country
1801 =item has_ship_address
1803 Returns true if this customer record has a separate shipping address.
1807 sub has_ship_address {
1809 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1814 Returns all packages (see L<FS::cust_pkg>) for this customer.
1821 return $self->num_pkgs unless wantarray;
1824 if ( $self->{'_pkgnum'} ) {
1825 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1827 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1830 sort sort_packages @cust_pkg;
1835 Synonym for B<all_pkgs>.
1840 shift->all_pkgs(@_);
1845 Returns all locations (see L<FS::cust_location>) for this customer.
1851 qsearch('cust_location', { 'custnum' => $self->custnum } );
1854 =item ncancelled_pkgs
1856 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1860 sub ncancelled_pkgs {
1863 return $self->num_ncancelled_pkgs unless wantarray;
1866 if ( $self->{'_pkgnum'} ) {
1868 warn "$me ncancelled_pkgs: returning cached objects"
1871 @cust_pkg = grep { ! $_->getfield('cancel') }
1872 values %{ $self->{'_pkgnum'}->cache };
1876 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1877 $self->custnum. "\n"
1881 qsearch( 'cust_pkg', {
1882 'custnum' => $self->custnum,
1886 qsearch( 'cust_pkg', {
1887 'custnum' => $self->custnum,
1892 sort sort_packages @cust_pkg;
1896 # This should be generalized to use config options to determine order.
1899 if ( $a->get('cancel') xor $b->get('cancel') ) {
1900 return -1 if $b->get('cancel');
1901 return 1 if $a->get('cancel');
1902 #shouldn't get here...
1905 my @a_cust_svc = $a->cust_svc;
1906 my @b_cust_svc = $b->cust_svc;
1907 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1908 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1909 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
1910 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1915 =item suspended_pkgs
1917 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1921 sub suspended_pkgs {
1923 grep { $_->susp } $self->ncancelled_pkgs;
1926 =item unflagged_suspended_pkgs
1928 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1929 customer (thouse packages without the `manual_flag' set).
1933 sub unflagged_suspended_pkgs {
1935 return $self->suspended_pkgs
1936 unless dbdef->table('cust_pkg')->column('manual_flag');
1937 grep { ! $_->manual_flag } $self->suspended_pkgs;
1940 =item unsuspended_pkgs
1942 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1947 sub unsuspended_pkgs {
1949 grep { ! $_->susp } $self->ncancelled_pkgs;
1952 =item num_cancelled_pkgs
1954 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1959 sub num_cancelled_pkgs {
1960 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1963 sub num_ncancelled_pkgs {
1964 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1968 my( $self ) = shift;
1969 my $sql = scalar(@_) ? shift : '';
1970 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1971 my $sth = dbh->prepare(
1972 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1973 ) or die dbh->errstr;
1974 $sth->execute($self->custnum) or die $sth->errstr;
1975 $sth->fetchrow_arrayref->[0];
1980 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1981 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1982 on success or a list of errors.
1988 grep { $_->unsuspend } $self->suspended_pkgs;
1993 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1995 Returns a list: an empty list on success or a list of errors.
2001 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2004 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2006 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2007 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2008 of a list of pkgparts; the hashref has the following keys:
2012 =item pkgparts - listref of pkgparts
2014 =item (other options are passed to the suspend method)
2019 Returns a list: an empty list on success or a list of errors.
2023 sub suspend_if_pkgpart {
2025 my (@pkgparts, %opt);
2026 if (ref($_[0]) eq 'HASH'){
2027 @pkgparts = @{$_[0]{pkgparts}};
2032 grep { $_->suspend(%opt) }
2033 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2034 $self->unsuspended_pkgs;
2037 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2039 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2040 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2041 instead of a list of pkgparts; the hashref has the following keys:
2045 =item pkgparts - listref of pkgparts
2047 =item (other options are passed to the suspend method)
2051 Returns a list: an empty list on success or a list of errors.
2055 sub suspend_unless_pkgpart {
2057 my (@pkgparts, %opt);
2058 if (ref($_[0]) eq 'HASH'){
2059 @pkgparts = @{$_[0]{pkgparts}};
2064 grep { $_->suspend(%opt) }
2065 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2066 $self->unsuspended_pkgs;
2069 =item cancel [ OPTION => VALUE ... ]
2071 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2073 Available options are:
2077 =item quiet - can be set true to supress email cancellation notices.
2079 =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.
2081 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2085 Always returns a list: an empty list on success or a list of errors.
2090 my( $self, %opt ) = @_;
2092 warn "$me cancel called on customer ". $self->custnum. " with options ".
2093 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2096 return ( 'access denied' )
2097 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2099 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2101 #should try decryption (we might have the private key)
2102 # and if not maybe queue a job for the server that does?
2103 return ( "Can't (yet) ban encrypted credit cards" )
2104 if $self->is_encrypted($self->payinfo);
2106 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2107 my $error = $ban->insert;
2108 return ( $error ) if $error;
2112 my @pkgs = $self->ncancelled_pkgs;
2114 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2115 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2118 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2121 sub _banned_pay_hashref {
2132 'payby' => $payby2ban{$self->payby},
2133 'payinfo' => md5_base64($self->payinfo),
2134 #don't ever *search* on reason! #'reason' =>
2140 Returns all notes (see L<FS::cust_main_note>) for this customer.
2147 qsearch( 'cust_main_note',
2148 { 'custnum' => $self->custnum },
2150 'ORDER BY _DATE DESC'
2156 Returns the agent (see L<FS::agent>) for this customer.
2162 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2165 =item bill_and_collect
2167 Cancels and suspends any packages due, generates bills, applies payments and
2170 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2172 Options are passed as name-value pairs. Currently available options are:
2178 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:
2182 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2186 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.
2190 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2194 If set true, re-charges setup fees.
2198 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)
2204 sub bill_and_collect {
2205 my( $self, %options ) = @_;
2211 #$options{actual_time} not $options{time} because freeside-daily -d is for
2212 #pre-printing invoices
2213 my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
2214 $self->ncancelled_pkgs;
2216 foreach my $cust_pkg ( @cancel_pkgs ) {
2217 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2218 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2219 'reason_otaker' => $cpr->otaker
2223 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2224 " for custnum ". $self->custnum. ": $error"
2232 #$options{actual_time} not $options{time} because freeside-daily -d is for
2233 #pre-printing invoices
2236 && ( ( $_->part_pkg->is_prepaid
2238 && $_->bill < $options{actual_time}
2241 && $_->adjourn <= $options{actual_time}
2245 $self->ncancelled_pkgs;
2247 foreach my $cust_pkg ( @susp_pkgs ) {
2248 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2249 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2250 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2251 'reason_otaker' => $cpr->otaker
2256 warn "Error suspending package ". $cust_pkg->pkgnum.
2257 " for custnum ". $self->custnum. ": $error"
2265 my $error = $self->bill( %options );
2266 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2268 $self->apply_payments_and_credits;
2270 $error = $self->collect( %options );
2271 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2277 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2278 conjunction with the collect method by calling B<bill_and_collect>.
2280 If there is an error, returns the error, otherwise returns false.
2282 Options are passed as name-value pairs. Currently available options are:
2288 If set true, re-charges setup fees.
2292 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:
2296 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2300 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2302 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2306 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.
2313 my( $self, %options ) = @_;
2314 return '' if $self->payby eq 'COMP';
2315 warn "$me bill customer ". $self->custnum. "\n"
2318 my $time = $options{'time'} || time;
2319 my $invoice_time = $options{'invoice_time'} || $time;
2322 local $SIG{HUP} = 'IGNORE';
2323 local $SIG{INT} = 'IGNORE';
2324 local $SIG{QUIT} = 'IGNORE';
2325 local $SIG{TERM} = 'IGNORE';
2326 local $SIG{TSTP} = 'IGNORE';
2327 local $SIG{PIPE} = 'IGNORE';
2329 my $oldAutoCommit = $FS::UID::AutoCommit;
2330 local $FS::UID::AutoCommit = 0;
2333 $self->select_for_update; #mutex
2335 my @cust_bill_pkg = ();
2338 # find the packages which are due for billing, find out how much they are
2339 # & generate invoice database.
2342 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2344 my @precommit_hooks = ();
2346 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2347 foreach my $cust_pkg (@cust_pkgs) {
2349 #NO!! next if $cust_pkg->cancel;
2350 next if $cust_pkg->getfield('cancel');
2352 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2354 #? to avoid use of uninitialized value errors... ?
2355 $cust_pkg->setfield('bill', '')
2356 unless defined($cust_pkg->bill);
2358 #my $part_pkg = $cust_pkg->part_pkg;
2360 my $real_pkgpart = $cust_pkg->pkgpart;
2361 my %hash = $cust_pkg->hash;
2363 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2365 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2368 $self->_make_lines( 'part_pkg' => $part_pkg,
2369 'cust_pkg' => $cust_pkg,
2370 'precommit_hooks' => \@precommit_hooks,
2371 'line_items' => \@cust_bill_pkg,
2372 'setup' => \$total_setup,
2373 'recur' => \$total_recur,
2374 'tax_matrix' => \%taxlisthash,
2376 'options' => \%options,
2379 $dbh->rollback if $oldAutoCommit;
2383 } #foreach my $part_pkg
2385 } #foreach my $cust_pkg
2387 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2388 #but do commit any package date cycling that happened
2389 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2393 my $postal_pkg = $self->charge_postal_fee();
2394 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2395 $dbh->rollback if $oldAutoCommit;
2396 return "can't charge postal invoice fee for customer ".
2397 $self->custnum. ": $postal_pkg";
2400 ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2401 !$conf->exists('postal_invoice-recurring_only')
2405 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2407 $self->_make_lines( 'part_pkg' => $part_pkg,
2408 'cust_pkg' => $postal_pkg,
2409 'precommit_hooks' => \@precommit_hooks,
2410 'line_items' => \@cust_bill_pkg,
2411 'setup' => \$total_setup,
2412 'recur' => \$total_recur,
2413 'tax_matrix' => \%taxlisthash,
2415 'options' => \%options,
2418 $dbh->rollback if $oldAutoCommit;
2424 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2426 # keys are tax names (as printed on invoices / itemdesc )
2427 # values are listrefs of taxlisthash keys (internal identifiers)
2430 # keys are taxlisthash keys (internal identifiers)
2431 # values are (cumulative) amounts
2434 # keys are taxlisthash keys (internal identifiers)
2435 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2436 my %tax_location = ();
2438 foreach my $tax ( keys %taxlisthash ) {
2439 my $tax_object = shift @{ $taxlisthash{$tax} };
2440 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2441 my $hashref_or_error =
2442 $tax_object->taxline( $taxlisthash{$tax},
2443 'custnum' => $self->custnum,
2444 'invoice_time' => $invoice_time
2446 unless ( ref($hashref_or_error) ) {
2447 $dbh->rollback if $oldAutoCommit;
2448 return $hashref_or_error;
2450 unshift @{ $taxlisthash{$tax} }, $tax_object;
2452 my $name = $hashref_or_error->{'name'};
2453 my $amount = $hashref_or_error->{'amount'};
2455 #warn "adding $amount as $name\n";
2456 $taxname{ $name } ||= [];
2457 push @{ $taxname{ $name } }, $tax;
2459 $tax{ $tax } += $amount;
2461 $tax_location{ $tax } ||= [];
2462 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2463 push @{ $tax_location{ $tax } },
2465 'taxnum' => $tax_object->taxnum,
2466 'taxtype' => ref($tax_object),
2467 'pkgnum' => $tax_object->get('pkgnum'),
2468 'locationnum' => $tax_object->get('locationnum'),
2469 'amount' => sprintf('%.2f', $amount ),
2475 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2476 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2477 foreach my $tax ( keys %taxlisthash ) {
2478 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2479 next unless ref($_) eq 'FS::cust_bill_pkg'; # shouldn't happen
2481 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2482 splice( @{ $_->_cust_tax_exempt_pkg } );
2486 #some taxes are taxed
2489 warn "finding taxed taxes...\n" if $DEBUG > 2;
2490 foreach my $tax ( keys %taxlisthash ) {
2491 my $tax_object = shift @{ $taxlisthash{$tax} };
2492 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
2494 next unless $tax_object->can('tax_on_tax');
2496 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
2497 my $totname = ref( $tot ). ' '. $tot->taxnum;
2499 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
2501 next unless exists( $taxlisthash{ $totname } ); # only increase
2503 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
2504 if ( exists( $totlisthash{ $totname } ) ) {
2505 push @{ $totlisthash{ $totname } }, $tax{ $tax };
2507 $totlisthash{ $totname } = [ $tot, $tax{ $tax } ];
2512 warn "having a look at taxed taxes...\n" if $DEBUG > 2;
2513 foreach my $tax ( keys %totlisthash ) {
2514 my $tax_object = shift @{ $totlisthash{$tax} };
2515 warn "found previously found taxed tax ". $tax_object->taxname. "\n"
2517 my $listref_or_error =
2518 $tax_object->taxline( $totlisthash{$tax},
2519 'custnum' => $self->custnum,
2520 'invoice_time' => $invoice_time
2522 unless (ref($listref_or_error)) {
2523 $dbh->rollback if $oldAutoCommit;
2524 return $listref_or_error;
2527 warn "adding taxed tax amount ". $listref_or_error->[1].
2528 " as ". $tax_object->taxname. "\n"
2530 $tax{ $tax } += $listref_or_error->[1];
2533 #consolidate and create tax line items
2534 warn "consolidating and generating...\n" if $DEBUG > 2;
2535 foreach my $taxname ( keys %taxname ) {
2538 my @cust_bill_pkg_tax_location = ();
2539 warn "adding $taxname\n" if $DEBUG > 1;
2540 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2541 next if $seen{$taxitem}++;
2542 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2543 $tax += $tax{$taxitem};
2544 push @cust_bill_pkg_tax_location,
2545 map { new FS::cust_bill_pkg_tax_location $_ }
2546 @{ $tax_location{ $taxitem } };
2550 $tax = sprintf('%.2f', $tax );
2551 $total_setup = sprintf('%.2f', $total_setup+$tax );
2553 push @cust_bill_pkg, new FS::cust_bill_pkg {
2559 'itemdesc' => $taxname,
2560 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2565 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2567 #create the new invoice
2568 my $cust_bill = new FS::cust_bill ( {
2569 'custnum' => $self->custnum,
2570 '_date' => ( $invoice_time ),
2571 'charged' => $charged,
2573 my $error = $cust_bill->insert;
2575 $dbh->rollback if $oldAutoCommit;
2576 return "can't create invoice for customer #". $self->custnum. ": $error";
2579 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2580 $cust_bill_pkg->invnum($cust_bill->invnum);
2581 my $error = $cust_bill_pkg->insert;
2583 $dbh->rollback if $oldAutoCommit;
2584 return "can't create invoice line item: $error";
2589 foreach my $hook ( @precommit_hooks ) {
2591 &{$hook}; #($self) ?
2594 $dbh->rollback if $oldAutoCommit;
2595 return "$@ running precommit hook $hook\n";
2599 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2605 my ($self, %params) = @_;
2607 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2608 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2609 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2610 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2611 my $total_setup = $params{setup} or die "no setup accumulator specified";
2612 my $total_recur = $params{recur} or die "no recur accumulator specified";
2613 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2614 my $time = $params{'time'} or die "no time specified";
2615 my (%options) = %{$params{options}}; #hmmm only for 'resetup'
2618 my $real_pkgpart = $cust_pkg->pkgpart;
2619 my %hash = $cust_pkg->hash;
2620 my $old_cust_pkg = new FS::cust_pkg \%hash;
2626 $cust_pkg->pkgpart($part_pkg->pkgpart);
2634 if ( ! $cust_pkg->setup &&
2636 ( $conf->exists('disable_setup_suspended_pkgs') &&
2637 ! $cust_pkg->getfield('susp')
2638 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2640 || $options{'resetup'}
2643 warn " bill setup\n" if $DEBUG > 1;
2646 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2647 return "$@ running calc_setup for $cust_pkg\n"
2650 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2652 $cust_pkg->setfield('setup', $time)
2653 unless $cust_pkg->setup;
2654 #do need it, but it won't get written to the db
2655 #|| $cust_pkg->pkgpart != $real_pkgpart;
2660 # bill recurring fee
2663 #XXX unit stuff here too
2667 if ( ! $cust_pkg->getfield('susp') and
2668 ( $part_pkg->getfield('freq') ne '0' &&
2669 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2671 || ( $part_pkg->plan eq 'voip_cdr'
2672 && $part_pkg->option('bill_every_call')
2676 # XXX should this be a package event? probably. events are called
2677 # at collection time at the moment, though...
2678 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2679 if $part_pkg->can('reset_usage');
2680 #don't want to reset usage just cause we want a line item??
2681 #&& $part_pkg->pkgpart == $real_pkgpart;
2683 warn " bill recur\n" if $DEBUG > 1;
2686 # XXX shared with $recur_prog
2687 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2689 #over two params! lets at least switch to a hashref for the rest...
2690 my $increment_next_bill = ( $part_pkg->freq ne '0'
2691 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2693 my %param = ( 'precommit_hooks' => $precommit_hooks,
2694 'increment_next_bill' => $increment_next_bill,
2697 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2698 return "$@ running calc_recur for $cust_pkg\n"
2701 if ( $increment_next_bill ) {
2703 my $next_bill = $part_pkg->add_freq($sdate);
2704 return "unparsable frequency: ". $part_pkg->freq
2705 if $next_bill == -1;
2707 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2708 # only for figuring next bill date, nothing else, so, reset $sdate again
2710 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2711 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2712 $cust_pkg->last_bill($sdate);
2714 $cust_pkg->setfield('bill', $next_bill );
2720 warn "\$setup is undefined" unless defined($setup);
2721 warn "\$recur is undefined" unless defined($recur);
2722 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2725 # If there's line items, create em cust_bill_pkg records
2726 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2731 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2732 # hmm.. and if just the options are modified in some weird price plan?
2734 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2737 my $error = $cust_pkg->replace( $old_cust_pkg,
2738 'options' => { $cust_pkg->options },
2740 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2741 if $error; #just in case
2744 $setup = sprintf( "%.2f", $setup );
2745 $recur = sprintf( "%.2f", $recur );
2746 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2747 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2749 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2750 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2753 if ( $setup != 0 || $recur != 0 ) {
2755 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2758 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2760 warn " adding customer package invoice detail: $_\n"
2761 foreach @cust_pkg_detail;
2763 push @details, @cust_pkg_detail;
2765 my $cust_bill_pkg = new FS::cust_bill_pkg {
2766 'pkgnum' => $cust_pkg->pkgnum,
2768 'unitsetup' => $unitsetup,
2770 'unitrecur' => $unitrecur,
2771 'quantity' => $cust_pkg->quantity,
2772 'details' => \@details,
2775 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2776 $cust_bill_pkg->sdate( $hash{last_bill} );
2777 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2778 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2779 $cust_bill_pkg->sdate( $sdate );
2780 $cust_bill_pkg->edate( $cust_pkg->bill );
2783 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2784 unless $part_pkg->pkgpart == $real_pkgpart;
2786 $$total_setup += $setup;
2787 $$total_recur += $recur;
2794 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg);
2795 return $error if $error;
2797 push @$cust_bill_pkgs, $cust_bill_pkg;
2799 } #if $setup != 0 || $recur != 0
2809 my $part_pkg = shift;
2810 my $taxlisthash = shift;
2811 my $cust_bill_pkg = shift;
2812 my $cust_pkg = shift;
2814 my %cust_bill_pkg = ();
2818 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
2819 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
2820 push @classes, 'setup' if $cust_bill_pkg->setup;
2821 push @classes, 'recur' if $cust_bill_pkg->recur;
2823 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
2825 if ( $conf->exists('enable_taxproducts')
2826 && ( scalar($part_pkg->part_pkg_taxoverride)
2827 || $part_pkg->has_taxproduct
2832 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2833 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
2836 foreach my $class (@classes) {
2837 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
2838 return $err_or_ref unless ref($err_or_ref);
2839 $taxes{$class} = $err_or_ref;
2842 unless (exists $taxes{''}) {
2843 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
2844 return $err_or_ref unless ref($err_or_ref);
2845 $taxes{''} = $err_or_ref;
2850 my @loc_keys = qw( state county country );
2852 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2853 my $cust_location = $cust_pkg->cust_location;
2854 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
2857 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2860 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
2863 $taxhash{'taxclass'} = $part_pkg->taxclass;
2865 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2867 my %taxhash_elim = %taxhash;
2869 my @elim = qw( taxclass county state );
2870 while ( !scalar(@taxes) && scalar(@elim) ) {
2871 $taxhash_elim{ shift(@elim) } = '';
2872 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
2875 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2877 $_->set('pkgnum', $cust_pkg->pkgnum );
2878 $_->set('locationnum', $cust_pkg->locationnum );
2882 $taxes{''} = [ @taxes ];
2883 $taxes{'setup'} = [ @taxes ];
2884 $taxes{'recur'} = [ @taxes ];
2885 $taxes{$_} = [ @taxes ] foreach (@classes);
2887 # maybe eliminate this entirely, along with all the 0% records
2890 "fatal: can't find tax rate for state/county/country/taxclass ".
2891 join('/', map $taxhash{$_}, qw(state county country taxclass) );
2894 } #if $conf->exists('enable_taxproducts') ...
2899 if ( $conf->exists('separate_usage') ) {
2900 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
2901 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
2902 push @display, new FS::cust_bill_pkg_display { type => 'S' };
2903 push @display, new FS::cust_bill_pkg_display { type => 'R' };
2904 push @display, new FS::cust_bill_pkg_display { type => 'U',
2907 if ($section && $summary) {
2908 $display[2]->post_total('Y');
2909 push @display, new FS::cust_bill_pkg_display { type => 'U',
2914 $cust_bill_pkg->set('display', \@display);
2916 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
2917 foreach my $key (keys %tax_cust_bill_pkg) {
2918 my @taxes = @{ $taxes{$key} || [] };
2919 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
2921 foreach my $tax ( @taxes ) {
2923 my $taxname = ref( $tax ). ' taxnum'. $tax->taxnum;
2924 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
2925 # ' locationnum'. $cust_pkg->locationnum
2926 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
2928 if ( exists( $taxlisthash->{ $taxname } ) ) {
2929 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
2931 $taxlisthash->{ $taxname } = [ $tax, $tax_cust_bill_pkg ];
2941 my $part_pkg = shift;
2945 my $geocode = $self->geocode('cch');
2947 my @taxclassnums = map { $_->taxclassnum }
2948 $part_pkg->part_pkg_taxoverride($class);
2950 unless (@taxclassnums) {
2951 @taxclassnums = map { $_->taxclassnum }
2952 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
2954 warn "Found taxclassnum values of ". join(',', @taxclassnums)
2959 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
2961 @taxes = qsearch({ 'table' => 'tax_rate',
2962 'hashref' => { 'geocode' => $geocode, },
2963 'extra_sql' => $extra_sql,
2965 if scalar(@taxclassnums);
2967 warn "Found taxes ".
2968 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
2975 =item collect OPTIONS
2977 (Attempt to) collect money for this customer's outstanding invoices (see
2978 L<FS::cust_bill>). Usually used after the bill method.
2980 Actions are now triggered by billing events; see L<FS::part_event> and the
2981 billing events web interface. Old-style invoice events (see
2982 L<FS::part_bill_event>) have been deprecated.
2984 If there is an error, returns the error, otherwise returns false.
2986 Options are passed as name-value pairs.
2988 Currently available options are:
2994 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.
2998 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3002 set true to surpress email card/ACH decline notices.
3006 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3010 allows for one time override of normal customer billing method
3014 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)
3022 my( $self, %options ) = @_;
3023 my $invoice_time = $options{'invoice_time'} || time;
3026 local $SIG{HUP} = 'IGNORE';
3027 local $SIG{INT} = 'IGNORE';
3028 local $SIG{QUIT} = 'IGNORE';
3029 local $SIG{TERM} = 'IGNORE';
3030 local $SIG{TSTP} = 'IGNORE';
3031 local $SIG{PIPE} = 'IGNORE';
3033 my $oldAutoCommit = $FS::UID::AutoCommit;
3034 local $FS::UID::AutoCommit = 0;
3037 $self->select_for_update; #mutex
3040 my $balance = $self->balance;
3041 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3044 if ( exists($options{'retry_card'}) ) {
3045 carp 'retry_card option passed to collect is deprecated; use retry';
3046 $options{'retry'} ||= $options{'retry_card'};
3048 if ( exists($options{'retry'}) && $options{'retry'} ) {
3049 my $error = $self->retry_realtime;
3051 $dbh->rollback if $oldAutoCommit;
3056 # false laziness w/pay_batch::import_results
3058 my $due_cust_event = $self->due_cust_event(
3059 'debug' => ( $options{'debug'} || 0 ),
3060 'time' => $invoice_time,
3061 'check_freq' => $options{'check_freq'},
3063 unless( ref($due_cust_event) ) {
3064 $dbh->rollback if $oldAutoCommit;
3065 return $due_cust_event;
3068 foreach my $cust_event ( @$due_cust_event ) {
3072 #re-eval event conditions (a previous event could have changed things)
3073 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
3074 #don't leave stray "new/locked" records around
3075 my $error = $cust_event->delete;
3077 #gah, even with transactions
3078 $dbh->commit if $oldAutoCommit; #well.
3085 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3086 warn " running cust_event ". $cust_event->eventnum. "\n"
3090 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3091 if ( my $error = $cust_event->do_event() ) {
3092 #XXX wtf is this? figure out a proper dealio with return value
3094 # gah, even with transactions.
3095 $dbh->commit if $oldAutoCommit; #well.
3102 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3107 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3109 Inserts database records for and returns an ordered listref of new events due
3110 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3111 events are due, an empty listref is returned. If there is an error, returns a
3112 scalar error message.
3114 To actually run the events, call each event's test_condition method, and if
3115 still true, call the event's do_event method.
3117 Options are passed as a hashref or as a list of name-value pairs. Available
3124 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3128 "Current time" for the events.
3132 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3136 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3140 Explicitly pass the objects to be tested (typically used with eventtable).
3144 Set to true to return the objects, but not actually insert them into the
3151 sub due_cust_event {
3153 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3156 #my $DEBUG = $opt{'debug'}
3157 local($DEBUG) = $opt{'debug'}
3158 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3160 warn "$me due_cust_event called with options ".
3161 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3164 $opt{'time'} ||= time;
3166 local $SIG{HUP} = 'IGNORE';
3167 local $SIG{INT} = 'IGNORE';
3168 local $SIG{QUIT} = 'IGNORE';
3169 local $SIG{TERM} = 'IGNORE';
3170 local $SIG{TSTP} = 'IGNORE';
3171 local $SIG{PIPE} = 'IGNORE';
3173 my $oldAutoCommit = $FS::UID::AutoCommit;
3174 local $FS::UID::AutoCommit = 0;
3177 $self->select_for_update #mutex
3178 unless $opt{testonly};
3181 # 1: find possible events (initial search)
3184 my @cust_event = ();
3186 my @eventtable = $opt{'eventtable'}
3187 ? ( $opt{'eventtable'} )
3188 : FS::part_event->eventtables_runorder;
3190 foreach my $eventtable ( @eventtable ) {
3193 if ( $opt{'objects'} ) {
3195 @objects = @{ $opt{'objects'} };
3199 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3200 @objects = ( $eventtable eq 'cust_main' )
3202 : ( $self->$eventtable() );
3206 my @e_cust_event = ();
3208 my $cross = "CROSS JOIN $eventtable";
3209 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3210 unless $eventtable eq 'cust_main';
3212 foreach my $object ( @objects ) {
3214 #this first search uses the condition_sql magic for optimization.
3215 #the more possible events we can eliminate in this step the better
3217 my $cross_where = '';
3218 my $pkey = $object->primary_key;
3219 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3221 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3223 FS::part_event_condition->where_conditions_sql( $eventtable,
3224 'time'=>$opt{'time'}
3226 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3228 $extra_sql = "AND $extra_sql" if $extra_sql;
3230 #here is the agent virtualization
3231 $extra_sql .= " AND ( part_event.agentnum IS NULL
3232 OR part_event.agentnum = ". $self->agentnum. ' )';
3234 $extra_sql .= " $order";
3236 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3237 if $opt{'debug'} > 2;
3238 my @part_event = qsearch( {
3239 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3240 'select' => 'part_event.*',
3241 'table' => 'part_event',
3242 'addl_from' => "$cross $join",
3243 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3244 'eventtable' => $eventtable,
3247 'extra_sql' => "AND $cross_where $extra_sql",
3251 my $pkey = $object->primary_key;
3252 warn " ". scalar(@part_event).
3253 " possible events found for $eventtable ". $object->$pkey(). "\n";
3256 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3260 warn " ". scalar(@e_cust_event).
3261 " subtotal possible cust events found for $eventtable\n"
3264 push @cust_event, @e_cust_event;
3268 warn " ". scalar(@cust_event).
3269 " total possible cust events found in initial search\n"
3273 # 2: test conditions
3278 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3279 'stats_hashref' => \%unsat ),
3282 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3285 warn " invalid conditions not eliminated with condition_sql:\n".
3286 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3293 unless( $opt{testonly} ) {
3294 foreach my $cust_event ( @cust_event ) {
3296 my $error = $cust_event->insert();
3298 $dbh->rollback if $oldAutoCommit;
3305 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3311 warn " returning events: ". Dumper(@cust_event). "\n"
3318 =item retry_realtime
3320 Schedules realtime / batch credit card / electronic check / LEC billing
3321 events for for retry. Useful if card information has changed or manual
3322 retry is desired. The 'collect' method must be called to actually retry
3325 Implementation details: For either this customer, or for each of this
3326 customer's open invoices, changes the status of the first "done" (with
3327 statustext error) realtime processing event to "failed".
3331 sub retry_realtime {
3334 local $SIG{HUP} = 'IGNORE';
3335 local $SIG{INT} = 'IGNORE';
3336 local $SIG{QUIT} = 'IGNORE';
3337 local $SIG{TERM} = 'IGNORE';
3338 local $SIG{TSTP} = 'IGNORE';
3339 local $SIG{PIPE} = 'IGNORE';
3341 my $oldAutoCommit = $FS::UID::AutoCommit;
3342 local $FS::UID::AutoCommit = 0;
3345 #a little false laziness w/due_cust_event (not too bad, really)
3347 my $join = FS::part_event_condition->join_conditions_sql;
3348 my $order = FS::part_event_condition->order_conditions_sql;
3351 . join ( ' OR ' , map {
3352 "( part_event.eventtable = " . dbh->quote($_)
3353 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3354 } FS::part_event->eventtables)
3357 #here is the agent virtualization
3358 my $agent_virt = " ( part_event.agentnum IS NULL
3359 OR part_event.agentnum = ". $self->agentnum. ' )';
3361 #XXX this shouldn't be hardcoded, actions should declare it...
3362 my @realtime_events = qw(
3363 cust_bill_realtime_card
3364 cust_bill_realtime_check
3365 cust_bill_realtime_lec
3369 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3374 my @cust_event = qsearchs({
3375 'table' => 'cust_event',
3376 'select' => 'cust_event.*',
3377 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3378 'hashref' => { 'status' => 'done' },
3379 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3380 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3383 my %seen_invnum = ();
3384 foreach my $cust_event (@cust_event) {
3386 #max one for the customer, one for each open invoice
3387 my $cust_X = $cust_event->cust_X;
3388 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3392 or $cust_event->part_event->eventtable eq 'cust_bill'
3395 my $error = $cust_event->retry;
3397 $dbh->rollback if $oldAutoCommit;
3398 return "error scheduling event for retry: $error";
3403 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3408 # some horrid false laziness here to avoid refactor fallout
3409 # eventually realtime realtime_bop and realtime_refund_bop should go
3410 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3412 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3414 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3415 via a Business::OnlinePayment realtime gateway. See
3416 L<http://420.am/business-onlinepayment> for supported gateways.
3418 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3420 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3422 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3423 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3424 if set, will override the value from the customer record.
3426 I<description> is a free-text field passed to the gateway. It defaults to
3427 "Internet services".
3429 If an I<invnum> is specified, this payment (if successful) is applied to the
3430 specified invoice. If you don't specify an I<invnum> you might want to
3431 call the B<apply_payments> method.
3433 I<quiet> can be set true to surpress email decline notices.
3435 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3436 resulting paynum, if any.
3438 I<payunique> is a unique identifier for this payment.
3440 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3447 return $self->_new_realtime_bop(@_)
3448 if $self->_new_bop_required();
3450 my( $method, $amount, %options ) = @_;
3452 warn "$me realtime_bop: $method $amount\n";
3453 warn " $_ => $options{$_}\n" foreach keys %options;
3456 $options{'description'} ||= 'Internet services';
3458 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3460 eval "use Business::OnlinePayment";
3463 my $payinfo = exists($options{'payinfo'})
3464 ? $options{'payinfo'}
3467 my %method2payby = (
3474 # check for banned credit card/ACH
3477 my $ban = qsearchs('banned_pay', {
3478 'payby' => $method2payby{$method},
3479 'payinfo' => md5_base64($payinfo),
3481 return "Banned credit card" if $ban;
3488 if ( $options{'invnum'} ) {
3489 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3490 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3492 map { $_->part_pkg->taxclass }
3494 map { $_->cust_pkg }
3495 $cust_bill->cust_bill_pkg;
3496 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
3497 #different taxclasses
3498 $taxclass = $taxclasses[0];
3502 #look for an agent gateway override first
3504 if ( $method eq 'CC' ) {
3505 $cardtype = cardtype($payinfo);
3506 } elsif ( $method eq 'ECHECK' ) {
3509 $cardtype = $method;
3513 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3514 cardtype => $cardtype,
3515 taxclass => $taxclass, } )
3516 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3518 taxclass => $taxclass, } )
3519 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3520 cardtype => $cardtype,
3522 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3524 taxclass => '', } );
3526 my $payment_gateway = '';
3527 my( $processor, $login, $password, $action, @bop_options );
3528 if ( $override ) { #use a payment gateway override
3530 $payment_gateway = $override->payment_gateway;
3532 $processor = $payment_gateway->gateway_module;
3533 $login = $payment_gateway->gateway_username;
3534 $password = $payment_gateway->gateway_password;
3535 $action = $payment_gateway->gateway_action;
3536 @bop_options = $payment_gateway->options;
3538 } else { #use the standard settings from the config
3540 ( $processor, $login, $password, $action, @bop_options ) =
3541 $self->default_payment_gateway($method);
3549 my $address = exists($options{'address1'})
3550 ? $options{'address1'}
3552 my $address2 = exists($options{'address2'})
3553 ? $options{'address2'}
3555 $address .= ", ". $address2 if length($address2);
3557 my $o_payname = exists($options{'payname'})
3558 ? $options{'payname'}
3560 my($payname, $payfirst, $paylast);
3561 if ( $o_payname && $method ne 'ECHECK' ) {
3562 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3563 or return "Illegal payname $payname";
3564 ($payfirst, $paylast) = ($1, $2);
3566 $payfirst = $self->getfield('first');
3567 $paylast = $self->getfield('last');
3568 $payname = "$payfirst $paylast";
3571 my @invoicing_list = $self->invoicing_list_emailonly;
3572 if ( $conf->exists('emailinvoiceautoalways')
3573 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3574 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3575 push @invoicing_list, $self->all_emails;
3578 my $email = ($conf->exists('business-onlinepayment-email-override'))
3579 ? $conf->config('business-onlinepayment-email-override')
3580 : $invoicing_list[0];
3584 my $payip = exists($options{'payip'})
3587 $content{customer_ip} = $payip
3590 $content{invoice_number} = $options{'invnum'}
3591 if exists($options{'invnum'}) && length($options{'invnum'});
3593 $content{email_customer} =
3594 ( $conf->exists('business-onlinepayment-email_customer')
3595 || $conf->exists('business-onlinepayment-email-override') );
3598 if ( $method eq 'CC' ) {
3600 $content{card_number} = $payinfo;
3601 $paydate = exists($options{'paydate'})
3602 ? $options{'paydate'}
3604 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3605 $content{expiration} = "$2/$1";
3607 my $paycvv = exists($options{'paycvv'})
3608 ? $options{'paycvv'}
3610 $content{cvv2} = $paycvv
3613 my $paystart_month = exists($options{'paystart_month'})
3614 ? $options{'paystart_month'}
3615 : $self->paystart_month;
3617 my $paystart_year = exists($options{'paystart_year'})
3618 ? $options{'paystart_year'}
3619 : $self->paystart_year;
3621 $content{card_start} = "$paystart_month/$paystart_year"
3622 if $paystart_month && $paystart_year;
3624 my $payissue = exists($options{'payissue'})
3625 ? $options{'payissue'}
3627 $content{issue_number} = $payissue if $payissue;
3629 $content{recurring_billing} = 'YES'
3630 if qsearch('cust_pay', { 'custnum' => $self->custnum,
3632 'payinfo' => $payinfo,
3634 || qsearch('cust_pay', { 'custnum' => $self->custnum,
3636 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3640 } elsif ( $method eq 'ECHECK' ) {
3641 ( $content{account_number}, $content{routing_code} ) =
3642 split('@', $payinfo);
3643 $content{bank_name} = $o_payname;
3644 $content{bank_state} = exists($options{'paystate'})
3645 ? $options{'paystate'}
3646 : $self->getfield('paystate');
3647 $content{account_type} = exists($options{'paytype'})
3648 ? uc($options{'paytype'}) || 'CHECKING'
3649 : uc($self->getfield('paytype')) || 'CHECKING';
3650 $content{account_name} = $payname;
3651 $content{customer_org} = $self->company ? 'B' : 'I';
3652 $content{state_id} = exists($options{'stateid'})
3653 ? $options{'stateid'}
3654 : $self->getfield('stateid');
3655 $content{state_id_state} = exists($options{'stateid_state'})
3656 ? $options{'stateid_state'}
3657 : $self->getfield('stateid_state');
3658 $content{customer_ssn} = exists($options{'ss'})
3661 } elsif ( $method eq 'LEC' ) {
3662 $content{phone} = $payinfo;
3666 # run transaction(s)
3669 my $balance = exists( $options{'balance'} )
3670 ? $options{'balance'}
3673 $self->select_for_update; #mutex ... just until we get our pending record in
3675 #the checks here are intended to catch concurrent payments
3676 #double-form-submission prevention is taken care of in cust_pay_pending::check
3679 return "The customer's balance has changed; $method transaction aborted."
3680 if $self->balance < $balance;
3681 #&& $self->balance < $amount; #might as well anyway?
3683 #also check and make sure there aren't *other* pending payments for this cust
3685 my @pending = qsearch('cust_pay_pending', {
3686 'custnum' => $self->custnum,
3687 'status' => { op=>'!=', value=>'done' }
3689 return "A payment is already being processed for this customer (".
3690 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
3691 "); $method transaction aborted."
3692 if scalar(@pending);
3694 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
3696 my $cust_pay_pending = new FS::cust_pay_pending {
3697 'custnum' => $self->custnum,
3698 #'invnum' => $options{'invnum'},
3701 'payby' => $method2payby{$method},
3702 'payinfo' => $payinfo,
3703 'paydate' => $paydate,
3705 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
3707 $cust_pay_pending->payunique( $options{payunique} )
3708 if defined($options{payunique}) && length($options{payunique});
3709 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
3710 return $cpp_new_err if $cpp_new_err;
3712 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3714 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3715 $transaction->content(
3718 'password' => $password,
3719 'action' => $action1,
3720 'description' => $options{'description'},
3721 'amount' => $amount,
3722 #'invoice_number' => $options{'invnum'},
3723 'customer_id' => $self->custnum,
3724 'last_name' => $paylast,
3725 'first_name' => $payfirst,
3727 'address' => $address,
3728 'city' => ( exists($options{'city'})
3731 'state' => ( exists($options{'state'})
3734 'zip' => ( exists($options{'zip'})
3737 'country' => ( exists($options{'country'})
3738 ? $options{'country'}
3740 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
3742 'phone' => $self->daytime || $self->night,
3746 $cust_pay_pending->status('pending');
3747 my $cpp_pending_err = $cust_pay_pending->replace;
3748 return $cpp_pending_err if $cpp_pending_err;
3751 my $BOP_TESTING = 0;
3752 my $BOP_TESTING_SUCCESS = 1;
3754 unless ( $BOP_TESTING ) {
3755 $transaction->submit();
3757 if ( $BOP_TESTING_SUCCESS ) {
3758 $transaction->is_success(1);
3759 $transaction->authorization('fake auth');
3761 $transaction->is_success(0);
3762 $transaction->error_message('fake failure');
3766 if ( $transaction->is_success() && $action2 ) {
3768 $cust_pay_pending->status('authorized');
3769 my $cpp_authorized_err = $cust_pay_pending->replace;
3770 return $cpp_authorized_err if $cpp_authorized_err;
3772 my $auth = $transaction->authorization;
3773 my $ordernum = $transaction->can('order_number')
3774 ? $transaction->order_number
3778 new Business::OnlinePayment( $processor, @bop_options );
3785 password => $password,
3786 order_number => $ordernum,
3788 authorization => $auth,
3789 description => $options{'description'},
3792 foreach my $field (qw( authorization_source_code returned_ACI
3793 transaction_identifier validation_code
3794 transaction_sequence_num local_transaction_date
3795 local_transaction_time AVS_result_code )) {
3796 $capture{$field} = $transaction->$field() if $transaction->can($field);
3799 $capture->content( %capture );
3803 unless ( $capture->is_success ) {
3804 my $e = "Authorization successful but capture failed, custnum #".
3805 $self->custnum. ': '. $capture->result_code.
3806 ": ". $capture->error_message;
3813 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3814 my $cpp_captured_err = $cust_pay_pending->replace;
3815 return $cpp_captured_err if $cpp_captured_err;
3818 # remove paycvv after initial transaction
3821 #false laziness w/misc/process/payment.cgi - check both to make sure working
3823 if ( defined $self->dbdef_table->column('paycvv')
3824 && length($self->paycvv)
3825 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3827 my $error = $self->remove_cvv;
3829 warn "WARNING: error removing cvv: $error\n";
3837 if ( $transaction->is_success() ) {
3840 if ( $payment_gateway ) { # agent override
3841 $paybatch = $payment_gateway->gatewaynum. '-';
3844 $paybatch .= "$processor:". $transaction->authorization;
3846 $paybatch .= ':'. $transaction->order_number
3847 if $transaction->can('order_number')
3848 && length($transaction->order_number);
3850 my $cust_pay = new FS::cust_pay ( {
3851 'custnum' => $self->custnum,
3852 'invnum' => $options{'invnum'},
3855 'payby' => $method2payby{$method},
3856 'payinfo' => $payinfo,
3857 'paybatch' => $paybatch,
3858 'paydate' => $paydate,
3860 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3861 $cust_pay->payunique( $options{payunique} )
3862 if defined($options{payunique}) && length($options{payunique});
3864 my $oldAutoCommit = $FS::UID::AutoCommit;
3865 local $FS::UID::AutoCommit = 0;
3868 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3870 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3873 $cust_pay->invnum(''); #try again with no specific invnum
3874 my $error2 = $cust_pay->insert( $options{'manual'} ?
3875 ( 'manual' => 1 ) : ()
3878 # gah. but at least we have a record of the state we had to abort in
3879 # from cust_pay_pending now.
3880 my $e = "WARNING: $method captured but payment not recorded - ".
3881 "error inserting payment ($processor): $error2".
3882 " (previously tried insert with invnum #$options{'invnum'}" .
3883 ": $error ) - pending payment saved as paypendingnum ".
3884 $cust_pay_pending->paypendingnum. "\n";
3890 if ( $options{'paynum_ref'} ) {
3891 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3894 $cust_pay_pending->status('done');
3895 $cust_pay_pending->statustext('captured');
3896 $cust_pay_pending->paynum($cust_pay->paynum);
3897 my $cpp_done_err = $cust_pay_pending->replace;
3899 if ( $cpp_done_err ) {
3901 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3902 my $e = "WARNING: $method captured but payment not recorded - ".
3903 "error updating status for paypendingnum ".
3904 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3910 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3911 return ''; #no error
3917 my $perror = "$processor error: ". $transaction->error_message;
3919 unless ( $transaction->error_message ) {
3922 if ( $transaction->can('response_page') ) {
3924 'page' => ( $transaction->can('response_page')
3925 ? $transaction->response_page
3928 'code' => ( $transaction->can('response_code')
3929 ? $transaction->response_code
3932 'headers' => ( $transaction->can('response_headers')
3933 ? $transaction->response_headers
3939 "No additional debugging information available for $processor";
3942 $perror .= "No error_message returned from $processor -- ".
3943 ( ref($t_response) ? Dumper($t_response) : $t_response );
3947 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3948 && $conf->exists('emaildecline')
3949 && grep { $_ ne 'POST' } $self->invoicing_list
3950 && ! grep { $transaction->error_message =~ /$_/ }
3951 $conf->config('emaildecline-exclude')
3953 my @templ = $conf->config('declinetemplate');
3954 my $template = new Text::Template (
3956 SOURCE => [ map "$_\n", @templ ],
3957 ) or return "($perror) can't create template: $Text::Template::ERROR";
3958 $template->compile()
3959 or return "($perror) can't compile template: $Text::Template::ERROR";
3961 my $templ_hash = { error => $transaction->error_message };
3963 my $error = send_email(
3964 'from' => $conf->config('invoice_from', $self->agentnum ),
3965 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3966 'subject' => 'Your payment could not be processed',
3967 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3970 $perror .= " (also received error sending decline notification: $error)"
3975 $cust_pay_pending->status('done');
3976 $cust_pay_pending->statustext("declined: $perror");
3977 my $cpp_done_err = $cust_pay_pending->replace;
3978 if ( $cpp_done_err ) {
3979 my $e = "WARNING: $method declined but pending payment not resolved - ".
3980 "error updating status for paypendingnum ".
3981 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3983 $perror = "$e ($perror)";
3991 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3993 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3994 via a Business::OnlinePayment realtime gateway. See
3995 L<http://420.am/business-onlinepayment> for supported gateways.
3997 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3999 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4001 Most gateways require a reference to an original payment transaction to refund,
4002 so you probably need to specify a I<paynum>.
4004 I<amount> defaults to the original amount of the payment if not specified.
4006 I<reason> specifies a reason for the refund.
4008 I<paydate> specifies the expiration date for a credit card overriding the
4009 value from the customer record or the payment record. Specified as yyyy-mm-dd
4011 Implementation note: If I<amount> is unspecified or equal to the amount of the
4012 orignal payment, first an attempt is made to "void" the transaction via
4013 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4014 the normal attempt is made to "refund" ("credit") the transaction via the
4015 gateway is attempted.
4017 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4018 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4019 #if set, will override the value from the customer record.
4021 #If an I<invnum> is specified, this payment (if successful) is applied to the
4022 #specified invoice. If you don't specify an I<invnum> you might want to
4023 #call the B<apply_payments> method.
4027 #some false laziness w/realtime_bop, not enough to make it worth merging
4028 #but some useful small subs should be pulled out
4029 sub realtime_refund_bop {
4032 return $self->_new_realtime_refund_bop(@_)
4033 if $self->_new_bop_required();
4035 my( $method, %options ) = @_;
4037 warn "$me realtime_refund_bop: $method refund\n";
4038 warn " $_ => $options{$_}\n" foreach keys %options;
4041 eval "use Business::OnlinePayment";
4045 # look up the original payment and optionally a gateway for that payment
4049 my $amount = $options{'amount'};
4051 my( $processor, $login, $password, @bop_options ) ;
4052 my( $auth, $order_number ) = ( '', '', '' );
4054 if ( $options{'paynum'} ) {
4056 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4057 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4058 or return "Unknown paynum $options{'paynum'}";
4059 $amount ||= $cust_pay->paid;
4061 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4062 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4063 $cust_pay->paybatch;
4064 my $gatewaynum = '';
4065 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4067 if ( $gatewaynum ) { #gateway for the payment to be refunded
4069 my $payment_gateway =
4070 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4071 die "payment gateway $gatewaynum not found"
4072 unless $payment_gateway;
4074 $processor = $payment_gateway->gateway_module;
4075 $login = $payment_gateway->gateway_username;
4076 $password = $payment_gateway->gateway_password;
4077 @bop_options = $payment_gateway->options;
4079 } else { #try the default gateway
4081 my( $conf_processor, $unused_action );
4082 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4083 $self->default_payment_gateway($method);
4085 return "processor of payment $options{'paynum'} $processor does not".
4086 " match default processor $conf_processor"
4087 unless $processor eq $conf_processor;
4092 } else { # didn't specify a paynum, so look for agent gateway overrides
4093 # like a normal transaction
4096 if ( $method eq 'CC' ) {
4097 $cardtype = cardtype($self->payinfo);
4098 } elsif ( $method eq 'ECHECK' ) {
4101 $cardtype = $method;
4104 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4105 cardtype => $cardtype,
4107 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4109 taxclass => '', } );
4111 if ( $override ) { #use a payment gateway override
4113 my $payment_gateway = $override->payment_gateway;
4115 $processor = $payment_gateway->gateway_module;
4116 $login = $payment_gateway->gateway_username;
4117 $password = $payment_gateway->gateway_password;
4118 #$action = $payment_gateway->gateway_action;
4119 @bop_options = $payment_gateway->options;
4121 } else { #use the standard settings from the config
4124 ( $processor, $login, $password, $unused_action, @bop_options ) =
4125 $self->default_payment_gateway($method);
4130 return "neither amount nor paynum specified" unless $amount;
4135 'password' => $password,
4136 'order_number' => $order_number,
4137 'amount' => $amount,
4138 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4140 $content{authorization} = $auth
4141 if length($auth); #echeck/ACH transactions have an order # but no auth
4142 #(at least with authorize.net)
4144 my $disable_void_after;
4145 if ($conf->exists('disable_void_after')
4146 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4147 $disable_void_after = $1;
4150 #first try void if applicable
4151 if ( $cust_pay && $cust_pay->paid == $amount
4153 ( not defined($disable_void_after) )
4154 || ( time < ($cust_pay->_date + $disable_void_after ) )
4157 warn " attempting void\n" if $DEBUG > 1;
4158 my $void = new Business::OnlinePayment( $processor, @bop_options );
4159 $void->content( 'action' => 'void', %content );
4161 if ( $void->is_success ) {
4162 my $error = $cust_pay->void($options{'reason'});
4164 # gah, even with transactions.
4165 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4166 "error voiding payment: $error";
4170 warn " void successful\n" if $DEBUG > 1;
4175 warn " void unsuccessful, trying refund\n"
4179 my $address = $self->address1;
4180 $address .= ", ". $self->address2 if $self->address2;
4182 my($payname, $payfirst, $paylast);
4183 if ( $self->payname && $method ne 'ECHECK' ) {
4184 $payname = $self->payname;
4185 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4186 or return "Illegal payname $payname";
4187 ($payfirst, $paylast) = ($1, $2);
4189 $payfirst = $self->getfield('first');
4190 $paylast = $self->getfield('last');
4191 $payname = "$payfirst $paylast";
4194 my @invoicing_list = $self->invoicing_list_emailonly;
4195 if ( $conf->exists('emailinvoiceautoalways')
4196 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4197 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4198 push @invoicing_list, $self->all_emails;
4201 my $email = ($conf->exists('business-onlinepayment-email-override'))
4202 ? $conf->config('business-onlinepayment-email-override')
4203 : $invoicing_list[0];
4205 my $payip = exists($options{'payip'})
4208 $content{customer_ip} = $payip
4212 if ( $method eq 'CC' ) {
4215 $content{card_number} = $payinfo = $cust_pay->payinfo;
4216 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4217 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4218 ($content{expiration} = "$2/$1"); # where available
4220 $content{card_number} = $payinfo = $self->payinfo;
4221 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4222 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4223 $content{expiration} = "$2/$1";
4226 } elsif ( $method eq 'ECHECK' ) {
4229 $payinfo = $cust_pay->payinfo;
4231 $payinfo = $self->payinfo;
4233 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4234 $content{bank_name} = $self->payname;
4235 $content{account_type} = 'CHECKING';
4236 $content{account_name} = $payname;
4237 $content{customer_org} = $self->company ? 'B' : 'I';
4238 $content{customer_ssn} = $self->ss;
4239 } elsif ( $method eq 'LEC' ) {
4240 $content{phone} = $payinfo = $self->payinfo;
4244 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4245 my %sub_content = $refund->content(
4246 'action' => 'credit',
4247 'customer_id' => $self->custnum,
4248 'last_name' => $paylast,
4249 'first_name' => $payfirst,
4251 'address' => $address,
4252 'city' => $self->city,
4253 'state' => $self->state,
4254 'zip' => $self->zip,
4255 'country' => $self->country,
4257 'phone' => $self->daytime || $self->night,
4260 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4264 return "$processor error: ". $refund->error_message
4265 unless $refund->is_success();
4267 my %method2payby = (
4273 my $paybatch = "$processor:". $refund->authorization;
4274 $paybatch .= ':'. $refund->order_number
4275 if $refund->can('order_number') && $refund->order_number;
4277 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4278 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4279 last unless @cust_bill_pay;
4280 my $cust_bill_pay = pop @cust_bill_pay;
4281 my $error = $cust_bill_pay->delete;
4285 my $cust_refund = new FS::cust_refund ( {
4286 'custnum' => $self->custnum,
4287 'paynum' => $options{'paynum'},
4288 'refund' => $amount,
4290 'payby' => $method2payby{$method},
4291 'payinfo' => $payinfo,
4292 'paybatch' => $paybatch,
4293 'reason' => $options{'reason'} || 'card or ACH refund',
4295 my $error = $cust_refund->insert;
4297 $cust_refund->paynum(''); #try again with no specific paynum
4298 my $error2 = $cust_refund->insert;
4300 # gah, even with transactions.
4301 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4302 "error inserting refund ($processor): $error2".
4303 " (previously tried insert with paynum #$options{'paynum'}" .
4314 # does the configuration indicate the new bop routines are required?
4316 sub _new_bop_required {
4319 my $botpp = 'Business::OnlineThirdPartyPayment';
4322 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4323 scalar( grep { $_->gateway_namespace eq $botpp }
4324 qsearch( 'payment_gateway', { 'disabled' => '' } )
4333 =item realtime_collect [ OPTION => VALUE ... ]
4335 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4336 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4337 gateway. See L<http://420.am/business-onlinepayment> and
4338 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4340 On failure returns an error message.
4342 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.
4344 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4346 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4347 then it is deduced from the customer record.
4349 If no I<amount> is specified, then the customer balance is used.
4351 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4352 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4353 if set, will override the value from the customer record.
4355 I<description> is a free-text field passed to the gateway. It defaults to
4356 "Internet services".
4358 If an I<invnum> is specified, this payment (if successful) is applied to the
4359 specified invoice. If you don't specify an I<invnum> you might want to
4360 call the B<apply_payments> method.
4362 I<quiet> can be set true to surpress email decline notices.
4364 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4365 resulting paynum, if any.
4367 I<payunique> is a unique identifier for this payment.
4369 I<session_id> is a session identifier associated with this payment.
4371 I<depend_jobnum> allows payment capture to unlock export jobs
4375 sub realtime_collect {
4376 my( $self, %options ) = @_;
4379 warn "$me realtime_collect:\n";
4380 warn " $_ => $options{$_}\n" foreach keys %options;
4383 $options{amount} = $self->balance unless exists( $options{amount} );
4384 $options{method} = FS::payby->payby2bop($self->payby)
4385 unless exists( $options{method} );
4387 return $self->realtime_bop({%options});
4391 =item _realtime_bop { [ ARG => VALUE ... ] }
4393 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4394 via a Business::OnlinePayment realtime gateway. See
4395 L<http://420.am/business-onlinepayment> for supported gateways.
4397 Required arguments in the hashref are I<method>, and I<amount>
4399 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4401 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4403 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4404 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4405 if set, will override the value from the customer record.
4407 I<description> is a free-text field passed to the gateway. It defaults to
4408 "Internet services".
4410 If an I<invnum> is specified, this payment (if successful) is applied to the
4411 specified invoice. If you don't specify an I<invnum> you might want to
4412 call the B<apply_payments> method.
4414 I<quiet> can be set true to surpress email decline notices.
4416 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4417 resulting paynum, if any.
4419 I<payunique> is a unique identifier for this payment.
4421 I<session_id> is a session identifier associated with this payment.
4423 I<depend_jobnum> allows payment capture to unlock export jobs
4425 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4429 # some helper routines
4430 sub _payment_gateway {
4431 my ($self, $options) = @_;
4433 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4434 unless exists($options->{payment_gateway});
4436 $options->{payment_gateway};
4440 my ($self, $options) = @_;
4443 'login' => $options->{payment_gateway}->gateway_username,
4444 'password' => $options->{payment_gateway}->gateway_password,
4449 my ($self, $options) = @_;
4451 $options->{payment_gateway}->gatewaynum
4452 ? $options->{payment_gateway}->options
4453 : @{ $options->{payment_gateway}->get('options') };
4457 my ($self, $options) = @_;
4459 $options->{description} ||= 'Internet services';
4460 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4461 $options->{invnum} ||= '';
4462 $options->{payname} = $self->payname unless exists( $options->{payname} );
4466 my ($self, $options) = @_;
4469 $content{address} = exists($options->{'address1'})
4470 ? $options->{'address1'}
4472 my $address2 = exists($options->{'address2'})
4473 ? $options->{'address2'}
4475 $content{address} .= ", ". $address2 if length($address2);
4477 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4478 $content{customer_ip} = $payip if length($payip);
4480 $content{invoice_number} = $options->{'invnum'}
4481 if exists($options->{'invnum'}) && length($options->{'invnum'});
4483 $content{email_customer} =
4484 ( $conf->exists('business-onlinepayment-email_customer')
4485 || $conf->exists('business-onlinepayment-email-override') );
4487 $content{payfirst} = $self->getfield('first');
4488 $content{paylast} = $self->getfield('last');
4490 $content{account_name} = "$content{payfirst} $content{paylast}"
4491 if $options->{method} eq 'ECHECK';
4493 $content{name} = $options->{payname};
4494 $content{name} = $content{account_name} if exists($content{account_name});
4496 $content{city} = exists($options->{city})
4499 $content{state} = exists($options->{state})
4502 $content{zip} = exists($options->{zip})
4505 $content{country} = exists($options->{country})
4506 ? $options->{country}
4508 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4509 $content{phone} = $self->daytime || $self->night;
4514 my %bop_method2payby = (
4520 sub _new_realtime_bop {
4524 if (ref($_[0]) eq 'HASH') {
4525 %options = %{$_[0]};
4527 my ( $method, $amount ) = ( shift, shift );
4529 $options{method} = $method;
4530 $options{amount} = $amount;
4534 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4535 warn " $_ => $options{$_}\n" foreach keys %options;
4538 return $self->fake_bop(%options) if $options{'fake'};
4540 $self->_bop_defaults(\%options);
4546 my $payment_gateway = $self->_payment_gateway( \%options );
4547 my $namespace = $payment_gateway->gateway_namespace;
4549 eval "use $namespace";
4553 # check for banned credit card/ACH
4556 my $ban = qsearchs('banned_pay', {
4557 'payby' => $bop_method2payby{$options{method}},
4558 'payinfo' => md5_base64($options{payinfo}),
4560 return "Banned credit card" if $ban;
4566 my (%bop_content) = $self->_bop_content(\%options);
4568 if ( $options{method} ne 'ECHECK' ) {
4569 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4570 or return "Illegal payname $options{payname}";
4571 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
4574 my @invoicing_list = $self->invoicing_list_emailonly;
4575 if ( $conf->exists('emailinvoiceautoalways')
4576 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4577 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4578 push @invoicing_list, $self->all_emails;
4581 my $email = ($conf->exists('business-onlinepayment-email-override'))
4582 ? $conf->config('business-onlinepayment-email-override')
4583 : $invoicing_list[0];
4587 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4589 $content{card_number} = $options{payinfo};
4590 $paydate = exists($options{'paydate'})
4591 ? $options{'paydate'}
4593 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4594 $content{expiration} = "$2/$1";
4596 my $paycvv = exists($options{'paycvv'})
4597 ? $options{'paycvv'}
4599 $content{cvv2} = $paycvv
4602 my $paystart_month = exists($options{'paystart_month'})
4603 ? $options{'paystart_month'}
4604 : $self->paystart_month;
4606 my $paystart_year = exists($options{'paystart_year'})
4607 ? $options{'paystart_year'}
4608 : $self->paystart_year;
4610 $content{card_start} = "$paystart_month/$paystart_year"
4611 if $paystart_month && $paystart_year;
4613 my $payissue = exists($options{'payissue'})
4614 ? $options{'payissue'}
4616 $content{issue_number} = $payissue if $payissue;
4618 $content{recurring_billing} = 'YES'
4619 if qsearch('cust_pay', { 'custnum' => $self->custnum,
4621 'payinfo' => $options{payinfo},
4623 || qsearch('cust_pay', { 'custnum' => $self->custnum,
4625 'paymask' => $self->mask_payinfo('CARD', $options{payinfo}),
4629 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4630 ( $content{account_number}, $content{routing_code} ) =
4631 split('@', $options{payinfo});
4632 $content{bank_name} = $options{payname};
4633 $content{bank_state} = exists($options{'paystate'})
4634 ? $options{'paystate'}
4635 : $self->getfield('paystate');
4636 $content{account_type} = exists($options{'paytype'})
4637 ? uc($options{'paytype'}) || 'CHECKING'
4638 : uc($self->getfield('paytype')) || 'CHECKING';
4639 $content{customer_org} = $self->company ? 'B' : 'I';
4640 $content{state_id} = exists($options{'stateid'})
4641 ? $options{'stateid'}
4642 : $self->getfield('stateid');
4643 $content{state_id_state} = exists($options{'stateid_state'})
4644 ? $options{'stateid_state'}
4645 : $self->getfield('stateid_state');
4646 $content{customer_ssn} = exists($options{'ss'})
4649 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4650 $content{phone} = $options{payinfo};
4651 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4658 # run transaction(s)
4661 my $balance = exists( $options{'balance'} )
4662 ? $options{'balance'}
4665 $self->select_for_update; #mutex ... just until we get our pending record in
4667 #the checks here are intended to catch concurrent payments
4668 #double-form-submission prevention is taken care of in cust_pay_pending::check
4671 return "The customer's balance has changed; $options{method} transaction aborted."
4672 if $self->balance < $balance;
4673 #&& $self->balance < $options{amount}; #might as well anyway?
4675 #also check and make sure there aren't *other* pending payments for this cust
4677 my @pending = qsearch('cust_pay_pending', {
4678 'custnum' => $self->custnum,
4679 'status' => { op=>'!=', value=>'done' }
4681 return "A payment is already being processed for this customer (".
4682 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4683 "); $options{method} transaction aborted."
4684 if scalar(@pending);
4686 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4688 my $cust_pay_pending = new FS::cust_pay_pending {
4689 'custnum' => $self->custnum,
4690 #'invnum' => $options{'invnum'},
4691 'paid' => $options{amount},
4693 'payby' => $bop_method2payby{$options{method}},
4694 'payinfo' => $options{payinfo},
4695 'paydate' => $paydate,
4697 'gatewaynum' => $payment_gateway->gatewaynum || '',
4698 'session_id' => $options{session_id} || '',
4699 'jobnum' => $options{depend_jobnum} || '',
4701 $cust_pay_pending->payunique( $options{payunique} )
4702 if defined($options{payunique}) && length($options{payunique});
4703 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4704 return $cpp_new_err if $cpp_new_err;
4706 my( $action1, $action2 ) =
4707 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4709 my $transaction = new $namespace( $payment_gateway->gateway_module,
4710 $self->_bop_options(\%options),
4713 $transaction->content(
4714 'type' => $options{method},
4715 $self->_bop_auth(\%options),
4716 'action' => $action1,
4717 'description' => $options{'description'},
4718 'amount' => $options{amount},
4719 #'invoice_number' => $options{'invnum'},
4720 'customer_id' => $self->custnum,
4722 'reference' => $cust_pay_pending->paypendingnum, #for now
4727 $cust_pay_pending->status('pending');
4728 my $cpp_pending_err = $cust_pay_pending->replace;
4729 return $cpp_pending_err if $cpp_pending_err;
4732 my $BOP_TESTING = 0;
4733 my $BOP_TESTING_SUCCESS = 1;
4735 unless ( $BOP_TESTING ) {
4736 $transaction->submit();
4738 if ( $BOP_TESTING_SUCCESS ) {
4739 $transaction->is_success(1);
4740 $transaction->authorization('fake auth');
4742 $transaction->is_success(0);
4743 $transaction->error_message('fake failure');
4747 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4749 return { reference => $cust_pay_pending->paypendingnum,
4750 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4752 } elsif ( $transaction->is_success() && $action2 ) {
4754 $cust_pay_pending->status('authorized');
4755 my $cpp_authorized_err = $cust_pay_pending->replace;
4756 return $cpp_authorized_err if $cpp_authorized_err;
4758 my $auth = $transaction->authorization;
4759 my $ordernum = $transaction->can('order_number')
4760 ? $transaction->order_number
4764 new Business::OnlinePayment( $payment_gateway->gateway_module,
4765 $self->_bop_options(\%options),
4770 type => $options{method},
4772 $self->_bop_auth(\%options),
4773 order_number => $ordernum,
4774 amount => $options{amount},
4775 authorization => $auth,
4776 description => $options{'description'},
4779 foreach my $field (qw( authorization_source_code returned_ACI
4780 transaction_identifier validation_code
4781 transaction_sequence_num local_transaction_date
4782 local_transaction_time AVS_result_code )) {
4783 $capture{$field} = $transaction->$field() if $transaction->can($field);
4786 $capture->content( %capture );
4790 unless ( $capture->is_success ) {
4791 my $e = "Authorization successful but capture failed, custnum #".
4792 $self->custnum. ': '. $capture->result_code.
4793 ": ". $capture->error_message;
4801 # remove paycvv after initial transaction
4804 #false laziness w/misc/process/payment.cgi - check both to make sure working
4806 if ( defined $self->dbdef_table->column('paycvv')
4807 && length($self->paycvv)
4808 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4810 my $error = $self->remove_cvv;
4812 warn "WARNING: error removing cvv: $error\n";
4820 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4832 if (ref($_[0]) eq 'HASH') {
4833 %options = %{$_[0]};
4835 my ( $method, $amount ) = ( shift, shift );
4837 $options{method} = $method;
4838 $options{amount} = $amount;
4841 if ( $options{'fake_failure'} ) {
4842 return "Error: No error; test failure requested with fake_failure";
4846 #if ( $payment_gateway->gatewaynum ) { # agent override
4847 # $paybatch = $payment_gateway->gatewaynum. '-';
4850 #$paybatch .= "$processor:". $transaction->authorization;
4852 #$paybatch .= ':'. $transaction->order_number
4853 # if $transaction->can('order_number')
4854 # && length($transaction->order_number);
4856 my $paybatch = 'FakeProcessor:54:32';
4858 my $cust_pay = new FS::cust_pay ( {
4859 'custnum' => $self->custnum,
4860 'invnum' => $options{'invnum'},
4861 'paid' => $options{amount},
4863 'payby' => $bop_method2payby{$options{method}},
4864 #'payinfo' => $payinfo,
4865 'payinfo' => '4111111111111111',
4866 'paybatch' => $paybatch,
4867 #'paydate' => $paydate,
4868 'paydate' => '2012-05-01',
4870 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4872 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4875 $cust_pay->invnum(''); #try again with no specific invnum
4876 my $error2 = $cust_pay->insert( $options{'manual'} ?
4877 ( 'manual' => 1 ) : ()
4880 # gah, even with transactions.
4881 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4882 "error inserting (fake!) payment: $error2".
4883 " (previously tried insert with invnum #$options{'invnum'}" .
4890 if ( $options{'paynum_ref'} ) {
4891 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4894 return ''; #no error
4899 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4901 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4902 # phone bill transaction.
4904 sub _realtime_bop_result {
4905 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4907 warn "$me _realtime_bop_result: pending transaction ".
4908 $cust_pay_pending->paypendingnum. "\n";
4909 warn " $_ => $options{$_}\n" foreach keys %options;
4912 my $payment_gateway = $options{payment_gateway}
4913 or return "no payment gateway in arguments to _realtime_bop_result";
4915 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4916 my $cpp_captured_err = $cust_pay_pending->replace;
4917 return $cpp_captured_err if $cpp_captured_err;
4919 if ( $transaction->is_success() ) {
4922 if ( $payment_gateway->gatewaynum ) { # agent override
4923 $paybatch = $payment_gateway->gatewaynum. '-';
4926 $paybatch .= $payment_gateway->gateway_module. ":".
4927 $transaction->authorization;
4929 $paybatch .= ':'. $transaction->order_number
4930 if $transaction->can('order_number')
4931 && length($transaction->order_number);
4933 my $cust_pay = new FS::cust_pay ( {
4934 'custnum' => $self->custnum,
4935 'invnum' => $options{'invnum'},
4936 'paid' => $cust_pay_pending->paid,
4938 'payby' => $cust_pay_pending->payby,
4939 #'payinfo' => $payinfo,
4940 'paybatch' => $paybatch,
4941 'paydate' => $cust_pay_pending->paydate,
4943 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4944 $cust_pay->payunique( $options{payunique} )
4945 if defined($options{payunique}) && length($options{payunique});
4947 my $oldAutoCommit = $FS::UID::AutoCommit;
4948 local $FS::UID::AutoCommit = 0;
4951 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4953 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4956 $cust_pay->invnum(''); #try again with no specific invnum
4957 my $error2 = $cust_pay->insert( $options{'manual'} ?
4958 ( 'manual' => 1 ) : ()
4961 # gah. but at least we have a record of the state we had to abort in
4962 # from cust_pay_pending now.
4963 my $e = "WARNING: $options{method} captured but payment not recorded -".
4964 " error inserting payment (". $payment_gateway->gateway_module.
4966 " (previously tried insert with invnum #$options{'invnum'}" .
4967 ": $error ) - pending payment saved as paypendingnum ".
4968 $cust_pay_pending->paypendingnum. "\n";
4974 my $jobnum = $cust_pay_pending->jobnum;
4976 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4978 unless ( $placeholder ) {
4979 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4980 my $e = "WARNING: $options{method} captured but job $jobnum not ".
4981 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
4986 $error = $placeholder->delete;
4989 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4990 my $e = "WARNING: $options{method} captured but could not delete ".
4991 "job $jobnum for paypendingnum ".
4992 $cust_pay_pending->paypendingnum. ": $error\n";
4999 if ( $options{'paynum_ref'} ) {
5000 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5003 $cust_pay_pending->status('done');
5004 $cust_pay_pending->statustext('captured');
5005 $cust_pay_pending->paynum($cust_pay->paynum);
5006 my $cpp_done_err = $cust_pay_pending->replace;
5008 if ( $cpp_done_err ) {
5010 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5011 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5012 "error updating status for paypendingnum ".
5013 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5019 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5020 return ''; #no error
5026 my $perror = $payment_gateway->gateway_module. " error: ".
5027 $transaction->error_message;
5029 my $jobnum = $cust_pay_pending->jobnum;
5031 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5033 if ( $placeholder ) {
5034 my $error = $placeholder->depended_delete;
5035 $error ||= $placeholder->delete;
5036 warn "error removing provisioning jobs after declined paypendingnum ".
5037 $cust_pay_pending->paypendingnum. "\n";
5039 my $e = "error finding job $jobnum for declined paypendingnum ".
5040 $cust_pay_pending->paypendingnum. "\n";
5046 unless ( $transaction->error_message ) {
5049 if ( $transaction->can('response_page') ) {
5051 'page' => ( $transaction->can('response_page')
5052 ? $transaction->response_page
5055 'code' => ( $transaction->can('response_code')
5056 ? $transaction->response_code
5059 'headers' => ( $transaction->can('response_headers')
5060 ? $transaction->response_headers
5066 "No additional debugging information available for ".
5067 $payment_gateway->gateway_module;
5070 $perror .= "No error_message returned from ".
5071 $payment_gateway->gateway_module. " -- ".
5072 ( ref($t_response) ? Dumper($t_response) : $t_response );
5076 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5077 && $conf->exists('emaildecline')
5078 && grep { $_ ne 'POST' } $self->invoicing_list
5079 && ! grep { $transaction->error_message =~ /$_/ }
5080 $conf->config('emaildecline-exclude')
5082 my @templ = $conf->config('declinetemplate');
5083 my $template = new Text::Template (
5085 SOURCE => [ map "$_\n", @templ ],
5086 ) or return "($perror) can't create template: $Text::Template::ERROR";
5087 $template->compile()
5088 or return "($perror) can't compile template: $Text::Template::ERROR";
5090 my $templ_hash = { error => $transaction->error_message };
5092 my $error = send_email(
5093 'from' => $conf->config('invoice_from', $self->agentnum ),
5094 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5095 'subject' => 'Your payment could not be processed',
5096 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5099 $perror .= " (also received error sending decline notification: $error)"
5104 $cust_pay_pending->status('done');
5105 $cust_pay_pending->statustext("declined: $perror");
5106 my $cpp_done_err = $cust_pay_pending->replace;
5107 if ( $cpp_done_err ) {
5108 my $e = "WARNING: $options{method} declined but pending payment not ".
5109 "resolved - error updating status for paypendingnum ".
5110 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5112 $perror = "$e ($perror)";
5120 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5122 Verifies successful third party processing of a realtime credit card,
5123 ACH (electronic check) or phone bill transaction via a
5124 Business::OnlineThirdPartyPayment realtime gateway. See
5125 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5127 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5129 The additional options I<payname>, I<city>, I<state>,
5130 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5131 if set, will override the value from the customer record.
5133 I<description> is a free-text field passed to the gateway. It defaults to
5134 "Internet services".
5136 If an I<invnum> is specified, this payment (if successful) is applied to the
5137 specified invoice. If you don't specify an I<invnum> you might want to
5138 call the B<apply_payments> method.
5140 I<quiet> can be set true to surpress email decline notices.
5142 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5143 resulting paynum, if any.
5145 I<payunique> is a unique identifier for this payment.
5147 Returns a hashref containing elements bill_error (which will be undefined
5148 upon success) and session_id of any associated session.
5152 sub realtime_botpp_capture {
5153 my( $self, $cust_pay_pending, %options ) = @_;
5155 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5156 warn " $_ => $options{$_}\n" foreach keys %options;
5159 eval "use Business::OnlineThirdPartyPayment";
5163 # select the gateway
5166 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5168 my $payment_gateway = $cust_pay_pending->gatewaynum
5169 ? qsearchs( 'payment_gateway',
5170 { gatewaynum => $cust_pay_pending->gatewaynum }
5172 : $self->agent->payment_gateway( 'method' => $method,
5173 # 'invnum' => $cust_pay_pending->invnum,
5174 # 'payinfo' => $cust_pay_pending->payinfo,
5177 $options{payment_gateway} = $payment_gateway; # for the helper subs
5183 my @invoicing_list = $self->invoicing_list_emailonly;
5184 if ( $conf->exists('emailinvoiceautoalways')
5185 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5186 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5187 push @invoicing_list, $self->all_emails;
5190 my $email = ($conf->exists('business-onlinepayment-email-override'))
5191 ? $conf->config('business-onlinepayment-email-override')
5192 : $invoicing_list[0];
5196 $content{email_customer} =
5197 ( $conf->exists('business-onlinepayment-email_customer')
5198 || $conf->exists('business-onlinepayment-email-override') );
5201 # run transaction(s)
5205 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5206 $self->_bop_options(\%options),
5209 $transaction->reference({ %options });
5211 $transaction->content(
5213 $self->_bop_auth(\%options),
5214 'action' => 'Post Authorization',
5215 'description' => $options{'description'},
5216 'amount' => $cust_pay_pending->paid,
5217 #'invoice_number' => $options{'invnum'},
5218 'customer_id' => $self->custnum,
5219 'referer' => 'http://cleanwhisker.420.am/',
5220 'reference' => $cust_pay_pending->paypendingnum,
5222 'phone' => $self->daytime || $self->night,
5224 # plus whatever is required for bogus capture avoidance
5227 $transaction->submit();
5230 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5233 bill_error => $error,
5234 session_id => $cust_pay_pending->session_id,
5239 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5243 sub default_payment_gateway {
5244 my( $self, $method ) = @_;
5246 die "Real-time processing not enabled\n"
5247 unless $conf->exists('business-onlinepayment');
5249 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5252 my $bop_config = 'business-onlinepayment';
5253 $bop_config .= '-ach'
5254 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5255 my ( $processor, $login, $password, $action, @bop_options ) =
5256 $conf->config($bop_config);
5257 $action ||= 'normal authorization';
5258 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5259 die "No real-time processor is enabled - ".
5260 "did you set the business-onlinepayment configuration value?\n"
5263 ( $processor, $login, $password, $action, @bop_options )
5268 Removes the I<paycvv> field from the database directly.
5270 If there is an error, returns the error, otherwise returns false.
5276 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5277 or return dbh->errstr;
5278 $sth->execute($self->custnum)
5279 or return $sth->errstr;
5284 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5286 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5287 via a Business::OnlinePayment realtime gateway. See
5288 L<http://420.am/business-onlinepayment> for supported gateways.
5290 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5292 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5294 Most gateways require a reference to an original payment transaction to refund,
5295 so you probably need to specify a I<paynum>.
5297 I<amount> defaults to the original amount of the payment if not specified.
5299 I<reason> specifies a reason for the refund.
5301 I<paydate> specifies the expiration date for a credit card overriding the
5302 value from the customer record or the payment record. Specified as yyyy-mm-dd
5304 Implementation note: If I<amount> is unspecified or equal to the amount of the
5305 orignal payment, first an attempt is made to "void" the transaction via
5306 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5307 the normal attempt is made to "refund" ("credit") the transaction via the
5308 gateway is attempted.
5310 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5311 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5312 #if set, will override the value from the customer record.
5314 #If an I<invnum> is specified, this payment (if successful) is applied to the
5315 #specified invoice. If you don't specify an I<invnum> you might want to
5316 #call the B<apply_payments> method.
5320 #some false laziness w/realtime_bop, not enough to make it worth merging
5321 #but some useful small subs should be pulled out
5322 sub _new_realtime_refund_bop {
5326 if (ref($_[0]) ne 'HASH') {
5327 %options = %{$_[0]};
5331 $options{method} = $method;
5335 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5336 warn " $_ => $options{$_}\n" foreach keys %options;
5340 # look up the original payment and optionally a gateway for that payment
5344 my $amount = $options{'amount'};
5346 my( $processor, $login, $password, @bop_options, $namespace ) ;
5347 my( $auth, $order_number ) = ( '', '', '' );
5349 if ( $options{'paynum'} ) {
5351 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5352 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5353 or return "Unknown paynum $options{'paynum'}";
5354 $amount ||= $cust_pay->paid;
5356 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5357 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5358 $cust_pay->paybatch;
5359 my $gatewaynum = '';
5360 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5362 if ( $gatewaynum ) { #gateway for the payment to be refunded
5364 my $payment_gateway =
5365 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5366 die "payment gateway $gatewaynum not found"
5367 unless $payment_gateway;
5369 $processor = $payment_gateway->gateway_module;
5370 $login = $payment_gateway->gateway_username;
5371 $password = $payment_gateway->gateway_password;
5372 $namespace = $payment_gateway->gateway_namespace;
5373 @bop_options = $payment_gateway->options;
5375 } else { #try the default gateway
5378 my $payment_gateway =
5379 $self->agent->payment_gateway('method' => $options{method});
5381 ( $conf_processor, $login, $password, $namespace ) =
5382 map { my $method = "gateway_$_"; $payment_gateway->$method }
5383 qw( module username password namespace );
5385 @bop_options = $payment_gateway->gatewaynum
5386 ? $payment_gateway->options
5387 : @{ $payment_gateway->get('options') };
5389 return "processor of payment $options{'paynum'} $processor does not".
5390 " match default processor $conf_processor"
5391 unless $processor eq $conf_processor;
5396 } else { # didn't specify a paynum, so look for agent gateway overrides
5397 # like a normal transaction
5399 my $payment_gateway =
5400 $self->agent->payment_gateway( 'method' => $options{method},
5401 #'payinfo' => $payinfo,
5403 my( $processor, $login, $password, $namespace ) =
5404 map { my $method = "gateway_$_"; $payment_gateway->$method }
5405 qw( module username password namespace );
5407 my @bop_options = $payment_gateway->gatewaynum
5408 ? $payment_gateway->options
5409 : @{ $payment_gateway->get('options') };
5412 return "neither amount nor paynum specified" unless $amount;
5414 eval "use $namespace";
5418 'type' => $options{method},
5420 'password' => $password,
5421 'order_number' => $order_number,
5422 'amount' => $amount,
5423 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5425 $content{authorization} = $auth
5426 if length($auth); #echeck/ACH transactions have an order # but no auth
5427 #(at least with authorize.net)
5429 my $disable_void_after;
5430 if ($conf->exists('disable_void_after')
5431 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5432 $disable_void_after = $1;
5435 #first try void if applicable
5436 if ( $cust_pay && $cust_pay->paid == $amount
5438 ( not defined($disable_void_after) )
5439 || ( time < ($cust_pay->_date + $disable_void_after ) )
5442 warn " attempting void\n" if $DEBUG > 1;
5443 my $void = new Business::OnlinePayment( $processor, @bop_options );
5444 $void->content( 'action' => 'void', %content );
5446 if ( $void->is_success ) {
5447 my $error = $cust_pay->void($options{'reason'});
5449 # gah, even with transactions.
5450 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5451 "error voiding payment: $error";
5455 warn " void successful\n" if $DEBUG > 1;
5460 warn " void unsuccessful, trying refund\n"
5464 my $address = $self->address1;
5465 $address .= ", ". $self->address2 if $self->address2;
5467 my($payname, $payfirst, $paylast);
5468 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5469 $payname = $self->payname;
5470 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5471 or return "Illegal payname $payname";
5472 ($payfirst, $paylast) = ($1, $2);
5474 $payfirst = $self->getfield('first');
5475 $paylast = $self->getfield('last');
5476 $payname = "$payfirst $paylast";
5479 my @invoicing_list = $self->invoicing_list_emailonly;
5480 if ( $conf->exists('emailinvoiceautoalways')
5481 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5482 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5483 push @invoicing_list, $self->all_emails;
5486 my $email = ($conf->exists('business-onlinepayment-email-override'))
5487 ? $conf->config('business-onlinepayment-email-override')
5488 : $invoicing_list[0];
5490 my $payip = exists($options{'payip'})
5493 $content{customer_ip} = $payip
5497 if ( $options{method} eq 'CC' ) {
5500 $content{card_number} = $payinfo = $cust_pay->payinfo;
5501 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5502 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5503 ($content{expiration} = "$2/$1"); # where available
5505 $content{card_number} = $payinfo = $self->payinfo;
5506 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5507 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5508 $content{expiration} = "$2/$1";
5511 } elsif ( $options{method} eq 'ECHECK' ) {
5514 $payinfo = $cust_pay->payinfo;
5516 $payinfo = $self->payinfo;
5518 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5519 $content{bank_name} = $self->payname;
5520 $content{account_type} = 'CHECKING';
5521 $content{account_name} = $payname;
5522 $content{customer_org} = $self->company ? 'B' : 'I';
5523 $content{customer_ssn} = $self->ss;
5524 } elsif ( $options{method} eq 'LEC' ) {
5525 $content{phone} = $payinfo = $self->payinfo;
5529 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5530 my %sub_content = $refund->content(
5531 'action' => 'credit',
5532 'customer_id' => $self->custnum,
5533 'last_name' => $paylast,
5534 'first_name' => $payfirst,
5536 'address' => $address,
5537 'city' => $self->city,
5538 'state' => $self->state,
5539 'zip' => $self->zip,
5540 'country' => $self->country,
5542 'phone' => $self->daytime || $self->night,
5545 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5549 return "$processor error: ". $refund->error_message
5550 unless $refund->is_success();
5552 my $paybatch = "$processor:". $refund->authorization;
5553 $paybatch .= ':'. $refund->order_number
5554 if $refund->can('order_number') && $refund->order_number;
5556 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5557 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5558 last unless @cust_bill_pay;
5559 my $cust_bill_pay = pop @cust_bill_pay;
5560 my $error = $cust_bill_pay->delete;
5564 my $cust_refund = new FS::cust_refund ( {
5565 'custnum' => $self->custnum,
5566 'paynum' => $options{'paynum'},
5567 'refund' => $amount,
5569 'payby' => $bop_method2payby{$options{method}},
5570 'payinfo' => $payinfo,
5571 'paybatch' => $paybatch,
5572 'reason' => $options{'reason'} || 'card or ACH refund',
5574 my $error = $cust_refund->insert;
5576 $cust_refund->paynum(''); #try again with no specific paynum
5577 my $error2 = $cust_refund->insert;
5579 # gah, even with transactions.
5580 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5581 "error inserting refund ($processor): $error2".
5582 " (previously tried insert with paynum #$options{'paynum'}" .
5593 =item batch_card OPTION => VALUE...
5595 Adds a payment for this invoice to the pending credit card batch (see
5596 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5597 runs the payment using a realtime gateway.
5602 my ($self, %options) = @_;
5605 if (exists($options{amount})) {
5606 $amount = $options{amount};
5608 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5610 return '' unless $amount > 0;
5612 my $invnum = delete $options{invnum};
5613 my $payby = $options{invnum} || $self->payby; #dubious
5615 if ($options{'realtime'}) {
5616 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5622 my $oldAutoCommit = $FS::UID::AutoCommit;
5623 local $FS::UID::AutoCommit = 0;
5626 #this needs to handle mysql as well as Pg, like svc_acct.pm
5627 #(make it into a common function if folks need to do batching with mysql)
5628 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5629 or return "Cannot lock pay_batch: " . $dbh->errstr;
5633 'payby' => FS::payby->payby2payment($payby),
5636 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5638 unless ( $pay_batch ) {
5639 $pay_batch = new FS::pay_batch \%pay_batch;
5640 my $error = $pay_batch->insert;
5642 $dbh->rollback if $oldAutoCommit;
5643 die "error creating new batch: $error\n";
5647 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5648 'batchnum' => $pay_batch->batchnum,
5649 'custnum' => $self->custnum,
5652 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5654 $options{$_} = '' unless exists($options{$_});
5657 my $cust_pay_batch = new FS::cust_pay_batch ( {
5658 'batchnum' => $pay_batch->batchnum,
5659 'invnum' => $invnum || 0, # is there a better value?
5660 # this field should be
5662 # cust_bill_pay_batch now
5663 'custnum' => $self->custnum,
5664 'last' => $self->getfield('last'),
5665 'first' => $self->getfield('first'),
5666 'address1' => $options{address1} || $self->address1,
5667 'address2' => $options{address2} || $self->address2,
5668 'city' => $options{city} || $self->city,
5669 'state' => $options{state} || $self->state,
5670 'zip' => $options{zip} || $self->zip,
5671 'country' => $options{country} || $self->country,
5672 'payby' => $options{payby} || $self->payby,
5673 'payinfo' => $options{payinfo} || $self->payinfo,
5674 'exp' => $options{paydate} || $self->paydate,
5675 'payname' => $options{payname} || $self->payname,
5676 'amount' => $amount, # consolidating
5679 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5680 if $old_cust_pay_batch;
5683 if ($old_cust_pay_batch) {
5684 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5686 $error = $cust_pay_batch->insert;
5690 $dbh->rollback if $oldAutoCommit;
5694 my $unapplied = $self->total_unapplied_credits
5695 + $self->total_unapplied_payments
5696 + $self->in_transit_payments;
5697 foreach my $cust_bill ($self->open_cust_bill) {
5698 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5699 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5700 'invnum' => $cust_bill->invnum,
5701 'paybatchnum' => $cust_pay_batch->paybatchnum,
5702 'amount' => $cust_bill->owed,
5705 if ($unapplied >= $cust_bill_pay_batch->amount){
5706 $unapplied -= $cust_bill_pay_batch->amount;
5709 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5710 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5712 $error = $cust_bill_pay_batch->insert;
5714 $dbh->rollback if $oldAutoCommit;
5719 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5723 =item apply_payments_and_credits
5725 Applies unapplied payments and credits.
5727 In most cases, this new method should be used in place of sequential
5728 apply_payments and apply_credits methods.
5730 If there is an error, returns the error, otherwise returns false.
5734 sub apply_payments_and_credits {
5737 local $SIG{HUP} = 'IGNORE';
5738 local $SIG{INT} = 'IGNORE';
5739 local $SIG{QUIT} = 'IGNORE';
5740 local $SIG{TERM} = 'IGNORE';
5741 local $SIG{TSTP} = 'IGNORE';
5742 local $SIG{PIPE} = 'IGNORE';
5744 my $oldAutoCommit = $FS::UID::AutoCommit;
5745 local $FS::UID::AutoCommit = 0;
5748 $self->select_for_update; #mutex
5750 foreach my $cust_bill ( $self->open_cust_bill ) {
5751 my $error = $cust_bill->apply_payments_and_credits;
5753 $dbh->rollback if $oldAutoCommit;
5754 return "Error applying: $error";
5758 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5763 =item apply_credits OPTION => VALUE ...
5765 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5766 to outstanding invoice balances in chronological order (or reverse
5767 chronological order if the I<order> option is set to B<newest>) and returns the
5768 value of any remaining unapplied credits available for refund (see
5769 L<FS::cust_refund>).
5771 Dies if there is an error.
5779 local $SIG{HUP} = 'IGNORE';
5780 local $SIG{INT} = 'IGNORE';
5781 local $SIG{QUIT} = 'IGNORE';
5782 local $SIG{TERM} = 'IGNORE';
5783 local $SIG{TSTP} = 'IGNORE';
5784 local $SIG{PIPE} = 'IGNORE';
5786 my $oldAutoCommit = $FS::UID::AutoCommit;
5787 local $FS::UID::AutoCommit = 0;
5790 $self->select_for_update; #mutex
5792 unless ( $self->total_unapplied_credits ) {
5793 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5797 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5798 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5800 my @invoices = $self->open_cust_bill;
5801 @invoices = sort { $b->_date <=> $a->_date } @invoices
5802 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5805 foreach my $cust_bill ( @invoices ) {
5808 if ( !defined($credit) || $credit->credited == 0) {
5809 $credit = pop @credits or last;
5812 if ($cust_bill->owed >= $credit->credited) {
5813 $amount=$credit->credited;
5815 $amount=$cust_bill->owed;
5818 my $cust_credit_bill = new FS::cust_credit_bill ( {
5819 'crednum' => $credit->crednum,
5820 'invnum' => $cust_bill->invnum,
5821 'amount' => $amount,
5823 my $error = $cust_credit_bill->insert;
5825 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5829 redo if ($cust_bill->owed > 0);
5833 my $total_unapplied_credits = $self->total_unapplied_credits;
5835 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5837 return $total_unapplied_credits;
5840 =item apply_payments
5842 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5843 to outstanding invoice balances in chronological order.
5845 #and returns the value of any remaining unapplied payments.
5847 Dies if there is an error.
5851 sub apply_payments {
5854 local $SIG{HUP} = 'IGNORE';
5855 local $SIG{INT} = 'IGNORE';
5856 local $SIG{QUIT} = 'IGNORE';
5857 local $SIG{TERM} = 'IGNORE';
5858 local $SIG{TSTP} = 'IGNORE';
5859 local $SIG{PIPE} = 'IGNORE';
5861 my $oldAutoCommit = $FS::UID::AutoCommit;
5862 local $FS::UID::AutoCommit = 0;
5865 $self->select_for_update; #mutex
5869 my @payments = sort { $b->_date <=> $a->_date }
5870 grep { $_->unapplied > 0 }
5873 my @invoices = sort { $a->_date <=> $b->_date}
5874 grep { $_->owed > 0 }
5879 foreach my $cust_bill ( @invoices ) {
5882 if ( !defined($payment) || $payment->unapplied == 0 ) {
5883 $payment = pop @payments or last;
5886 if ( $cust_bill->owed >= $payment->unapplied ) {
5887 $amount = $payment->unapplied;
5889 $amount = $cust_bill->owed;
5892 my $cust_bill_pay = new FS::cust_bill_pay ( {
5893 'paynum' => $payment->paynum,
5894 'invnum' => $cust_bill->invnum,
5895 'amount' => $amount,
5897 my $error = $cust_bill_pay->insert;
5899 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5903 redo if ( $cust_bill->owed > 0);
5907 my $total_unapplied_payments = $self->total_unapplied_payments;
5909 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5911 return $total_unapplied_payments;
5916 Returns the total owed for this customer on all invoices
5917 (see L<FS::cust_bill/owed>).
5923 $self->total_owed_date(2145859200); #12/31/2037
5926 =item total_owed_date TIME
5928 Returns the total owed for this customer on all invoices with date earlier than
5929 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5930 see L<Time::Local> and L<Date::Parse> for conversion functions.
5934 sub total_owed_date {
5938 foreach my $cust_bill (
5939 grep { $_->_date <= $time }
5940 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5942 $total_bill += $cust_bill->owed;
5944 sprintf( "%.2f", $total_bill );
5949 Returns the total amount of all payments.
5956 $total += $_->paid foreach $self->cust_pay;
5957 sprintf( "%.2f", $total );
5960 =item total_unapplied_credits
5962 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5963 customer. See L<FS::cust_credit/credited>.
5965 =item total_credited
5967 Old name for total_unapplied_credits. Don't use.
5971 sub total_credited {
5972 #carp "total_credited deprecated, use total_unapplied_credits";
5973 shift->total_unapplied_credits(@_);
5976 sub total_unapplied_credits {
5978 my $total_credit = 0;
5979 $total_credit += $_->credited foreach $self->cust_credit;
5980 sprintf( "%.2f", $total_credit );
5983 =item total_unapplied_payments
5985 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
5986 See L<FS::cust_pay/unapplied>.
5990 sub total_unapplied_payments {
5992 my $total_unapplied = 0;
5993 $total_unapplied += $_->unapplied foreach $self->cust_pay;
5994 sprintf( "%.2f", $total_unapplied );
5997 =item total_unapplied_refunds
5999 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6000 customer. See L<FS::cust_refund/unapplied>.
6004 sub total_unapplied_refunds {
6006 my $total_unapplied = 0;
6007 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6008 sprintf( "%.2f", $total_unapplied );
6013 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6014 total_unapplied_credits minus total_unapplied_payments).
6022 + $self->total_unapplied_refunds
6023 - $self->total_unapplied_credits
6024 - $self->total_unapplied_payments
6028 =item balance_date TIME
6030 Returns the balance for this customer, only considering invoices with date
6031 earlier than TIME (total_owed_date minus total_credited minus
6032 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6033 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6042 $self->total_owed_date($time)
6043 + $self->total_unapplied_refunds
6044 - $self->total_unapplied_credits
6045 - $self->total_unapplied_payments
6049 =item in_transit_payments
6051 Returns the total of requests for payments for this customer pending in
6052 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6056 sub in_transit_payments {
6058 my $in_transit_payments = 0;
6059 foreach my $pay_batch ( qsearch('pay_batch', {
6062 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6063 'batchnum' => $pay_batch->batchnum,
6064 'custnum' => $self->custnum,
6066 $in_transit_payments += $cust_pay_batch->amount;
6069 sprintf( "%.2f", $in_transit_payments );
6074 Returns a hash of useful information for making a payment.
6084 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6085 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6086 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6090 For credit card transactions:
6102 For electronic check transactions:
6117 $return{balance} = $self->balance;
6119 $return{payname} = $self->payname
6120 || ( $self->first. ' '. $self->get('last') );
6122 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6124 $return{payby} = $self->payby;
6125 $return{stateid_state} = $self->stateid_state;
6127 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6128 $return{card_type} = cardtype($self->payinfo);
6129 $return{payinfo} = $self->paymask;
6131 @return{'month', 'year'} = $self->paydate_monthyear;
6135 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6136 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6137 $return{payinfo1} = $payinfo1;
6138 $return{payinfo2} = $payinfo2;
6139 $return{paytype} = $self->paytype;
6140 $return{paystate} = $self->paystate;
6144 #doubleclick protection
6146 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6152 =item paydate_monthyear
6154 Returns a two-element list consisting of the month and year of this customer's
6155 paydate (credit card expiration date for CARD customers)
6159 sub paydate_monthyear {
6161 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6163 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6170 =item invoicing_list [ ARRAYREF ]
6172 If an arguement is given, sets these email addresses as invoice recipients
6173 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6174 (except as warnings), so use check_invoicing_list first.
6176 Returns a list of email addresses (with svcnum entries expanded).
6178 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6179 check it without disturbing anything by passing nothing.
6181 This interface may change in the future.
6185 sub invoicing_list {
6186 my( $self, $arrayref ) = @_;
6189 my @cust_main_invoice;
6190 if ( $self->custnum ) {
6191 @cust_main_invoice =
6192 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6194 @cust_main_invoice = ();
6196 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6197 #warn $cust_main_invoice->destnum;
6198 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6199 #warn $cust_main_invoice->destnum;
6200 my $error = $cust_main_invoice->delete;
6201 warn $error if $error;
6204 if ( $self->custnum ) {
6205 @cust_main_invoice =
6206 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6208 @cust_main_invoice = ();
6210 my %seen = map { $_->address => 1 } @cust_main_invoice;
6211 foreach my $address ( @{$arrayref} ) {
6212 next if exists $seen{$address} && $seen{$address};
6213 $seen{$address} = 1;
6214 my $cust_main_invoice = new FS::cust_main_invoice ( {
6215 'custnum' => $self->custnum,
6218 my $error = $cust_main_invoice->insert;
6219 warn $error if $error;
6223 if ( $self->custnum ) {
6225 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6232 =item check_invoicing_list ARRAYREF
6234 Checks these arguements as valid input for the invoicing_list method. If there
6235 is an error, returns the error, otherwise returns false.
6239 sub check_invoicing_list {
6240 my( $self, $arrayref ) = @_;
6242 foreach my $address ( @$arrayref ) {
6244 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6245 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6248 my $cust_main_invoice = new FS::cust_main_invoice ( {
6249 'custnum' => $self->custnum,
6252 my $error = $self->custnum
6253 ? $cust_main_invoice->check
6254 : $cust_main_invoice->checkdest
6256 return $error if $error;
6260 return "Email address required"
6261 if $conf->exists('cust_main-require_invoicing_list_email')
6262 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6267 =item set_default_invoicing_list
6269 Sets the invoicing list to all accounts associated with this customer,
6270 overwriting any previous invoicing list.
6274 sub set_default_invoicing_list {
6276 $self->invoicing_list($self->all_emails);
6281 Returns the email addresses of all accounts provisioned for this customer.
6288 foreach my $cust_pkg ( $self->all_pkgs ) {
6289 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6291 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6292 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6294 $list{$_}=1 foreach map { $_->email } @svc_acct;
6299 =item invoicing_list_addpost
6301 Adds postal invoicing to this customer. If this customer is already configured
6302 to receive postal invoices, does nothing.
6306 sub invoicing_list_addpost {
6308 return if grep { $_ eq 'POST' } $self->invoicing_list;
6309 my @invoicing_list = $self->invoicing_list;
6310 push @invoicing_list, 'POST';
6311 $self->invoicing_list(\@invoicing_list);
6314 =item invoicing_list_emailonly
6316 Returns the list of email invoice recipients (invoicing_list without non-email
6317 destinations such as POST and FAX).
6321 sub invoicing_list_emailonly {
6323 warn "$me invoicing_list_emailonly called"
6325 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6328 =item invoicing_list_emailonly_scalar
6330 Returns the list of email invoice recipients (invoicing_list without non-email
6331 destinations such as POST and FAX) as a comma-separated scalar.
6335 sub invoicing_list_emailonly_scalar {
6337 warn "$me invoicing_list_emailonly_scalar called"
6339 join(', ', $self->invoicing_list_emailonly);
6342 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6344 Returns an array of customers referred by this customer (referral_custnum set
6345 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6346 customers referred by customers referred by this customer and so on, inclusive.
6347 The default behavior is DEPTH 1 (no recursion).
6351 sub referral_cust_main {
6353 my $depth = @_ ? shift : 1;
6354 my $exclude = @_ ? shift : {};
6357 map { $exclude->{$_->custnum}++; $_; }
6358 grep { ! $exclude->{ $_->custnum } }
6359 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6363 map { $_->referral_cust_main($depth-1, $exclude) }
6370 =item referral_cust_main_ncancelled
6372 Same as referral_cust_main, except only returns customers with uncancelled
6377 sub referral_cust_main_ncancelled {
6379 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6382 =item referral_cust_pkg [ DEPTH ]
6384 Like referral_cust_main, except returns a flat list of all unsuspended (and
6385 uncancelled) packages for each customer. The number of items in this list may
6386 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6390 sub referral_cust_pkg {
6392 my $depth = @_ ? shift : 1;
6394 map { $_->unsuspended_pkgs }
6395 grep { $_->unsuspended_pkgs }
6396 $self->referral_cust_main($depth);
6399 =item referring_cust_main
6401 Returns the single cust_main record for the customer who referred this customer
6402 (referral_custnum), or false.
6406 sub referring_cust_main {
6408 return '' unless $self->referral_custnum;
6409 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6412 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6414 Applies a credit to this customer. If there is an error, returns the error,
6415 otherwise returns false.
6417 REASON can be a text string, an FS::reason object, or a scalar reference to
6418 a reasonnum. If a text string, it will be automatically inserted as a new
6419 reason, and a 'reason_type' option must be passed to indicate the
6420 FS::reason_type for the new reason.
6422 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6424 Any other options are passed to FS::cust_credit::insert.
6429 my( $self, $amount, $reason, %options ) = @_;
6431 my $cust_credit = new FS::cust_credit {
6432 'custnum' => $self->custnum,
6433 'amount' => $amount,
6436 if ( ref($reason) ) {
6438 if ( ref($reason) eq 'SCALAR' ) {
6439 $cust_credit->reasonnum( $$reason );
6441 $cust_credit->reasonnum( $reason->reasonnum );
6445 $cust_credit->set('reason', $reason)
6448 $cust_credit->addlinfo( delete $options{'addlinfo'} )
6449 if exists($options{'addlinfo'});
6451 $cust_credit->insert(%options);
6455 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6457 Creates a one-time charge for this customer. If there is an error, returns
6458 the error, otherwise returns false.
6464 my ( $amount, $quantity, $pkg, $comment, $classnum, $additional );
6465 my ( $setuptax, $taxclass ); #internal taxes
6466 my ( $taxproduct, $override ); #vendor (CCH) taxes
6467 if ( ref( $_[0] ) ) {
6468 $amount = $_[0]->{amount};
6469 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6470 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6471 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6472 : '$'. sprintf("%.2f",$amount);
6473 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6474 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6475 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6476 $additional = $_[0]->{additional};
6477 $taxproduct = $_[0]->{taxproductnum};
6478 $override = { '' => $_[0]->{tax_override} };
6482 $pkg = @_ ? shift : 'One-time charge';
6483 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6485 $taxclass = @_ ? shift : '';
6489 local $SIG{HUP} = 'IGNORE';
6490 local $SIG{INT} = 'IGNORE';
6491 local $SIG{QUIT} = 'IGNORE';
6492 local $SIG{TERM} = 'IGNORE';
6493 local $SIG{TSTP} = 'IGNORE';
6494 local $SIG{PIPE} = 'IGNORE';
6496 my $oldAutoCommit = $FS::UID::AutoCommit;
6497 local $FS::UID::AutoCommit = 0;
6500 my $part_pkg = new FS::part_pkg ( {
6502 'comment' => $comment,
6506 'classnum' => $classnum ? $classnum : '',
6507 'setuptax' => $setuptax,
6508 'taxclass' => $taxclass,
6509 'taxproductnum' => $taxproduct,
6512 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6513 ( 0 .. @$additional - 1 )
6515 'additional_count' => scalar(@$additional),
6516 'setup_fee' => $amount,
6519 my $error = $part_pkg->insert( options => \%options,
6520 tax_overrides => $override,
6523 $dbh->rollback if $oldAutoCommit;
6527 my $pkgpart = $part_pkg->pkgpart;
6528 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6529 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6530 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6531 $error = $type_pkgs->insert;
6533 $dbh->rollback if $oldAutoCommit;
6538 my $cust_pkg = new FS::cust_pkg ( {
6539 'custnum' => $self->custnum,
6540 'pkgpart' => $pkgpart,
6541 'quantity' => $quantity,
6544 $error = $cust_pkg->insert;
6546 $dbh->rollback if $oldAutoCommit;
6550 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6555 #=item charge_postal_fee
6557 #Applies a one time charge this customer. If there is an error,
6558 #returns the error, returns the cust_pkg charge object or false
6559 #if there was no charge.
6563 # This should be a customer event. For that to work requires that bill
6564 # also be a customer event.
6566 sub charge_postal_fee {
6569 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6570 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6572 my $cust_pkg = new FS::cust_pkg ( {
6573 'custnum' => $self->custnum,
6574 'pkgpart' => $pkgpart,
6578 my $error = $cust_pkg->insert;
6579 $error ? $error : $cust_pkg;
6584 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6590 sort { $a->_date <=> $b->_date }
6591 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6594 =item open_cust_bill
6596 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6601 sub open_cust_bill {
6603 grep { $_->owed > 0 } $self->cust_bill;
6608 Returns all the credits (see L<FS::cust_credit>) for this customer.
6614 sort { $a->_date <=> $b->_date }
6615 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6620 Returns all the payments (see L<FS::cust_pay>) for this customer.
6626 sort { $a->_date <=> $b->_date }
6627 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6632 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6638 sort { $a->_date <=> $b->_date }
6639 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6642 =item cust_pay_batch
6644 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6648 sub cust_pay_batch {
6650 sort { $a->_date <=> $b->_date }
6651 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6654 =item cust_pay_pending
6656 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6657 (without status "done").
6661 sub cust_pay_pending {
6663 return $self->num_cust_pay_pending unless wantarray;
6664 sort { $a->_date <=> $b->_date }
6665 qsearch( 'cust_pay_pending', {
6666 'custnum' => $self->custnum,
6667 'status' => { op=>'!=', value=>'done' },
6672 =item num_cust_pay_pending
6674 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
6675 customer (without status "done"). Also called automatically when the
6676 cust_pay_pending method is used in a scalar context.
6680 sub num_cust_pay_pending {
6682 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
6683 " WHERE custnum = ? AND status != 'done' ";
6684 my $sth = dbh->prepare($sql) or die dbh->errstr;
6685 $sth->execute($self->custnum) or die $sth->errstr;
6686 $sth->fetchrow_arrayref->[0];
6691 Returns all the refunds (see L<FS::cust_refund>) for this customer.
6697 sort { $a->_date <=> $b->_date }
6698 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
6701 =item display_custnum
6703 Returns the displayed customer number for this customer: agent_custid if
6704 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
6708 sub display_custnum {
6710 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
6711 return $self->agent_custid;
6713 return $self->custnum;
6719 Returns a name string for this customer, either "Company (Last, First)" or
6726 my $name = $self->contact;
6727 $name = $self->company. " ($name)" if $self->company;
6733 Returns a name string for this (service/shipping) contact, either
6734 "Company (Last, First)" or "Last, First".
6740 if ( $self->get('ship_last') ) {
6741 my $name = $self->ship_contact;
6742 $name = $self->ship_company. " ($name)" if $self->ship_company;
6751 Returns a name string for this customer, either "Company" or "First Last".
6757 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
6760 =item ship_name_short
6762 Returns a name string for this (service/shipping) contact, either "Company"
6767 sub ship_name_short {
6769 if ( $self->get('ship_last') ) {
6770 $self->ship_company !~ /^\s*$/
6771 ? $self->ship_company
6772 : $self->ship_contact_firstlast;
6774 $self->name_company_or_firstlast;
6780 Returns this customer's full (billing) contact name only, "Last, First"
6786 $self->get('last'). ', '. $self->first;
6791 Returns this customer's full (shipping) contact name only, "Last, First"
6797 $self->get('ship_last')
6798 ? $self->get('ship_last'). ', '. $self->ship_first
6802 =item contact_firstlast
6804 Returns this customers full (billing) contact name only, "First Last".
6808 sub contact_firstlast {
6810 $self->first. ' '. $self->get('last');
6813 =item ship_contact_firstlast
6815 Returns this customer's full (shipping) contact name only, "First Last".
6819 sub ship_contact_firstlast {
6821 $self->get('ship_last')
6822 ? $self->first. ' '. $self->get('ship_last')
6823 : $self->contact_firstlast;
6828 Returns this customer's full country name
6834 code2country($self->country);
6837 =item geocode DATA_VENDOR
6839 Returns a value for the customer location as encoded by DATA_VENDOR.
6840 Currently this only makes sense for "CCH" as DATA_VENDOR.
6845 my ($self, $data_vendor) = (shift, shift); #always cch for now
6847 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
6848 return $geocode if $geocode;
6850 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
6854 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
6855 if $self->country eq 'US';
6857 #CCH specific location stuff
6858 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
6860 my @cust_tax_location =
6862 'table' => 'cust_tax_location',
6863 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
6864 'extra_sql' => $extra_sql,
6865 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
6868 $geocode = $cust_tax_location[0]->geocode
6869 if scalar(@cust_tax_location);
6878 Returns a status string for this customer, currently:
6882 =item prospect - No packages have ever been ordered
6884 =item active - One or more recurring packages is active
6886 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
6888 =item suspended - All non-cancelled recurring packages are suspended
6890 =item cancelled - All recurring packages are cancelled
6896 sub status { shift->cust_status(@_); }
6900 for my $status (qw( prospect active inactive suspended cancelled )) {
6901 my $method = $status.'_sql';
6902 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
6903 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
6904 $sth->execute( ($self->custnum) x $numnum )
6905 or die "Error executing 'SELECT $sql': ". $sth->errstr;
6906 return $status if $sth->fetchrow_arrayref->[0];
6910 =item ucfirst_cust_status
6912 =item ucfirst_status
6914 Returns the status with the first character capitalized.
6918 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
6920 sub ucfirst_cust_status {
6922 ucfirst($self->cust_status);
6927 Returns a hex triplet color string for this customer's status.
6931 use vars qw(%statuscolor);
6932 tie %statuscolor, 'Tie::IxHash',
6933 'prospect' => '7e0079', #'000000', #black? naw, purple
6934 'active' => '00CC00', #green
6935 'inactive' => '0000CC', #blue
6936 'suspended' => 'FF9900', #yellow
6937 'cancelled' => 'FF0000', #red
6940 sub statuscolor { shift->cust_statuscolor(@_); }
6942 sub cust_statuscolor {
6944 $statuscolor{$self->cust_status};
6949 Returns an array of hashes representing the customer's RT tickets.
6956 my $num = $conf->config('cust_main-max_tickets') || 10;
6959 if ( $conf->config('ticket_system') ) {
6960 unless ( $conf->config('ticket_system-custom_priority_field') ) {
6962 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
6966 foreach my $priority (
6967 $conf->config('ticket_system-custom_priority_field-values'), ''
6969 last if scalar(@tickets) >= $num;
6971 @{ FS::TicketSystem->customer_tickets( $self->custnum,
6972 $num - scalar(@tickets),
6982 # Return services representing svc_accts in customer support packages
6983 sub support_services {
6985 my %packages = map { $_ => 1 } $conf->config('support_packages');
6987 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
6988 grep { $_->part_svc->svcdb eq 'svc_acct' }
6989 map { $_->cust_svc }
6990 grep { exists $packages{ $_->pkgpart } }
6991 $self->ncancelled_pkgs;
6997 =head1 CLASS METHODS
7003 Class method that returns the list of possible status strings for customers
7004 (see L<the status method|/status>). For example:
7006 @statuses = FS::cust_main->statuses();
7011 #my $self = shift; #could be class...
7017 Returns an SQL expression identifying prospective cust_main records (customers
7018 with no packages ever ordered)
7022 use vars qw($select_count_pkgs);
7023 $select_count_pkgs =
7024 "SELECT COUNT(*) FROM cust_pkg
7025 WHERE cust_pkg.custnum = cust_main.custnum";
7027 sub select_count_pkgs_sql {
7031 sub prospect_sql { "
7032 0 = ( $select_count_pkgs )
7037 Returns an SQL expression identifying active cust_main records (customers with
7038 active recurring packages).
7043 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7049 Returns an SQL expression identifying inactive cust_main records (customers with
7050 no active recurring packages, but otherwise unsuspended/uncancelled).
7054 sub inactive_sql { "
7055 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7057 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7063 Returns an SQL expression identifying suspended cust_main records.
7068 sub suspended_sql { susp_sql(@_); }
7070 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7072 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7078 Returns an SQL expression identifying cancelled cust_main records.
7082 sub cancelled_sql { cancel_sql(@_); }
7085 my $recurring_sql = FS::cust_pkg->recurring_sql;
7086 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7089 0 < ( $select_count_pkgs )
7090 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7091 AND 0 = ( $select_count_pkgs AND $recurring_sql
7092 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7094 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7100 =item uncancelled_sql
7102 Returns an SQL expression identifying un-cancelled cust_main records.
7106 sub uncancelled_sql { uncancel_sql(@_); }
7107 sub uncancel_sql { "
7108 ( 0 < ( $select_count_pkgs
7109 AND ( cust_pkg.cancel IS NULL
7110 OR cust_pkg.cancel = 0
7113 OR 0 = ( $select_count_pkgs )
7119 Returns an SQL fragment to retreive the balance.
7124 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7125 WHERE cust_bill.custnum = cust_main.custnum )
7126 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7127 WHERE cust_pay.custnum = cust_main.custnum )
7128 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7129 WHERE cust_credit.custnum = cust_main.custnum )
7130 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7131 WHERE cust_refund.custnum = cust_main.custnum )
7134 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7136 Returns an SQL fragment to retreive the balance for this customer, only
7137 considering invoices with date earlier than START_TIME, and optionally not
7138 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7139 total_unapplied_payments).
7141 Times are specified as SQL fragments or numeric
7142 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7143 L<Date::Parse> for conversion functions. The empty string can be passed
7144 to disable that time constraint completely.
7146 Available options are:
7150 =item unapplied_date
7152 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)
7157 set to true to remove all customer comparison clauses, for totals
7162 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7167 JOIN clause (typically used with the total option)
7173 sub balance_date_sql {
7174 my( $class, $start, $end, %opt ) = @_;
7176 my $owed = FS::cust_bill->owed_sql;
7177 my $unapp_refund = FS::cust_refund->unapplied_sql;
7178 my $unapp_credit = FS::cust_credit->unapplied_sql;
7179 my $unapp_pay = FS::cust_pay->unapplied_sql;
7181 my $j = $opt{'join'} || '';
7183 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7184 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7185 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7186 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7188 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7189 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7190 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7191 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7196 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7198 Helper method for balance_date_sql; name (and usage) subject to change
7199 (suggestions welcome).
7201 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7202 cust_refund, cust_credit or cust_pay).
7204 If TABLE is "cust_bill" or the unapplied_date option is true, only
7205 considers records with date earlier than START_TIME, and optionally not
7206 later than END_TIME .
7210 sub _money_table_where {
7211 my( $class, $table, $start, $end, %opt ) = @_;
7214 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7215 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7216 push @where, "$table._date <= $start" if defined($start) && length($start);
7217 push @where, "$table._date > $end" if defined($end) && length($end);
7219 push @where, @{$opt{'where'}} if $opt{'where'};
7220 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7226 =item search_sql HASHREF
7230 Returns a qsearch hash expression to search for parameters specified in HREF.
7231 Valid parameters are
7239 =item cancelled_pkgs
7245 listref of start date, end date
7251 =item current_balance
7253 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7257 =item flattened_pkgs
7266 my ($class, $params) = @_;
7277 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7279 "cust_main.agentnum = $1";
7286 #prospect active inactive suspended cancelled
7287 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7288 my $method = $params->{'status'}. '_sql';
7289 #push @where, $class->$method();
7290 push @where, FS::cust_main->$method();
7294 # parse cancelled package checkbox
7299 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7300 unless $params->{'cancelled_pkgs'};
7306 foreach my $field (qw( signupdate )) {
7308 next unless exists($params->{$field});
7310 my($beginning, $ending) = @{$params->{$field}};
7313 "cust_main.$field IS NOT NULL",
7314 "cust_main.$field >= $beginning",
7315 "cust_main.$field <= $ending";
7317 $orderby ||= "ORDER BY cust_main.$field";
7325 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7327 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
7334 #my $balance_sql = $class->balance_sql();
7335 my $balance_sql = FS::cust_main->balance_sql();
7337 push @where, map { s/current_balance/$balance_sql/; $_ }
7338 @{ $params->{'current_balance'} };
7344 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7346 "cust_main.custbatch = '$1'";
7350 # setup queries, subs, etc. for the search
7353 $orderby ||= 'ORDER BY custnum';
7355 # here is the agent virtualization
7356 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7358 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7360 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7362 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7364 my $select = join(', ',
7365 'cust_main.custnum',
7366 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7369 my(@extra_headers) = ();
7370 my(@extra_fields) = ();
7372 if ($params->{'flattened_pkgs'}) {
7374 if ($dbh->{Driver}->{Name} eq 'Pg') {
7376 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7378 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7379 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7380 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7382 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7383 "omitting packing information from report.";
7386 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";
7388 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7389 $sth->execute() or die $sth->errstr;
7390 my $headerrow = $sth->fetchrow_arrayref;
7391 my $headercount = $headerrow ? $headerrow->[0] : 0;
7392 while($headercount) {
7393 unshift @extra_headers, "Package ". $headercount;
7394 unshift @extra_fields, eval q!sub {my $c = shift;
7395 my @a = split '\|', $c->magic;
7396 my $p = $a[!.--$headercount. q!];
7404 'table' => 'cust_main',
7405 'select' => $select,
7407 'extra_sql' => $extra_sql,
7408 'order_by' => $orderby,
7409 'count_query' => $count_query,
7410 'extra_headers' => \@extra_headers,
7411 'extra_fields' => \@extra_fields,
7416 =item email_search_sql HASHREF
7420 Emails a notice to the specified customers.
7422 Valid parameters are those of the L<search_sql> method, plus the following:
7444 Optional job queue job for status updates.
7448 Returns an error message, or false for success.
7450 If an error occurs during any email, stops the enture send and returns that
7451 error. Presumably if you're getting SMTP errors aborting is better than
7452 retrying everything.
7456 sub email_search_sql {
7457 my($class, $params) = @_;
7459 my $from = delete $params->{from};
7460 my $subject = delete $params->{subject};
7461 my $html_body = delete $params->{html_body};
7462 my $text_body = delete $params->{text_body};
7464 my $job = delete $params->{'job'};
7466 my $sql_query = $class->search_sql($params);
7468 my $count_query = delete($sql_query->{'count_query'});
7469 my $count_sth = dbh->prepare($count_query)
7470 or die "Error preparing $count_query: ". dbh->errstr;
7472 or die "Error executing $count_query: ". $count_sth->errstr;
7473 my $count_arrayref = $count_sth->fetchrow_arrayref;
7474 my $num_cust = $count_arrayref->[0];
7476 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7477 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7480 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7482 #eventually order+limit magic to reduce memory use?
7483 foreach my $cust_main ( qsearch($sql_query) ) {
7485 my $to = $cust_main->invoicing_list_emailonly_scalar;
7488 my $error = send_email(
7492 'subject' => $subject,
7493 'html_body' => $html_body,
7494 'text_body' => $text_body,
7497 return $error if $error;
7499 if ( $job ) { #progressbar foo
7501 if ( time - $min_sec > $last ) {
7502 my $error = $job->update_statustext(
7503 int( 100 * $num / $num_cust )
7505 die $error if $error;
7515 use Storable qw(thaw);
7518 sub process_email_search_sql {
7520 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
7522 my $param = thaw(decode_base64(shift));
7523 warn Dumper($param) if $DEBUG;
7525 $param->{'job'} = $job;
7527 my $error = FS::cust_main->email_search_sql( $param );
7528 die $error if $error;
7532 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
7534 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
7535 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
7536 appropriate ship_ field is also searched).
7538 Additional options are the same as FS::Record::qsearch
7543 my( $self, $fuzzy, $hash, @opt) = @_;
7548 check_and_rebuild_fuzzyfiles();
7549 foreach my $field ( keys %$fuzzy ) {
7551 my $all = $self->all_X($field);
7552 next unless scalar(@$all);
7555 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
7558 foreach ( keys %match ) {
7559 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
7560 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
7563 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
7566 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
7568 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
7576 Returns a masked version of the named field
7581 my ($self,$field) = @_;
7585 'x'x(length($self->getfield($field))-4).
7586 substr($self->getfield($field), (length($self->getfield($field))-4));
7596 =item smart_search OPTION => VALUE ...
7598 Accepts the following options: I<search>, the string to search for. The string
7599 will be searched for as a customer number, phone number, name or company name,
7600 as an exact, or, in some cases, a substring or fuzzy match (see the source code
7601 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
7602 skip fuzzy matching when an exact match is found.
7604 Any additional options are treated as an additional qualifier on the search
7607 Returns a (possibly empty) array of FS::cust_main objects.
7614 #here is the agent virtualization
7615 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7619 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
7620 my $search = delete $options{'search'};
7621 ( my $alphanum_search = $search ) =~ s/\W//g;
7623 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
7625 #false laziness w/Record::ut_phone
7626 my $phonen = "$1-$2-$3";
7627 $phonen .= " x$4" if $4;
7629 push @cust_main, qsearch( {
7630 'table' => 'cust_main',
7631 'hashref' => { %options },
7632 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7634 join(' OR ', map "$_ = '$phonen'",
7635 qw( daytime night fax
7636 ship_daytime ship_night ship_fax )
7639 " AND $agentnums_sql", #agent virtualization
7642 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
7643 #try looking for matches with extensions unless one was specified
7645 push @cust_main, qsearch( {
7646 'table' => 'cust_main',
7647 'hashref' => { %options },
7648 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7650 join(' OR ', map "$_ LIKE '$phonen\%'",
7652 ship_daytime ship_night )
7655 " AND $agentnums_sql", #agent virtualization
7660 # custnum search (also try agent_custid), with some tweaking options if your
7661 # legacy cust "numbers" have letters
7664 if ( $search =~ /^\s*(\d+)\s*$/
7665 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
7666 && $search =~ /^\s*(\w\w?\d+)\s*$/
7673 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
7674 push @cust_main, qsearch( {
7675 'table' => 'cust_main',
7676 'hashref' => { 'custnum' => $num, %options },
7677 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7681 push @cust_main, qsearch( {
7682 'table' => 'cust_main',
7683 'hashref' => { 'agent_custid' => $num, %options },
7684 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7687 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
7689 my($company, $last, $first) = ( $1, $2, $3 );
7691 # "Company (Last, First)"
7692 #this is probably something a browser remembered,
7693 #so just do an exact search
7695 foreach my $prefix ( '', 'ship_' ) {
7696 push @cust_main, qsearch( {
7697 'table' => 'cust_main',
7698 'hashref' => { $prefix.'first' => $first,
7699 $prefix.'last' => $last,
7700 $prefix.'company' => $company,
7703 'extra_sql' => " AND $agentnums_sql",
7707 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
7708 # try (ship_){last,company}
7712 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
7713 # # full strings the browser remembers won't work
7714 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
7716 use Lingua::EN::NameParse;
7717 my $NameParse = new Lingua::EN::NameParse(
7719 allow_reversed => 1,
7722 my($last, $first) = ( '', '' );
7723 #maybe disable this too and just rely on NameParse?
7724 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
7726 ($last, $first) = ( $1, $2 );
7728 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
7729 } elsif ( ! $NameParse->parse($value) ) {
7731 my %name = $NameParse->components;
7732 $first = $name{'given_name_1'};
7733 $last = $name{'surname_1'};
7737 if ( $first && $last ) {
7739 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
7742 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7744 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
7745 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
7748 push @cust_main, qsearch( {
7749 'table' => 'cust_main',
7750 'hashref' => \%options,
7751 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7754 # or it just be something that was typed in... (try that in a sec)
7758 my $q_value = dbh->quote($value);
7761 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7762 $sql .= " ( LOWER(last) = $q_value
7763 OR LOWER(company) = $q_value
7764 OR LOWER(ship_last) = $q_value
7765 OR LOWER(ship_company) = $q_value
7768 push @cust_main, qsearch( {
7769 'table' => 'cust_main',
7770 'hashref' => \%options,
7771 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7774 #no exact match, trying substring/fuzzy
7775 #always do substring & fuzzy (unless they're explicity config'ed off)
7776 #getting complaints searches are not returning enough
7777 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
7779 #still some false laziness w/search_sql (was search/cust_main.cgi)
7784 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
7785 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
7788 if ( $first && $last ) {
7791 { 'first' => { op=>'ILIKE', value=>"%$first%" },
7792 'last' => { op=>'ILIKE', value=>"%$last%" },
7794 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
7795 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
7802 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
7803 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
7807 foreach my $hashref ( @hashrefs ) {
7809 push @cust_main, qsearch( {
7810 'table' => 'cust_main',
7811 'hashref' => { %$hashref,
7814 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
7823 " AND $agentnums_sql", #extra_sql #agent virtualization
7826 if ( $first && $last ) {
7827 push @cust_main, FS::cust_main->fuzzy_search(
7828 { 'last' => $last, #fuzzy hashref
7829 'first' => $first }, #
7833 foreach my $field ( 'last', 'company' ) {
7835 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
7840 #eliminate duplicates
7842 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7852 Accepts the following options: I<email>, the email address to search for. The
7853 email address will be searched for as an email invoice destination and as an
7856 #Any additional options are treated as an additional qualifier on the search
7857 #(i.e. I<agentnum>).
7859 Returns a (possibly empty) array of FS::cust_main objects (but usually just
7869 my $email = delete $options{'email'};
7871 #we're only being used by RT at the moment... no agent virtualization yet
7872 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7876 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
7878 my ( $user, $domain ) = ( $1, $2 );
7880 warn "$me smart_search: searching for $user in domain $domain"
7886 'table' => 'cust_main_invoice',
7887 'hashref' => { 'dest' => $email },
7894 map $_->cust_svc->cust_pkg,
7896 'table' => 'svc_acct',
7897 'hashref' => { 'username' => $user, },
7899 'AND ( SELECT domain FROM svc_domain
7900 WHERE svc_acct.domsvc = svc_domain.svcnum
7901 ) = '. dbh->quote($domain),
7907 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7909 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
7916 =item check_and_rebuild_fuzzyfiles
7920 use vars qw(@fuzzyfields);
7921 @fuzzyfields = ( 'last', 'first', 'company' );
7923 sub check_and_rebuild_fuzzyfiles {
7924 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7925 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
7928 =item rebuild_fuzzyfiles
7932 sub rebuild_fuzzyfiles {
7934 use Fcntl qw(:flock);
7936 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7937 mkdir $dir, 0700 unless -d $dir;
7939 foreach my $fuzzy ( @fuzzyfields ) {
7941 open(LOCK,">>$dir/cust_main.$fuzzy")
7942 or die "can't open $dir/cust_main.$fuzzy: $!";
7944 or die "can't lock $dir/cust_main.$fuzzy: $!";
7946 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
7947 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
7949 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
7950 my $sth = dbh->prepare("SELECT $field FROM cust_main".
7951 " WHERE $field != '' AND $field IS NOT NULL");
7952 $sth->execute or die $sth->errstr;
7954 while ( my $row = $sth->fetchrow_arrayref ) {
7955 print CACHE $row->[0]. "\n";
7960 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
7962 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
7973 my( $self, $field ) = @_;
7974 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7975 open(CACHE,"<$dir/cust_main.$field")
7976 or die "can't open $dir/cust_main.$field: $!";
7977 my @array = map { chomp; $_; } <CACHE>;
7982 =item append_fuzzyfiles LASTNAME COMPANY
7986 sub append_fuzzyfiles {
7987 #my( $first, $last, $company ) = @_;
7989 &check_and_rebuild_fuzzyfiles;
7991 use Fcntl qw(:flock);
7993 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7995 foreach my $field (qw( first last company )) {
8000 open(CACHE,">>$dir/cust_main.$field")
8001 or die "can't open $dir/cust_main.$field: $!";
8002 flock(CACHE,LOCK_EX)
8003 or die "can't lock $dir/cust_main.$field: $!";
8005 print CACHE "$value\n";
8007 flock(CACHE,LOCK_UN)
8008 or die "can't unlock $dir/cust_main.$field: $!";
8023 #warn join('-',keys %$param);
8024 my $fh = $param->{filehandle};
8025 my @fields = @{$param->{fields}};
8027 eval "use Text::CSV_XS;";
8030 my $csv = new Text::CSV_XS;
8037 local $SIG{HUP} = 'IGNORE';
8038 local $SIG{INT} = 'IGNORE';
8039 local $SIG{QUIT} = 'IGNORE';
8040 local $SIG{TERM} = 'IGNORE';
8041 local $SIG{TSTP} = 'IGNORE';
8042 local $SIG{PIPE} = 'IGNORE';
8044 my $oldAutoCommit = $FS::UID::AutoCommit;
8045 local $FS::UID::AutoCommit = 0;
8048 #while ( $columns = $csv->getline($fh) ) {
8050 while ( defined($line=<$fh>) ) {
8052 $csv->parse($line) or do {
8053 $dbh->rollback if $oldAutoCommit;
8054 return "can't parse: ". $csv->error_input();
8057 my @columns = $csv->fields();
8058 #warn join('-',@columns);
8061 foreach my $field ( @fields ) {
8062 $row{$field} = shift @columns;
8065 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8066 unless ( $cust_main ) {
8067 $dbh->rollback if $oldAutoCommit;
8068 return "unknown custnum $row{'custnum'}";
8071 if ( $row{'amount'} > 0 ) {
8072 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8074 $dbh->rollback if $oldAutoCommit;
8078 } elsif ( $row{'amount'} < 0 ) {
8079 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8082 $dbh->rollback if $oldAutoCommit;
8092 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8094 return "Empty file!" unless $imported;
8100 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8102 Sends a templated email notification to the customer (see L<Text::Template>).
8104 OPTIONS is a hash and may include
8106 I<from> - the email sender (default is invoice_from)
8108 I<to> - comma-separated scalar or arrayref of recipients
8109 (default is invoicing_list)
8111 I<subject> - The subject line of the sent email notification
8112 (default is "Notice from company_name")
8114 I<extra_fields> - a hashref of name/value pairs which will be substituted
8117 The following variables are vavailable in the template.
8119 I<$first> - the customer first name
8120 I<$last> - the customer last name
8121 I<$company> - the customer company
8122 I<$payby> - a description of the method of payment for the customer
8123 # would be nice to use FS::payby::shortname
8124 I<$payinfo> - the account information used to collect for this customer
8125 I<$expdate> - the expiration of the customer payment in seconds from epoch
8130 my ($self, $template, %options) = @_;
8132 return unless $conf->exists($template);
8134 my $from = $conf->config('invoice_from', $self->agentnum)
8135 if $conf->exists('invoice_from', $self->agentnum);
8136 $from = $options{from} if exists($options{from});
8138 my $to = join(',', $self->invoicing_list_emailonly);
8139 $to = $options{to} if exists($options{to});
8141 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8142 if $conf->exists('company_name', $self->agentnum);
8143 $subject = $options{subject} if exists($options{subject});
8145 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8146 SOURCE => [ map "$_\n",
8147 $conf->config($template)]
8149 or die "can't create new Text::Template object: Text::Template::ERROR";
8150 $notify_template->compile()
8151 or die "can't compile template: Text::Template::ERROR";
8153 $FS::notify_template::_template::company_name =
8154 $conf->config('company_name', $self->agentnum);
8155 $FS::notify_template::_template::company_address =
8156 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8158 my $paydate = $self->paydate || '2037-12-31';
8159 $FS::notify_template::_template::first = $self->first;
8160 $FS::notify_template::_template::last = $self->last;
8161 $FS::notify_template::_template::company = $self->company;
8162 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8163 my $payby = $self->payby;
8164 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8165 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8167 #credit cards expire at the end of the month/year of their exp date
8168 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8169 $FS::notify_template::_template::payby = 'credit card';
8170 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8171 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8173 }elsif ($payby eq 'COMP') {
8174 $FS::notify_template::_template::payby = 'complimentary account';
8176 $FS::notify_template::_template::payby = 'current method';
8178 $FS::notify_template::_template::expdate = $expire_time;
8180 for (keys %{$options{extra_fields}}){
8182 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8185 send_email(from => $from,
8187 subject => $subject,
8188 body => $notify_template->fill_in( PACKAGE =>
8189 'FS::notify_template::_template' ),
8194 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8196 Generates a templated notification to the customer (see L<Text::Template>).
8198 OPTIONS is a hash and may include
8200 I<extra_fields> - a hashref of name/value pairs which will be substituted
8201 into the template. These values may override values mentioned below
8202 and those from the customer record.
8204 The following variables are available in the template instead of or in addition
8205 to the fields of the customer record.
8207 I<$payby> - a description of the method of payment for the customer
8208 # would be nice to use FS::payby::shortname
8209 I<$payinfo> - the masked account information used to collect for this customer
8210 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8211 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8215 sub generate_letter {
8216 my ($self, $template, %options) = @_;
8218 return unless $conf->exists($template);
8220 my $letter_template = new Text::Template
8222 SOURCE => [ map "$_\n", $conf->config($template)],
8223 DELIMITERS => [ '[@--', '--@]' ],
8225 or die "can't create new Text::Template object: Text::Template::ERROR";
8227 $letter_template->compile()
8228 or die "can't compile template: Text::Template::ERROR";
8230 my %letter_data = map { $_ => $self->$_ } $self->fields;
8231 $letter_data{payinfo} = $self->mask_payinfo;
8233 #my $paydate = $self->paydate || '2037-12-31';
8234 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8236 my $payby = $self->payby;
8237 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8238 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8240 #credit cards expire at the end of the month/year of their exp date
8241 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8242 $letter_data{payby} = 'credit card';
8243 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8244 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8246 }elsif ($payby eq 'COMP') {
8247 $letter_data{payby} = 'complimentary account';
8249 $letter_data{payby} = 'current method';
8251 $letter_data{expdate} = $expire_time;
8253 for (keys %{$options{extra_fields}}){
8254 $letter_data{$_} = $options{extra_fields}->{$_};
8257 unless(exists($letter_data{returnaddress})){
8258 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8259 $self->agent_template)
8261 if ( length($retadd) ) {
8262 $letter_data{returnaddress} = $retadd;
8263 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8264 $letter_data{returnaddress} =
8265 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8266 $conf->config('company_address', $self->agentnum)
8269 $letter_data{returnaddress} = '~';
8273 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8275 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8277 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8278 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8282 ) or die "can't open temp file: $!\n";
8284 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8286 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8290 =item print_ps TEMPLATE
8292 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8298 my $file = $self->generate_letter(@_);
8299 FS::Misc::generate_ps($file);
8302 =item print TEMPLATE
8304 Prints the filled in template.
8306 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8310 sub queueable_print {
8313 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8314 or die "invalid customer number: " . $opt{custvnum};
8316 my $error = $self->print( $opt{template} );
8317 die $error if $error;
8321 my ($self, $template) = (shift, shift);
8322 do_print [ $self->print_ps($template) ];
8325 #these three subs should just go away once agent stuff is all config overrides
8327 sub agent_template {
8329 $self->_agent_plandata('agent_templatename');
8332 sub agent_invoice_from {
8334 $self->_agent_plandata('agent_invoice_from');
8337 sub _agent_plandata {
8338 my( $self, $option ) = @_;
8340 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8341 #agent-specific Conf
8343 use FS::part_event::Condition;
8345 my $agentnum = $self->agentnum;
8348 if ( driver_name =~ /^Pg/i ) {
8350 } elsif ( driver_name =~ /^mysql/i ) {
8353 die "don't know how to use regular expressions in ". driver_name. " databases";
8356 my $part_event_option =
8358 'select' => 'part_event_option.*',
8359 'table' => 'part_event_option',
8361 LEFT JOIN part_event USING ( eventpart )
8362 LEFT JOIN part_event_option AS peo_agentnum
8363 ON ( part_event.eventpart = peo_agentnum.eventpart
8364 AND peo_agentnum.optionname = 'agentnum'
8365 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8367 LEFT JOIN part_event_condition
8368 ON ( part_event.eventpart = part_event_condition.eventpart
8369 AND part_event_condition.conditionname = 'cust_bill_age'
8371 LEFT JOIN part_event_condition_option
8372 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8373 AND part_event_condition_option.optionname = 'age'
8376 #'hashref' => { 'optionname' => $option },
8377 #'hashref' => { 'part_event_option.optionname' => $option },
8379 " WHERE part_event_option.optionname = ". dbh->quote($option).
8380 " AND action = 'cust_bill_send_agent' ".
8381 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8382 " AND peo_agentnum.optionname = 'agentnum' ".
8383 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8385 CASE WHEN part_event_condition_option.optionname IS NULL
8387 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8389 , part_event.weight".
8393 unless ( $part_event_option ) {
8394 return $self->agent->invoice_template || ''
8395 if $option eq 'agent_templatename';
8399 $part_event_option->optionvalue;
8404 ## actual sub, not a method, designed to be called from the queue.
8405 ## sets up the customer, and calls the bill_and_collect
8406 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8407 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8408 $cust_main->bill_and_collect(
8419 The delete method should possibly take an FS::cust_main object reference
8420 instead of a scalar customer number.
8422 Bill and collect options should probably be passed as references instead of a
8425 There should probably be a configuration file with a list of allowed credit
8428 No multiple currency support (probably a larger project than just this module).
8430 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8432 Birthdates rely on negative epoch values.
8434 The payby for card/check batches is broken. With mixed batching, bad
8437 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8441 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8442 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8443 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.