5 use base qw( FS::otaker_Mixin FS::payinfo_Mixin FS::Record );
6 use vars qw( @EXPORT_OK $DEBUG $me $conf
8 $import $ignore_expired_card
9 $skip_fuzzyfiles @fuzzyfields
12 use vars qw( $realtime_bop_decline_quiet ); #ugh
16 use Scalar::Util qw( blessed );
17 use List::Util qw( min );
18 use Time::Local qw(timelocal);
21 use Digest::MD5 qw(md5_base64);
24 use File::Temp qw( tempfile );
25 use String::Approx qw(amatch);
26 use Business::CreditCard 0.28;
28 use FS::UID qw( getotaker dbh driver_name );
29 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
30 use FS::Misc qw( generate_email send_email generate_ps do_print );
31 use FS::Msgcat qw(gettext);
36 use FS::cust_bill_pkg;
37 use FS::cust_bill_pkg_display;
38 use FS::cust_bill_pkg_tax_location;
39 use FS::cust_bill_pkg_tax_rate_location;
41 use FS::cust_pay_pending;
42 use FS::cust_pay_void;
43 use FS::cust_pay_batch;
46 use FS::part_referral;
47 use FS::cust_main_county;
48 use FS::cust_location;
50 use FS::cust_main_exemption;
51 use FS::cust_tax_adjustment;
53 use FS::tax_rate_location;
54 use FS::cust_tax_location;
55 use FS::part_pkg_taxrate;
57 use FS::cust_main_invoice;
58 use FS::cust_credit_bill;
59 use FS::cust_bill_pay;
60 use FS::prepay_credit;
64 use FS::part_event_condition;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
73 @EXPORT_OK = qw( smart_search );
75 $realtime_bop_decline_quiet = 0;
77 # 1 is mostly method/subroutine entry and options
78 # 2 traces progress of some operations
79 # 3 is even more information including possibly sensitive data
81 $me = '[FS::cust_main]';
84 $ignore_expired_card = 0;
87 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('payinfo', 'paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$FS::UID::callback{'FS::cust_main'} = sub {
96 install_callback FS::UID sub {
98 #yes, need it for stuff below (prolly should be cached)
103 my ( $hashref, $cache ) = @_;
104 if ( exists $hashref->{'pkgnum'} ) {
105 #@{ $self->{'_pkgnum'} } = ();
106 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
107 $self->{'_pkgnum'} = $subcache;
108 #push @{ $self->{'_pkgnum'} },
109 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
115 FS::cust_main - Object methods for cust_main records
121 $record = new FS::cust_main \%hash;
122 $record = new FS::cust_main { 'column' => 'value' };
124 $error = $record->insert;
126 $error = $new_record->replace($old_record);
128 $error = $record->delete;
130 $error = $record->check;
132 @cust_pkg = $record->all_pkgs;
134 @cust_pkg = $record->ncancelled_pkgs;
136 @cust_pkg = $record->suspended_pkgs;
138 $error = $record->bill;
139 $error = $record->bill %options;
140 $error = $record->bill 'time' => $time;
142 $error = $record->collect;
143 $error = $record->collect %options;
144 $error = $record->collect 'invoice_time' => $time,
149 An FS::cust_main object represents a customer. FS::cust_main inherits from
150 FS::Record. The following fields are currently supported:
156 Primary key (assigned automatically for new customers)
160 Agent (see L<FS::agent>)
164 Advertising source (see L<FS::part_referral>)
176 Cocial security number (optional)
192 (optional, see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
202 (see L<FS::cust_main_county>)
238 (optional, see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
248 (see L<FS::cust_main_county>)
264 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
268 Payment Information (See L<FS::payinfo_Mixin> for data format)
272 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
276 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
280 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
284 Start date month (maestro/solo cards only)
288 Start date year (maestro/solo cards only)
292 Issue number (maestro/solo cards only)
296 Name on card or billing name
300 IP address from which payment information was received
304 Tax exempt, empty or `Y'
308 Order taker (see L<FS::access_user>)
314 =item referral_custnum
316 Referring customer number
320 Enable individual CDR spooling, empty or `Y'
324 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
328 Discourage individual CDR printing, empty or `Y'
338 Creates a new customer. To add the customer to the database, see L<"insert">.
340 Note that this stores the hash reference, not a distinct copy of the hash it
341 points to. You can ask the object for a copy with the I<hash> method.
345 sub table { 'cust_main'; }
347 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
349 Adds this customer to the database. If there is an error, returns the error,
350 otherwise returns false.
352 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
353 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
354 are inserted atomicly, or the transaction is rolled back. Passing an empty
355 hash reference is equivalent to not supplying this parameter. There should be
356 a better explanation of this, but until then, here's an example:
359 tie %hash, 'Tie::RefHash'; #this part is important
361 $cust_pkg => [ $svc_acct ],
364 $cust_main->insert( \%hash );
366 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
367 be set as the invoicing list (see L<"invoicing_list">). Errors return as
368 expected and rollback the entire transaction; it is not necessary to call
369 check_invoicing_list first. The invoicing_list is set after the records in the
370 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
371 invoicing_list destination to the newly-created svc_acct. Here's an example:
373 $cust_main->insert( {}, [ $email, 'POST' ] );
375 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
377 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
378 on the supplied jobnum (they will not run until the specific job completes).
379 This can be used to defer provisioning until some action completes (such
380 as running the customer's credit card successfully).
382 The I<noexport> option is deprecated. If I<noexport> is set true, no
383 provisioning jobs (exports) are scheduled. (You can schedule them later with
384 the B<reexport> method.)
386 The I<tax_exemption> option can be set to an arrayref of tax names.
387 FS::cust_main_exemption records will be created and inserted.
393 my $cust_pkgs = @_ ? shift : {};
394 my $invoicing_list = @_ ? shift : '';
396 warn "$me insert called with options ".
397 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
400 local $SIG{HUP} = 'IGNORE';
401 local $SIG{INT} = 'IGNORE';
402 local $SIG{QUIT} = 'IGNORE';
403 local $SIG{TERM} = 'IGNORE';
404 local $SIG{TSTP} = 'IGNORE';
405 local $SIG{PIPE} = 'IGNORE';
407 my $oldAutoCommit = $FS::UID::AutoCommit;
408 local $FS::UID::AutoCommit = 0;
411 my $prepay_identifier = '';
412 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
414 if ( $self->payby eq 'PREPAY' ) {
416 $self->payby('BILL');
417 $prepay_identifier = $self->payinfo;
420 warn " looking up prepaid card $prepay_identifier\n"
423 my $error = $self->get_prepay( $prepay_identifier,
424 'amount_ref' => \$amount,
425 'seconds_ref' => \$seconds,
426 'upbytes_ref' => \$upbytes,
427 'downbytes_ref' => \$downbytes,
428 'totalbytes_ref' => \$totalbytes,
431 $dbh->rollback if $oldAutoCommit;
432 #return "error applying prepaid card (transaction rolled back): $error";
436 $payby = 'PREP' if $amount;
438 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
441 $self->payby('BILL');
442 $amount = $self->paid;
446 warn " inserting $self\n"
449 $self->signupdate(time) unless $self->signupdate;
451 $self->auto_agent_custid()
452 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
454 my $error = $self->SUPER::insert;
456 $dbh->rollback if $oldAutoCommit;
457 #return "inserting cust_main record (transaction rolled back): $error";
461 warn " setting invoicing list\n"
464 if ( $invoicing_list ) {
465 $error = $self->check_invoicing_list( $invoicing_list );
467 $dbh->rollback if $oldAutoCommit;
468 #return "checking invoicing_list (transaction rolled back): $error";
471 $self->invoicing_list( $invoicing_list );
474 warn " setting cust_main_exemption\n"
477 my $tax_exemption = delete $options{'tax_exemption'};
478 if ( $tax_exemption ) {
479 foreach my $taxname ( @$tax_exemption ) {
480 my $cust_main_exemption = new FS::cust_main_exemption {
481 'custnum' => $self->custnum,
482 'taxname' => $taxname,
484 my $error = $cust_main_exemption->insert;
486 $dbh->rollback if $oldAutoCommit;
487 return "inserting cust_main_exemption (transaction rolled back): $error";
492 if ( $conf->config('cust_main-skeleton_tables')
493 && $conf->config('cust_main-skeleton_custnum') ) {
495 warn " inserting skeleton records\n"
498 my $error = $self->start_copy_skel;
500 $dbh->rollback if $oldAutoCommit;
506 warn " ordering packages\n"
509 $error = $self->order_pkgs( $cust_pkgs,
511 'seconds_ref' => \$seconds,
512 'upbytes_ref' => \$upbytes,
513 'downbytes_ref' => \$downbytes,
514 'totalbytes_ref' => \$totalbytes,
517 $dbh->rollback if $oldAutoCommit;
522 $dbh->rollback if $oldAutoCommit;
523 return "No svc_acct record to apply pre-paid time";
525 if ( $upbytes || $downbytes || $totalbytes ) {
526 $dbh->rollback if $oldAutoCommit;
527 return "No svc_acct record to apply pre-paid data";
531 warn " inserting initial $payby payment of $amount\n"
533 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
535 $dbh->rollback if $oldAutoCommit;
536 return "inserting payment (transaction rolled back): $error";
540 unless ( $import || $skip_fuzzyfiles ) {
541 warn " queueing fuzzyfiles update\n"
543 $error = $self->queue_fuzzyfiles_update;
545 $dbh->rollback if $oldAutoCommit;
546 return "updating fuzzy search cache: $error";
551 warn " exporting\n" if $DEBUG > 1;
553 my $export_args = $options{'export_args'} || [];
556 map qsearch( 'part_export', {exportnum=>$_} ),
557 $conf->config('cust_main-exports'); #, $agentnum
559 foreach my $part_export ( @part_export ) {
560 my $error = $part_export->export_insert($self, @$export_args);
562 $dbh->rollback if $oldAutoCommit;
563 return "exporting to ". $part_export->exporttype.
564 " (transaction rolled back): $error";
568 #foreach my $depend_jobnum ( @$depend_jobnums ) {
569 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
571 # foreach my $jobnum ( @jobnums ) {
572 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
573 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
575 # my $error = $queue->depend_insert($depend_jobnum);
577 # $dbh->rollback if $oldAutoCommit;
578 # return "error queuing job dependancy: $error";
585 #if ( exists $options{'jobnums'} ) {
586 # push @{ $options{'jobnums'} }, @jobnums;
589 warn " insert complete; committing transaction\n"
592 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
597 use File::CounterFile;
598 sub auto_agent_custid {
601 my $format = $conf->config('cust_main-auto_agent_custid');
603 if ( $format eq '1YMMXXXXXXXX' ) {
605 my $counter = new File::CounterFile 'cust_main.agent_custid';
608 my $ym = 100000000000 + time2str('%y%m00000000', time);
609 if ( $ym > $counter->value ) {
610 $counter->{'value'} = $agent_custid = $ym;
611 $counter->{'updated'} = 1;
613 $agent_custid = $counter->inc;
619 die "Unknown cust_main-auto_agent_custid format: $format";
622 $self->agent_custid($agent_custid);
626 sub start_copy_skel {
629 #'mg_user_preference' => {},
630 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
631 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
632 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
633 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
634 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
637 _copy_skel( 'cust_main', #tablename
638 $conf->config('cust_main-skeleton_custnum'), #sourceid
639 $self->custnum, #destid
640 @tables, #child tables
644 #recursive subroutine, not a method
646 my( $table, $sourceid, $destid, %child_tables ) = @_;
649 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
650 ( $table, $primary_key ) = ( $1, $2 );
652 my $dbdef_table = dbdef->table($table);
653 $primary_key = $dbdef_table->primary_key
654 or return "$table has no primary key".
655 " (or do you need to run dbdef-create?)";
658 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
659 join (', ', keys %child_tables). "\n"
662 foreach my $child_table_def ( keys %child_tables ) {
666 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
667 ( $child_table, $child_pkey ) = ( $1, $2 );
669 $child_table = $child_table_def;
671 $child_pkey = dbdef->table($child_table)->primary_key;
672 # or return "$table has no primary key".
673 # " (or do you need to run dbdef-create?)\n";
677 if ( keys %{ $child_tables{$child_table_def} } ) {
679 return "$child_table has no primary key".
680 " (run dbdef-create or try specifying it?)\n"
683 #false laziness w/Record::insert and only works on Pg
684 #refactor the proper last-inserted-id stuff out of Record::insert if this
685 # ever gets use for anything besides a quick kludge for one customer
686 my $default = dbdef->table($child_table)->column($child_pkey)->default;
687 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
688 or return "can't parse $child_table.$child_pkey default value ".
689 " for sequence name: $default";
694 my @sel_columns = grep { $_ ne $primary_key }
695 dbdef->table($child_table)->columns;
696 my $sel_columns = join(', ', @sel_columns );
698 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
699 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
700 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
702 my $sel_st = "SELECT $sel_columns FROM $child_table".
703 " WHERE $primary_key = $sourceid";
706 my $sel_sth = dbh->prepare( $sel_st )
707 or return dbh->errstr;
709 $sel_sth->execute or return $sel_sth->errstr;
711 while ( my $row = $sel_sth->fetchrow_hashref ) {
713 warn " selected row: ".
714 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
718 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
719 my $ins_sth =dbh->prepare($statement)
720 or return dbh->errstr;
721 my @param = ( $destid, map $row->{$_}, @ins_columns );
722 warn " $statement: [ ". join(', ', @param). " ]\n"
724 $ins_sth->execute( @param )
725 or return $ins_sth->errstr;
727 #next unless keys %{ $child_tables{$child_table} };
728 next unless $sequence;
730 #another section of that laziness
731 my $seq_sql = "SELECT currval('$sequence')";
732 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
733 $seq_sth->execute or return $seq_sth->errstr;
734 my $insertid = $seq_sth->fetchrow_arrayref->[0];
736 # don't drink soap! recurse! recurse! okay!
738 _copy_skel( $child_table_def,
739 $row->{$child_pkey}, #sourceid
741 %{ $child_tables{$child_table_def} },
743 return $error if $error;
753 =item order_pkg HASHREF | OPTION => VALUE ...
755 Orders a single package.
757 Options may be passed as a list of key/value pairs or as a hash reference.
768 Optional FS::cust_location object
772 Optional arryaref of FS::svc_* service objects.
776 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
777 jobs will have a dependancy on the supplied job (they will not run until the
778 specific job completes). This can be used to defer provisioning until some
779 action completes (such as running the customer's credit card successfully).
783 Optional subject for a ticket created and attached to this customer
787 Optional queue name for ticket additions
795 my $opt = ref($_[0]) ? shift : { @_ };
797 warn "$me order_pkg called with options ".
798 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
801 my $cust_pkg = $opt->{'cust_pkg'};
802 my $svcs = $opt->{'svcs'} || [];
804 my %svc_options = ();
805 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
806 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
808 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
809 qw( ticket_subject ticket_queue );
811 local $SIG{HUP} = 'IGNORE';
812 local $SIG{INT} = 'IGNORE';
813 local $SIG{QUIT} = 'IGNORE';
814 local $SIG{TERM} = 'IGNORE';
815 local $SIG{TSTP} = 'IGNORE';
816 local $SIG{PIPE} = 'IGNORE';
818 my $oldAutoCommit = $FS::UID::AutoCommit;
819 local $FS::UID::AutoCommit = 0;
822 if ( $opt->{'cust_location'} &&
823 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
824 my $error = $opt->{'cust_location'}->insert;
826 $dbh->rollback if $oldAutoCommit;
827 return "inserting cust_location (transaction rolled back): $error";
829 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
832 $cust_pkg->custnum( $self->custnum );
834 my $error = $cust_pkg->insert( %insert_params );
836 $dbh->rollback if $oldAutoCommit;
837 return "inserting cust_pkg (transaction rolled back): $error";
840 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
841 if ( $svc_something->svcnum ) {
842 my $old_cust_svc = $svc_something->cust_svc;
843 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
844 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
845 $error = $new_cust_svc->replace($old_cust_svc);
847 $svc_something->pkgnum( $cust_pkg->pkgnum );
848 if ( $svc_something->isa('FS::svc_acct') ) {
849 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
850 qw( seconds upbytes downbytes totalbytes ) ) {
851 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
852 ${ $opt->{$_.'_ref'} } = 0;
855 $error = $svc_something->insert(%svc_options);
858 $dbh->rollback if $oldAutoCommit;
859 return "inserting svc_ (transaction rolled back): $error";
863 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
868 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
869 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
871 Like the insert method on an existing record, this method orders multiple
872 packages and included services atomicaly. Pass a Tie::RefHash data structure
873 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
874 There should be a better explanation of this, but until then, here's an
878 tie %hash, 'Tie::RefHash'; #this part is important
880 $cust_pkg => [ $svc_acct ],
883 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
885 Services can be new, in which case they are inserted, or existing unaudited
886 services, in which case they are linked to the newly-created package.
888 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
889 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
891 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
892 on the supplied jobnum (they will not run until the specific job completes).
893 This can be used to defer provisioning until some action completes (such
894 as running the customer's credit card successfully).
896 The I<noexport> option is deprecated. If I<noexport> is set true, no
897 provisioning jobs (exports) are scheduled. (You can schedule them later with
898 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
899 on the cust_main object is not recommended, as existing services will also be
902 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
903 provided, the scalars (provided by references) will be incremented by the
904 values of the prepaid card.`
910 my $cust_pkgs = shift;
911 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
913 $seconds_ref ||= $options{'seconds_ref'};
915 warn "$me order_pkgs called with options ".
916 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
919 local $SIG{HUP} = 'IGNORE';
920 local $SIG{INT} = 'IGNORE';
921 local $SIG{QUIT} = 'IGNORE';
922 local $SIG{TERM} = 'IGNORE';
923 local $SIG{TSTP} = 'IGNORE';
924 local $SIG{PIPE} = 'IGNORE';
926 my $oldAutoCommit = $FS::UID::AutoCommit;
927 local $FS::UID::AutoCommit = 0;
930 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
932 foreach my $cust_pkg ( keys %$cust_pkgs ) {
934 my $error = $self->order_pkg(
935 'cust_pkg' => $cust_pkg,
936 'svcs' => $cust_pkgs->{$cust_pkg},
937 'seconds_ref' => $seconds_ref,
938 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
943 $dbh->rollback if $oldAutoCommit;
949 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
953 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
955 Recharges this (existing) customer with the specified prepaid card (see
956 L<FS::prepay_credit>), specified either by I<identifier> or as an
957 FS::prepay_credit object. If there is an error, returns the error, otherwise
960 Optionally, five scalar references can be passed as well. They will have their
961 values filled in with the amount, number of seconds, and number of upload,
962 download, and total bytes applied by this prepaid card.
966 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
967 #the only place that uses these args
968 sub recharge_prepay {
969 my( $self, $prepay_credit, $amountref, $secondsref,
970 $upbytesref, $downbytesref, $totalbytesref ) = @_;
972 local $SIG{HUP} = 'IGNORE';
973 local $SIG{INT} = 'IGNORE';
974 local $SIG{QUIT} = 'IGNORE';
975 local $SIG{TERM} = 'IGNORE';
976 local $SIG{TSTP} = 'IGNORE';
977 local $SIG{PIPE} = 'IGNORE';
979 my $oldAutoCommit = $FS::UID::AutoCommit;
980 local $FS::UID::AutoCommit = 0;
983 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
985 my $error = $self->get_prepay( $prepay_credit,
986 'amount_ref' => \$amount,
987 'seconds_ref' => \$seconds,
988 'upbytes_ref' => \$upbytes,
989 'downbytes_ref' => \$downbytes,
990 'totalbytes_ref' => \$totalbytes,
992 || $self->increment_seconds($seconds)
993 || $self->increment_upbytes($upbytes)
994 || $self->increment_downbytes($downbytes)
995 || $self->increment_totalbytes($totalbytes)
996 || $self->insert_cust_pay_prepay( $amount,
998 ? $prepay_credit->identifier
1003 $dbh->rollback if $oldAutoCommit;
1007 if ( defined($amountref) ) { $$amountref = $amount; }
1008 if ( defined($secondsref) ) { $$secondsref = $seconds; }
1009 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
1010 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
1011 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
1013 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1018 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
1020 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
1021 specified either by I<identifier> or as an FS::prepay_credit object.
1023 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
1024 incremented by the values of the prepaid card.
1026 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
1027 check or set this customer's I<agentnum>.
1029 If there is an error, returns the error, otherwise returns false.
1035 my( $self, $prepay_credit, %opt ) = @_;
1037 local $SIG{HUP} = 'IGNORE';
1038 local $SIG{INT} = 'IGNORE';
1039 local $SIG{QUIT} = 'IGNORE';
1040 local $SIG{TERM} = 'IGNORE';
1041 local $SIG{TSTP} = 'IGNORE';
1042 local $SIG{PIPE} = 'IGNORE';
1044 my $oldAutoCommit = $FS::UID::AutoCommit;
1045 local $FS::UID::AutoCommit = 0;
1048 unless ( ref($prepay_credit) ) {
1050 my $identifier = $prepay_credit;
1052 $prepay_credit = qsearchs(
1054 { 'identifier' => $prepay_credit },
1059 unless ( $prepay_credit ) {
1060 $dbh->rollback if $oldAutoCommit;
1061 return "Invalid prepaid card: ". $identifier;
1066 if ( $prepay_credit->agentnum ) {
1067 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1068 $dbh->rollback if $oldAutoCommit;
1069 return "prepaid card not valid for agent ". $self->agentnum;
1071 $self->agentnum($prepay_credit->agentnum);
1074 my $error = $prepay_credit->delete;
1076 $dbh->rollback if $oldAutoCommit;
1077 return "removing prepay_credit (transaction rolled back): $error";
1080 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1081 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1083 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1088 =item increment_upbytes SECONDS
1090 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1091 the specified number of upbytes. If there is an error, returns the error,
1092 otherwise returns false.
1096 sub increment_upbytes {
1097 _increment_column( shift, 'upbytes', @_);
1100 =item increment_downbytes SECONDS
1102 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1103 the specified number of downbytes. If there is an error, returns the error,
1104 otherwise returns false.
1108 sub increment_downbytes {
1109 _increment_column( shift, 'downbytes', @_);
1112 =item increment_totalbytes SECONDS
1114 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1115 the specified number of totalbytes. If there is an error, returns the error,
1116 otherwise returns false.
1120 sub increment_totalbytes {
1121 _increment_column( shift, 'totalbytes', @_);
1124 =item increment_seconds SECONDS
1126 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1127 the specified number of seconds. If there is an error, returns the error,
1128 otherwise returns false.
1132 sub increment_seconds {
1133 _increment_column( shift, 'seconds', @_);
1136 =item _increment_column AMOUNT
1138 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1139 the specified number of seconds or bytes. If there is an error, returns
1140 the error, otherwise returns false.
1144 sub _increment_column {
1145 my( $self, $column, $amount ) = @_;
1146 warn "$me increment_column called: $column, $amount\n"
1149 return '' unless $amount;
1151 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1152 $self->ncancelled_pkgs;
1154 if ( ! @cust_pkg ) {
1155 return 'No packages with primary or single services found'.
1156 ' to apply pre-paid time';
1157 } elsif ( scalar(@cust_pkg) > 1 ) {
1158 #maybe have a way to specify the package/account?
1159 return 'Multiple packages found to apply pre-paid time';
1162 my $cust_pkg = $cust_pkg[0];
1163 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1167 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1169 if ( ! @cust_svc ) {
1170 return 'No account found to apply pre-paid time';
1171 } elsif ( scalar(@cust_svc) > 1 ) {
1172 return 'Multiple accounts found to apply pre-paid time';
1175 my $svc_acct = $cust_svc[0]->svc_x;
1176 warn " found service svcnum ". $svc_acct->pkgnum.
1177 ' ('. $svc_acct->email. ")\n"
1180 $column = "increment_$column";
1181 $svc_acct->$column($amount);
1185 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1187 Inserts a prepayment in the specified amount for this customer. An optional
1188 second argument can specify the prepayment identifier for tracking purposes.
1189 If there is an error, returns the error, otherwise returns false.
1193 sub insert_cust_pay_prepay {
1194 shift->insert_cust_pay('PREP', @_);
1197 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1199 Inserts a cash payment in the specified amount for this customer. An optional
1200 second argument can specify the payment identifier for tracking purposes.
1201 If there is an error, returns the error, otherwise returns false.
1205 sub insert_cust_pay_cash {
1206 shift->insert_cust_pay('CASH', @_);
1209 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1211 Inserts a Western Union payment in the specified amount for this customer. An
1212 optional second argument can specify the prepayment identifier for tracking
1213 purposes. If there is an error, returns the error, otherwise returns false.
1217 sub insert_cust_pay_west {
1218 shift->insert_cust_pay('WEST', @_);
1221 sub insert_cust_pay {
1222 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1223 my $payinfo = scalar(@_) ? shift : '';
1225 my $cust_pay = new FS::cust_pay {
1226 'custnum' => $self->custnum,
1227 'paid' => sprintf('%.2f', $amount),
1228 #'_date' => #date the prepaid card was purchased???
1230 'payinfo' => $payinfo,
1238 This method is deprecated. See the I<depend_jobnum> option to the insert and
1239 order_pkgs methods for a better way to defer provisioning.
1241 Re-schedules all exports by calling the B<reexport> method of all associated
1242 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1243 otherwise returns false.
1250 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1251 "use the depend_jobnum option to insert or order_pkgs to delay export";
1253 local $SIG{HUP} = 'IGNORE';
1254 local $SIG{INT} = 'IGNORE';
1255 local $SIG{QUIT} = 'IGNORE';
1256 local $SIG{TERM} = 'IGNORE';
1257 local $SIG{TSTP} = 'IGNORE';
1258 local $SIG{PIPE} = 'IGNORE';
1260 my $oldAutoCommit = $FS::UID::AutoCommit;
1261 local $FS::UID::AutoCommit = 0;
1264 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1265 my $error = $cust_pkg->reexport;
1267 $dbh->rollback if $oldAutoCommit;
1272 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1277 =item delete NEW_CUSTNUM
1279 This deletes the customer. If there is an error, returns the error, otherwise
1282 This will completely remove all traces of the customer record. This is not
1283 what you want when a customer cancels service; for that, cancel all of the
1284 customer's packages (see L</cancel>).
1286 If the customer has any uncancelled packages, you need to pass a new (valid)
1287 customer number for those packages to be transferred to. Cancelled packages
1288 will be deleted. Did I mention that this is NOT what you want when a customer
1289 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1291 You can't delete a customer with invoices (see L<FS::cust_bill>),
1292 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1293 refunds (see L<FS::cust_refund>).
1300 local $SIG{HUP} = 'IGNORE';
1301 local $SIG{INT} = 'IGNORE';
1302 local $SIG{QUIT} = 'IGNORE';
1303 local $SIG{TERM} = 'IGNORE';
1304 local $SIG{TSTP} = 'IGNORE';
1305 local $SIG{PIPE} = 'IGNORE';
1307 my $oldAutoCommit = $FS::UID::AutoCommit;
1308 local $FS::UID::AutoCommit = 0;
1311 if ( $self->cust_bill ) {
1312 $dbh->rollback if $oldAutoCommit;
1313 return "Can't delete a customer with invoices";
1315 if ( $self->cust_credit ) {
1316 $dbh->rollback if $oldAutoCommit;
1317 return "Can't delete a customer with credits";
1319 if ( $self->cust_pay ) {
1320 $dbh->rollback if $oldAutoCommit;
1321 return "Can't delete a customer with payments";
1323 if ( $self->cust_refund ) {
1324 $dbh->rollback if $oldAutoCommit;
1325 return "Can't delete a customer with refunds";
1328 my @cust_pkg = $self->ncancelled_pkgs;
1330 my $new_custnum = shift;
1331 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1332 $dbh->rollback if $oldAutoCommit;
1333 return "Invalid new customer number: $new_custnum";
1335 foreach my $cust_pkg ( @cust_pkg ) {
1336 my %hash = $cust_pkg->hash;
1337 $hash{'custnum'} = $new_custnum;
1338 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1339 my $error = $new_cust_pkg->replace($cust_pkg,
1340 options => { $cust_pkg->options },
1343 $dbh->rollback if $oldAutoCommit;
1348 my @cancelled_cust_pkg = $self->all_pkgs;
1349 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1350 my $error = $cust_pkg->delete;
1352 $dbh->rollback if $oldAutoCommit;
1357 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1358 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1360 my $error = $cust_main_invoice->delete;
1362 $dbh->rollback if $oldAutoCommit;
1367 foreach my $cust_main_exemption (
1368 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1370 my $error = $cust_main_exemption->delete;
1372 $dbh->rollback if $oldAutoCommit;
1377 my $error = $self->SUPER::delete;
1379 $dbh->rollback if $oldAutoCommit;
1383 # cust_main exports!
1385 #my $export_args = $options{'export_args'} || [];
1388 map qsearch( 'part_export', {exportnum=>$_} ),
1389 $conf->config('cust_main-exports'); #, $agentnum
1391 foreach my $part_export ( @part_export ) {
1392 my $error = $part_export->export_delete( $self ); #, @$export_args);
1394 $dbh->rollback if $oldAutoCommit;
1395 return "exporting to ". $part_export->exporttype.
1396 " (transaction rolled back): $error";
1400 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1405 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1408 Replaces the OLD_RECORD with this one in the database. If there is an error,
1409 returns the error, otherwise returns false.
1411 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1412 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1413 expected and rollback the entire transaction; it is not necessary to call
1414 check_invoicing_list first. Here's an example:
1416 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1418 Currently available options are: I<tax_exemption>.
1420 The I<tax_exemption> option can be set to an arrayref of tax names.
1421 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1428 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1430 : $self->replace_old;
1434 warn "$me replace called\n"
1437 my $curuser = $FS::CurrentUser::CurrentUser;
1438 if ( $self->payby eq 'COMP'
1439 && $self->payby ne $old->payby
1440 && ! $curuser->access_right('Complimentary customer')
1443 return "You are not permitted to create complimentary accounts.";
1446 local($ignore_expired_card) = 1
1447 if $old->payby =~ /^(CARD|DCRD)$/
1448 && $self->payby =~ /^(CARD|DCRD)$/
1449 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1451 local $SIG{HUP} = 'IGNORE';
1452 local $SIG{INT} = 'IGNORE';
1453 local $SIG{QUIT} = 'IGNORE';
1454 local $SIG{TERM} = 'IGNORE';
1455 local $SIG{TSTP} = 'IGNORE';
1456 local $SIG{PIPE} = 'IGNORE';
1458 my $oldAutoCommit = $FS::UID::AutoCommit;
1459 local $FS::UID::AutoCommit = 0;
1462 my $error = $self->SUPER::replace($old);
1465 $dbh->rollback if $oldAutoCommit;
1469 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1470 my $invoicing_list = shift @param;
1471 $error = $self->check_invoicing_list( $invoicing_list );
1473 $dbh->rollback if $oldAutoCommit;
1476 $self->invoicing_list( $invoicing_list );
1479 my %options = @param;
1481 my $tax_exemption = delete $options{'tax_exemption'};
1482 if ( $tax_exemption ) {
1484 my %cust_main_exemption =
1485 map { $_->taxname => $_ }
1486 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1488 foreach my $taxname ( @$tax_exemption ) {
1490 next if delete $cust_main_exemption{$taxname};
1492 my $cust_main_exemption = new FS::cust_main_exemption {
1493 'custnum' => $self->custnum,
1494 'taxname' => $taxname,
1496 my $error = $cust_main_exemption->insert;
1498 $dbh->rollback if $oldAutoCommit;
1499 return "inserting cust_main_exemption (transaction rolled back): $error";
1503 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1504 my $error = $cust_main_exemption->delete;
1506 $dbh->rollback if $oldAutoCommit;
1507 return "deleting cust_main_exemption (transaction rolled back): $error";
1513 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1514 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1515 && $self->get('payinfo') !~ /^99\d{14}$/
1517 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1522 # card/check/lec info has changed, want to retry realtime_ invoice events
1523 my $error = $self->retry_realtime;
1525 $dbh->rollback if $oldAutoCommit;
1530 unless ( $import || $skip_fuzzyfiles ) {
1531 $error = $self->queue_fuzzyfiles_update;
1533 $dbh->rollback if $oldAutoCommit;
1534 return "updating fuzzy search cache: $error";
1538 # cust_main exports!
1540 my $export_args = $options{'export_args'} || [];
1543 map qsearch( 'part_export', {exportnum=>$_} ),
1544 $conf->config('cust_main-exports'); #, $agentnum
1546 foreach my $part_export ( @part_export ) {
1547 my $error = $part_export->export_replace( $self, $old, @$export_args);
1549 $dbh->rollback if $oldAutoCommit;
1550 return "exporting to ". $part_export->exporttype.
1551 " (transaction rolled back): $error";
1555 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1560 =item queue_fuzzyfiles_update
1562 Used by insert & replace to update the fuzzy search cache
1566 sub queue_fuzzyfiles_update {
1569 local $SIG{HUP} = 'IGNORE';
1570 local $SIG{INT} = 'IGNORE';
1571 local $SIG{QUIT} = 'IGNORE';
1572 local $SIG{TERM} = 'IGNORE';
1573 local $SIG{TSTP} = 'IGNORE';
1574 local $SIG{PIPE} = 'IGNORE';
1576 my $oldAutoCommit = $FS::UID::AutoCommit;
1577 local $FS::UID::AutoCommit = 0;
1580 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1581 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1583 $dbh->rollback if $oldAutoCommit;
1584 return "queueing job (transaction rolled back): $error";
1587 if ( $self->ship_last ) {
1588 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1589 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1591 $dbh->rollback if $oldAutoCommit;
1592 return "queueing job (transaction rolled back): $error";
1596 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1603 Checks all fields to make sure this is a valid customer record. If there is
1604 an error, returns the error, otherwise returns false. Called by the insert
1605 and replace methods.
1612 warn "$me check BEFORE: \n". $self->_dump
1616 $self->ut_numbern('custnum')
1617 || $self->ut_number('agentnum')
1618 || $self->ut_textn('agent_custid')
1619 || $self->ut_number('refnum')
1620 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1621 || $self->ut_textn('custbatch')
1622 || $self->ut_name('last')
1623 || $self->ut_name('first')
1624 || $self->ut_snumbern('birthdate')
1625 || $self->ut_snumbern('signupdate')
1626 || $self->ut_textn('company')
1627 || $self->ut_text('address1')
1628 || $self->ut_textn('address2')
1629 || $self->ut_text('city')
1630 || $self->ut_textn('county')
1631 || $self->ut_textn('state')
1632 || $self->ut_country('country')
1633 || $self->ut_anything('comments')
1634 || $self->ut_numbern('referral_custnum')
1635 || $self->ut_textn('stateid')
1636 || $self->ut_textn('stateid_state')
1637 || $self->ut_textn('invoice_terms')
1638 || $self->ut_alphan('geocode')
1639 || $self->ut_floatn('cdr_termination_percentage')
1642 #barf. need message catalogs. i18n. etc.
1643 $error .= "Please select an advertising source."
1644 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1645 return $error if $error;
1647 return "Unknown agent"
1648 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1650 return "Unknown refnum"
1651 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1653 return "Unknown referring custnum: ". $self->referral_custnum
1654 unless ! $self->referral_custnum
1655 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1657 if ( $self->censustract ne '' ) {
1658 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1659 or return "Illegal census tract: ". $self->censustract;
1661 $self->censustract("$1.$2");
1664 if ( $self->ss eq '' ) {
1669 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1670 or return "Illegal social security number: ". $self->ss;
1671 $self->ss("$1-$2-$3");
1675 # bad idea to disable, causes billing to fail because of no tax rates later
1676 # unless ( $import ) {
1677 unless ( qsearch('cust_main_county', {
1678 'country' => $self->country,
1681 return "Unknown state/county/country: ".
1682 $self->state. "/". $self->county. "/". $self->country
1683 unless qsearch('cust_main_county',{
1684 'state' => $self->state,
1685 'county' => $self->county,
1686 'country' => $self->country,
1692 $self->ut_phonen('daytime', $self->country)
1693 || $self->ut_phonen('night', $self->country)
1694 || $self->ut_phonen('fax', $self->country)
1695 || $self->ut_zip('zip', $self->country)
1697 return $error if $error;
1699 if ( $conf->exists('cust_main-require_phone')
1700 && ! length($self->daytime) && ! length($self->night)
1703 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1705 : FS::Msgcat::_gettext('daytime');
1706 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1708 : FS::Msgcat::_gettext('night');
1710 return "$daytime_label or $night_label is required"
1714 if ( $self->has_ship_address
1715 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1716 $self->addr_fields )
1720 $self->ut_name('ship_last')
1721 || $self->ut_name('ship_first')
1722 || $self->ut_textn('ship_company')
1723 || $self->ut_text('ship_address1')
1724 || $self->ut_textn('ship_address2')
1725 || $self->ut_text('ship_city')
1726 || $self->ut_textn('ship_county')
1727 || $self->ut_textn('ship_state')
1728 || $self->ut_country('ship_country')
1730 return $error if $error;
1732 #false laziness with above
1733 unless ( qsearchs('cust_main_county', {
1734 'country' => $self->ship_country,
1737 return "Unknown ship_state/ship_county/ship_country: ".
1738 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1739 unless qsearch('cust_main_county',{
1740 'state' => $self->ship_state,
1741 'county' => $self->ship_county,
1742 'country' => $self->ship_country,
1748 $self->ut_phonen('ship_daytime', $self->ship_country)
1749 || $self->ut_phonen('ship_night', $self->ship_country)
1750 || $self->ut_phonen('ship_fax', $self->ship_country)
1751 || $self->ut_zip('ship_zip', $self->ship_country)
1753 return $error if $error;
1755 return "Unit # is required."
1756 if $self->ship_address2 =~ /^\s*$/
1757 && $conf->exists('cust_main-require_address2');
1759 } else { # ship_ info eq billing info, so don't store dup info in database
1761 $self->setfield("ship_$_", '')
1762 foreach $self->addr_fields;
1764 return "Unit # is required."
1765 if $self->address2 =~ /^\s*$/
1766 && $conf->exists('cust_main-require_address2');
1770 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1771 # or return "Illegal payby: ". $self->payby;
1773 FS::payby->can_payby($self->table, $self->payby)
1774 or return "Illegal payby: ". $self->payby;
1776 $error = $self->ut_numbern('paystart_month')
1777 || $self->ut_numbern('paystart_year')
1778 || $self->ut_numbern('payissue')
1779 || $self->ut_textn('paytype')
1781 return $error if $error;
1783 if ( $self->payip eq '' ) {
1786 $error = $self->ut_ip('payip');
1787 return $error if $error;
1790 # If it is encrypted and the private key is not availaible then we can't
1791 # check the credit card.
1792 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1794 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1796 my $payinfo = $self->payinfo;
1797 $payinfo =~ s/\D//g;
1798 $payinfo =~ /^(\d{13,16})$/
1799 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1801 $self->payinfo($payinfo);
1803 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1805 return gettext('unknown_card_type')
1806 if $self->payinfo !~ /^99\d{14}$/ #token
1807 && cardtype($self->payinfo) eq "Unknown";
1809 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1811 return 'Banned credit card: banned on '.
1812 time2str('%a %h %o at %r', $ban->_date).
1813 ' by '. $ban->otaker.
1814 ' (ban# '. $ban->bannum. ')';
1817 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1818 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1819 $self->paycvv =~ /^(\d{4})$/
1820 or return "CVV2 (CID) for American Express cards is four digits.";
1823 $self->paycvv =~ /^(\d{3})$/
1824 or return "CVV2 (CVC2/CID) is three digits.";
1831 my $cardtype = cardtype($payinfo);
1832 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1834 return "Start date or issue number is required for $cardtype cards"
1835 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1837 return "Start month must be between 1 and 12"
1838 if $self->paystart_month
1839 and $self->paystart_month < 1 || $self->paystart_month > 12;
1841 return "Start year must be 1990 or later"
1842 if $self->paystart_year
1843 and $self->paystart_year < 1990;
1845 return "Issue number must be beween 1 and 99"
1847 and $self->payissue < 1 || $self->payissue > 99;
1850 $self->paystart_month('');
1851 $self->paystart_year('');
1852 $self->payissue('');
1855 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1857 my $payinfo = $self->payinfo;
1858 $payinfo =~ s/[^\d\@]//g;
1859 if ( $conf->exists('echeck-nonus') ) {
1860 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1861 $payinfo = "$1\@$2";
1863 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1864 $payinfo = "$1\@$2";
1866 $self->payinfo($payinfo);
1869 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1871 return 'Banned ACH account: banned on '.
1872 time2str('%a %h %o at %r', $ban->_date).
1873 ' by '. $ban->otaker.
1874 ' (ban# '. $ban->bannum. ')';
1877 } elsif ( $self->payby eq 'LECB' ) {
1879 my $payinfo = $self->payinfo;
1880 $payinfo =~ s/\D//g;
1881 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1883 $self->payinfo($payinfo);
1886 } elsif ( $self->payby eq 'BILL' ) {
1888 $error = $self->ut_textn('payinfo');
1889 return "Illegal P.O. number: ". $self->payinfo if $error;
1892 } elsif ( $self->payby eq 'COMP' ) {
1894 my $curuser = $FS::CurrentUser::CurrentUser;
1895 if ( ! $self->custnum
1896 && ! $curuser->access_right('Complimentary customer')
1899 return "You are not permitted to create complimentary accounts."
1902 $error = $self->ut_textn('payinfo');
1903 return "Illegal comp account issuer: ". $self->payinfo if $error;
1906 } elsif ( $self->payby eq 'PREPAY' ) {
1908 my $payinfo = $self->payinfo;
1909 $payinfo =~ s/\W//g; #anything else would just confuse things
1910 $self->payinfo($payinfo);
1911 $error = $self->ut_alpha('payinfo');
1912 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1913 return "Unknown prepayment identifier"
1914 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1919 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1920 return "Expiration date required"
1921 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1925 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1926 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1927 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1928 ( $m, $y ) = ( $2, "19$1" );
1929 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1930 ( $m, $y ) = ( $3, "20$2" );
1932 return "Illegal expiration date: ". $self->paydate;
1934 $self->paydate("$y-$m-01");
1935 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1936 return gettext('expired_card')
1938 && !$ignore_expired_card
1939 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1942 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1943 ( ! $conf->exists('require_cardname')
1944 || $self->payby !~ /^(CARD|DCRD)$/ )
1946 $self->payname( $self->first. " ". $self->getfield('last') );
1948 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1949 or return gettext('illegal_name'). " payname: ". $self->payname;
1953 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1954 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1958 $self->otaker(getotaker) unless $self->otaker;
1960 warn "$me check AFTER: \n". $self->_dump
1963 $self->SUPER::check;
1968 Returns a list of fields which have ship_ duplicates.
1973 qw( last first company
1974 address1 address2 city county state zip country
1979 =item has_ship_address
1981 Returns true if this customer record has a separate shipping address.
1985 sub has_ship_address {
1987 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1992 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1993 city, county, state, zip, country. The shipping address is used if present.
1997 #geocode? dependent on tax-ship_address config, not available in cust_location
1998 #mostly. not yet then.
2002 my $prefix = $self->has_ship_address ? 'ship_' : '';
2004 map { $_ => $self->get($prefix.$_) }
2005 qw( address1 address2 city county state zip country geocode );
2006 #fields that cust_location has
2009 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2011 Returns all packages (see L<FS::cust_pkg>) for this customer.
2017 my $extra_qsearch = ref($_[0]) ? shift : {};
2019 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
2022 if ( $self->{'_pkgnum'} ) {
2023 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
2025 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2028 sort sort_packages @cust_pkg;
2033 Synonym for B<all_pkgs>.
2038 shift->all_pkgs(@_);
2043 Returns all locations (see L<FS::cust_location>) for this customer.
2049 qsearch('cust_location', { 'custnum' => $self->custnum } );
2052 =item location_label [ OPTION => VALUE ... ]
2054 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
2062 used to separate the address elements (defaults to ', ')
2064 =item escape_function
2066 a callback used for escaping the text of the address elements
2072 # false laziness with FS::cust_location::line
2074 sub location_label {
2078 my $separator = $opt{join_string} || ', ';
2079 my $escape = $opt{escape_function} || sub{ shift };
2081 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2082 my $prefix = length($self->ship_last) ? 'ship_' : '';
2085 foreach (qw ( address1 address2 ) ) {
2086 my $method = "$prefix$_";
2087 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2092 foreach (qw ( city county state zip ) ) {
2093 my $method = "$prefix$_";
2094 if ( $self->$method ) {
2095 $line .= ' (' if $method eq 'county';
2096 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2097 $line .= ' )' if $method eq 'county';
2101 $line .= $separator. &$escape(code2country($self->country))
2102 if $self->country ne $cydefault;
2107 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2109 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2113 sub ncancelled_pkgs {
2115 my $extra_qsearch = ref($_[0]) ? shift : {};
2117 return $self->num_ncancelled_pkgs unless wantarray;
2120 if ( $self->{'_pkgnum'} ) {
2122 warn "$me ncancelled_pkgs: returning cached objects"
2125 @cust_pkg = grep { ! $_->getfield('cancel') }
2126 values %{ $self->{'_pkgnum'}->cache };
2130 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2131 $self->custnum. "\n"
2134 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2136 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2140 sort sort_packages @cust_pkg;
2146 my $extra_qsearch = ref($_[0]) ? shift : {};
2148 $extra_qsearch->{'select'} ||= '*';
2149 $extra_qsearch->{'select'} .=
2150 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2154 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2159 'table' => 'cust_pkg',
2160 'hashref' => { 'custnum' => $self->custnum },
2165 # This should be generalized to use config options to determine order.
2168 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2169 return $locationsort if $locationsort;
2171 if ( $a->get('cancel') xor $b->get('cancel') ) {
2172 return -1 if $b->get('cancel');
2173 return 1 if $a->get('cancel');
2174 #shouldn't get here...
2177 my $a_num_cust_svc = $a->num_cust_svc;
2178 my $b_num_cust_svc = $b->num_cust_svc;
2179 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2180 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2181 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2182 my @a_cust_svc = $a->cust_svc;
2183 my @b_cust_svc = $b->cust_svc;
2184 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2189 =item suspended_pkgs
2191 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2195 sub suspended_pkgs {
2197 grep { $_->susp } $self->ncancelled_pkgs;
2200 =item unflagged_suspended_pkgs
2202 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2203 customer (thouse packages without the `manual_flag' set).
2207 sub unflagged_suspended_pkgs {
2209 return $self->suspended_pkgs
2210 unless dbdef->table('cust_pkg')->column('manual_flag');
2211 grep { ! $_->manual_flag } $self->suspended_pkgs;
2214 =item unsuspended_pkgs
2216 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2221 sub unsuspended_pkgs {
2223 grep { ! $_->susp } $self->ncancelled_pkgs;
2226 =item next_bill_date
2228 Returns the next date this customer will be billed, as a UNIX timestamp, or
2229 undef if no active package has a next bill date.
2233 sub next_bill_date {
2235 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2238 =item num_cancelled_pkgs
2240 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2245 sub num_cancelled_pkgs {
2246 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2249 sub num_ncancelled_pkgs {
2250 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2254 my( $self ) = shift;
2255 my $sql = scalar(@_) ? shift : '';
2256 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2257 my $sth = dbh->prepare(
2258 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2259 ) or die dbh->errstr;
2260 $sth->execute($self->custnum) or die $sth->errstr;
2261 $sth->fetchrow_arrayref->[0];
2266 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2267 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2268 on success or a list of errors.
2274 grep { $_->unsuspend } $self->suspended_pkgs;
2279 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2281 Returns a list: an empty list on success or a list of errors.
2287 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2290 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2292 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2293 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2294 of a list of pkgparts; the hashref has the following keys:
2298 =item pkgparts - listref of pkgparts
2300 =item (other options are passed to the suspend method)
2305 Returns a list: an empty list on success or a list of errors.
2309 sub suspend_if_pkgpart {
2311 my (@pkgparts, %opt);
2312 if (ref($_[0]) eq 'HASH'){
2313 @pkgparts = @{$_[0]{pkgparts}};
2318 grep { $_->suspend(%opt) }
2319 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2320 $self->unsuspended_pkgs;
2323 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2325 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2326 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2327 instead of a list of pkgparts; the hashref has the following keys:
2331 =item pkgparts - listref of pkgparts
2333 =item (other options are passed to the suspend method)
2337 Returns a list: an empty list on success or a list of errors.
2341 sub suspend_unless_pkgpart {
2343 my (@pkgparts, %opt);
2344 if (ref($_[0]) eq 'HASH'){
2345 @pkgparts = @{$_[0]{pkgparts}};
2350 grep { $_->suspend(%opt) }
2351 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2352 $self->unsuspended_pkgs;
2355 =item cancel [ OPTION => VALUE ... ]
2357 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2359 Available options are:
2363 =item quiet - can be set true to supress email cancellation notices.
2365 =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.
2367 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2369 =item nobill - can be set true to skip billing if it might otherwise be done.
2373 Always returns a list: an empty list on success or a list of errors.
2377 # nb that dates are not specified as valid options to this method
2380 my( $self, %opt ) = @_;
2382 warn "$me cancel called on customer ". $self->custnum. " with options ".
2383 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2386 return ( 'access denied' )
2387 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2389 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2391 #should try decryption (we might have the private key)
2392 # and if not maybe queue a job for the server that does?
2393 return ( "Can't (yet) ban encrypted credit cards" )
2394 if $self->is_encrypted($self->payinfo);
2396 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2397 my $error = $ban->insert;
2398 return ( $error ) if $error;
2402 my @pkgs = $self->ncancelled_pkgs;
2404 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2406 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2407 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2411 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2412 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2415 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2418 sub _banned_pay_hashref {
2429 'payby' => $payby2ban{$self->payby},
2430 'payinfo' => md5_base64($self->payinfo),
2431 #don't ever *search* on reason! #'reason' =>
2437 Returns all notes (see L<FS::cust_main_note>) for this customer.
2444 qsearch( 'cust_main_note',
2445 { 'custnum' => $self->custnum },
2447 'ORDER BY _DATE DESC'
2453 Returns the agent (see L<FS::agent>) for this customer.
2459 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2464 Returns the customer class, as an FS::cust_class object, or the empty string
2465 if there is no customer class.
2471 if ( $self->classnum ) {
2472 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2480 Returns the customer category name, or the empty string if there is no customer
2487 my $cust_class = $self->cust_class;
2489 ? $cust_class->categoryname
2495 Returns the customer class name, or the empty string if there is no customer
2502 my $cust_class = $self->cust_class;
2504 ? $cust_class->classname
2509 =item bill_and_collect
2511 Cancels and suspends any packages due, generates bills, applies payments and
2512 credits, and applies collection events to run cards, send bills and notices,
2515 By default, warns on errors and continues with the next operation (but see the
2516 "fatal" flag below).
2518 Options are passed as name-value pairs. Currently available options are:
2524 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:
2528 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2532 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.
2536 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2540 If set true, re-charges setup fees.
2544 If set any errors prevent subsequent operations from continusing. If set
2545 specifically to "return", returns the error (or false, if there is no error).
2546 Any other true value causes errors to die.
2550 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)
2554 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2555 options of those methods are also available.
2559 sub bill_and_collect {
2560 my( $self, %options ) = @_;
2564 #$options{actual_time} not $options{time} because freeside-daily -d is for
2565 #pre-printing invoices
2567 $options{'actual_time'} ||= time;
2569 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2571 $error = "Error expiring custnum ". $self->custnum. ": $error";
2572 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2573 elsif ( $options{fatal} ) { die $error; }
2574 else { warn $error; }
2577 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2579 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2580 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2581 elsif ( $options{fatal} ) { die $error; }
2582 else { warn $error; }
2585 $error = $self->bill( %options );
2587 $error = "Error billing custnum ". $self->custnum. ": $error";
2588 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2589 elsif ( $options{fatal} ) { die $error; }
2590 else { warn $error; }
2593 $error = $self->apply_payments_and_credits;
2595 $error = "Error applying custnum ". $self->custnum. ": $error";
2596 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2597 elsif ( $options{fatal} ) { die $error; }
2598 else { warn $error; }
2601 unless ( $conf->exists('cancelled_cust-noevents')
2602 && ! $self->num_ncancelled_pkgs
2604 $error = $self->collect( %options );
2606 $error = "Error collecting custnum ". $self->custnum. ": $error";
2607 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2608 elsif ($options{fatal} ) { die $error; }
2609 else { warn $error; }
2617 sub cancel_expired_pkgs {
2618 my ( $self, $time, %options ) = @_;
2620 my @cancel_pkgs = $self->ncancelled_pkgs( {
2621 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2626 foreach my $cust_pkg ( @cancel_pkgs ) {
2627 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2628 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2629 'reason_otaker' => $cpr->otaker
2633 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2636 scalar(@errors) ? join(' / ', @errors) : '';
2640 sub suspend_adjourned_pkgs {
2641 my ( $self, $time, %options ) = @_;
2643 my @susp_pkgs = $self->ncancelled_pkgs( {
2645 " AND ( susp IS NULL OR susp = 0 )
2646 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2647 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2652 #only because there's no SQL test for is_prepaid :/
2654 grep { ( $_->part_pkg->is_prepaid
2659 && $_->adjourn <= $time
2667 foreach my $cust_pkg ( @susp_pkgs ) {
2668 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2669 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2670 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2671 'reason_otaker' => $cpr->otaker
2675 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2678 scalar(@errors) ? join(' / ', @errors) : '';
2684 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2685 conjunction with the collect method by calling B<bill_and_collect>.
2687 If there is an error, returns the error, otherwise returns false.
2689 Options are passed as name-value pairs. Currently available options are:
2695 If set true, re-charges setup fees.
2699 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:
2703 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2707 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2709 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2713 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2717 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.
2721 This boolean value informs the us that the package is being cancelled. This
2722 typically might mean not charging the normal recurring fee but only usage
2723 fees since the last billing. Setup charges may be charged. Not all package
2724 plans support this feature (they tend to charge 0).
2728 Optional terms to be printed on this invoice. Otherwise, customer-specific
2729 terms or the default terms are used.
2736 my( $self, %options ) = @_;
2737 return '' if $self->payby eq 'COMP';
2738 warn "$me bill customer ". $self->custnum. "\n"
2741 my $time = $options{'time'} || time;
2742 my $invoice_time = $options{'invoice_time'} || $time;
2744 $options{'not_pkgpart'} ||= {};
2745 $options{'not_pkgpart'} = { map { $_ => 1 }
2746 split(/\s*,\s*/, $options{'not_pkgpart'})
2748 unless ref($options{'not_pkgpart'});
2750 local $SIG{HUP} = 'IGNORE';
2751 local $SIG{INT} = 'IGNORE';
2752 local $SIG{QUIT} = 'IGNORE';
2753 local $SIG{TERM} = 'IGNORE';
2754 local $SIG{TSTP} = 'IGNORE';
2755 local $SIG{PIPE} = 'IGNORE';
2757 my $oldAutoCommit = $FS::UID::AutoCommit;
2758 local $FS::UID::AutoCommit = 0;
2761 $self->select_for_update; #mutex
2763 my $error = $self->do_cust_event(
2764 'debug' => ( $options{'debug'} || 0 ),
2765 'time' => $invoice_time,
2766 'check_freq' => $options{'check_freq'},
2767 'stage' => 'pre-bill',
2770 $dbh->rollback if $oldAutoCommit;
2774 #keep auto-charge and non-auto-charge line items separate
2775 my @passes = ( '', 'no_auto' );
2777 my %cust_bill_pkg = map { $_ => [] } @passes;
2780 # find the packages which are due for billing, find out how much they are
2781 # & generate invoice database.
2784 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
2785 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
2787 my %taxlisthash = map { $_ => {} } @passes;
2789 my @precommit_hooks = ();
2791 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2792 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2794 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2796 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2798 #? to avoid use of uninitialized value errors... ?
2799 $cust_pkg->setfield('bill', '')
2800 unless defined($cust_pkg->bill);
2802 #my $part_pkg = $cust_pkg->part_pkg;
2804 my $real_pkgpart = $cust_pkg->pkgpart;
2805 my %hash = $cust_pkg->hash;
2807 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2809 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2811 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
2814 $self->_make_lines( 'part_pkg' => $part_pkg,
2815 'cust_pkg' => $cust_pkg,
2816 'precommit_hooks' => \@precommit_hooks,
2817 'line_items' => $cust_bill_pkg{$pass},
2818 'setup' => $total_setup{$pass},
2819 'recur' => $total_recur{$pass},
2820 'tax_matrix' => $taxlisthash{$pass},
2822 'real_pkgpart' => $real_pkgpart,
2823 'options' => \%options,
2826 $dbh->rollback if $oldAutoCommit;
2830 } #foreach my $part_pkg
2832 } #foreach my $cust_pkg
2834 #if the customer isn't on an automatic payby, everything can go on a single
2836 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
2837 #merge everything into one list
2840 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
2842 my @cust_bill_pkg = @{ $cust_bill_pkg{$pass} };
2844 next unless @cust_bill_pkg; #don't create an invoice w/o line items
2846 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2847 !$conf->exists('postal_invoice-recurring_only')
2851 my $postal_pkg = $self->charge_postal_fee();
2852 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2854 $dbh->rollback if $oldAutoCommit;
2855 return "can't charge postal invoice fee for customer ".
2856 $self->custnum. ": $postal_pkg";
2858 } elsif ( $postal_pkg ) {
2860 my $real_pkgpart = $postal_pkg->pkgpart;
2861 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2862 my %postal_options = %options;
2863 delete $postal_options{cancel};
2865 $self->_make_lines( 'part_pkg' => $part_pkg,
2866 'cust_pkg' => $postal_pkg,
2867 'precommit_hooks' => \@precommit_hooks,
2868 'line_items' => \@cust_bill_pkg,
2869 'setup' => $total_setup{$pass},
2870 'recur' => $total_recur{$pass},
2871 'tax_matrix' => $taxlisthash{$pass},
2873 'real_pkgpart' => $real_pkgpart,
2874 'options' => \%postal_options,
2877 $dbh->rollback if $oldAutoCommit;
2886 my $listref_or_error =
2887 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
2889 unless ( ref( $listref_or_error ) ) {
2890 $dbh->rollback if $oldAutoCommit;
2891 return $listref_or_error;
2894 foreach my $taxline ( @$listref_or_error ) {
2895 ${ $total_setup{$pass} } =
2896 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
2897 push @cust_bill_pkg, $taxline;
2900 #add tax adjustments
2901 warn "adding tax adjustments...\n" if $DEBUG > 2;
2902 foreach my $cust_tax_adjustment (
2903 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2909 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2911 my $itemdesc = $cust_tax_adjustment->taxname;
2912 $itemdesc = '' if $itemdesc eq 'Tax';
2914 push @cust_bill_pkg, new FS::cust_bill_pkg {
2920 'itemdesc' => $itemdesc,
2921 'itemcomment' => $cust_tax_adjustment->comment,
2922 'cust_tax_adjustment' => $cust_tax_adjustment,
2923 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2928 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
2930 my @cust_bill = $self->cust_bill;
2931 my $balance = $self->balance;
2932 my $previous_balance = scalar(@cust_bill)
2933 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2936 $previous_balance += $cust_bill[$#cust_bill]->charged
2937 if scalar(@cust_bill);
2938 #my $balance_adjustments =
2939 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2941 #create the new invoice
2942 my $cust_bill = new FS::cust_bill ( {
2943 'custnum' => $self->custnum,
2944 '_date' => ( $invoice_time ),
2945 'charged' => $charged,
2946 'billing_balance' => $balance,
2947 'previous_balance' => $previous_balance,
2948 'invoice_terms' => $options{'invoice_terms'},
2950 $error = $cust_bill->insert;
2952 $dbh->rollback if $oldAutoCommit;
2953 return "can't create invoice for customer #". $self->custnum. ": $error";
2956 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2957 $cust_bill_pkg->invnum($cust_bill->invnum);
2958 my $error = $cust_bill_pkg->insert;
2960 $dbh->rollback if $oldAutoCommit;
2961 return "can't create invoice line item: $error";
2965 } #foreach my $pass ( keys %cust_bill_pkg )
2967 foreach my $hook ( @precommit_hooks ) {
2969 &{$hook}; #($self) ?
2972 $dbh->rollback if $oldAutoCommit;
2973 return "$@ running precommit hook $hook\n";
2977 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2981 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
2983 This is a weird one. Perhaps it should not even be exposed.
2985 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
2986 Usually used internally by bill method B<bill>.
2988 If there is an error, returns the error, otherwise returns reference to a
2989 list of line items suitable for insertion.
2995 An array ref of the line items being billed.
2999 A strange beast. The keys to this hash are internal identifiers consisting
3000 of the name of the tax object type, a space, and its unique identifier ( e.g.
3001 'cust_main_county 23' ). The values of the hash are listrefs. The first
3002 item in the list is the tax object. The remaining items are either line
3003 items or floating point values (currency amounts).
3005 The taxes are calculated on this entity. Calculated exemption records are
3006 transferred to the LINEITEMREF items on the assumption that they are related.
3012 This specifies the date appearing on the associated invoice. Some
3013 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
3018 sub calculate_taxes {
3019 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
3021 my @tax_line_items = ();
3023 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
3025 # keys are tax names (as printed on invoices / itemdesc )
3026 # values are listrefs of taxlisthash keys (internal identifiers)
3029 # keys are taxlisthash keys (internal identifiers)
3030 # values are (cumulative) amounts
3033 # keys are taxlisthash keys (internal identifiers)
3034 # values are listrefs of cust_bill_pkg_tax_location hashrefs
3035 my %tax_location = ();
3037 # keys are taxlisthash keys (internal identifiers)
3038 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
3039 my %tax_rate_location = ();
3041 foreach my $tax ( keys %$taxlisthash ) {
3042 my $tax_object = shift @{ $taxlisthash->{$tax} };
3043 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
3044 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
3045 my $hashref_or_error =
3046 $tax_object->taxline( $taxlisthash->{$tax},
3047 'custnum' => $self->custnum,
3048 'invoice_time' => $invoice_time
3050 return $hashref_or_error unless ref($hashref_or_error);
3052 unshift @{ $taxlisthash->{$tax} }, $tax_object;
3054 my $name = $hashref_or_error->{'name'};
3055 my $amount = $hashref_or_error->{'amount'};
3057 #warn "adding $amount as $name\n";
3058 $taxname{ $name } ||= [];
3059 push @{ $taxname{ $name } }, $tax;
3061 $tax{ $tax } += $amount;
3063 $tax_location{ $tax } ||= [];
3064 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
3065 push @{ $tax_location{ $tax } },
3067 'taxnum' => $tax_object->taxnum,
3068 'taxtype' => ref($tax_object),
3069 'pkgnum' => $tax_object->get('pkgnum'),
3070 'locationnum' => $tax_object->get('locationnum'),
3071 'amount' => sprintf('%.2f', $amount ),
3075 $tax_rate_location{ $tax } ||= [];
3076 if ( ref($tax_object) eq 'FS::tax_rate' ) {
3077 my $taxratelocationnum =
3078 $tax_object->tax_rate_location->taxratelocationnum;
3079 push @{ $tax_rate_location{ $tax } },
3081 'taxnum' => $tax_object->taxnum,
3082 'taxtype' => ref($tax_object),
3083 'amount' => sprintf('%.2f', $amount ),
3084 'locationtaxid' => $tax_object->location,
3085 'taxratelocationnum' => $taxratelocationnum,
3091 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
3092 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
3093 foreach my $tax ( keys %$taxlisthash ) {
3094 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
3095 next unless ref($_) eq 'FS::cust_bill_pkg';
3097 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
3098 splice( @{ $_->_cust_tax_exempt_pkg } );
3102 #consolidate and create tax line items
3103 warn "consolidating and generating...\n" if $DEBUG > 2;
3104 foreach my $taxname ( keys %taxname ) {
3107 my @cust_bill_pkg_tax_location = ();
3108 my @cust_bill_pkg_tax_rate_location = ();
3109 warn "adding $taxname\n" if $DEBUG > 1;
3110 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
3111 next if $seen{$taxitem}++;
3112 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
3113 $tax += $tax{$taxitem};
3114 push @cust_bill_pkg_tax_location,
3115 map { new FS::cust_bill_pkg_tax_location $_ }
3116 @{ $tax_location{ $taxitem } };
3117 push @cust_bill_pkg_tax_rate_location,
3118 map { new FS::cust_bill_pkg_tax_rate_location $_ }
3119 @{ $tax_rate_location{ $taxitem } };
3123 $tax = sprintf('%.2f', $tax );
3125 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
3131 if ( $pkg_category and
3132 $conf->config('invoice_latexsummary') ||
3133 $conf->config('invoice_htmlsummary')
3137 my %hash = ( 'section' => $pkg_category->categoryname );
3138 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3142 push @tax_line_items, new FS::cust_bill_pkg {
3148 'itemdesc' => $taxname,
3149 'display' => \@display,
3150 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3151 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3160 my ($self, %params) = @_;
3162 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3163 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3164 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3165 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3166 my $total_setup = $params{setup} or die "no setup accumulator specified";
3167 my $total_recur = $params{recur} or die "no recur accumulator specified";
3168 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3169 my $time = $params{'time'} or die "no time specified";
3170 my (%options) = %{$params{options}};
3173 my $real_pkgpart = $params{real_pkgpart};
3174 my %hash = $cust_pkg->hash;
3175 my $old_cust_pkg = new FS::cust_pkg \%hash;
3181 $cust_pkg->pkgpart($part_pkg->pkgpart);
3189 if ( $options{'resetup'}
3190 || ( ! $cust_pkg->setup
3191 && ( ! $cust_pkg->start_date
3192 || $cust_pkg->start_date <= $time
3194 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3195 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3196 ! $cust_pkg->getfield('susp')
3203 warn " bill setup\n" if $DEBUG > 1;
3206 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3207 return "$@ running calc_setup for $cust_pkg\n"
3210 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3212 $cust_pkg->setfield('setup', $time)
3213 unless $cust_pkg->setup;
3214 #do need it, but it won't get written to the db
3215 #|| $cust_pkg->pkgpart != $real_pkgpart;
3217 $cust_pkg->setfield('start_date', '')
3218 if $cust_pkg->start_date;
3223 # bill recurring fee
3226 #XXX unit stuff here too
3230 if ( ! $cust_pkg->get('susp')
3231 and ! $cust_pkg->get('start_date')
3232 and ( $part_pkg->getfield('freq') ne '0'
3233 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3235 || ( $part_pkg->plan eq 'voip_cdr'
3236 && $part_pkg->option('bill_every_call')
3238 || ( $options{cancel} )
3241 # XXX should this be a package event? probably. events are called
3242 # at collection time at the moment, though...
3243 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3244 if $part_pkg->can('reset_usage');
3245 #don't want to reset usage just cause we want a line item??
3246 #&& $part_pkg->pkgpart == $real_pkgpart;
3248 warn " bill recur\n" if $DEBUG > 1;
3251 # XXX shared with $recur_prog
3252 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3256 #over two params! lets at least switch to a hashref for the rest...
3257 my $increment_next_bill = ( $part_pkg->freq ne '0'
3258 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3259 && !$options{cancel}
3261 my %param = ( 'precommit_hooks' => $precommit_hooks,
3262 'increment_next_bill' => $increment_next_bill,
3263 'discounts' => \@discounts,
3266 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3267 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3268 return "$@ running $method for $cust_pkg\n"
3271 if ( $increment_next_bill ) {
3273 my $next_bill = $part_pkg->add_freq($sdate);
3274 return "unparsable frequency: ". $part_pkg->freq
3275 if $next_bill == -1;
3277 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3278 # only for figuring next bill date, nothing else, so, reset $sdate again
3280 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3281 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3282 $cust_pkg->last_bill($sdate);
3284 $cust_pkg->setfield('bill', $next_bill );
3290 warn "\$setup is undefined" unless defined($setup);
3291 warn "\$recur is undefined" unless defined($recur);
3292 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3295 # If there's line items, create em cust_bill_pkg records
3296 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3301 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3302 # hmm.. and if just the options are modified in some weird price plan?
3304 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3307 my $error = $cust_pkg->replace( $old_cust_pkg,
3308 'options' => { $cust_pkg->options },
3310 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3311 if $error; #just in case
3314 $setup = sprintf( "%.2f", $setup );
3315 $recur = sprintf( "%.2f", $recur );
3316 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3317 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3319 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3320 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3323 if ( $setup != 0 || $recur != 0 ) {
3325 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3328 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3330 warn " adding customer package invoice detail: $_\n"
3331 foreach @cust_pkg_detail;
3333 push @details, @cust_pkg_detail;
3335 my $cust_bill_pkg = new FS::cust_bill_pkg {
3336 'pkgnum' => $cust_pkg->pkgnum,
3338 'unitsetup' => $unitsetup,
3340 'unitrecur' => $unitrecur,
3341 'quantity' => $cust_pkg->quantity,
3342 'details' => \@details,
3343 'discounts' => \@discounts,
3344 'hidden' => $part_pkg->hidden,
3347 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3348 $cust_bill_pkg->sdate( $hash{last_bill} );
3349 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3350 $cust_bill_pkg->edate( $time ) if $options{cancel};
3351 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3352 $cust_bill_pkg->sdate( $sdate );
3353 $cust_bill_pkg->edate( $cust_pkg->bill );
3354 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3357 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3358 unless $part_pkg->pkgpart == $real_pkgpart;
3360 $$total_setup += $setup;
3361 $$total_recur += $recur;
3368 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3369 return $error if $error;
3371 push @$cust_bill_pkgs, $cust_bill_pkg;
3373 } #if $setup != 0 || $recur != 0
3383 my $part_pkg = shift;
3384 my $taxlisthash = shift;
3385 my $cust_bill_pkg = shift;
3386 my $cust_pkg = shift;
3387 my $invoice_time = shift;
3388 my $real_pkgpart = shift;
3389 my $options = shift;
3391 my %cust_bill_pkg = ();
3395 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3396 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3397 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3398 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3400 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3402 if ( $conf->exists('enable_taxproducts')
3403 && ( scalar($part_pkg->part_pkg_taxoverride)
3404 || $part_pkg->has_taxproduct
3409 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3410 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3413 foreach my $class (@classes) {
3414 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3415 return $err_or_ref unless ref($err_or_ref);
3416 $taxes{$class} = $err_or_ref;
3419 unless (exists $taxes{''}) {
3420 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3421 return $err_or_ref unless ref($err_or_ref);
3422 $taxes{''} = $err_or_ref;
3427 my @loc_keys = qw( city county state country );
3429 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3430 my $cust_location = $cust_pkg->cust_location;
3431 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3434 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3437 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3440 $taxhash{'taxclass'} = $part_pkg->taxclass;
3443 my %taxhash_elim = %taxhash;
3444 my @elim = qw( city county state );
3447 #first try a match with taxclass
3448 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3450 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3451 #then try a match without taxclass
3452 my %no_taxclass = %taxhash_elim;
3453 $no_taxclass{ 'taxclass' } = '';
3454 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3457 $taxhash_elim{ shift(@elim) } = '';
3459 } while ( !scalar(@taxes) && scalar(@elim) );
3461 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3463 if $self->cust_main_exemption; #just to be safe
3465 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3467 $_->set('pkgnum', $cust_pkg->pkgnum );
3468 $_->set('locationnum', $cust_pkg->locationnum );
3472 $taxes{''} = [ @taxes ];
3473 $taxes{'setup'} = [ @taxes ];
3474 $taxes{'recur'} = [ @taxes ];
3475 $taxes{$_} = [ @taxes ] foreach (@classes);
3477 # # maybe eliminate this entirely, along with all the 0% records
3478 # unless ( @taxes ) {
3480 # "fatal: can't find tax rate for state/county/country/taxclass ".
3481 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3484 } #if $conf->exists('enable_taxproducts') ...
3489 my $separate = $conf->exists('separate_usage');
3490 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3491 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3493 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3494 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3495 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3498 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3499 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3501 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3502 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3504 push @display, new FS::cust_bill_pkg_display
3507 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3511 if ($separate && $section && $summary) {
3512 push @display, new FS::cust_bill_pkg_display { type => 'U',
3517 if ($usage_mandate || $section && $summary) {
3518 $hash{post_total} = 'Y';
3521 $hash{section} = $section if ($separate || $usage_mandate);
3522 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3525 $cust_bill_pkg->set('display', \@display);
3527 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3528 foreach my $key (keys %tax_cust_bill_pkg) {
3529 my @taxes = @{ $taxes{$key} || [] };
3530 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3532 my %localtaxlisthash = ();
3533 foreach my $tax ( @taxes ) {
3535 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3536 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3537 # ' locationnum'. $cust_pkg->locationnum
3538 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3540 $taxlisthash->{ $taxname } ||= [ $tax ];
3541 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3543 $localtaxlisthash{ $taxname } ||= [ $tax ];
3544 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3548 warn "finding taxed taxes...\n" if $DEBUG > 2;
3549 foreach my $tax ( keys %localtaxlisthash ) {
3550 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3551 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3553 next unless $tax_object->can('tax_on_tax');
3555 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3556 my $totname = ref( $tot ). ' '. $tot->taxnum;
3558 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3560 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3562 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3563 my $hashref_or_error =
3564 $tax_object->taxline( $localtaxlisthash{$tax},
3565 'custnum' => $self->custnum,
3566 'invoice_time' => $invoice_time,
3568 return $hashref_or_error
3569 unless ref($hashref_or_error);
3571 $taxlisthash->{ $totname } ||= [ $tot ];
3572 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3584 my $part_pkg = shift;
3588 my $geocode = $self->geocode('cch');
3590 my @taxclassnums = map { $_->taxclassnum }
3591 $part_pkg->part_pkg_taxoverride($class);
3593 unless (@taxclassnums) {
3594 @taxclassnums = map { $_->taxclassnum }
3595 grep { $_->taxable eq 'Y' }
3596 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3598 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3603 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3605 @taxes = qsearch({ 'table' => 'tax_rate',
3606 'hashref' => { 'geocode' => $geocode, },
3607 'extra_sql' => $extra_sql,
3609 if scalar(@taxclassnums);
3611 warn "Found taxes ".
3612 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3619 =item collect [ HASHREF | OPTION => VALUE ... ]
3621 (Attempt to) collect money for this customer's outstanding invoices (see
3622 L<FS::cust_bill>). Usually used after the bill method.
3624 Actions are now triggered by billing events; see L<FS::part_event> and the
3625 billing events web interface. Old-style invoice events (see
3626 L<FS::part_bill_event>) have been deprecated.
3628 If there is an error, returns the error, otherwise returns false.
3630 Options are passed as name-value pairs.
3632 Currently available options are:
3638 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.
3642 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3646 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3650 set true to surpress email card/ACH decline notices.
3654 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)
3660 # allows for one time override of normal customer billing method
3665 my( $self, %options ) = @_;
3666 my $invoice_time = $options{'invoice_time'} || time;
3669 local $SIG{HUP} = 'IGNORE';
3670 local $SIG{INT} = 'IGNORE';
3671 local $SIG{QUIT} = 'IGNORE';
3672 local $SIG{TERM} = 'IGNORE';
3673 local $SIG{TSTP} = 'IGNORE';
3674 local $SIG{PIPE} = 'IGNORE';
3676 my $oldAutoCommit = $FS::UID::AutoCommit;
3677 local $FS::UID::AutoCommit = 0;
3680 $self->select_for_update; #mutex
3683 my $balance = $self->balance;
3684 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3687 if ( exists($options{'retry_card'}) ) {
3688 carp 'retry_card option passed to collect is deprecated; use retry';
3689 $options{'retry'} ||= $options{'retry_card'};
3691 if ( exists($options{'retry'}) && $options{'retry'} ) {
3692 my $error = $self->retry_realtime;
3694 $dbh->rollback if $oldAutoCommit;
3699 my $error = $self->do_cust_event(
3700 'debug' => ( $options{'debug'} || 0 ),
3701 'time' => $invoice_time,
3702 'check_freq' => $options{'check_freq'},
3703 'stage' => 'collect',
3706 $dbh->rollback if $oldAutoCommit;
3710 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3715 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3717 Runs billing events; see L<FS::part_event> and the billing events web
3720 If there is an error, returns the error, otherwise returns false.
3722 Options are passed as name-value pairs.
3724 Currently available options are:
3730 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.
3734 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3738 "collect" (the default) or "pre-bill"
3742 set true to surpress email card/ACH decline notices.
3746 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)
3752 # allows for one time override of normal customer billing method
3756 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3759 my( $self, %options ) = @_;
3760 my $time = $options{'time'} || time;
3763 local $SIG{HUP} = 'IGNORE';
3764 local $SIG{INT} = 'IGNORE';
3765 local $SIG{QUIT} = 'IGNORE';
3766 local $SIG{TERM} = 'IGNORE';
3767 local $SIG{TSTP} = 'IGNORE';
3768 local $SIG{PIPE} = 'IGNORE';
3770 my $oldAutoCommit = $FS::UID::AutoCommit;
3771 local $FS::UID::AutoCommit = 0;
3774 $self->select_for_update; #mutex
3777 my $balance = $self->balance;
3778 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3781 # if ( exists($options{'retry_card'}) ) {
3782 # carp 'retry_card option passed to collect is deprecated; use retry';
3783 # $options{'retry'} ||= $options{'retry_card'};
3785 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3786 # my $error = $self->retry_realtime;
3788 # $dbh->rollback if $oldAutoCommit;
3793 # false laziness w/pay_batch::import_results
3795 my $due_cust_event = $self->due_cust_event(
3796 'debug' => ( $options{'debug'} || 0 ),
3798 'check_freq' => $options{'check_freq'},
3799 'stage' => ( $options{'stage'} || 'collect' ),
3801 unless( ref($due_cust_event) ) {
3802 $dbh->rollback if $oldAutoCommit;
3803 return $due_cust_event;
3806 foreach my $cust_event ( @$due_cust_event ) {
3810 #re-eval event conditions (a previous event could have changed things)
3811 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3812 #don't leave stray "new/locked" records around
3813 my $error = $cust_event->delete;
3815 #gah, even with transactions
3816 $dbh->commit if $oldAutoCommit; #well.
3823 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3824 warn " running cust_event ". $cust_event->eventnum. "\n"
3828 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3829 if ( my $error = $cust_event->do_event() ) {
3830 #XXX wtf is this? figure out a proper dealio with return value
3832 # gah, even with transactions.
3833 $dbh->commit if $oldAutoCommit; #well.
3840 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3845 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3847 Inserts database records for and returns an ordered listref of new events due
3848 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3849 events are due, an empty listref is returned. If there is an error, returns a
3850 scalar error message.
3852 To actually run the events, call each event's test_condition method, and if
3853 still true, call the event's do_event method.
3855 Options are passed as a hashref or as a list of name-value pairs. Available
3862 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3866 "collect" (the default) or "pre-bill"
3870 "Current time" for the events.
3874 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3878 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3882 Explicitly pass the objects to be tested (typically used with eventtable).
3886 Set to true to return the objects, but not actually insert them into the
3893 sub due_cust_event {
3895 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3898 #my $DEBUG = $opt{'debug'}
3899 local($DEBUG) = $opt{'debug'}
3900 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3902 warn "$me due_cust_event called with options ".
3903 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3906 $opt{'time'} ||= time;
3908 local $SIG{HUP} = 'IGNORE';
3909 local $SIG{INT} = 'IGNORE';
3910 local $SIG{QUIT} = 'IGNORE';
3911 local $SIG{TERM} = 'IGNORE';
3912 local $SIG{TSTP} = 'IGNORE';
3913 local $SIG{PIPE} = 'IGNORE';
3915 my $oldAutoCommit = $FS::UID::AutoCommit;
3916 local $FS::UID::AutoCommit = 0;
3919 $self->select_for_update #mutex
3920 unless $opt{testonly};
3923 # find possible events (initial search)
3926 my @cust_event = ();
3928 my @eventtable = $opt{'eventtable'}
3929 ? ( $opt{'eventtable'} )
3930 : FS::part_event->eventtables_runorder;
3932 foreach my $eventtable ( @eventtable ) {
3935 if ( $opt{'objects'} ) {
3937 @objects = @{ $opt{'objects'} };
3941 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3942 @objects = ( $eventtable eq 'cust_main' )
3944 : ( $self->$eventtable() );
3948 my @e_cust_event = ();
3950 my $cross = "CROSS JOIN $eventtable";
3951 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3952 unless $eventtable eq 'cust_main';
3954 foreach my $object ( @objects ) {
3956 #this first search uses the condition_sql magic for optimization.
3957 #the more possible events we can eliminate in this step the better
3959 my $cross_where = '';
3960 my $pkey = $object->primary_key;
3961 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3963 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3965 FS::part_event_condition->where_conditions_sql( $eventtable,
3966 'time'=>$opt{'time'}
3968 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3970 $extra_sql = "AND $extra_sql" if $extra_sql;
3972 #here is the agent virtualization
3973 $extra_sql .= " AND ( part_event.agentnum IS NULL
3974 OR part_event.agentnum = ". $self->agentnum. ' )';
3976 $extra_sql .= " $order";
3978 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3979 if $opt{'debug'} > 2;
3980 my @part_event = qsearch( {
3981 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3982 'select' => 'part_event.*',
3983 'table' => 'part_event',
3984 'addl_from' => "$cross $join",
3985 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3986 'eventtable' => $eventtable,
3989 'extra_sql' => "AND $cross_where $extra_sql",
3993 my $pkey = $object->primary_key;
3994 warn " ". scalar(@part_event).
3995 " possible events found for $eventtable ". $object->$pkey(). "\n";
3998 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
4002 warn " ". scalar(@e_cust_event).
4003 " subtotal possible cust events found for $eventtable\n"
4006 push @cust_event, @e_cust_event;
4010 warn " ". scalar(@cust_event).
4011 " total possible cust events found in initial search\n"
4019 $opt{stage} ||= 'collect';
4021 grep { my $stage = $_->part_event->event_stage;
4022 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
4032 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
4033 'stats_hashref' => \%unsat ),
4036 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
4039 warn " invalid conditions not eliminated with condition_sql:\n".
4040 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
4041 if keys %unsat && $DEBUG; # > 1;
4047 unless( $opt{testonly} ) {
4048 foreach my $cust_event ( @cust_event ) {
4050 my $error = $cust_event->insert();
4052 $dbh->rollback if $oldAutoCommit;
4059 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4065 warn " returning events: ". Dumper(@cust_event). "\n"
4072 =item retry_realtime
4074 Schedules realtime / batch credit card / electronic check / LEC billing
4075 events for for retry. Useful if card information has changed or manual
4076 retry is desired. The 'collect' method must be called to actually retry
4079 Implementation details: For either this customer, or for each of this
4080 customer's open invoices, changes the status of the first "done" (with
4081 statustext error) realtime processing event to "failed".
4085 sub retry_realtime {
4088 local $SIG{HUP} = 'IGNORE';
4089 local $SIG{INT} = 'IGNORE';
4090 local $SIG{QUIT} = 'IGNORE';
4091 local $SIG{TERM} = 'IGNORE';
4092 local $SIG{TSTP} = 'IGNORE';
4093 local $SIG{PIPE} = 'IGNORE';
4095 my $oldAutoCommit = $FS::UID::AutoCommit;
4096 local $FS::UID::AutoCommit = 0;
4099 #a little false laziness w/due_cust_event (not too bad, really)
4101 my $join = FS::part_event_condition->join_conditions_sql;
4102 my $order = FS::part_event_condition->order_conditions_sql;
4105 . join ( ' OR ' , map {
4106 "( part_event.eventtable = " . dbh->quote($_)
4107 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
4108 } FS::part_event->eventtables)
4111 #here is the agent virtualization
4112 my $agent_virt = " ( part_event.agentnum IS NULL
4113 OR part_event.agentnum = ". $self->agentnum. ' )';
4115 #XXX this shouldn't be hardcoded, actions should declare it...
4116 my @realtime_events = qw(
4117 cust_bill_realtime_card
4118 cust_bill_realtime_check
4119 cust_bill_realtime_lec
4123 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4128 my @cust_event = qsearchs({
4129 'table' => 'cust_event',
4130 'select' => 'cust_event.*',
4131 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4132 'hashref' => { 'status' => 'done' },
4133 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4134 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4137 my %seen_invnum = ();
4138 foreach my $cust_event (@cust_event) {
4140 #max one for the customer, one for each open invoice
4141 my $cust_X = $cust_event->cust_X;
4142 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4146 or $cust_event->part_event->eventtable eq 'cust_bill'
4149 my $error = $cust_event->retry;
4151 $dbh->rollback if $oldAutoCommit;
4152 return "error scheduling event for retry: $error";
4157 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4165 =item realtime_collect [ OPTION => VALUE ... ]
4167 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4168 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4169 gateway. See L<http://420.am/business-onlinepayment> and
4170 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4172 On failure returns an error message.
4174 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.
4176 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4178 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4179 then it is deduced from the customer record.
4181 If no I<amount> is specified, then the customer balance is used.
4183 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4184 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4185 if set, will override the value from the customer record.
4187 I<description> is a free-text field passed to the gateway. It defaults to
4188 the value defined by the business-onlinepayment-description configuration
4189 option, or "Internet services" if that is unset.
4191 If an I<invnum> is specified, this payment (if successful) is applied to the
4192 specified invoice. If you don't specify an I<invnum> you might want to
4193 call the B<apply_payments> method or set the I<apply> option.
4195 I<apply> can be set to true to apply a resulting payment.
4197 I<quiet> can be set true to surpress email decline notices.
4199 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4200 resulting paynum, if any.
4202 I<payunique> is a unique identifier for this payment.
4204 I<session_id> is a session identifier associated with this payment.
4206 I<depend_jobnum> allows payment capture to unlock export jobs
4210 sub realtime_collect {
4211 my( $self, %options ) = @_;
4214 warn "$me realtime_collect:\n";
4215 warn " $_ => $options{$_}\n" foreach keys %options;
4218 $options{amount} = $self->balance unless exists( $options{amount} );
4219 $options{method} = FS::payby->payby2bop($self->payby)
4220 unless exists( $options{method} );
4222 return $self->realtime_bop({%options});
4226 =item realtime_bop { [ ARG => VALUE ... ] }
4228 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4229 via a Business::OnlinePayment realtime gateway. See
4230 L<http://420.am/business-onlinepayment> for supported gateways.
4232 Required arguments in the hashref are I<method>, and I<amount>
4234 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4236 Available optional arguments are: I<description>, I<invnum>, I<apply>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4238 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4239 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4240 if set, will override the value from the customer record.
4242 I<description> is a free-text field passed to the gateway. It defaults to
4243 the value defined by the business-onlinepayment-description configuration
4244 option, or "Internet services" if that is unset.
4246 If an I<invnum> is specified, this payment (if successful) is applied to the
4247 specified invoice. If you don't specify an I<invnum> you might want to
4248 call the B<apply_payments> method or set the I<apply> option.
4250 I<apply> can be set to true to apply a resulting payment.
4252 I<quiet> can be set true to surpress email decline notices.
4254 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4255 resulting paynum, if any.
4257 I<payunique> is a unique identifier for this payment.
4259 I<session_id> is a session identifier associated with this payment.
4261 I<depend_jobnum> allows payment capture to unlock export jobs
4263 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4267 # some helper routines
4268 sub _bop_recurring_billing {
4269 my( $self, %opt ) = @_;
4271 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4273 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4275 return 1 if $opt{'trans_is_recur'};
4279 my %hash = ( 'custnum' => $self->custnum,
4284 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4285 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4295 sub _payment_gateway {
4296 my ($self, $options) = @_;
4298 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4299 unless exists($options->{payment_gateway});
4301 $options->{payment_gateway};
4305 my ($self, $options) = @_;
4308 'login' => $options->{payment_gateway}->gateway_username,
4309 'password' => $options->{payment_gateway}->gateway_password,
4314 my ($self, $options) = @_;
4316 $options->{payment_gateway}->gatewaynum
4317 ? $options->{payment_gateway}->options
4318 : @{ $options->{payment_gateway}->get('options') };
4323 my ($self, $options) = @_;
4325 unless ( $options->{'description'} ) {
4326 if ( $conf->exists('business-onlinepayment-description') ) {
4327 my $dtempl = $conf->config('business-onlinepayment-description');
4329 my $agent = $self->agent->agent;
4331 $options->{'description'} = eval qq("$dtempl");
4333 $options->{'description'} = 'Internet services';
4337 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4338 $options->{invnum} ||= '';
4339 $options->{payname} = $self->payname unless exists( $options->{payname} );
4343 my ($self, $options) = @_;
4346 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4347 $content{customer_ip} = $payip if length($payip);
4349 $content{invoice_number} = $options->{'invnum'}
4350 if exists($options->{'invnum'}) && length($options->{'invnum'});
4352 $content{email_customer} =
4353 ( $conf->exists('business-onlinepayment-email_customer')
4354 || $conf->exists('business-onlinepayment-email-override') );
4356 my ($payname, $payfirst, $paylast);
4357 if ( $options->{payname} && $options->{method} ne 'ECHECK' ) {
4358 ($payname = $options->{payname}) =~
4359 /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4360 or return "Illegal payname $payname";
4361 ($payfirst, $paylast) = ($1, $2);
4363 $payfirst = $self->getfield('first');
4364 $paylast = $self->getfield('last');
4365 $payname = "$payfirst $paylast";
4368 $content{last_name} = $paylast;
4369 $content{first_name} = $payfirst;
4371 $content{name} = $payname;
4373 $content{address} = exists($options->{'address1'})
4374 ? $options->{'address1'}
4376 my $address2 = exists($options->{'address2'})
4377 ? $options->{'address2'}
4379 $content{address} .= ", ". $address2 if length($address2);
4381 $content{city} = exists($options->{city})
4384 $content{state} = exists($options->{state})
4387 $content{zip} = exists($options->{zip})
4390 $content{country} = exists($options->{country})
4391 ? $options->{country}
4394 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4395 $content{phone} = $self->daytime || $self->night;
4400 my %bop_method2payby = (
4410 if (ref($_[0]) eq 'HASH') {
4411 %options = %{$_[0]};
4413 my ( $method, $amount ) = ( shift, shift );
4415 $options{method} = $method;
4416 $options{amount} = $amount;
4420 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4421 warn " $_ => $options{$_}\n" foreach keys %options;
4424 return $self->fake_bop(%options) if $options{'fake'};
4426 $self->_bop_defaults(\%options);
4429 # set trans_is_recur based on invnum if there is one
4432 my $trans_is_recur = 0;
4433 if ( $options{'invnum'} ) {
4435 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4436 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4439 map { $_->part_pkg }
4441 map { $_->cust_pkg }
4442 $cust_bill->cust_bill_pkg;
4445 if grep { $_->freq ne '0' } @part_pkg;
4453 my $payment_gateway = $self->_payment_gateway( \%options );
4454 my $namespace = $payment_gateway->gateway_namespace;
4456 eval "use $namespace";
4460 # check for banned credit card/ACH
4463 my $ban = qsearchs('banned_pay', {
4464 'payby' => $bop_method2payby{$options{method}},
4465 'payinfo' => md5_base64($options{payinfo}),
4467 return "Banned credit card" if $ban;
4473 my $bop_content = $self->_bop_content(\%options);
4474 return $bop_content unless ref($bop_content);
4476 my @invoicing_list = $self->invoicing_list_emailonly;
4477 if ( $conf->exists('emailinvoiceautoalways')
4478 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4479 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4480 push @invoicing_list, $self->all_emails;
4483 my $email = ($conf->exists('business-onlinepayment-email-override'))
4484 ? $conf->config('business-onlinepayment-email-override')
4485 : $invoicing_list[0];
4489 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4491 $content{card_number} = $options{payinfo};
4492 $paydate = exists($options{'paydate'})
4493 ? $options{'paydate'}
4495 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4496 $content{expiration} = "$2/$1";
4498 my $paycvv = exists($options{'paycvv'})
4499 ? $options{'paycvv'}
4501 $content{cvv2} = $paycvv
4504 my $paystart_month = exists($options{'paystart_month'})
4505 ? $options{'paystart_month'}
4506 : $self->paystart_month;
4508 my $paystart_year = exists($options{'paystart_year'})
4509 ? $options{'paystart_year'}
4510 : $self->paystart_year;
4512 $content{card_start} = "$paystart_month/$paystart_year"
4513 if $paystart_month && $paystart_year;
4515 my $payissue = exists($options{'payissue'})
4516 ? $options{'payissue'}
4518 $content{issue_number} = $payissue if $payissue;
4520 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
4521 'trans_is_recur' => $trans_is_recur,
4525 $content{recurring_billing} = 'YES';
4526 $content{acct_code} = 'rebill'
4527 if $conf->exists('credit_card-recurring_billing_acct_code');
4530 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4531 ( $content{account_number}, $content{routing_code} ) =
4532 split('@', $options{payinfo});
4533 $content{bank_name} = $options{payname};
4534 $content{bank_state} = exists($options{'paystate'})
4535 ? $options{'paystate'}
4536 : $self->getfield('paystate');
4537 $content{account_type} = exists($options{'paytype'})
4538 ? uc($options{'paytype'}) || 'CHECKING'
4539 : uc($self->getfield('paytype')) || 'CHECKING';
4540 $content{account_name} = $self->getfield('first'). ' '.
4541 $self->getfield('last');
4543 $content{customer_org} = $self->company ? 'B' : 'I';
4544 $content{state_id} = exists($options{'stateid'})
4545 ? $options{'stateid'}
4546 : $self->getfield('stateid');
4547 $content{state_id_state} = exists($options{'stateid_state'})
4548 ? $options{'stateid_state'}
4549 : $self->getfield('stateid_state');
4550 $content{customer_ssn} = exists($options{'ss'})
4553 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4554 $content{phone} = $options{payinfo};
4555 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4562 # run transaction(s)
4565 my $balance = exists( $options{'balance'} )
4566 ? $options{'balance'}
4569 $self->select_for_update; #mutex ... just until we get our pending record in
4571 #the checks here are intended to catch concurrent payments
4572 #double-form-submission prevention is taken care of in cust_pay_pending::check
4575 return "The customer's balance has changed; $options{method} transaction aborted."
4576 if $self->balance < $balance;
4577 #&& $self->balance < $options{amount}; #might as well anyway?
4579 #also check and make sure there aren't *other* pending payments for this cust
4581 my @pending = qsearch('cust_pay_pending', {
4582 'custnum' => $self->custnum,
4583 'status' => { op=>'!=', value=>'done' }
4585 return "A payment is already being processed for this customer (".
4586 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4587 "); $options{method} transaction aborted."
4588 if scalar(@pending);
4590 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4592 my $cust_pay_pending = new FS::cust_pay_pending {
4593 'custnum' => $self->custnum,
4594 #'invnum' => $options{'invnum'},
4595 'paid' => $options{amount},
4597 'payby' => $bop_method2payby{$options{method}},
4598 'payinfo' => $options{payinfo},
4599 'paydate' => $paydate,
4600 'recurring_billing' => $content{recurring_billing},
4601 'pkgnum' => $options{'pkgnum'},
4603 'gatewaynum' => $payment_gateway->gatewaynum || '',
4604 'session_id' => $options{session_id} || '',
4605 'jobnum' => $options{depend_jobnum} || '',
4607 $cust_pay_pending->payunique( $options{payunique} )
4608 if defined($options{payunique}) && length($options{payunique});
4609 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4610 return $cpp_new_err if $cpp_new_err;
4612 my( $action1, $action2 ) =
4613 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4615 my $transaction = new $namespace( $payment_gateway->gateway_module,
4616 $self->_bop_options(\%options),
4619 $transaction->content(
4620 'type' => $options{method},
4621 $self->_bop_auth(\%options),
4622 'action' => $action1,
4623 'description' => $options{'description'},
4624 'amount' => $options{amount},
4625 #'invoice_number' => $options{'invnum'},
4626 'customer_id' => $self->custnum,
4628 'reference' => $cust_pay_pending->paypendingnum, #for now
4633 $cust_pay_pending->status('pending');
4634 my $cpp_pending_err = $cust_pay_pending->replace;
4635 return $cpp_pending_err if $cpp_pending_err;
4638 my $BOP_TESTING = 0;
4639 my $BOP_TESTING_SUCCESS = 1;
4641 unless ( $BOP_TESTING ) {
4642 $transaction->test_transaction(1)
4643 if $conf->exists('business-onlinepayment-test_transaction');
4644 $transaction->submit();
4646 if ( $BOP_TESTING_SUCCESS ) {
4647 $transaction->is_success(1);
4648 $transaction->authorization('fake auth');
4650 $transaction->is_success(0);
4651 $transaction->error_message('fake failure');
4655 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4657 return { reference => $cust_pay_pending->paypendingnum,
4658 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4660 } elsif ( $transaction->is_success() && $action2 ) {
4662 $cust_pay_pending->status('authorized');
4663 my $cpp_authorized_err = $cust_pay_pending->replace;
4664 return $cpp_authorized_err if $cpp_authorized_err;
4666 my $auth = $transaction->authorization;
4667 my $ordernum = $transaction->can('order_number')
4668 ? $transaction->order_number
4672 new Business::OnlinePayment( $payment_gateway->gateway_module,
4673 $self->_bop_options(\%options),
4678 type => $options{method},
4680 $self->_bop_auth(\%options),
4681 order_number => $ordernum,
4682 amount => $options{amount},
4683 authorization => $auth,
4684 description => $options{'description'},
4687 foreach my $field (qw( authorization_source_code returned_ACI
4688 transaction_identifier validation_code
4689 transaction_sequence_num local_transaction_date
4690 local_transaction_time AVS_result_code )) {
4691 $capture{$field} = $transaction->$field() if $transaction->can($field);
4694 $capture->content( %capture );
4696 $capture->test_transaction(1)
4697 if $conf->exists('business-onlinepayment-test_transaction');
4700 unless ( $capture->is_success ) {
4701 my $e = "Authorization successful but capture failed, custnum #".
4702 $self->custnum. ': '. $capture->result_code.
4703 ": ". $capture->error_message;
4711 # remove paycvv after initial transaction
4714 #false laziness w/misc/process/payment.cgi - check both to make sure working
4716 if ( defined $self->dbdef_table->column('paycvv')
4717 && length($self->paycvv)
4718 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4720 my $error = $self->remove_cvv;
4722 warn "WARNING: error removing cvv: $error\n";
4731 if ( $transaction->can('card_token') && $transaction->card_token ) {
4733 $self->card_token($transaction->card_token);
4735 if ( $options{'payinfo'} eq $self->payinfo ) {
4736 $self->payinfo($transaction->card_token);
4737 my $error = $self->replace;
4739 warn "WARNING: error storing token: $error, but proceeding anyway\n";
4749 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4761 if (ref($_[0]) eq 'HASH') {
4762 %options = %{$_[0]};
4764 my ( $method, $amount ) = ( shift, shift );
4766 $options{method} = $method;
4767 $options{amount} = $amount;
4770 if ( $options{'fake_failure'} ) {
4771 return "Error: No error; test failure requested with fake_failure";
4775 #if ( $payment_gateway->gatewaynum ) { # agent override
4776 # $paybatch = $payment_gateway->gatewaynum. '-';
4779 #$paybatch .= "$processor:". $transaction->authorization;
4781 #$paybatch .= ':'. $transaction->order_number
4782 # if $transaction->can('order_number')
4783 # && length($transaction->order_number);
4785 my $paybatch = 'FakeProcessor:54:32';
4787 my $cust_pay = new FS::cust_pay ( {
4788 'custnum' => $self->custnum,
4789 'invnum' => $options{'invnum'},
4790 'paid' => $options{amount},
4792 'payby' => $bop_method2payby{$options{method}},
4793 #'payinfo' => $payinfo,
4794 'payinfo' => '4111111111111111',
4795 'paybatch' => $paybatch,
4796 #'paydate' => $paydate,
4797 'paydate' => '2012-05-01',
4799 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4801 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4804 $cust_pay->invnum(''); #try again with no specific invnum
4805 my $error2 = $cust_pay->insert( $options{'manual'} ?
4806 ( 'manual' => 1 ) : ()
4809 # gah, even with transactions.
4810 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4811 "error inserting (fake!) payment: $error2".
4812 " (previously tried insert with invnum #$options{'invnum'}" .
4819 if ( $options{'paynum_ref'} ) {
4820 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4823 return ''; #no error
4828 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4830 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4831 # phone bill transaction.
4833 sub _realtime_bop_result {
4834 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4836 warn "$me _realtime_bop_result: pending transaction ".
4837 $cust_pay_pending->paypendingnum. "\n";
4838 warn " $_ => $options{$_}\n" foreach keys %options;
4841 my $payment_gateway = $options{payment_gateway}
4842 or return "no payment gateway in arguments to _realtime_bop_result";
4844 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4845 my $cpp_captured_err = $cust_pay_pending->replace;
4846 return $cpp_captured_err if $cpp_captured_err;
4848 if ( $transaction->is_success() ) {
4851 if ( $payment_gateway->gatewaynum ) { # agent override
4852 $paybatch = $payment_gateway->gatewaynum. '-';
4855 $paybatch .= $payment_gateway->gateway_module. ":".
4856 $transaction->authorization;
4858 $paybatch .= ':'. $transaction->order_number
4859 if $transaction->can('order_number')
4860 && length($transaction->order_number);
4862 my $cust_pay = new FS::cust_pay ( {
4863 'custnum' => $self->custnum,
4864 'invnum' => $options{'invnum'},
4865 'paid' => $cust_pay_pending->paid,
4867 'payby' => $cust_pay_pending->payby,
4868 'payinfo' => $options{'payinfo'},
4869 'paybatch' => $paybatch,
4870 'paydate' => $cust_pay_pending->paydate,
4871 'pkgnum' => $cust_pay_pending->pkgnum,
4873 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4874 $cust_pay->payunique( $options{payunique} )
4875 if defined($options{payunique}) && length($options{payunique});
4877 my $oldAutoCommit = $FS::UID::AutoCommit;
4878 local $FS::UID::AutoCommit = 0;
4881 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4883 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4886 $cust_pay->invnum(''); #try again with no specific invnum
4887 my $error2 = $cust_pay->insert( $options{'manual'} ?
4888 ( 'manual' => 1 ) : ()
4891 # gah. but at least we have a record of the state we had to abort in
4892 # from cust_pay_pending now.
4893 my $e = "WARNING: $options{method} captured but payment not recorded -".
4894 " error inserting payment (". $payment_gateway->gateway_module.
4896 " (previously tried insert with invnum #$options{'invnum'}" .
4897 ": $error ) - pending payment saved as paypendingnum ".
4898 $cust_pay_pending->paypendingnum. "\n";
4904 my $jobnum = $cust_pay_pending->jobnum;
4906 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4908 unless ( $placeholder ) {
4909 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4910 my $e = "WARNING: $options{method} captured but job $jobnum not ".
4911 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
4916 $error = $placeholder->delete;
4919 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4920 my $e = "WARNING: $options{method} captured but could not delete ".
4921 "job $jobnum for paypendingnum ".
4922 $cust_pay_pending->paypendingnum. ": $error\n";
4929 if ( $options{'paynum_ref'} ) {
4930 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4933 $cust_pay_pending->status('done');
4934 $cust_pay_pending->statustext('captured');
4935 $cust_pay_pending->paynum($cust_pay->paynum);
4936 my $cpp_done_err = $cust_pay_pending->replace;
4938 if ( $cpp_done_err ) {
4940 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4941 my $e = "WARNING: $options{method} captured but payment not recorded - ".
4942 "error updating status for paypendingnum ".
4943 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4949 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4951 if ( $options{'apply'} ) {
4952 my $apply_error = $self->apply_payments_and_credits;
4953 if ( $apply_error ) {
4954 warn "WARNING: error applying payment: $apply_error\n";
4955 #but we still should return no error cause the payment otherwise went
4960 return ''; #no error
4966 my $perror = $payment_gateway->gateway_module. " error: ".
4967 $transaction->error_message;
4969 my $jobnum = $cust_pay_pending->jobnum;
4971 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4973 if ( $placeholder ) {
4974 my $error = $placeholder->depended_delete;
4975 $error ||= $placeholder->delete;
4976 warn "error removing provisioning jobs after declined paypendingnum ".
4977 $cust_pay_pending->paypendingnum. "\n";
4979 my $e = "error finding job $jobnum for declined paypendingnum ".
4980 $cust_pay_pending->paypendingnum. "\n";
4986 unless ( $transaction->error_message ) {
4989 if ( $transaction->can('response_page') ) {
4991 'page' => ( $transaction->can('response_page')
4992 ? $transaction->response_page
4995 'code' => ( $transaction->can('response_code')
4996 ? $transaction->response_code
4999 'headers' => ( $transaction->can('response_headers')
5000 ? $transaction->response_headers
5006 "No additional debugging information available for ".
5007 $payment_gateway->gateway_module;
5010 $perror .= "No error_message returned from ".
5011 $payment_gateway->gateway_module. " -- ".
5012 ( ref($t_response) ? Dumper($t_response) : $t_response );
5016 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5017 && $conf->exists('emaildecline')
5018 && grep { $_ ne 'POST' } $self->invoicing_list
5019 && ! grep { $transaction->error_message =~ /$_/ }
5020 $conf->config('emaildecline-exclude')
5022 my @templ = $conf->config('declinetemplate');
5023 my $template = new Text::Template (
5025 SOURCE => [ map "$_\n", @templ ],
5026 ) or return "($perror) can't create template: $Text::Template::ERROR";
5027 $template->compile()
5028 or return "($perror) can't compile template: $Text::Template::ERROR";
5032 scalar( $conf->config('company_name', $self->agentnum ) ),
5033 'company_address' =>
5034 join("\n", $conf->config('company_address', $self->agentnum ) ),
5035 'error' => $transaction->error_message,
5038 my $error = send_email(
5039 'from' => $conf->config('invoice_from', $self->agentnum ),
5040 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5041 'subject' => 'Your payment could not be processed',
5042 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5045 $perror .= " (also received error sending decline notification: $error)"
5050 $cust_pay_pending->status('done');
5051 $cust_pay_pending->statustext("declined: $perror");
5052 my $cpp_done_err = $cust_pay_pending->replace;
5053 if ( $cpp_done_err ) {
5054 my $e = "WARNING: $options{method} declined but pending payment not ".
5055 "resolved - error updating status for paypendingnum ".
5056 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5058 $perror = "$e ($perror)";
5066 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5068 Verifies successful third party processing of a realtime credit card,
5069 ACH (electronic check) or phone bill transaction via a
5070 Business::OnlineThirdPartyPayment realtime gateway. See
5071 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5073 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5075 The additional options I<payname>, I<city>, I<state>,
5076 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5077 if set, will override the value from the customer record.
5079 I<description> is a free-text field passed to the gateway. It defaults to
5080 "Internet services".
5082 If an I<invnum> is specified, this payment (if successful) is applied to the
5083 specified invoice. If you don't specify an I<invnum> you might want to
5084 call the B<apply_payments> method.
5086 I<quiet> can be set true to surpress email decline notices.
5088 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5089 resulting paynum, if any.
5091 I<payunique> is a unique identifier for this payment.
5093 Returns a hashref containing elements bill_error (which will be undefined
5094 upon success) and session_id of any associated session.
5098 sub realtime_botpp_capture {
5099 my( $self, $cust_pay_pending, %options ) = @_;
5101 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5102 warn " $_ => $options{$_}\n" foreach keys %options;
5105 eval "use Business::OnlineThirdPartyPayment";
5109 # select the gateway
5112 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5114 my $payment_gateway = $cust_pay_pending->gatewaynum
5115 ? qsearchs( 'payment_gateway',
5116 { gatewaynum => $cust_pay_pending->gatewaynum }
5118 : $self->agent->payment_gateway( 'method' => $method,
5119 # 'invnum' => $cust_pay_pending->invnum,
5120 # 'payinfo' => $cust_pay_pending->payinfo,
5123 $options{payment_gateway} = $payment_gateway; # for the helper subs
5129 my @invoicing_list = $self->invoicing_list_emailonly;
5130 if ( $conf->exists('emailinvoiceautoalways')
5131 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5132 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5133 push @invoicing_list, $self->all_emails;
5136 my $email = ($conf->exists('business-onlinepayment-email-override'))
5137 ? $conf->config('business-onlinepayment-email-override')
5138 : $invoicing_list[0];
5142 $content{email_customer} =
5143 ( $conf->exists('business-onlinepayment-email_customer')
5144 || $conf->exists('business-onlinepayment-email-override') );
5147 # run transaction(s)
5151 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5152 $self->_bop_options(\%options),
5155 $transaction->reference({ %options });
5157 $transaction->content(
5159 $self->_bop_auth(\%options),
5160 'action' => 'Post Authorization',
5161 'description' => $options{'description'},
5162 'amount' => $cust_pay_pending->paid,
5163 #'invoice_number' => $options{'invnum'},
5164 'customer_id' => $self->custnum,
5165 'referer' => 'http://cleanwhisker.420.am/',
5166 'reference' => $cust_pay_pending->paypendingnum,
5168 'phone' => $self->daytime || $self->night,
5170 # plus whatever is required for bogus capture avoidance
5173 $transaction->submit();
5176 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5179 bill_error => $error,
5180 session_id => $cust_pay_pending->session_id,
5185 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5189 sub default_payment_gateway {
5190 my( $self, $method ) = @_;
5192 die "Real-time processing not enabled\n"
5193 unless $conf->exists('business-onlinepayment');
5195 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5198 my $bop_config = 'business-onlinepayment';
5199 $bop_config .= '-ach'
5200 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5201 my ( $processor, $login, $password, $action, @bop_options ) =
5202 $conf->config($bop_config);
5203 $action ||= 'normal authorization';
5204 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5205 die "No real-time processor is enabled - ".
5206 "did you set the business-onlinepayment configuration value?\n"
5209 ( $processor, $login, $password, $action, @bop_options )
5214 Removes the I<paycvv> field from the database directly.
5216 If there is an error, returns the error, otherwise returns false.
5222 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5223 or return dbh->errstr;
5224 $sth->execute($self->custnum)
5225 or return $sth->errstr;
5230 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5232 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5233 via a Business::OnlinePayment realtime gateway. See
5234 L<http://420.am/business-onlinepayment> for supported gateways.
5236 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5238 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5240 Most gateways require a reference to an original payment transaction to refund,
5241 so you probably need to specify a I<paynum>.
5243 I<amount> defaults to the original amount of the payment if not specified.
5245 I<reason> specifies a reason for the refund.
5247 I<paydate> specifies the expiration date for a credit card overriding the
5248 value from the customer record or the payment record. Specified as yyyy-mm-dd
5250 Implementation note: If I<amount> is unspecified or equal to the amount of the
5251 orignal payment, first an attempt is made to "void" the transaction via
5252 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5253 the normal attempt is made to "refund" ("credit") the transaction via the
5254 gateway is attempted.
5256 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5257 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5258 #if set, will override the value from the customer record.
5260 #If an I<invnum> is specified, this payment (if successful) is applied to the
5261 #specified invoice. If you don't specify an I<invnum> you might want to
5262 #call the B<apply_payments> method.
5266 #some false laziness w/realtime_bop, not enough to make it worth merging
5267 #but some useful small subs should be pulled out
5268 sub realtime_refund_bop {
5272 if (ref($_[0]) eq 'HASH') {
5273 %options = %{$_[0]};
5277 $options{method} = $method;
5281 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5282 warn " $_ => $options{$_}\n" foreach keys %options;
5286 # look up the original payment and optionally a gateway for that payment
5290 my $amount = $options{'amount'};
5292 my( $processor, $login, $password, @bop_options, $namespace ) ;
5293 my( $auth, $order_number ) = ( '', '', '' );
5295 if ( $options{'paynum'} ) {
5297 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5298 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5299 or return "Unknown paynum $options{'paynum'}";
5300 $amount ||= $cust_pay->paid;
5302 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5303 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5304 $cust_pay->paybatch;
5305 my $gatewaynum = '';
5306 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5308 if ( $gatewaynum ) { #gateway for the payment to be refunded
5310 my $payment_gateway =
5311 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5312 die "payment gateway $gatewaynum not found"
5313 unless $payment_gateway;
5315 $processor = $payment_gateway->gateway_module;
5316 $login = $payment_gateway->gateway_username;
5317 $password = $payment_gateway->gateway_password;
5318 $namespace = $payment_gateway->gateway_namespace;
5319 @bop_options = $payment_gateway->options;
5321 } else { #try the default gateway
5324 my $payment_gateway =
5325 $self->agent->payment_gateway('method' => $options{method});
5327 ( $conf_processor, $login, $password, $namespace ) =
5328 map { my $method = "gateway_$_"; $payment_gateway->$method }
5329 qw( module username password namespace );
5331 @bop_options = $payment_gateway->gatewaynum
5332 ? $payment_gateway->options
5333 : @{ $payment_gateway->get('options') };
5335 return "processor of payment $options{'paynum'} $processor does not".
5336 " match default processor $conf_processor"
5337 unless $processor eq $conf_processor;
5342 } else { # didn't specify a paynum, so look for agent gateway overrides
5343 # like a normal transaction
5345 my $payment_gateway =
5346 $self->agent->payment_gateway( 'method' => $options{method},
5347 #'payinfo' => $payinfo,
5349 my( $processor, $login, $password, $namespace ) =
5350 map { my $method = "gateway_$_"; $payment_gateway->$method }
5351 qw( module username password namespace );
5353 my @bop_options = $payment_gateway->gatewaynum
5354 ? $payment_gateway->options
5355 : @{ $payment_gateway->get('options') };
5358 return "neither amount nor paynum specified" unless $amount;
5360 eval "use $namespace";
5364 'type' => $options{method},
5366 'password' => $password,
5367 'order_number' => $order_number,
5368 'amount' => $amount,
5369 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5371 $content{authorization} = $auth
5372 if length($auth); #echeck/ACH transactions have an order # but no auth
5373 #(at least with authorize.net)
5375 my $disable_void_after;
5376 if ($conf->exists('disable_void_after')
5377 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5378 $disable_void_after = $1;
5381 #first try void if applicable
5382 if ( $cust_pay && $cust_pay->paid == $amount
5384 ( not defined($disable_void_after) )
5385 || ( time < ($cust_pay->_date + $disable_void_after ) )
5388 warn " attempting void\n" if $DEBUG > 1;
5389 my $void = new Business::OnlinePayment( $processor, @bop_options );
5390 if ( $void->can('info') ) {
5391 if ( $cust_pay->payby eq 'CARD'
5392 && $void->info('CC_void_requires_card') )
5394 $content{'card_number'} = $cust_pay->payinfo;
5395 } elsif ( $cust_pay->payby eq 'CHEK'
5396 && $void->info('ECHECK_void_requires_account') )
5398 ( $content{'account_number'}, $content{'routing_code'} ) =
5399 split('@', $cust_pay->payinfo);
5400 $content{'name'} = $self->get('first'). ' '. $self->get('last');
5403 $void->content( 'action' => 'void', %content );
5404 $void->test_transaction(1)
5405 if $conf->exists('business-onlinepayment-test_transaction');
5407 if ( $void->is_success ) {
5408 my $error = $cust_pay->void($options{'reason'});
5410 # gah, even with transactions.
5411 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5412 "error voiding payment: $error";
5416 warn " void successful\n" if $DEBUG > 1;
5421 warn " void unsuccessful, trying refund\n"
5425 my $address = $self->address1;
5426 $address .= ", ". $self->address2 if $self->address2;
5428 my($payname, $payfirst, $paylast);
5429 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5430 $payname = $self->payname;
5431 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5432 or return "Illegal payname $payname";
5433 ($payfirst, $paylast) = ($1, $2);
5435 $payfirst = $self->getfield('first');
5436 $paylast = $self->getfield('last');
5437 $payname = "$payfirst $paylast";
5440 my @invoicing_list = $self->invoicing_list_emailonly;
5441 if ( $conf->exists('emailinvoiceautoalways')
5442 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5443 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5444 push @invoicing_list, $self->all_emails;
5447 my $email = ($conf->exists('business-onlinepayment-email-override'))
5448 ? $conf->config('business-onlinepayment-email-override')
5449 : $invoicing_list[0];
5451 my $payip = exists($options{'payip'})
5454 $content{customer_ip} = $payip
5458 if ( $options{method} eq 'CC' ) {
5461 $content{card_number} = $payinfo = $cust_pay->payinfo;
5462 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5463 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5464 ($content{expiration} = "$2/$1"); # where available
5466 $content{card_number} = $payinfo = $self->payinfo;
5467 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5468 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5469 $content{expiration} = "$2/$1";
5472 } elsif ( $options{method} eq 'ECHECK' ) {
5475 $payinfo = $cust_pay->payinfo;
5477 $payinfo = $self->payinfo;
5479 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5480 $content{bank_name} = $self->payname;
5481 $content{account_type} = 'CHECKING';
5482 $content{account_name} = $payname;
5483 $content{customer_org} = $self->company ? 'B' : 'I';
5484 $content{customer_ssn} = $self->ss;
5485 } elsif ( $options{method} eq 'LEC' ) {
5486 $content{phone} = $payinfo = $self->payinfo;
5490 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5491 my %sub_content = $refund->content(
5492 'action' => 'credit',
5493 'customer_id' => $self->custnum,
5494 'last_name' => $paylast,
5495 'first_name' => $payfirst,
5497 'address' => $address,
5498 'city' => $self->city,
5499 'state' => $self->state,
5500 'zip' => $self->zip,
5501 'country' => $self->country,
5503 'phone' => $self->daytime || $self->night,
5506 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5508 $refund->test_transaction(1)
5509 if $conf->exists('business-onlinepayment-test_transaction');
5512 return "$processor error: ". $refund->error_message
5513 unless $refund->is_success();
5515 my $paybatch = "$processor:". $refund->authorization;
5516 $paybatch .= ':'. $refund->order_number
5517 if $refund->can('order_number') && $refund->order_number;
5519 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5520 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5521 last unless @cust_bill_pay;
5522 my $cust_bill_pay = pop @cust_bill_pay;
5523 my $error = $cust_bill_pay->delete;
5527 my $cust_refund = new FS::cust_refund ( {
5528 'custnum' => $self->custnum,
5529 'paynum' => $options{'paynum'},
5530 'refund' => $amount,
5532 'payby' => $bop_method2payby{$options{method}},
5533 'payinfo' => $payinfo,
5534 'paybatch' => $paybatch,
5535 'reason' => $options{'reason'} || 'card or ACH refund',
5537 my $error = $cust_refund->insert;
5539 $cust_refund->paynum(''); #try again with no specific paynum
5540 my $error2 = $cust_refund->insert;
5542 # gah, even with transactions.
5543 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5544 "error inserting refund ($processor): $error2".
5545 " (previously tried insert with paynum #$options{'paynum'}" .
5556 =item batch_card OPTION => VALUE...
5558 Adds a payment for this invoice to the pending credit card batch (see
5559 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5560 runs the payment using a realtime gateway.
5565 my ($self, %options) = @_;
5568 if (exists($options{amount})) {
5569 $amount = $options{amount};
5571 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5573 return '' unless $amount > 0;
5575 my $invnum = delete $options{invnum};
5576 my $payby = $options{invnum} || $self->payby; #dubious
5578 if ($options{'realtime'}) {
5579 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5585 my $oldAutoCommit = $FS::UID::AutoCommit;
5586 local $FS::UID::AutoCommit = 0;
5589 #this needs to handle mysql as well as Pg, like svc_acct.pm
5590 #(make it into a common function if folks need to do batching with mysql)
5591 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5592 or return "Cannot lock pay_batch: " . $dbh->errstr;
5596 'payby' => FS::payby->payby2payment($payby),
5599 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5601 unless ( $pay_batch ) {
5602 $pay_batch = new FS::pay_batch \%pay_batch;
5603 my $error = $pay_batch->insert;
5605 $dbh->rollback if $oldAutoCommit;
5606 die "error creating new batch: $error\n";
5610 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5611 'batchnum' => $pay_batch->batchnum,
5612 'custnum' => $self->custnum,
5615 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5617 $options{$_} = '' unless exists($options{$_});
5620 my $cust_pay_batch = new FS::cust_pay_batch ( {
5621 'batchnum' => $pay_batch->batchnum,
5622 'invnum' => $invnum || 0, # is there a better value?
5623 # this field should be
5625 # cust_bill_pay_batch now
5626 'custnum' => $self->custnum,
5627 'last' => $self->getfield('last'),
5628 'first' => $self->getfield('first'),
5629 'address1' => $options{address1} || $self->address1,
5630 'address2' => $options{address2} || $self->address2,
5631 'city' => $options{city} || $self->city,
5632 'state' => $options{state} || $self->state,
5633 'zip' => $options{zip} || $self->zip,
5634 'country' => $options{country} || $self->country,
5635 'payby' => $options{payby} || $self->payby,
5636 'payinfo' => $options{payinfo} || $self->payinfo,
5637 'exp' => $options{paydate} || $self->paydate,
5638 'payname' => $options{payname} || $self->payname,
5639 'amount' => $amount, # consolidating
5642 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5643 if $old_cust_pay_batch;
5646 if ($old_cust_pay_batch) {
5647 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5649 $error = $cust_pay_batch->insert;
5653 $dbh->rollback if $oldAutoCommit;
5657 my $unapplied = $self->total_unapplied_credits
5658 + $self->total_unapplied_payments
5659 + $self->in_transit_payments;
5660 foreach my $cust_bill ($self->open_cust_bill) {
5661 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5662 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5663 'invnum' => $cust_bill->invnum,
5664 'paybatchnum' => $cust_pay_batch->paybatchnum,
5665 'amount' => $cust_bill->owed,
5668 if ($unapplied >= $cust_bill_pay_batch->amount){
5669 $unapplied -= $cust_bill_pay_batch->amount;
5672 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5673 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5675 $error = $cust_bill_pay_batch->insert;
5677 $dbh->rollback if $oldAutoCommit;
5682 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5686 =item apply_payments_and_credits [ OPTION => VALUE ... ]
5688 Applies unapplied payments and credits.
5690 In most cases, this new method should be used in place of sequential
5691 apply_payments and apply_credits methods.
5693 A hash of optional arguments may be passed. Currently "manual" is supported.
5694 If true, a payment receipt is sent instead of a statement when
5695 'payment_receipt_email' configuration option is set.
5697 If there is an error, returns the error, otherwise returns false.
5701 sub apply_payments_and_credits {
5702 my( $self, %options ) = @_;
5704 local $SIG{HUP} = 'IGNORE';
5705 local $SIG{INT} = 'IGNORE';
5706 local $SIG{QUIT} = 'IGNORE';
5707 local $SIG{TERM} = 'IGNORE';
5708 local $SIG{TSTP} = 'IGNORE';
5709 local $SIG{PIPE} = 'IGNORE';
5711 my $oldAutoCommit = $FS::UID::AutoCommit;
5712 local $FS::UID::AutoCommit = 0;
5715 $self->select_for_update; #mutex
5717 foreach my $cust_bill ( $self->open_cust_bill ) {
5718 my $error = $cust_bill->apply_payments_and_credits(%options);
5720 $dbh->rollback if $oldAutoCommit;
5721 return "Error applying: $error";
5725 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5730 =item apply_credits OPTION => VALUE ...
5732 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5733 to outstanding invoice balances in chronological order (or reverse
5734 chronological order if the I<order> option is set to B<newest>) and returns the
5735 value of any remaining unapplied credits available for refund (see
5736 L<FS::cust_refund>).
5738 Dies if there is an error.
5746 local $SIG{HUP} = 'IGNORE';
5747 local $SIG{INT} = 'IGNORE';
5748 local $SIG{QUIT} = 'IGNORE';
5749 local $SIG{TERM} = 'IGNORE';
5750 local $SIG{TSTP} = 'IGNORE';
5751 local $SIG{PIPE} = 'IGNORE';
5753 my $oldAutoCommit = $FS::UID::AutoCommit;
5754 local $FS::UID::AutoCommit = 0;
5757 $self->select_for_update; #mutex
5759 unless ( $self->total_unapplied_credits ) {
5760 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5764 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5765 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5767 my @invoices = $self->open_cust_bill;
5768 @invoices = sort { $b->_date <=> $a->_date } @invoices
5769 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5771 if ( $conf->exists('pkg-balances') ) {
5772 # limit @credits to those w/ a pkgnum grepped from $self
5774 foreach my $i (@invoices) {
5775 foreach my $li ( $i->cust_bill_pkg ) {
5776 $pkgnums{$li->pkgnum} = 1;
5779 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
5784 foreach my $cust_bill ( @invoices ) {
5786 if ( !defined($credit) || $credit->credited == 0) {
5787 $credit = pop @credits or last;
5791 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
5792 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
5794 $owed = $cust_bill->owed;
5796 unless ( $owed > 0 ) {
5797 push @credits, $credit;
5801 my $amount = min( $credit->credited, $owed );
5803 my $cust_credit_bill = new FS::cust_credit_bill ( {
5804 'crednum' => $credit->crednum,
5805 'invnum' => $cust_bill->invnum,
5806 'amount' => $amount,
5808 $cust_credit_bill->pkgnum( $credit->pkgnum )
5809 if $conf->exists('pkg-balances') && $credit->pkgnum;
5810 my $error = $cust_credit_bill->insert;
5812 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5816 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5820 my $total_unapplied_credits = $self->total_unapplied_credits;
5822 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5824 return $total_unapplied_credits;
5827 =item apply_payments [ OPTION => VALUE ... ]
5829 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5830 to outstanding invoice balances in chronological order.
5832 #and returns the value of any remaining unapplied payments.
5834 A hash of optional arguments may be passed. Currently "manual" is supported.
5835 If true, a payment receipt is sent instead of a statement when
5836 'payment_receipt_email' configuration option is set.
5838 Dies if there is an error.
5842 sub apply_payments {
5843 my( $self, %options ) = @_;
5845 local $SIG{HUP} = 'IGNORE';
5846 local $SIG{INT} = 'IGNORE';
5847 local $SIG{QUIT} = 'IGNORE';
5848 local $SIG{TERM} = 'IGNORE';
5849 local $SIG{TSTP} = 'IGNORE';
5850 local $SIG{PIPE} = 'IGNORE';
5852 my $oldAutoCommit = $FS::UID::AutoCommit;
5853 local $FS::UID::AutoCommit = 0;
5856 $self->select_for_update; #mutex
5860 my @payments = sort { $b->_date <=> $a->_date }
5861 grep { $_->unapplied > 0 }
5864 my @invoices = sort { $a->_date <=> $b->_date}
5865 grep { $_->owed > 0 }
5868 if ( $conf->exists('pkg-balances') ) {
5869 # limit @payments to those w/ a pkgnum grepped from $self
5871 foreach my $i (@invoices) {
5872 foreach my $li ( $i->cust_bill_pkg ) {
5873 $pkgnums{$li->pkgnum} = 1;
5876 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
5881 foreach my $cust_bill ( @invoices ) {
5883 if ( !defined($payment) || $payment->unapplied == 0 ) {
5884 $payment = pop @payments or last;
5888 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
5889 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
5891 $owed = $cust_bill->owed;
5893 unless ( $owed > 0 ) {
5894 push @payments, $payment;
5898 my $amount = min( $payment->unapplied, $owed );
5900 my $cust_bill_pay = new FS::cust_bill_pay ( {
5901 'paynum' => $payment->paynum,
5902 'invnum' => $cust_bill->invnum,
5903 'amount' => $amount,
5905 $cust_bill_pay->pkgnum( $payment->pkgnum )
5906 if $conf->exists('pkg-balances') && $payment->pkgnum;
5907 my $error = $cust_bill_pay->insert(%options);
5909 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5913 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5917 my $total_unapplied_payments = $self->total_unapplied_payments;
5919 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5921 return $total_unapplied_payments;
5926 Returns the total owed for this customer on all invoices
5927 (see L<FS::cust_bill/owed>).
5933 $self->total_owed_date(2145859200); #12/31/2037
5936 =item total_owed_date TIME
5938 Returns the total owed for this customer on all invoices with date earlier than
5939 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5940 see L<Time::Local> and L<Date::Parse> for conversion functions.
5944 sub total_owed_date {
5948 my $custnum = $self->custnum;
5950 my $owed_sql = FS::cust_bill->owed_sql;
5953 SELECT SUM($owed_sql) FROM cust_bill
5954 WHERE custnum = $custnum
5958 sprintf( "%.2f", $self->scalar_sql($sql) );
5962 =item total_owed_pkgnum PKGNUM
5964 Returns the total owed on all invoices for this customer's specific package
5965 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
5969 sub total_owed_pkgnum {
5970 my( $self, $pkgnum ) = @_;
5971 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
5974 =item total_owed_date_pkgnum TIME PKGNUM
5976 Returns the total owed for this customer's specific package when using
5977 experimental package balances on all invoices with date earlier than
5978 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5979 see L<Time::Local> and L<Date::Parse> for conversion functions.
5983 sub total_owed_date_pkgnum {
5984 my( $self, $time, $pkgnum ) = @_;
5987 foreach my $cust_bill (
5988 grep { $_->_date <= $time }
5989 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5991 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
5993 sprintf( "%.2f", $total_bill );
5999 Returns the total amount of all payments.
6006 $total += $_->paid foreach $self->cust_pay;
6007 sprintf( "%.2f", $total );
6010 =item total_unapplied_credits
6012 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6013 customer. See L<FS::cust_credit/credited>.
6015 =item total_credited
6017 Old name for total_unapplied_credits. Don't use.
6021 sub total_credited {
6022 #carp "total_credited deprecated, use total_unapplied_credits";
6023 shift->total_unapplied_credits(@_);
6026 sub total_unapplied_credits {
6029 my $custnum = $self->custnum;
6031 my $unapplied_sql = FS::cust_credit->unapplied_sql;
6034 SELECT SUM($unapplied_sql) FROM cust_credit
6035 WHERE custnum = $custnum
6038 sprintf( "%.2f", $self->scalar_sql($sql) );
6042 =item total_unapplied_credits_pkgnum PKGNUM
6044 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6045 customer. See L<FS::cust_credit/credited>.
6049 sub total_unapplied_credits_pkgnum {
6050 my( $self, $pkgnum ) = @_;
6051 my $total_credit = 0;
6052 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6053 sprintf( "%.2f", $total_credit );
6057 =item total_unapplied_payments
6059 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6060 See L<FS::cust_pay/unapplied>.
6064 sub total_unapplied_payments {
6067 my $custnum = $self->custnum;
6069 my $unapplied_sql = FS::cust_pay->unapplied_sql;
6072 SELECT SUM($unapplied_sql) FROM cust_pay
6073 WHERE custnum = $custnum
6076 sprintf( "%.2f", $self->scalar_sql($sql) );
6080 =item total_unapplied_payments_pkgnum PKGNUM
6082 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6083 specific package when using experimental package balances. See
6084 L<FS::cust_pay/unapplied>.
6088 sub total_unapplied_payments_pkgnum {
6089 my( $self, $pkgnum ) = @_;
6090 my $total_unapplied = 0;
6091 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6092 sprintf( "%.2f", $total_unapplied );
6096 =item total_unapplied_refunds
6098 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6099 customer. See L<FS::cust_refund/unapplied>.
6103 sub total_unapplied_refunds {
6105 my $custnum = $self->custnum;
6107 my $unapplied_sql = FS::cust_refund->unapplied_sql;
6110 SELECT SUM($unapplied_sql) FROM cust_refund
6111 WHERE custnum = $custnum
6114 sprintf( "%.2f", $self->scalar_sql($sql) );
6120 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6121 total_unapplied_credits minus total_unapplied_payments).
6127 $self->balance_date_range;
6130 =item balance_date TIME
6132 Returns the balance for this customer, only considering invoices with date
6133 earlier than TIME (total_owed_date minus total_credited minus
6134 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6135 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6142 $self->balance_date_range(shift);
6145 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
6147 Returns the balance for this customer, optionally considering invoices with
6148 date earlier than START_TIME, and not later than END_TIME
6149 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6151 Times are specified as SQL fragments or numeric
6152 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6153 L<Date::Parse> for conversion functions. The empty string can be passed
6154 to disable that time constraint completely.
6156 Available options are:
6160 =item unapplied_date
6162 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)
6168 sub balance_date_range {
6170 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6171 ') FROM cust_main WHERE custnum='. $self->custnum;
6172 sprintf( "%.2f", $self->scalar_sql($sql) );
6175 =item balance_pkgnum PKGNUM
6177 Returns the balance for this customer's specific package when using
6178 experimental package balances (total_owed plus total_unrefunded, minus
6179 total_unapplied_credits minus total_unapplied_payments)
6183 sub balance_pkgnum {
6184 my( $self, $pkgnum ) = @_;
6187 $self->total_owed_pkgnum($pkgnum)
6188 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6189 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6190 - $self->total_unapplied_credits_pkgnum($pkgnum)
6191 - $self->total_unapplied_payments_pkgnum($pkgnum)
6195 =item in_transit_payments
6197 Returns the total of requests for payments for this customer pending in
6198 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6202 sub in_transit_payments {
6204 my $in_transit_payments = 0;
6205 foreach my $pay_batch ( qsearch('pay_batch', {
6208 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6209 'batchnum' => $pay_batch->batchnum,
6210 'custnum' => $self->custnum,
6212 $in_transit_payments += $cust_pay_batch->amount;
6215 sprintf( "%.2f", $in_transit_payments );
6220 Returns a hash of useful information for making a payment.
6230 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6231 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6232 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6236 For credit card transactions:
6248 For electronic check transactions:
6263 $return{balance} = $self->balance;
6265 $return{payname} = $self->payname
6266 || ( $self->first. ' '. $self->get('last') );
6268 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6270 $return{payby} = $self->payby;
6271 $return{stateid_state} = $self->stateid_state;
6273 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6274 $return{card_type} = cardtype($self->payinfo);
6275 $return{payinfo} = $self->paymask;
6277 @return{'month', 'year'} = $self->paydate_monthyear;
6281 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6282 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6283 $return{payinfo1} = $payinfo1;
6284 $return{payinfo2} = $payinfo2;
6285 $return{paytype} = $self->paytype;
6286 $return{paystate} = $self->paystate;
6290 #doubleclick protection
6292 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6298 =item paydate_monthyear
6300 Returns a two-element list consisting of the month and year of this customer's
6301 paydate (credit card expiration date for CARD customers)
6305 sub paydate_monthyear {
6307 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6309 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6316 =item tax_exemption TAXNAME
6321 my( $self, $taxname ) = @_;
6323 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6324 'taxname' => $taxname,
6329 =item cust_main_exemption
6333 sub cust_main_exemption {
6335 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6338 =item invoicing_list [ ARRAYREF ]
6340 If an arguement is given, sets these email addresses as invoice recipients
6341 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6342 (except as warnings), so use check_invoicing_list first.
6344 Returns a list of email addresses (with svcnum entries expanded).
6346 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6347 check it without disturbing anything by passing nothing.
6349 This interface may change in the future.
6353 sub invoicing_list {
6354 my( $self, $arrayref ) = @_;
6357 my @cust_main_invoice;
6358 if ( $self->custnum ) {
6359 @cust_main_invoice =
6360 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6362 @cust_main_invoice = ();
6364 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6365 #warn $cust_main_invoice->destnum;
6366 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6367 #warn $cust_main_invoice->destnum;
6368 my $error = $cust_main_invoice->delete;
6369 warn $error if $error;
6372 if ( $self->custnum ) {
6373 @cust_main_invoice =
6374 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6376 @cust_main_invoice = ();
6378 my %seen = map { $_->address => 1 } @cust_main_invoice;
6379 foreach my $address ( @{$arrayref} ) {
6380 next if exists $seen{$address} && $seen{$address};
6381 $seen{$address} = 1;
6382 my $cust_main_invoice = new FS::cust_main_invoice ( {
6383 'custnum' => $self->custnum,
6386 my $error = $cust_main_invoice->insert;
6387 warn $error if $error;
6391 if ( $self->custnum ) {
6393 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6400 =item check_invoicing_list ARRAYREF
6402 Checks these arguements as valid input for the invoicing_list method. If there
6403 is an error, returns the error, otherwise returns false.
6407 sub check_invoicing_list {
6408 my( $self, $arrayref ) = @_;
6410 foreach my $address ( @$arrayref ) {
6412 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6413 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6416 my $cust_main_invoice = new FS::cust_main_invoice ( {
6417 'custnum' => $self->custnum,
6420 my $error = $self->custnum
6421 ? $cust_main_invoice->check
6422 : $cust_main_invoice->checkdest
6424 return $error if $error;
6428 return "Email address required"
6429 if $conf->exists('cust_main-require_invoicing_list_email')
6430 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6435 =item set_default_invoicing_list
6437 Sets the invoicing list to all accounts associated with this customer,
6438 overwriting any previous invoicing list.
6442 sub set_default_invoicing_list {
6444 $self->invoicing_list($self->all_emails);
6449 Returns the email addresses of all accounts provisioned for this customer.
6456 foreach my $cust_pkg ( $self->all_pkgs ) {
6457 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6459 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6460 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6462 $list{$_}=1 foreach map { $_->email } @svc_acct;
6467 =item invoicing_list_addpost
6469 Adds postal invoicing to this customer. If this customer is already configured
6470 to receive postal invoices, does nothing.
6474 sub invoicing_list_addpost {
6476 return if grep { $_ eq 'POST' } $self->invoicing_list;
6477 my @invoicing_list = $self->invoicing_list;
6478 push @invoicing_list, 'POST';
6479 $self->invoicing_list(\@invoicing_list);
6482 =item invoicing_list_emailonly
6484 Returns the list of email invoice recipients (invoicing_list without non-email
6485 destinations such as POST and FAX).
6489 sub invoicing_list_emailonly {
6491 warn "$me invoicing_list_emailonly called"
6493 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6496 =item invoicing_list_emailonly_scalar
6498 Returns the list of email invoice recipients (invoicing_list without non-email
6499 destinations such as POST and FAX) as a comma-separated scalar.
6503 sub invoicing_list_emailonly_scalar {
6505 warn "$me invoicing_list_emailonly_scalar called"
6507 join(', ', $self->invoicing_list_emailonly);
6510 =item referral_custnum_cust_main
6512 Returns the customer who referred this customer (or the empty string, if
6513 this customer was not referred).
6515 Note the difference with referral_cust_main method: This method,
6516 referral_custnum_cust_main returns the single customer (if any) who referred
6517 this customer, while referral_cust_main returns an array of customers referred
6522 sub referral_custnum_cust_main {
6524 return '' unless $self->referral_custnum;
6525 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6528 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6530 Returns an array of customers referred by this customer (referral_custnum set
6531 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6532 customers referred by customers referred by this customer and so on, inclusive.
6533 The default behavior is DEPTH 1 (no recursion).
6535 Note the difference with referral_custnum_cust_main method: This method,
6536 referral_cust_main, returns an array of customers referred BY this customer,
6537 while referral_custnum_cust_main returns the single customer (if any) who
6538 referred this customer.
6542 sub referral_cust_main {
6544 my $depth = @_ ? shift : 1;
6545 my $exclude = @_ ? shift : {};
6548 map { $exclude->{$_->custnum}++; $_; }
6549 grep { ! $exclude->{ $_->custnum } }
6550 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6554 map { $_->referral_cust_main($depth-1, $exclude) }
6561 =item referral_cust_main_ncancelled
6563 Same as referral_cust_main, except only returns customers with uncancelled
6568 sub referral_cust_main_ncancelled {
6570 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6573 =item referral_cust_pkg [ DEPTH ]
6575 Like referral_cust_main, except returns a flat list of all unsuspended (and
6576 uncancelled) packages for each customer. The number of items in this list may
6577 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6581 sub referral_cust_pkg {
6583 my $depth = @_ ? shift : 1;
6585 map { $_->unsuspended_pkgs }
6586 grep { $_->unsuspended_pkgs }
6587 $self->referral_cust_main($depth);
6590 =item referring_cust_main
6592 Returns the single cust_main record for the customer who referred this customer
6593 (referral_custnum), or false.
6597 sub referring_cust_main {
6599 return '' unless $self->referral_custnum;
6600 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6603 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6605 Applies a credit to this customer. If there is an error, returns the error,
6606 otherwise returns false.
6608 REASON can be a text string, an FS::reason object, or a scalar reference to
6609 a reasonnum. If a text string, it will be automatically inserted as a new
6610 reason, and a 'reason_type' option must be passed to indicate the
6611 FS::reason_type for the new reason.
6613 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6615 Any other options are passed to FS::cust_credit::insert.
6620 my( $self, $amount, $reason, %options ) = @_;
6622 my $cust_credit = new FS::cust_credit {
6623 'custnum' => $self->custnum,
6624 'amount' => $amount,
6627 if ( ref($reason) ) {
6629 if ( ref($reason) eq 'SCALAR' ) {
6630 $cust_credit->reasonnum( $$reason );
6632 $cust_credit->reasonnum( $reason->reasonnum );
6636 $cust_credit->set('reason', $reason)
6639 for (qw( addlinfo eventnum )) {
6640 $cust_credit->$_( delete $options{$_} )
6641 if exists($options{$_});
6644 $cust_credit->insert(%options);
6648 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6650 Creates a one-time charge for this customer. If there is an error, returns
6651 the error, otherwise returns false.
6653 New-style, with a hashref of options:
6655 my $error = $cust_main->charge(
6659 'start_date' => str2time('7/4/2009'),
6660 'pkg' => 'Description',
6661 'comment' => 'Comment',
6662 'additional' => [], #extra invoice detail
6663 'classnum' => 1, #pkg_class
6665 'setuptax' => '', # or 'Y' for tax exempt
6668 'taxclass' => 'Tax class',
6671 'taxproduct' => 2, #part_pkg_taxproduct
6672 'override' => {}, #XXX describe
6674 #will be filled in with the new object
6675 'cust_pkg_ref' => \$cust_pkg,
6677 #generate an invoice immediately
6679 'invoice_terms' => '', #with these terms
6685 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
6691 my ( $amount, $quantity, $start_date, $classnum );
6692 my ( $pkg, $comment, $additional );
6693 my ( $setuptax, $taxclass ); #internal taxes
6694 my ( $taxproduct, $override ); #vendor (CCH) taxes
6696 my $cust_pkg_ref = '';
6697 my ( $bill_now, $invoice_terms ) = ( 0, '' );
6698 if ( ref( $_[0] ) ) {
6699 $amount = $_[0]->{amount};
6700 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6701 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
6702 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
6703 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6704 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6705 : '$'. sprintf("%.2f",$amount);
6706 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6707 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6708 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6709 $additional = $_[0]->{additional} || [];
6710 $taxproduct = $_[0]->{taxproductnum};
6711 $override = { '' => $_[0]->{tax_override} };
6712 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
6713 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
6714 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
6719 $pkg = @_ ? shift : 'One-time charge';
6720 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6722 $taxclass = @_ ? shift : '';
6726 local $SIG{HUP} = 'IGNORE';
6727 local $SIG{INT} = 'IGNORE';
6728 local $SIG{QUIT} = 'IGNORE';
6729 local $SIG{TERM} = 'IGNORE';
6730 local $SIG{TSTP} = 'IGNORE';
6731 local $SIG{PIPE} = 'IGNORE';
6733 my $oldAutoCommit = $FS::UID::AutoCommit;
6734 local $FS::UID::AutoCommit = 0;
6737 my $part_pkg = new FS::part_pkg ( {
6739 'comment' => $comment,
6743 'classnum' => ( $classnum ? $classnum : '' ),
6744 'setuptax' => $setuptax,
6745 'taxclass' => $taxclass,
6746 'taxproductnum' => $taxproduct,
6749 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6750 ( 0 .. @$additional - 1 )
6752 'additional_count' => scalar(@$additional),
6753 'setup_fee' => $amount,
6756 my $error = $part_pkg->insert( options => \%options,
6757 tax_overrides => $override,
6760 $dbh->rollback if $oldAutoCommit;
6764 my $pkgpart = $part_pkg->pkgpart;
6765 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6766 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6767 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6768 $error = $type_pkgs->insert;
6770 $dbh->rollback if $oldAutoCommit;
6775 my $cust_pkg = new FS::cust_pkg ( {
6776 'custnum' => $self->custnum,
6777 'pkgpart' => $pkgpart,
6778 'quantity' => $quantity,
6779 'start_date' => $start_date,
6780 'no_auto' => $no_auto,
6783 $error = $cust_pkg->insert;
6785 $dbh->rollback if $oldAutoCommit;
6787 } elsif ( $cust_pkg_ref ) {
6788 ${$cust_pkg_ref} = $cust_pkg;
6792 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
6793 'pkg_list' => [ $cust_pkg ],
6796 $dbh->rollback if $oldAutoCommit;
6801 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6806 #=item charge_postal_fee
6808 #Applies a one time charge this customer. If there is an error,
6809 #returns the error, returns the cust_pkg charge object or false
6810 #if there was no charge.
6814 # This should be a customer event. For that to work requires that bill
6815 # also be a customer event.
6817 sub charge_postal_fee {
6820 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6821 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6823 my $cust_pkg = new FS::cust_pkg ( {
6824 'custnum' => $self->custnum,
6825 'pkgpart' => $pkgpart,
6829 my $error = $cust_pkg->insert;
6830 $error ? $error : $cust_pkg;
6835 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6841 map { $_ } #return $self->num_cust_bill unless wantarray;
6842 sort { $a->_date <=> $b->_date }
6843 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6846 =item open_cust_bill
6848 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6853 sub open_cust_bill {
6857 'table' => 'cust_bill',
6858 'hashref' => { 'custnum' => $self->custnum, },
6859 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
6860 'order_by' => 'ORDER BY _date ASC',
6865 =item cust_statements
6867 Returns all the statements (see L<FS::cust_statement>) for this customer.
6871 sub cust_statement {
6873 map { $_ } #return $self->num_cust_statement unless wantarray;
6874 sort { $a->_date <=> $b->_date }
6875 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
6880 Returns all the credits (see L<FS::cust_credit>) for this customer.
6886 map { $_ } #return $self->num_cust_credit unless wantarray;
6887 sort { $a->_date <=> $b->_date }
6888 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6891 =item cust_credit_pkgnum
6893 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
6894 package when using experimental package balances.
6898 sub cust_credit_pkgnum {
6899 my( $self, $pkgnum ) = @_;
6900 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
6901 sort { $a->_date <=> $b->_date }
6902 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
6903 'pkgnum' => $pkgnum,
6910 Returns all the payments (see L<FS::cust_pay>) for this customer.
6916 return $self->num_cust_pay unless wantarray;
6917 sort { $a->_date <=> $b->_date }
6918 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6923 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
6924 called automatically when the cust_pay method is used in a scalar context.
6930 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
6931 my $sth = dbh->prepare($sql) or die dbh->errstr;
6932 $sth->execute($self->custnum) or die $sth->errstr;
6933 $sth->fetchrow_arrayref->[0];
6936 =item cust_pay_pkgnum
6938 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
6939 package when using experimental package balances.
6943 sub cust_pay_pkgnum {
6944 my( $self, $pkgnum ) = @_;
6945 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
6946 sort { $a->_date <=> $b->_date }
6947 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
6948 'pkgnum' => $pkgnum,
6955 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6961 map { $_ } #return $self->num_cust_pay_void unless wantarray;
6962 sort { $a->_date <=> $b->_date }
6963 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6966 =item cust_pay_batch
6968 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6972 sub cust_pay_batch {
6974 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
6975 sort { $a->paybatchnum <=> $b->paybatchnum }
6976 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6979 =item cust_pay_pending
6981 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6982 (without status "done").
6986 sub cust_pay_pending {
6988 return $self->num_cust_pay_pending unless wantarray;
6989 sort { $a->_date <=> $b->_date }
6990 qsearch( 'cust_pay_pending', {
6991 'custnum' => $self->custnum,
6992 'status' => { op=>'!=', value=>'done' },
6997 =item num_cust_pay_pending
6999 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7000 customer (without status "done"). Also called automatically when the
7001 cust_pay_pending method is used in a scalar context.
7005 sub num_cust_pay_pending {
7007 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7008 " WHERE custnum = ? AND status != 'done' ";
7009 my $sth = dbh->prepare($sql) or die dbh->errstr;
7010 $sth->execute($self->custnum) or die $sth->errstr;
7011 $sth->fetchrow_arrayref->[0];
7016 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7022 map { $_ } #return $self->num_cust_refund unless wantarray;
7023 sort { $a->_date <=> $b->_date }
7024 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7027 =item display_custnum
7029 Returns the displayed customer number for this customer: agent_custid if
7030 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7034 sub display_custnum {
7036 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7037 return $self->agent_custid;
7039 return $self->custnum;
7045 Returns a name string for this customer, either "Company (Last, First)" or
7052 my $name = $self->contact;
7053 $name = $self->company. " ($name)" if $self->company;
7059 Returns a name string for this (service/shipping) contact, either
7060 "Company (Last, First)" or "Last, First".
7066 if ( $self->get('ship_last') ) {
7067 my $name = $self->ship_contact;
7068 $name = $self->ship_company. " ($name)" if $self->ship_company;
7077 Returns a name string for this customer, either "Company" or "First Last".
7083 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7086 =item ship_name_short
7088 Returns a name string for this (service/shipping) contact, either "Company"
7093 sub ship_name_short {
7095 if ( $self->get('ship_last') ) {
7096 $self->ship_company !~ /^\s*$/
7097 ? $self->ship_company
7098 : $self->ship_contact_firstlast;
7100 $self->name_company_or_firstlast;
7106 Returns this customer's full (billing) contact name only, "Last, First"
7112 $self->get('last'). ', '. $self->first;
7117 Returns this customer's full (shipping) contact name only, "Last, First"
7123 $self->get('ship_last')
7124 ? $self->get('ship_last'). ', '. $self->ship_first
7128 =item contact_firstlast
7130 Returns this customers full (billing) contact name only, "First Last".
7134 sub contact_firstlast {
7136 $self->first. ' '. $self->get('last');
7139 =item ship_contact_firstlast
7141 Returns this customer's full (shipping) contact name only, "First Last".
7145 sub ship_contact_firstlast {
7147 $self->get('ship_last')
7148 ? $self->first. ' '. $self->get('ship_last')
7149 : $self->contact_firstlast;
7154 Returns this customer's full country name
7160 code2country($self->country);
7163 =item geocode DATA_VENDOR
7165 Returns a value for the customer location as encoded by DATA_VENDOR.
7166 Currently this only makes sense for "CCH" as DATA_VENDOR.
7171 my ($self, $data_vendor) = (shift, shift); #always cch for now
7173 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7174 return $geocode if $geocode;
7176 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7180 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7181 if $self->country eq 'US';
7185 #CCH specific location stuff
7186 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7188 my @cust_tax_location =
7190 'table' => 'cust_tax_location',
7191 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7192 'extra_sql' => $extra_sql,
7193 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7196 $geocode = $cust_tax_location[0]->geocode
7197 if scalar(@cust_tax_location);
7206 Returns a status string for this customer, currently:
7210 =item prospect - No packages have ever been ordered
7212 =item ordered - Recurring packages all are new (not yet billed).
7214 =item active - One or more recurring packages is active
7216 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7218 =item suspended - All non-cancelled recurring packages are suspended
7220 =item cancelled - All recurring packages are cancelled
7226 sub status { shift->cust_status(@_); }
7230 # prospect ordered active inactive suspended cancelled
7231 for my $status ( FS::cust_main->statuses() ) {
7232 my $method = $status.'_sql';
7233 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7234 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7235 $sth->execute( ($self->custnum) x $numnum )
7236 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7237 return $status if $sth->fetchrow_arrayref->[0];
7241 =item ucfirst_cust_status
7243 =item ucfirst_status
7245 Returns the status with the first character capitalized.
7249 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7251 sub ucfirst_cust_status {
7253 ucfirst($self->cust_status);
7258 Returns a hex triplet color string for this customer's status.
7262 use vars qw(%statuscolor);
7263 tie %statuscolor, 'Tie::IxHash',
7264 'prospect' => '7e0079', #'000000', #black? naw, purple
7265 'active' => '00CC00', #green
7266 'ordered' => '009999', #teal? cyan?
7267 'inactive' => '0000CC', #blue
7268 'suspended' => 'FF9900', #yellow
7269 'cancelled' => 'FF0000', #red
7272 sub statuscolor { shift->cust_statuscolor(@_); }
7274 sub cust_statuscolor {
7276 $statuscolor{$self->cust_status};
7281 Returns an array of hashes representing the customer's RT tickets.
7288 my $num = $conf->config('cust_main-max_tickets') || 10;
7291 if ( $conf->config('ticket_system') ) {
7292 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7294 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7298 foreach my $priority (
7299 $conf->config('ticket_system-custom_priority_field-values'), ''
7301 last if scalar(@tickets) >= $num;
7303 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7304 $num - scalar(@tickets),
7314 # Return services representing svc_accts in customer support packages
7315 sub support_services {
7317 my %packages = map { $_ => 1 } $conf->config('support_packages');
7319 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7320 grep { $_->part_svc->svcdb eq 'svc_acct' }
7321 map { $_->cust_svc }
7322 grep { exists $packages{ $_->pkgpart } }
7323 $self->ncancelled_pkgs;
7327 # Return a list of latitude/longitude for one of the services (if any)
7328 sub service_coordinates {
7332 grep { $_->latitude && $_->longitude }
7334 map { $_->cust_svc }
7335 $self->ncancelled_pkgs;
7337 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7342 =head1 CLASS METHODS
7348 Class method that returns the list of possible status strings for customers
7349 (see L<the status method|/status>). For example:
7351 @statuses = FS::cust_main->statuses();
7356 #my $self = shift; #could be class...
7362 Returns an SQL expression identifying prospective cust_main records (customers
7363 with no packages ever ordered)
7367 use vars qw($select_count_pkgs);
7368 $select_count_pkgs =
7369 "SELECT COUNT(*) FROM cust_pkg
7370 WHERE cust_pkg.custnum = cust_main.custnum";
7372 sub select_count_pkgs_sql {
7377 " 0 = ( $select_count_pkgs ) ";
7382 Returns an SQL expression identifying ordered cust_main records (customers with
7383 recurring packages not yet setup).
7388 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->ordered_sql. " ) ";
7393 Returns an SQL expression identifying active cust_main records (customers with
7394 active recurring packages).
7399 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
7404 Returns an SQL expression identifying inactive cust_main records (customers with
7405 no active recurring packages, but otherwise unsuspended/uncancelled).
7409 sub inactive_sql { "
7410 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7412 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7418 Returns an SQL expression identifying suspended cust_main records.
7423 sub suspended_sql { susp_sql(@_); }
7425 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7427 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7433 Returns an SQL expression identifying cancelled cust_main records.
7437 sub cancelled_sql { cancel_sql(@_); }
7440 my $recurring_sql = FS::cust_pkg->recurring_sql;
7441 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7444 0 < ( $select_count_pkgs )
7445 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7446 AND 0 = ( $select_count_pkgs AND $recurring_sql
7447 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7449 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7455 =item uncancelled_sql
7457 Returns an SQL expression identifying un-cancelled cust_main records.
7461 sub uncancelled_sql { uncancel_sql(@_); }
7462 sub uncancel_sql { "
7463 ( 0 < ( $select_count_pkgs
7464 AND ( cust_pkg.cancel IS NULL
7465 OR cust_pkg.cancel = 0
7468 OR 0 = ( $select_count_pkgs )
7474 Returns an SQL fragment to retreive the balance.
7479 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7480 WHERE cust_bill.custnum = cust_main.custnum )
7481 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7482 WHERE cust_pay.custnum = cust_main.custnum )
7483 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7484 WHERE cust_credit.custnum = cust_main.custnum )
7485 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7486 WHERE cust_refund.custnum = cust_main.custnum )
7489 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
7491 Returns an SQL fragment to retreive the balance for this customer, optionally
7492 considering invoices with date earlier than START_TIME, and not
7493 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7494 total_unapplied_payments).
7496 Times are specified as SQL fragments or numeric
7497 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7498 L<Date::Parse> for conversion functions. The empty string can be passed
7499 to disable that time constraint completely.
7501 Available options are:
7505 =item unapplied_date
7507 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)
7512 set to true to remove all customer comparison clauses, for totals
7517 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7522 JOIN clause (typically used with the total option)
7526 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7527 time will be ignored. Note that START_TIME and END_TIME only limit the date
7528 range for invoices and I<unapplied> payments, credits, and refunds.
7534 sub balance_date_sql {
7535 my( $class, $start, $end, %opt ) = @_;
7537 my $cutoff = $opt{'cutoff'};
7539 my $owed = FS::cust_bill->owed_sql($cutoff);
7540 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
7541 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
7542 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7544 my $j = $opt{'join'} || '';
7546 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7547 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7548 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7549 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7551 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7552 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7553 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7554 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7559 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7561 Returns an SQL fragment to retreive the total unapplied payments for this
7562 customer, only considering invoices with date earlier than START_TIME, and
7563 optionally not later than END_TIME.
7565 Times are specified as SQL fragments or numeric
7566 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7567 L<Date::Parse> for conversion functions. The empty string can be passed
7568 to disable that time constraint completely.
7570 Available options are:
7574 sub unapplied_payments_date_sql {
7575 my( $class, $start, $end, %opt ) = @_;
7577 my $cutoff = $opt{'cutoff'};
7579 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7581 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7582 'unapplied_date'=>1 );
7584 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7587 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7589 Helper method for balance_date_sql; name (and usage) subject to change
7590 (suggestions welcome).
7592 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7593 cust_refund, cust_credit or cust_pay).
7595 If TABLE is "cust_bill" or the unapplied_date option is true, only
7596 considers records with date earlier than START_TIME, and optionally not
7597 later than END_TIME .
7601 sub _money_table_where {
7602 my( $class, $table, $start, $end, %opt ) = @_;
7605 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7606 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7607 push @where, "$table._date <= $start" if defined($start) && length($start);
7608 push @where, "$table._date > $end" if defined($end) && length($end);
7610 push @where, @{$opt{'where'}} if $opt{'where'};
7611 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7617 =item search HASHREF
7621 Returns a qsearch hash expression to search for parameters specified in
7622 HASHREF. Valid parameters are
7630 =item cancelled_pkgs
7636 listref of start date, end date
7646 =item current_balance
7648 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7652 =item flattened_pkgs
7661 my ($class, $params) = @_;
7672 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7674 "cust_main.agentnum = $1";
7678 # do the same for user
7681 if ( $params->{'usernum'} =~ /^(\d+)$/ and $1 ) {
7683 "cust_main.usernum = $1";
7690 #prospect ordered active inactive suspended cancelled
7691 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7692 my $method = $params->{'status'}. '_sql';
7693 #push @where, $class->$method();
7694 push @where, FS::cust_main->$method();
7698 # parse cancelled package checkbox
7703 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7704 unless $params->{'cancelled_pkgs'};
7707 # parse without census tract checkbox
7710 push @where, "(censustract = '' or censustract is null)"
7711 if $params->{'no_censustract'};
7717 foreach my $field (qw( signupdate )) {
7719 next unless exists($params->{$field});
7721 my($beginning, $ending, $hour) = @{$params->{$field}};
7724 "cust_main.$field IS NOT NULL",
7725 "cust_main.$field >= $beginning",
7726 "cust_main.$field <= $ending";
7728 # XXX: do this for mysql and/or pull it out of here
7730 if ($dbh->{Driver}->{Name} eq 'Pg') {
7731 push @where, "extract(hour from to_timestamp(cust_main.$field)) = $hour";
7734 warn "search by time of day not supported on ".$dbh->{Driver}->{Name}." databases";
7738 $orderby ||= "ORDER BY cust_main.$field";
7746 if ( $params->{'classnum'} ) {
7748 my @classnum = ref( $params->{'classnum'} )
7749 ? @{ $params->{'classnum'} }
7750 : ( $params->{'classnum'} );
7752 @classnum = grep /^(\d*)$/, @classnum;
7755 push @where, '( '. join(' OR ', map {
7756 $_ ? "cust_main.classnum = $_"
7757 : "cust_main.classnum IS NULL"
7770 if ( $params->{'payby'} ) {
7772 my @payby = ref( $params->{'payby'} )
7773 ? @{ $params->{'payby'} }
7774 : ( $params->{'payby'} );
7776 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7778 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
7784 # paydate_year / paydate_month
7787 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
7789 $params->{'paydate_month'} =~ /^(\d\d?)$/
7790 or die "paydate_year without paydate_month?";
7794 'paydate IS NOT NULL',
7796 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
7804 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
7806 if ( $1 eq 'NULL' ) {
7808 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
7811 "cust_main.invoice_terms IS NOT NULL",
7812 "cust_main.invoice_terms = '$1'";
7820 if ( $params->{'current_balance'} ) {
7822 #my $balance_sql = $class->balance_sql();
7823 my $balance_sql = FS::cust_main->balance_sql();
7825 my @current_balance =
7826 ref( $params->{'current_balance'} )
7827 ? @{ $params->{'current_balance'} }
7828 : ( $params->{'current_balance'} );
7830 push @where, map { s/current_balance/$balance_sql/; $_ }
7839 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7841 "cust_main.custbatch = '$1'";
7845 # setup queries, subs, etc. for the search
7848 $orderby ||= 'ORDER BY custnum';
7850 # here is the agent virtualization
7851 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7853 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7855 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7857 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7859 my $select = join(', ',
7860 'cust_main.custnum',
7861 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7864 my(@extra_headers) = ();
7865 my(@extra_fields) = ();
7867 if ($params->{'flattened_pkgs'}) {
7869 if ($dbh->{Driver}->{Name} eq 'Pg') {
7871 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7873 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7874 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7875 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7877 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7878 "omitting packing information from report.";
7881 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";
7883 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7884 $sth->execute() or die $sth->errstr;
7885 my $headerrow = $sth->fetchrow_arrayref;
7886 my $headercount = $headerrow ? $headerrow->[0] : 0;
7887 while($headercount) {
7888 unshift @extra_headers, "Package ". $headercount;
7889 unshift @extra_fields, eval q!sub {my $c = shift;
7890 my @a = split '\|', $c->magic;
7891 my $p = $a[!.--$headercount. q!];
7899 'table' => 'cust_main',
7900 'select' => $select,
7902 'extra_sql' => $extra_sql,
7903 'order_by' => $orderby,
7904 'count_query' => $count_query,
7905 'extra_headers' => \@extra_headers,
7906 'extra_fields' => \@extra_fields,
7911 =item email_search_result HASHREF
7915 Emails a notice to the specified customers.
7917 Valid parameters are those of the L<search> method, plus the following:
7939 Optional job queue job for status updates.
7943 Returns an error message, or false for success.
7945 If an error occurs during any email, stops the enture send and returns that
7946 error. Presumably if you're getting SMTP errors aborting is better than
7947 retrying everything.
7951 sub email_search_result {
7952 my($class, $params) = @_;
7954 my $from = delete $params->{from};
7955 my $subject = delete $params->{subject};
7956 my $html_body = delete $params->{html_body};
7957 my $text_body = delete $params->{text_body};
7959 my $job = delete $params->{'job'};
7961 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
7962 unless ref($params->{'payby'});
7964 my $sql_query = $class->search($params);
7966 my $count_query = delete($sql_query->{'count_query'});
7967 my $count_sth = dbh->prepare($count_query)
7968 or die "Error preparing $count_query: ". dbh->errstr;
7970 or die "Error executing $count_query: ". $count_sth->errstr;
7971 my $count_arrayref = $count_sth->fetchrow_arrayref;
7972 my $num_cust = $count_arrayref->[0];
7974 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7975 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7978 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7980 #eventually order+limit magic to reduce memory use?
7981 foreach my $cust_main ( qsearch($sql_query) ) {
7983 my $to = $cust_main->invoicing_list_emailonly_scalar;
7986 my $error = send_email(
7990 'subject' => $subject,
7991 'html_body' => $html_body,
7992 'text_body' => $text_body,
7995 return $error if $error;
7997 if ( $job ) { #progressbar foo
7999 if ( time - $min_sec > $last ) {
8000 my $error = $job->update_statustext(
8001 int( 100 * $num / $num_cust )
8003 die $error if $error;
8013 use Storable qw(thaw);
8016 sub process_email_search_result {
8018 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8020 my $param = thaw(decode_base64(shift));
8021 warn Dumper($param) if $DEBUG;
8023 $param->{'job'} = $job;
8025 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8026 unless ref($param->{'payby'});
8028 my $error = FS::cust_main->email_search_result( $param );
8029 die $error if $error;
8033 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8035 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8036 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8037 specified (the appropriate ship_ field is also searched).
8039 Additional options are the same as FS::Record::qsearch
8044 my( $self, $fuzzy, $hash, @opt) = @_;
8049 check_and_rebuild_fuzzyfiles();
8050 foreach my $field ( keys %$fuzzy ) {
8052 my $all = $self->all_X($field);
8053 next unless scalar(@$all);
8056 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8059 foreach ( keys %match ) {
8060 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8061 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8064 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8067 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8069 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8077 Returns a masked version of the named field
8082 my ($self,$field) = @_;
8086 'x'x(length($self->getfield($field))-4).
8087 substr($self->getfield($field), (length($self->getfield($field))-4));
8097 =item smart_search OPTION => VALUE ...
8099 Accepts the following options: I<search>, the string to search for. The string
8100 will be searched for as a customer number, phone number, name or company name,
8101 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8102 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8103 skip fuzzy matching when an exact match is found.
8105 Any additional options are treated as an additional qualifier on the search
8108 Returns a (possibly empty) array of FS::cust_main objects.
8115 #here is the agent virtualization
8116 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8120 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8121 my $search = delete $options{'search'};
8122 ( my $alphanum_search = $search ) =~ s/\W//g;
8124 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8126 #false laziness w/Record::ut_phone
8127 my $phonen = "$1-$2-$3";
8128 $phonen .= " x$4" if $4;
8130 push @cust_main, qsearch( {
8131 'table' => 'cust_main',
8132 'hashref' => { %options },
8133 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8135 join(' OR ', map "$_ = '$phonen'",
8136 qw( daytime night fax
8137 ship_daytime ship_night ship_fax )
8140 " AND $agentnums_sql", #agent virtualization
8143 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8144 #try looking for matches with extensions unless one was specified
8146 push @cust_main, qsearch( {
8147 'table' => 'cust_main',
8148 'hashref' => { %options },
8149 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8151 join(' OR ', map "$_ LIKE '$phonen\%'",
8153 ship_daytime ship_night )
8156 " AND $agentnums_sql", #agent virtualization
8161 # custnum search (also try agent_custid), with some tweaking options if your
8162 # legacy cust "numbers" have letters
8165 if ( $search =~ /^\s*(\d+)\s*$/
8166 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8167 && $search =~ /^\s*(\w\w?\d+)\s*$/
8169 || ( $conf->exists('address1-search' )
8170 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8177 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8178 push @cust_main, qsearch( {
8179 'table' => 'cust_main',
8180 'hashref' => { 'custnum' => $num, %options },
8181 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8185 push @cust_main, qsearch( {
8186 'table' => 'cust_main',
8187 'hashref' => { 'agent_custid' => $num, %options },
8188 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8191 if ( $conf->exists('address1-search') ) {
8192 my $len = length($num);
8194 foreach my $prefix ( '', 'ship_' ) {
8195 push @cust_main, qsearch( {
8196 'table' => 'cust_main',
8197 'hashref' => { %options, },
8199 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8200 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8201 " AND $agentnums_sql",
8206 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8208 my($company, $last, $first) = ( $1, $2, $3 );
8210 # "Company (Last, First)"
8211 #this is probably something a browser remembered,
8212 #so just do an exact search (but case-insensitive, so USPS standardization
8213 #doesn't throw a wrench in the works)
8215 foreach my $prefix ( '', 'ship_' ) {
8216 push @cust_main, qsearch( {
8217 'table' => 'cust_main',
8218 'hashref' => { %options },
8220 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8222 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8223 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8224 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8230 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8231 # try (ship_){last,company}
8235 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8236 # # full strings the browser remembers won't work
8237 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8239 use Lingua::EN::NameParse;
8240 my $NameParse = new Lingua::EN::NameParse(
8242 allow_reversed => 1,
8245 my($last, $first) = ( '', '' );
8246 #maybe disable this too and just rely on NameParse?
8247 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8249 ($last, $first) = ( $1, $2 );
8251 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8252 } elsif ( ! $NameParse->parse($value) ) {
8254 my %name = $NameParse->components;
8255 $first = $name{'given_name_1'};
8256 $last = $name{'surname_1'};
8260 if ( $first && $last ) {
8262 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8265 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8267 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8268 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8271 push @cust_main, qsearch( {
8272 'table' => 'cust_main',
8273 'hashref' => \%options,
8274 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8277 # or it just be something that was typed in... (try that in a sec)
8281 my $q_value = dbh->quote($value);
8284 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8285 $sql .= " ( LOWER(last) = $q_value
8286 OR LOWER(company) = $q_value
8287 OR LOWER(ship_last) = $q_value
8288 OR LOWER(ship_company) = $q_value
8290 $sql .= " OR LOWER(address1) = $q_value
8291 OR LOWER(ship_address1) = $q_value
8293 if $conf->exists('address1-search');
8296 push @cust_main, qsearch( {
8297 'table' => 'cust_main',
8298 'hashref' => \%options,
8299 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8302 #no exact match, trying substring/fuzzy
8303 #always do substring & fuzzy (unless they're explicity config'ed off)
8304 #getting complaints searches are not returning enough
8305 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8307 #still some false laziness w/search (was search/cust_main.cgi)
8312 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8313 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8316 if ( $first && $last ) {
8319 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8320 'last' => { op=>'ILIKE', value=>"%$last%" },
8322 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8323 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8330 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8331 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8335 if ( $conf->exists('address1-search') ) {
8337 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
8338 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
8342 foreach my $hashref ( @hashrefs ) {
8344 push @cust_main, qsearch( {
8345 'table' => 'cust_main',
8346 'hashref' => { %$hashref,
8349 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8358 " AND $agentnums_sql", #extra_sql #agent virtualization
8361 if ( $first && $last ) {
8362 push @cust_main, FS::cust_main->fuzzy_search(
8363 { 'last' => $last, #fuzzy hashref
8364 'first' => $first }, #
8368 foreach my $field ( 'last', 'company' ) {
8370 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8372 if ( $conf->exists('address1-search') ) {
8374 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
8381 #eliminate duplicates
8383 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8391 Accepts the following options: I<email>, the email address to search for. The
8392 email address will be searched for as an email invoice destination and as an
8395 #Any additional options are treated as an additional qualifier on the search
8396 #(i.e. I<agentnum>).
8398 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8408 my $email = delete $options{'email'};
8410 #we're only being used by RT at the moment... no agent virtualization yet
8411 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8415 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8417 my ( $user, $domain ) = ( $1, $2 );
8419 warn "$me smart_search: searching for $user in domain $domain"
8425 'table' => 'cust_main_invoice',
8426 'hashref' => { 'dest' => $email },
8433 map $_->cust_svc->cust_pkg,
8435 'table' => 'svc_acct',
8436 'hashref' => { 'username' => $user, },
8438 'AND ( SELECT domain FROM svc_domain
8439 WHERE svc_acct.domsvc = svc_domain.svcnum
8440 ) = '. dbh->quote($domain),
8446 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8448 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8455 =item check_and_rebuild_fuzzyfiles
8459 sub check_and_rebuild_fuzzyfiles {
8460 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8461 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8464 =item rebuild_fuzzyfiles
8468 sub rebuild_fuzzyfiles {
8470 use Fcntl qw(:flock);
8472 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8473 mkdir $dir, 0700 unless -d $dir;
8475 foreach my $fuzzy ( @fuzzyfields ) {
8477 open(LOCK,">>$dir/cust_main.$fuzzy")
8478 or die "can't open $dir/cust_main.$fuzzy: $!";
8480 or die "can't lock $dir/cust_main.$fuzzy: $!";
8482 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8483 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8485 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8486 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8487 " WHERE $field != '' AND $field IS NOT NULL");
8488 $sth->execute or die $sth->errstr;
8490 while ( my $row = $sth->fetchrow_arrayref ) {
8491 print CACHE $row->[0]. "\n";
8496 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8498 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8509 my( $self, $field ) = @_;
8510 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8511 open(CACHE,"<$dir/cust_main.$field")
8512 or die "can't open $dir/cust_main.$field: $!";
8513 my @array = map { chomp; $_; } <CACHE>;
8518 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
8522 sub append_fuzzyfiles {
8523 #my( $first, $last, $company ) = @_;
8525 &check_and_rebuild_fuzzyfiles;
8527 use Fcntl qw(:flock);
8529 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8531 foreach my $field (@fuzzyfields) {
8536 open(CACHE,">>$dir/cust_main.$field")
8537 or die "can't open $dir/cust_main.$field: $!";
8538 flock(CACHE,LOCK_EX)
8539 or die "can't lock $dir/cust_main.$field: $!";
8541 print CACHE "$value\n";
8543 flock(CACHE,LOCK_UN)
8544 or die "can't unlock $dir/cust_main.$field: $!";
8559 #warn join('-',keys %$param);
8560 my $fh = $param->{filehandle};
8561 my @fields = @{$param->{fields}};
8563 eval "use Text::CSV_XS;";
8566 my $csv = new Text::CSV_XS;
8573 local $SIG{HUP} = 'IGNORE';
8574 local $SIG{INT} = 'IGNORE';
8575 local $SIG{QUIT} = 'IGNORE';
8576 local $SIG{TERM} = 'IGNORE';
8577 local $SIG{TSTP} = 'IGNORE';
8578 local $SIG{PIPE} = 'IGNORE';
8580 my $oldAutoCommit = $FS::UID::AutoCommit;
8581 local $FS::UID::AutoCommit = 0;
8584 #while ( $columns = $csv->getline($fh) ) {
8586 while ( defined($line=<$fh>) ) {
8588 $csv->parse($line) or do {
8589 $dbh->rollback if $oldAutoCommit;
8590 return "can't parse: ". $csv->error_input();
8593 my @columns = $csv->fields();
8594 #warn join('-',@columns);
8597 foreach my $field ( @fields ) {
8598 $row{$field} = shift @columns;
8601 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8602 unless ( $cust_main ) {
8603 $dbh->rollback if $oldAutoCommit;
8604 return "unknown custnum $row{'custnum'}";
8607 if ( $row{'amount'} > 0 ) {
8608 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8610 $dbh->rollback if $oldAutoCommit;
8614 } elsif ( $row{'amount'} < 0 ) {
8615 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8618 $dbh->rollback if $oldAutoCommit;
8628 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8630 return "Empty file!" unless $imported;
8636 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8638 Sends a templated email notification to the customer (see L<Text::Template>).
8640 OPTIONS is a hash and may include
8642 I<from> - the email sender (default is invoice_from)
8644 I<to> - comma-separated scalar or arrayref of recipients
8645 (default is invoicing_list)
8647 I<subject> - The subject line of the sent email notification
8648 (default is "Notice from company_name")
8650 I<extra_fields> - a hashref of name/value pairs which will be substituted
8653 The following variables are vavailable in the template.
8655 I<$first> - the customer first name
8656 I<$last> - the customer last name
8657 I<$company> - the customer company
8658 I<$payby> - a description of the method of payment for the customer
8659 # would be nice to use FS::payby::shortname
8660 I<$payinfo> - the account information used to collect for this customer
8661 I<$expdate> - the expiration of the customer payment in seconds from epoch
8666 my ($self, $template, %options) = @_;
8668 return unless $conf->exists($template);
8670 my $from = $conf->config('invoice_from', $self->agentnum)
8671 if $conf->exists('invoice_from', $self->agentnum);
8672 $from = $options{from} if exists($options{from});
8674 my $to = join(',', $self->invoicing_list_emailonly);
8675 $to = $options{to} if exists($options{to});
8677 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8678 if $conf->exists('company_name', $self->agentnum);
8679 $subject = $options{subject} if exists($options{subject});
8681 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8682 SOURCE => [ map "$_\n",
8683 $conf->config($template)]
8685 or die "can't create new Text::Template object: Text::Template::ERROR";
8686 $notify_template->compile()
8687 or die "can't compile template: Text::Template::ERROR";
8689 $FS::notify_template::_template::company_name =
8690 $conf->config('company_name', $self->agentnum);
8691 $FS::notify_template::_template::company_address =
8692 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8694 my $paydate = $self->paydate || '2037-12-31';
8695 $FS::notify_template::_template::first = $self->first;
8696 $FS::notify_template::_template::last = $self->last;
8697 $FS::notify_template::_template::company = $self->company;
8698 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8699 my $payby = $self->payby;
8700 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8701 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8703 #credit cards expire at the end of the month/year of their exp date
8704 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8705 $FS::notify_template::_template::payby = 'credit card';
8706 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8707 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8709 }elsif ($payby eq 'COMP') {
8710 $FS::notify_template::_template::payby = 'complimentary account';
8712 $FS::notify_template::_template::payby = 'current method';
8714 $FS::notify_template::_template::expdate = $expire_time;
8716 for (keys %{$options{extra_fields}}){
8718 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8721 send_email(from => $from,
8723 subject => $subject,
8724 body => $notify_template->fill_in( PACKAGE =>
8725 'FS::notify_template::_template' ),
8730 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8732 Generates a templated notification to the customer (see L<Text::Template>).
8734 OPTIONS is a hash and may include
8736 I<extra_fields> - a hashref of name/value pairs which will be substituted
8737 into the template. These values may override values mentioned below
8738 and those from the customer record.
8740 The following variables are available in the template instead of or in addition
8741 to the fields of the customer record.
8743 I<$payby> - a description of the method of payment for the customer
8744 # would be nice to use FS::payby::shortname
8745 I<$payinfo> - the masked account information used to collect for this customer
8746 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8747 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8751 sub generate_letter {
8752 my ($self, $template, %options) = @_;
8754 return unless $conf->exists($template);
8756 my $letter_template = new Text::Template
8758 SOURCE => [ map "$_\n", $conf->config($template)],
8759 DELIMITERS => [ '[@--', '--@]' ],
8761 or die "can't create new Text::Template object: Text::Template::ERROR";
8763 $letter_template->compile()
8764 or die "can't compile template: Text::Template::ERROR";
8766 my %letter_data = map { $_ => $self->$_ } $self->fields;
8767 $letter_data{payinfo} = $self->mask_payinfo;
8769 #my $paydate = $self->paydate || '2037-12-31';
8770 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8772 my $payby = $self->payby;
8773 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8774 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8776 #credit cards expire at the end of the month/year of their exp date
8777 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8778 $letter_data{payby} = 'credit card';
8779 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8780 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8782 }elsif ($payby eq 'COMP') {
8783 $letter_data{payby} = 'complimentary account';
8785 $letter_data{payby} = 'current method';
8787 $letter_data{expdate} = $expire_time;
8789 for (keys %{$options{extra_fields}}){
8790 $letter_data{$_} = $options{extra_fields}->{$_};
8793 unless(exists($letter_data{returnaddress})){
8794 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8795 $self->agent_template)
8797 if ( length($retadd) ) {
8798 $letter_data{returnaddress} = $retadd;
8799 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8800 $letter_data{returnaddress} =
8801 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8802 $conf->config('company_address', $self->agentnum)
8805 $letter_data{returnaddress} = '~';
8809 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8811 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8813 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8814 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8818 ) or die "can't open temp file: $!\n";
8820 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8822 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8826 =item print_ps TEMPLATE
8828 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8834 my $file = $self->generate_letter(@_);
8835 FS::Misc::generate_ps($file);
8838 =item print TEMPLATE
8840 Prints the filled in template.
8842 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8846 sub queueable_print {
8849 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8850 or die "invalid customer number: " . $opt{custvnum};
8852 my $error = $self->print( $opt{template} );
8853 die $error if $error;
8857 my ($self, $template) = (shift, shift);
8858 do_print [ $self->print_ps($template) ];
8861 #these three subs should just go away once agent stuff is all config overrides
8863 sub agent_template {
8865 $self->_agent_plandata('agent_templatename');
8868 sub agent_invoice_from {
8870 $self->_agent_plandata('agent_invoice_from');
8873 sub _agent_plandata {
8874 my( $self, $option ) = @_;
8876 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8877 #agent-specific Conf
8879 use FS::part_event::Condition;
8881 my $agentnum = $self->agentnum;
8883 my $regexp = regexp_sql();
8885 my $part_event_option =
8887 'select' => 'part_event_option.*',
8888 'table' => 'part_event_option',
8890 LEFT JOIN part_event USING ( eventpart )
8891 LEFT JOIN part_event_option AS peo_agentnum
8892 ON ( part_event.eventpart = peo_agentnum.eventpart
8893 AND peo_agentnum.optionname = 'agentnum'
8894 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8896 LEFT JOIN part_event_condition
8897 ON ( part_event.eventpart = part_event_condition.eventpart
8898 AND part_event_condition.conditionname = 'cust_bill_age'
8900 LEFT JOIN part_event_condition_option
8901 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8902 AND part_event_condition_option.optionname = 'age'
8905 #'hashref' => { 'optionname' => $option },
8906 #'hashref' => { 'part_event_option.optionname' => $option },
8908 " WHERE part_event_option.optionname = ". dbh->quote($option).
8909 " AND action = 'cust_bill_send_agent' ".
8910 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8911 " AND peo_agentnum.optionname = 'agentnum' ".
8912 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8914 CASE WHEN part_event_condition_option.optionname IS NULL
8916 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8918 , part_event.weight".
8922 unless ( $part_event_option ) {
8923 return $self->agent->invoice_template || ''
8924 if $option eq 'agent_templatename';
8928 $part_event_option->optionvalue;
8932 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
8934 Subroutine (not a method), designed to be called from the queue.
8936 Takes a list of options and values.
8938 Pulls up the customer record via the custnum option and calls bill_and_collect.
8943 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8945 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8946 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
8948 $cust_main->bill_and_collect( %args );
8951 sub _upgrade_data { #class method
8952 my ($class, %opts) = @_;
8954 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8955 my $sth = dbh->prepare($sql) or die dbh->errstr;
8956 $sth->execute or die $sth->errstr;
8958 local($ignore_expired_card) = 1;
8959 $class->_upgrade_otaker(%opts);
8969 The delete method should possibly take an FS::cust_main object reference
8970 instead of a scalar customer number.
8972 Bill and collect options should probably be passed as references instead of a
8975 There should probably be a configuration file with a list of allowed credit
8978 No multiple currency support (probably a larger project than just this module).
8980 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8982 Birthdates rely on negative epoch values.
8984 The payby for card/check batches is broken. With mixed batching, bad
8987 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8991 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8992 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8993 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.