X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=FS%2FFS%2Fcust_main.pm;h=11d77639327cedc03ec5bdf73d225b33a6eeb2c0;hp=f0a479997292d5554e3790f5b180e0ce91b3ddbc;hb=c5a2d3613acdc3b9ab6f32eaf5316c2834071417;hpb=5f8111de04a4a914c72a1642722476db4728339c

diff --git a/FS/FS/cust_main.pm b/FS/FS/cust_main.pm
index f0a479997..11d776393 100644
--- a/FS/FS/cust_main.pm
+++ b/FS/FS/cust_main.pm
@@ -4,12 +4,14 @@ use base qw( FS::cust_main::Packages
              FS::cust_main::NationalID
              FS::cust_main::Billing
              FS::cust_main::Billing_Realtime
+             FS::cust_main::Billing_Batch
              FS::cust_main::Billing_Discount
              FS::cust_main::Billing_ThirdParty
              FS::cust_main::Location
              FS::cust_main::Credit_Limit
+             FS::cust_main::Merge
              FS::cust_main::API
-             FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
+             FS::otaker_Mixin FS::cust_main_Mixin
              FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
              FS::o2m_Common
              FS::Record
@@ -17,31 +19,21 @@ use base qw( FS::cust_main::Packages
 
 require 5.006;
 use strict;
-use vars qw( $DEBUG $me $conf
-             @encrypted_fields
-             $import
-             $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
-             $ignore_invalid_card
-             $skip_fuzzyfiles
-             @paytypes
-           );
 use Carp;
 use Scalar::Util qw( blessed );
 use Time::Local qw(timelocal);
-use Storable qw(thaw);
-use MIME::Base64;
 use Data::Dumper;
 use Tie::IxHash;
-use Digest::MD5 qw(md5_base64);
 use Date::Format;
 #use Date::Manip;
 use File::Temp; #qw( tempfile );
 use Business::CreditCard 0.28;
-use Locale::Country;
+use List::Util qw(min);
+use Try::Tiny;
 use FS::UID qw( dbh driver_name );
 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
 use FS::Cursor;
-use FS::Misc qw( generate_email send_email generate_ps do_print );
+use FS::Misc qw( generate_ps do_print money_pretty card_types );
 use FS::Msgcat qw(gettext);
 use FS::CurrentUser;
 use FS::TicketSystem;
@@ -61,6 +53,7 @@ use FS::part_referral;
 use FS::cust_main_county;
 use FS::cust_location;
 use FS::cust_class;
+use FS::tax_status;
 use FS::cust_main_exemption;
 use FS::cust_tax_adjustment;
 use FS::cust_tax_location;
@@ -78,36 +71,44 @@ use FS::agent_payment_gateway;
 use FS::banned_pay;
 use FS::cust_main_note;
 use FS::cust_attachment;
-use FS::contact;
+use FS::cust_contact;
 use FS::Locales;
 use FS::upgrade_journal;
 use FS::sales;
 use FS::cust_payby;
+use FS::contact;
+use FS::reason;
 
 # 1 is mostly method/subroutine entry and options
 # 2 traces progress of some operations
 # 3 is even more information including possibly sensitive data
-$DEBUG = 0;
-$me = '[FS::cust_main]';
+our $DEBUG = 0;
+our $me = '[FS::cust_main]';
 
-$import = 0;
-$ignore_expired_card = 0;
-$ignore_banned_card = 0;
-$ignore_invalid_card = 0;
+our $import = 0;
+our $ignore_expired_card = 0;
+our $ignore_banned_card = 0;
+our $ignore_invalid_card = 0;
 
-$skip_fuzzyfiles = 0;
+our $skip_fuzzyfiles = 0;
 
-@encrypted_fields = ('payinfo', 'paycvv');
-sub nohistory_fields { ('payinfo', 'paycvv'); }
+our $ucfirst_nowarn = 0;
 
-@paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
+#this info is in cust_payby as of 4.x
+#this and the fields themselves can be removed in 5.x
+our @encrypted_fields = ('payinfo', 'paycvv');
+sub nohistory_fields { ('payinfo', 'paycvv'); }
 
+our $conf;
+our $default_agent_custid;
+our $custnum_display_length;
 #ask FS::UID to run this stuff for us later
 #$FS::UID::callback{'FS::cust_main'} = sub { 
 install_callback FS::UID sub { 
   $conf = new FS::Conf;
-  #yes, need it for stuff below (prolly should be cached)
-  $ignore_invalid_card = $conf->exists('allow_invalid_cards');
+  $ignore_invalid_card    = $conf->exists('allow_invalid_cards');
+  $default_agent_custid   = $conf->exists('cust_main-default_agent_custid');
+  $custnum_display_length = $conf->config('cust_main-custnum-display_length');
 };
 
 sub _cache {
@@ -283,6 +284,10 @@ Allow self-service editing of ticket subjects, empty or 'Y'
 
 Do not call, empty or 'Y'
 
+=item invoice_ship_address
+
+Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
+
 =back
 
 =head1 METHODS
@@ -325,17 +330,10 @@ a better explanation of this, but until then, here's an example:
   );
   $cust_main->insert( \%hash );
 
-INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
-be set as the invoicing list (see L<"invoicing_list">).  Errors return as
-expected and rollback the entire transaction; it is not necessary to call 
-check_invoicing_list first.  The invoicing_list is set after the records in the
-CUST_PKG_HASHREF above are inserted, so it is now possible to set an
-invoicing_list destination to the newly-created svc_acct.  Here's an example:
-
-  $cust_main->insert( {}, [ $email, 'POST' ] );
+INVOICING_LIST_ARYREF: No longer supported.
 
 Currently available options are: I<depend_jobnum>, I<noexport>,
-I<tax_exemption> and I<prospectnum>.
+I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
 
 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
 on the supplied jobnum (they will not run until the specific job completes).
@@ -352,15 +350,27 @@ created and inserted.
 
 If I<prospectnum> is set, moves contacts and locations from that prospect.
 
-If I<contact> is set to an arrayref of FS::contact objects, inserts those
-new contacts with this new customer.
+If I<contact> is set to an arrayref of FS::contact objects, those will be
+inserted.
+
+If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
+unset), inserts those new contacts with this new customer.  Handles CGI
+paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
+
+If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
+new stored payment records with this new customer.  Handles CGI parameters
+for an "m2" multiple entry field as passed by edit/cust_main.cgi
 
 =cut
 
 sub insert {
   my $self = shift;
   my $cust_pkgs = @_ ? shift : {};
-  my $invoicing_list = @_ ? shift : '';
+  my $invoicing_list;
+  if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
+    warn "cust_main::insert using deprecated invoicing list argument";
+    $invoicing_list = shift;
+  }
   my %options = @_;
   warn "$me insert called with options ".
        join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
@@ -382,7 +392,7 @@ sub insert {
   my $payby = '';
   if ( $self->payby eq 'PREPAY' ) {
 
-    $self->payby('BILL');
+    $self->payby(''); #'BILL');
     $prepay_identifier = $self->payinfo;
     $self->payinfo('');
 
@@ -404,24 +414,19 @@ sub insert {
 
     $payby = 'PREP' if $amount;
 
-  } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|PPAL)$/ ) {
+  } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
 
     $payby = $1;
-    $self->payby('BILL');
+    $self->payby(''); #'BILL');
     $amount = $self->paid;
 
   }
 
   # insert locations
   foreach my $l (qw(bill_location ship_location)) {
-    my $loc = delete $self->hashref->{$l};
-    # XXX if we're moving a prospect's locations, do that here
-    if ( !$loc ) {
-      #return "$l not set";
-      #location-less customer records are now permitted
-      next;
-    }
-    
+
+    my $loc = delete $self->hashref->{$l} or next;
+
     if ( !$loc->locationnum ) {
       # warn the location that we're going to insert it with no custnum
       $loc->set(custnum_pending => 1);
@@ -433,8 +438,19 @@ sub insert {
         my $label = $l eq 'ship_location' ? 'service' : 'billing';
         return "$error (in $label location)";
       }
-    }
-    elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
+
+    } elsif ( $loc->prospectnum ) {
+
+      $loc->prospectnum('');
+      $loc->set(custnum_pending => 1);
+      my $error = $loc->replace;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        my $label = $l eq 'ship_location' ? 'service' : 'billing';
+        return "$error (moving $label location)";
+      }
+
+    } elsif ( ($loc->custnum || 0) > 0 ) {
       # then it somehow belongs to another customer--shouldn't happen
       $dbh->rollback if $oldAutoCommit;
       return "$l belongs to customer ".$loc->custnum;
@@ -458,7 +474,8 @@ sub insert {
   $self->auto_agent_custid()
     if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
 
-  my $error = $self->SUPER::insert;
+  my $error =  $self->check_payinfo_cardtype
+            || $self->SUPER::insert;
   if ( $error ) {
     $dbh->rollback if $oldAutoCommit;
     #return "inserting cust_main record (transaction rolled back): $error";
@@ -481,19 +498,6 @@ sub insert {
     }
   }
 
-  warn "  setting invoicing list\n"
-    if $DEBUG > 1;
-
-  if ( $invoicing_list ) {
-    $error = $self->check_invoicing_list( $invoicing_list );
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      #return "checking invoicing_list (transaction rolled back): $error";
-      return $error;
-    }
-    $self->invoicing_list( $invoicing_list );
-  }
-
   warn "  setting customer tags\n"
     if $DEBUG > 1;
 
@@ -527,11 +531,24 @@ sub insert {
       return $error;
     }
 
-    my @contact = $prospect_main->contact;
+    foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
+      my $cust_contact = new FS::cust_contact {
+        'custnum' => $self->custnum,
+        'invoice_dest' => 'Y', # invoice_dest currently not set for prospect contacts
+        map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
+      };
+      my $error =  $cust_contact->insert
+                || $prospect_contact->delete;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
+      }
+    }
+
     my @cust_location = $prospect_main->cust_location;
     my @qual = $prospect_main->qual;
 
-    foreach my $r ( @contact, @cust_location, @qual ) {
+    foreach my $r ( @cust_location, @qual ) {
       $r->prospectnum('');
       $r->custnum($self->custnum);
       my $error = $r->replace;
@@ -540,11 +557,67 @@ sub insert {
         return $error;
       }
     }
+    # since we set invoice_dest on all migrated prospect contacts (for now),
+    # don't process invoicing_list.
+    delete $options{'invoicing_list'};
+    $invoicing_list = undef;
+  }
+
+  warn "  setting contacts\n"
+    if $DEBUG > 1;
+
+  $invoicing_list ||= $options{'invoicing_list'};
+  if ( $invoicing_list ) {
+
+    $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
+
+    my $email = '';
+    foreach my $dest (@$invoicing_list ) {
+      if ($dest eq 'POST') {
+        $self->set('postal_invoice', 'Y');
+      } else {
+
+        my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
+        if ( $contact_email ) {
+          my $cust_contact = FS::cust_contact->new({
+              contactnum    => $contact_email->contactnum,
+              custnum       => $self->custnum,
+          });
+          $cust_contact->set('invoice_dest', 'Y');
+          my $error = $cust_contact->insert;
+          if ( $error ) {
+            $dbh->rollback if $oldAutoCommit;
+            return "$error (linking to email address $dest)";
+          }
+
+        } else {
+          # this email address is not yet linked to any contact
+          $email .= ',' if length($email);
+          $email .= $dest;
+        }
+      }
+    }
+
+    if ( $email ) {
+
+      my $contact = FS::contact->new({
+        'custnum'       => $self->get('custnum'),
+        'last'          => $self->get('last'),
+        'first'         => $self->get('first'),
+        'emailaddress'  => $email,
+        'invoice_dest'  => 'Y', # yes, you can set this via the contact
+      });
+      my $error = $contact->insert;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
+      }
+
+    }
 
   }
 
-  my $contact = delete $options{'contact'};
-  if ( $contact ) {
+  if ( my $contact = delete $options{'contact'} ) {
 
     foreach my $c ( @$contact ) {
       $c->custnum($self->custnum);
@@ -556,6 +629,45 @@ sub insert {
 
     }
 
+  } elsif ( my $contact_params = delete $options{'contact_params'} ) {
+
+    my $error = $self->process_o2m( 'table'  => 'contact',
+                                    'fields' => FS::contact->cgi_contact_fields,
+                                    'params' => $contact_params,
+                                  );
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
+
+  warn "  setting cust_payby\n"
+    if $DEBUG > 1;
+
+  if ( $options{cust_payby} ) {
+
+    foreach my $cust_payby ( @{ $options{cust_payby} } ) {
+      $cust_payby->custnum($self->custnum);
+      my $error = $cust_payby->insert;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
+      }
+    }
+
+  } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
+
+    my $error = $self->process_o2m(
+      'table'         => 'cust_payby',
+      'fields'        => FS::cust_payby->cgi_cust_payby_fields,
+      'params'        => $cust_payby_params,
+      'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
+    );
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+
   }
 
   warn "  setting cust_main_exemption\n"
@@ -1108,10 +1220,9 @@ sub delete {
 
   #cust_tax_adjustment in financials?
   #cust_pay_pending?  ouch
-  #cust_recon?
   foreach my $table (qw(
     cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
-    cust_location cust_main_note cust_tax_adjustment
+    cust_payby cust_location cust_main_note cust_tax_adjustment
     cust_pay_void cust_pay_batch queue cust_tax_exempt
   )) {
     foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
@@ -1199,232 +1310,6 @@ sub delete {
 
 }
 
-=item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
-
-This merges this customer into the provided new custnum, and then deletes the
-customer.  If there is an error, returns the error, otherwise returns false.
-
-The source customer's name, company name, phone numbers, agent,
-referring customer, customer class, advertising source, order taker, and
-billing information (except balance) are discarded.
-
-All packages are moved to the target customer.  Packages with package locations
-are preserved.  Packages without package locations are moved to a new package
-location with the source customer's service/shipping address.
-
-All invoices, statements, payments, credits and refunds are moved to the target
-customer.  The source customer's balance is added to the target customer.
-
-All notes, attachments, tickets and customer tags are moved to the target
-customer.
-
-Change history is not currently moved.
-
-=cut
-
-sub merge {
-  my( $self, $new_custnum, %opt ) = @_;
-
-  return "Can't merge a customer into self" if $self->custnum == $new_custnum;
-
-  my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
-    or return "Invalid new customer number: $new_custnum";
-
-  return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
-    if $self->agentnum != $new_cust_main->agentnum 
-    && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
-
-  local $SIG{HUP} = 'IGNORE';
-  local $SIG{INT} = 'IGNORE';
-  local $SIG{QUIT} = 'IGNORE';
-  local $SIG{TERM} = 'IGNORE';
-  local $SIG{TSTP} = 'IGNORE';
-  local $SIG{PIPE} = 'IGNORE';
-
-  my $oldAutoCommit = $FS::UID::AutoCommit;
-  local $FS::UID::AutoCommit = 0;
-  my $dbh = dbh;
-
-  if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
-     $dbh->rollback if $oldAutoCommit;
-     return "Can't merge a master agent customer";
-  }
-
-  #use FS::access_user
-  if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
-     $dbh->rollback if $oldAutoCommit;
-     return "Can't merge a master employee customer";
-  }
-
-  if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
-                                     'status'  => { op=>'!=', value=>'done' },
-                                   }
-              )
-  ) {
-     $dbh->rollback if $oldAutoCommit;
-     return "Can't merge a customer with pending payments";
-  }
-
-  tie my %financial_tables, 'Tie::IxHash',
-    'cust_bill'         => 'invoices',
-    'cust_bill_void'    => 'voided invoices',
-    'cust_statement'    => 'statements',
-    'cust_credit'       => 'credits',
-    'cust_credit_void'  => 'voided credits',
-    'cust_pay'          => 'payments',
-    'cust_pay_void'     => 'voided payments',
-    'cust_refund'       => 'refunds',
-  ;
-   
-  foreach my $table ( keys %financial_tables ) {
-
-    my @records = $self->$table();
-
-    foreach my $record ( @records ) {
-      $record->custnum($new_custnum);
-      my $error = $record->replace;
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "Error merging ". $financial_tables{$table}. ": $error\n";
-      }
-    }
-
-  }
-
-  my $name = $self->ship_name; #?
-
-  my $locationnum = '';
-  foreach my $cust_pkg ( $self->all_pkgs ) {
-    $cust_pkg->custnum($new_custnum);
-
-    unless ( $cust_pkg->locationnum ) {
-      unless ( $locationnum ) {
-        my $cust_location = new FS::cust_location {
-          $self->location_hash,
-          'custnum' => $new_custnum,
-        };
-        my $error = $cust_location->insert;
-        if ( $error ) {
-          $dbh->rollback if $oldAutoCommit;
-          return $error;
-        }
-        $locationnum = $cust_location->locationnum;
-      }
-      $cust_pkg->locationnum($locationnum);
-    }
-
-    my $error = $cust_pkg->replace;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return $error;
-    }
-
-    # add customer (ship) name to svc_phone.phone_name if blank
-    my @cust_svc = $cust_pkg->cust_svc;
-    foreach my $cust_svc (@cust_svc) {
-      my($label, $value, $svcdb) = $cust_svc->label;
-      next unless $svcdb eq 'svc_phone';
-      my $svc_phone = $cust_svc->svc_x;
-      next if $svc_phone->phone_name;
-      $svc_phone->phone_name($name);
-      my $error = $svc_phone->replace;
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return $error;
-      }
-    }
-
-  }
-
-  #not considered:
-  # cust_tax_exempt (texas tax exemptions)
-  # cust_recon (some sort of not-well understood thing for OnPac)
-
-  #these are moved over
-  foreach my $table (qw(
-    cust_tag cust_location contact cust_attachment cust_main_note
-    cust_tax_adjustment cust_pay_batch queue
-  )) {
-    foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
-      $record->custnum($new_custnum);
-      my $error = $record->replace;
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return $error;
-      }
-    }
-  }
-
-  #these aren't preserved
-  foreach my $table (qw(
-    cust_main_exemption cust_main_invoice
-  )) {
-    foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
-      my $error = $record->delete;
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return $error;
-      }
-    }
-  }
-
-
-  my $sth = $dbh->prepare(
-    'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
-  ) or do {
-    my $errstr = $dbh->errstr;
-    $dbh->rollback if $oldAutoCommit;
-    return $errstr;
-  };
-  $sth->execute($new_custnum, $self->custnum) or do {
-    my $errstr = $sth->errstr;
-    $dbh->rollback if $oldAutoCommit;
-    return $errstr;
-  };
-
-  #tickets
-
-  my $ticket_dbh = '';
-  if ($conf->config('ticket_system') eq 'RT_Internal') {
-    $ticket_dbh = $dbh;
-  } elsif ($conf->config('ticket_system') eq 'RT_External') {
-    my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
-    $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
-      #or die "RT_External DBI->connect error: $DBI::errstr\n";
-  }
-
-  if ( $ticket_dbh ) {
-
-    my $ticket_sth = $ticket_dbh->prepare(
-      'UPDATE Links SET Target = ? WHERE Target = ?'
-    ) or do {
-      my $errstr = $ticket_dbh->errstr;
-      $dbh->rollback if $oldAutoCommit;
-      return $errstr;
-    };
-    $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
-                         'freeside://freeside/cust_main/'.$self->custnum)
-      or do {
-        my $errstr = $ticket_sth->errstr;
-        $dbh->rollback if $oldAutoCommit;
-        return $errstr;
-      };
-
-  }
-
-  #delete the customer record
-
-  my $error = $self->delete;
-  if ( $error ) {
-    $dbh->rollback if $oldAutoCommit;
-    return $error;
-  }
-
-  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
-  '';
-
-}
-
 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
 
 Replaces the OLD_RECORD with this one in the database.  If there is an error,
@@ -1434,19 +1319,25 @@ To change the customer's address, set the pseudo-fields C<bill_location> and
 C<ship_location>.  The address will still only change if at least one of the
 address fields differs from the existing values.
 
-INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
-be set as the invoicing list (see L<"invoicing_list">).  Errors return as
-expected and rollback the entire transaction; it is not necessary to call 
-check_invoicing_list first.  Here's an example:
-
-  $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
+INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
+set as the contact email address for a default contact with the same name as
+the customer.
 
-Currently available options are: I<tax_exemption>.
+Currently available options are: I<tax_exemption>, I<cust_payby_params>, 
+I<contact_params>, I<invoicing_list>.
 
 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
 of tax names and exemption numbers.  FS::cust_main_exemption records will be
 deleted and inserted as appropriate.
 
+I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
+groups (describing the customer's payment methods and contacts, respectively)
+in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
+and L<FS::contact> for the fields these can contain.
+
+I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
+should be used instead if possible.
+
 =cut
 
 sub replace {
@@ -1462,13 +1353,10 @@ sub replace {
     if $DEBUG;
 
   my $curuser = $FS::CurrentUser::CurrentUser;
-  if (    $self->payby eq 'COMP'
-       && $self->payby ne $old->payby
-       && ! $curuser->access_right('Complimentary customer')
-     )
-  {
-    return "You are not permitted to create complimentary accounts.";
-  }
+  return "You are not permitted to create complimentary accounts."
+    if $self->complimentary eq 'Y'
+    && $self->complimentary ne $old->complimentary
+    && ! $curuser->access_right('Complimentary customer');
 
   local($ignore_expired_card) = 1
     if $old->payby  =~ /^(CARD|DCRD)$/
@@ -1480,6 +1368,14 @@ sub replace {
          || $old->payby  =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
     && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
 
+  if (    $self->payby =~ /^(CARD|DCRD)$/
+       && $old->payinfo ne $self->payinfo
+       && $old->paymask ne $self->paymask )
+  {
+    my $error = $self->check_payinfo_cardtype;
+    return $error if $error;
+  }
+
   return "Invoicing locale is required"
     if $old->locale
     && ! $self->locale
@@ -1497,8 +1393,8 @@ sub replace {
   my $dbh = dbh;
 
   for my $l (qw(bill_location ship_location)) {
-    my $old_loc = $old->$l;
-    my $new_loc = $self->$l;
+    #my $old_loc = $old->$l;
+    my $new_loc = $self->$l or next;
 
     # find the existing location if there is one
     $new_loc->set('custnum' => $self->custnum);
@@ -1510,21 +1406,135 @@ sub replace {
     $self->set($l.'num', $new_loc->locationnum);
   } #for $l
 
-  # replace the customer record
-  my $error = $self->SUPER::replace($old);
-
-  if ( $error ) {
-    $dbh->rollback if $oldAutoCommit;
-    return $error;
+  my $invoicing_list;
+  if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
+    warn "cust_main::replace: using deprecated invoicing list argument";
+    $invoicing_list = shift @param;
   }
 
-  # now move packages to the new service location
-  $self->set('ship_location', ''); #flush cache
-  if ( $old->ship_locationnum and # should only be null during upgrade...
-       $old->ship_locationnum != $self->ship_locationnum ) {
-    $error = $old->ship_location->move_to($self->ship_location);
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
+  my %options = @param;
+
+  $invoicing_list ||= $options{invoicing_list};
+
+  my @contacts = map { $_->contact } $self->cust_contact;
+  # find a contact that matches the customer's name
+  my ($implicit_contact) = grep { $_->first eq $old->get('first')
+                              and $_->last  eq $old->get('last') }
+                            @contacts;
+  $implicit_contact ||= FS::contact->new({
+      'custnum'       => $self->custnum,
+      'locationnum'   => $self->get('bill_locationnum'),
+  });
+
+  # for any of these that are already contact emails, link to the existing
+  # contact
+  if ( $invoicing_list ) {
+    my $email = '';
+
+    # kind of like process_m2m on these, except:
+    # - the other side is two tables in a join
+    # - and we might have to create new contact_emails
+    # - and possibly a new contact
+    # 
+    # Find existing invoice emails that aren't on the implicit contact.
+    # Any of these that are not on the new invoicing list will be removed.
+    my %old_email_cust_contact;
+    foreach my $cust_contact ($self->cust_contact) {
+      next if !$cust_contact->invoice_dest;
+      next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
+
+      foreach my $contact_email ($cust_contact->contact->contact_email) {
+        $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
+      }
+    }
+
+    foreach my $dest (@$invoicing_list) {
+
+      if ($dest eq 'POST') {
+
+        $self->set('postal_invoice', 'Y');
+
+      } elsif ( exists($old_email_cust_contact{$dest}) ) {
+
+        delete $old_email_cust_contact{$dest}; # don't need to remove it, then
+
+      } else {
+
+        # See if it belongs to some other contact; if so, link it.
+        my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
+        if ( $contact_email
+             and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
+          my $cust_contact = qsearchs('cust_contact', {
+              contactnum  => $contact_email->contactnum,
+              custnum     => $self->custnum,
+          }) || FS::cust_contact->new({
+              contactnum    => $contact_email->contactnum,
+              custnum       => $self->custnum,
+          });
+          $cust_contact->set('invoice_dest', 'Y');
+          my $error = $cust_contact->custcontactnum ?
+                        $cust_contact->replace : $cust_contact->insert;
+          if ( $error ) {
+            $dbh->rollback if $oldAutoCommit;
+            return "$error (linking to email address $dest)";
+          }
+
+        } else {
+          # This email address is not yet linked to any contact, so it will
+          # be added to the implicit contact.
+          $email .= ',' if length($email);
+          $email .= $dest;
+        }
+      }
+    }
+
+    foreach my $remove_dest (keys %old_email_cust_contact) {
+      my $cust_contact = $old_email_cust_contact{$remove_dest};
+      # These were not in the list of requested destinations, so take them off.
+      $cust_contact->set('invoice_dest', '');
+      my $error = $cust_contact->replace;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return "$error (unlinking email address $remove_dest)";
+      }
+    }
+
+    # make sure it keeps up with the changed customer name, if any
+    $implicit_contact->set('last', $self->get('last'));
+    $implicit_contact->set('first', $self->get('first'));
+    $implicit_contact->set('emailaddress', $email);
+    $implicit_contact->set('invoice_dest', 'Y');
+    $implicit_contact->set('custnum', $self->custnum);
+
+    my $error;
+    if ( $implicit_contact->contactnum ) {
+      $error = $implicit_contact->replace;
+    } elsif ( length($email) ) { # don't create a new contact if not needed
+      $error = $implicit_contact->insert;
+    }
+
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "$error (adding email address $email)";
+    }
+
+  }
+
+  # replace the customer record
+  my $error = $self->SUPER::replace($old);
+
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $error;
+  }
+
+  # now move packages to the new service location
+  $self->set('ship_location', ''); #flush cache
+  if ( $old->ship_locationnum and # should only be null during upgrade...
+       $old->ship_locationnum != $self->ship_locationnum ) {
+    $error = $old->ship_location->move_to($self->ship_location);
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
       return $error;
     }
   }
@@ -1539,16 +1549,6 @@ sub replace {
     }
   }
 
-  if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
-    my $invoicing_list = shift @param;
-    $error = $self->check_invoicing_list( $invoicing_list );
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return $error;
-    }
-    $self->invoicing_list( $invoicing_list );
-  }
-
   if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
 
     #this could be more efficient than deleting and re-inserting, if it matters
@@ -1571,8 +1571,6 @@ sub replace {
 
   }
 
-  my %options = @param;
-
   my $tax_exemption = delete $options{'tax_exemption'};
   if ( $tax_exemption ) {
 
@@ -1615,21 +1613,37 @@ sub replace {
 
   }
 
-  if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
-       && ( ( $self->get('payinfo') ne $old->get('payinfo')
-              && $self->get('payinfo') !~ /^99\d{14}$/ 
-            )
-            || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
-          )
-     )
-  {
+  if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
+
+    my $error = $self->process_o2m(
+      'table'         => 'cust_payby',
+      'fields'        => FS::cust_payby->cgi_cust_payby_fields,
+      'params'        => $cust_payby_params,
+      'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
+    );
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+
+  }
 
-    # card/check/lec info has changed, want to retry realtime_ invoice events
-    my $error = $self->retry_realtime;
+  if ( my $contact_params = delete $options{'contact_params'} ) {
+
+    # this can potentially replace contacts that were created by the
+    # invoicing list argument, but the UI shouldn't allow both of them
+    # to be specified
+
+    my $error = $self->process_o2m(
+      'table'         => 'contact',
+      'fields'        => FS::contact->cgi_contact_fields,
+      'params'        => $contact_params,
+    );
     if ( $error ) {
       $dbh->rollback if $oldAutoCommit;
       return $error;
     }
+
   }
 
   unless ( $import || $skip_fuzzyfiles ) {
@@ -1740,6 +1754,7 @@ sub check {
     || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
     || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
     || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
+    || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
     || $self->ut_textn('custbatch')
     || $self->ut_name('last')
     || $self->ut_name('first')
@@ -1766,6 +1781,10 @@ sub check {
     || $self->ut_flag('message_noemail')
     || $self->ut_enum('locale', [ '', FS::Locales->locales ])
     || $self->ut_currencyn('currency')
+    || $self->ut_textn('po_number')
+    || $self->ut_enum('complimentary', [ '', 'Y' ])
+    || $self->ut_flag('invoice_ship_address')
+    || $self->ut_flag('invoice_dest')
   ;
 
   foreach (qw(company ship_company)) {
@@ -1810,6 +1829,11 @@ sub check {
     $self->ss("$1-$2-$3");
   }
 
+  #turn off invoice_ship_address if ship & bill are the same
+  if ($self->bill_locationnum eq $self->ship_locationnum) {
+    $self->invoice_ship_address('');
+  }
+
   # cust_main_county verification now handled by cust_location check
 
   $error =
@@ -1840,249 +1864,60 @@ sub check {
   
   }
 
-  ### start of stuff moved to cust_payby
-  # then mostly kept here to support upgrades (can remove in 5.x)
-  #  but modified to allow everything to be empty
-
-  if ( $self->payby ) {
-    FS::payby->can_payby($self->table, $self->payby)
-      or return "Illegal payby: ". $self->payby;
-  } else {
-    $self->payby('');
-  }
+  return "Please select an invoicing locale"
+    if ! $self->locale
+    && ! $self->custnum
+    && $conf->exists('cust_main-require_locale');
 
-  $error =    $self->ut_numbern('paystart_month')
-           || $self->ut_numbern('paystart_year')
-           || $self->ut_numbern('payissue')
-           || $self->ut_textn('paytype')
-  ;
-  return $error if $error;
+  return "Please select a customer class"
+    if ! $self->classnum
+    && $conf->exists('cust_main-require_classnum');
 
-  if ( $self->payip eq '' ) {
-    $self->payip('');
-  } else {
-    $error = $self->ut_ip('payip');
-    return $error if $error;
+  foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
+    $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
+    $self->$flag($1);
   }
 
-  # If it is encrypted and the private key is not availaible then we can't
-  # check the credit card.
-  my $check_payinfo = ! $self->is_encrypted($self->payinfo);
-
-  # Need some kind of global flag to accept invalid cards, for testing
-  # on scrubbed data.
-  if ( !$import && !$ignore_invalid_card && $check_payinfo && 
-    $self->payby =~ /^(CARD|DCRD)$/ ) {
-
-    my $payinfo = $self->payinfo;
-    $payinfo =~ s/\D//g;
-    $payinfo =~ /^(\d{13,16}|\d{8,9})$/
-      or return gettext('invalid_card'); # . ": ". $self->payinfo;
-    $payinfo = $1;
-    $self->payinfo($payinfo);
-    validate($payinfo)
-      or return gettext('invalid_card'); # . ": ". $self->payinfo;
-
-    return gettext('unknown_card_type')
-      if $self->payinfo !~ /^99\d{14}$/ #token
-      && cardtype($self->payinfo) eq "Unknown";
-
-    unless ( $ignore_banned_card ) {
-      my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
-      if ( $ban ) {
-        if ( $ban->bantype eq 'warn' ) {
-          #or others depending on value of $ban->reason ?
-          return '_duplicate_card'.
-                 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
-                 ' until '.         time2str('%a %h %o at %r', $ban->_end_date).
-                 ' (ban# '. $ban->bannum. ')'
-            unless $self->override_ban_warn;
-        } else {
-          return 'Banned credit card: banned on '.
-                 time2str('%a %h %o at %r', $ban->_date).
-                 ' by '. $ban->otaker.
-                 ' (ban# '. $ban->bannum. ')';
-        }
-      }
-    }
-
-    if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
-      if ( cardtype($self->payinfo) eq 'American Express card' ) {
-        $self->paycvv =~ /^(\d{4})$/
-          or return "CVV2 (CID) for American Express cards is four digits.";
-        $self->paycvv($1);
-      } else {
-        $self->paycvv =~ /^(\d{3})$/
-          or return "CVV2 (CVC2/CID) is three digits.";
-        $self->paycvv($1);
-      }
-    } else {
-      $self->paycvv('');
-    }
-
-    my $cardtype = cardtype($payinfo);
-    if ( $cardtype =~ /^(Switch|Solo)$/i ) {
-
-      return "Start date or issue number is required for $cardtype cards"
-        unless $self->paystart_month && $self->paystart_year or $self->payissue;
-
-      return "Start month must be between 1 and 12"
-        if $self->paystart_month
-           and $self->paystart_month < 1 || $self->paystart_month > 12;
-
-      return "Start year must be 1990 or later"
-        if $self->paystart_year
-           and $self->paystart_year < 1990;
-
-      return "Issue number must be beween 1 and 99"
-        if $self->payissue
-          and $self->payissue < 1 || $self->payissue > 99;
-
-    } else {
-      $self->paystart_month('');
-      $self->paystart_year('');
-      $self->payissue('');
-    }
-
-  } elsif ( !$ignore_invalid_card && $check_payinfo && 
-    $self->payby =~ /^(CHEK|DCHK)$/ ) {
-
-    my $payinfo = $self->payinfo;
-    $payinfo =~ s/[^\d\@\.]//g;
-    if ( $conf->config('echeck-country') eq 'CA' ) {
-      $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
-        or return 'invalid echeck account@branch.bank';
-      $payinfo = "$1\@$2.$3";
-    } elsif ( $conf->config('echeck-country') eq 'US' ) {
-      $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
-      $payinfo = "$1\@$2";
-    } else {
-      $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
-      $payinfo = "$1\@$2";
-    }
-    $self->payinfo($payinfo);
-    $self->paycvv('');
-
-    unless ( $ignore_banned_card ) {
-      my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
-      if ( $ban ) {
-        if ( $ban->bantype eq 'warn' ) {
-          #or others depending on value of $ban->reason ?
-          return '_duplicate_ach' unless $self->override_ban_warn;
-        } else {
-          return 'Banned ACH account: banned on '.
-                 time2str('%a %h %o at %r', $ban->_date).
-                 ' by '. $ban->otaker.
-                 ' (ban# '. $ban->bannum. ')';
-        }
-      }
-    }
-
-  } elsif ( $self->payby eq 'LECB' ) {
-
-    my $payinfo = $self->payinfo;
-    $payinfo =~ s/\D//g;
-    $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
-    $payinfo = $1;
-    $self->payinfo($payinfo);
-    $self->paycvv('');
-
-  } elsif ( $self->payby eq 'BILL' ) {
+  $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
 
-    $error = $self->ut_textn('payinfo');
-    return "Illegal P.O. number: ". $self->payinfo if $error;
-    $self->paycvv('');
+  warn "$me check AFTER: \n". $self->_dump
+    if $DEBUG > 2;
 
-  } elsif ( $self->payby eq 'COMP' ) {
+  $self->SUPER::check;
+}
 
-    my $curuser = $FS::CurrentUser::CurrentUser;
-    if (    ! $self->custnum
-         && ! $curuser->access_right('Complimentary customer')
-       )
-    {
-      return "You are not permitted to create complimentary accounts."
-    }
+sub check_payinfo_cardtype {
+  my $self = shift;
 
-    $error = $self->ut_textn('payinfo');
-    return "Illegal comp account issuer: ". $self->payinfo if $error;
-    $self->paycvv('');
+  return '' unless $self->payby =~ /^(CARD|DCRD)$/;
 
-  } elsif ( $self->payby eq 'PREPAY' ) {
+  my $payinfo = $self->payinfo;
+  $payinfo =~ s/\D//g;
 
-    my $payinfo = $self->payinfo;
-    $payinfo =~ s/\W//g; #anything else would just confuse things
-    $self->payinfo($payinfo);
-    $error = $self->ut_alpha('payinfo');
-    return "Illegal prepayment identifier: ". $self->payinfo if $error;
-    return "Unknown prepayment identifier"
-      unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
-    $self->paycvv('');
+  return '' if $payinfo =~ /^99\d{14}$/; #token
 
-  }
+  my %bop_card_types = map { $_=>1 } values %{ card_types() };
+  my $cardtype = cardtype($payinfo);
 
-  if ( $self->paydate eq '' || $self->paydate eq '-' ) {
-    return "Expiration date required"
-      # shouldn't payinfo_check do this?
-      unless ! $self->payby
-            || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
-    $self->paydate('');
-  } else {
-    my( $m, $y );
-    if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
-      ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
-    } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
-      ( $m, $y ) = ( $2, "19$1" );
-    } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
-      ( $m, $y ) = ( $3, "20$2" );
-    } else {
-      return "Illegal expiration date: ". $self->paydate;
-    }
-    $m = sprintf('%02d',$m);
-    $self->paydate("$y-$m-01");
-    my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
-    return gettext('expired_card')
-      if !$import
-      && !$ignore_expired_card 
-      && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
-  }
+  return "$cardtype not accepted" unless $bop_card_types{$cardtype};
 
-  if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
-       ( ! $conf->exists('require_cardname')
-         || $self->payby !~ /^(CARD|DCRD)$/  ) 
-  ) {
-    $self->payname( $self->first. " ". $self->getfield('last') );
-  } else {
+  '';
 
-    if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
-      $self->payname =~ /^([\w \,\.\-\']*)$/
-        or return gettext('illegal_name'). " payname: ". $self->payname;
-      $self->payname($1);
-    } else {
-      $self->payname =~ /^([\w \,\.\-\'\&]*)$/
-        or return gettext('illegal_name'). " payname: ". $self->payname;
-      $self->payname($1);
-    }
+}
 
-  }
+=item replace_check
 
-  ### end of stuff moved to cust_payby
+Additional checks for replace only.
 
-  return "Please select an invoicing locale"
-    if ! $self->locale
-    && ! $self->custnum
-    && $conf->exists('cust_main-require_locale');
+=cut
 
-  foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
-    $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
-    $self->$flag($1);
+sub replace_check {
+  my ($new,$old) = @_;
+  #preserve old value if global config is set
+  if ($old && $conf->exists('invoice-ship_address')) {
+    $new->invoice_ship_address($old->invoice_ship_address);
   }
-
-  $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
-
-  warn "$me check AFTER: \n". $self->_dump
-    if $DEBUG > 2;
-
-  $self->SUPER::check;
+  return '';
 }
 
 =item addr_fields 
@@ -2093,6 +1928,7 @@ Returns a list of fields which have ship_ duplicates.
 
 sub addr_fields {
   qw( last first company
+      locationname
       address1 address2 city county state zip country
       latitude longitude
       daytime night fax mobile
@@ -2131,48 +1967,92 @@ Returns all locations (see L<FS::cust_location>) for this customer.
 
 sub cust_location {
   my $self = shift;
-  qsearch('cust_location', { 'custnum'     => $self->custnum,
-                             'prospectnum' => '' } );
+  qsearch({
+    'table'   => 'cust_location',
+    'hashref' => { 'custnum'     => $self->custnum,
+                   'prospectnum' => '',
+                 },
+    'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
+  });
 }
 
 =item cust_contact
 
-Returns all contacts (see L<FS::contact>) for this customer.
+Returns all contact associations (see L<FS::cust_contact>) for this customer.
 
 =cut
 
-#already used :/ sub contact {
 sub cust_contact {
   my $self = shift;
-  qsearch('contact', { 'custnum' => $self->custnum } );
+  qsearch('cust_contact', { 'custnum' => $self->custnum } );
 }
 
-=item cust_payby
+=item cust_payby PAYBY
 
 Returns all payment methods (see L<FS::cust_payby>) for this customer.
 
+If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
+Does not validate PAYBY.
+
 =cut
 
 sub cust_payby {
   my $self = shift;
-  qsearch({
+  my @payby = @_;
+  my $search = {
     'table'    => 'cust_payby',
     'hashref'  => { 'custnum' => $self->custnum },
-    'order_by' => 'ORDER BY weight ASC',
-  });
+    'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
+  };
+  $search->{'extra_sql'} = ' AND payby IN ( '.
+                               join(',', map dbh->quote($_), @payby).
+                             ' ) '
+    if @payby;
+
+  qsearch($search);
+}
+
+=item has_cust_payby_auto
+
+Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
+
+=cut
+
+sub has_cust_payby_auto {
+  my $self = shift;
+  scalar( qsearch({ 
+    'table'     => 'cust_payby',
+    'hashref'   => { 'custnum' => $self->custnum, },
+    'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
+    'order_by'  => 'LIMIT 1',
+  }) );
+
 }
 
 =item unsuspend
 
 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
-and L<FS::cust_pkg>) for this customer.  Always returns a list: an empty list
-on success or a list of errors.
+and L<FS::cust_pkg>) for this customer, except those on hold.
+
+Returns a list: an empty list on success or a list of errors.
 
 =cut
 
 sub unsuspend {
   my $self = shift;
-  grep { $_->unsuspend } $self->suspended_pkgs;
+  grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
+}
+
+=item release_hold
+
+Unsuspends all suspended packages in the on-hold state (those without setup 
+dates) for this customer. 
+
+=cut
+
+sub release_hold {
+  my $self = shift;
+  grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
 }
 
 =item suspend
@@ -2256,67 +2136,179 @@ sub suspend_unless_pkgpart {
 =item cancel [ OPTION => VALUE ... ]
 
 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
+The cancellation time will be now.
 
-Available options are:
+=back
+
+Always returns a list: an empty list on success or a list of errors.
+
+=cut
+
+sub cancel {
+  my $self = shift;
+  my %opt = @_;
+  warn "$me cancel called on customer ". $self->custnum. " with options ".
+       join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
+    if $DEBUG;
+  my @pkgs = $self->ncancelled_pkgs;
+
+  $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
+}
+
+=item cancel_pkgs OPTIONS
+
+Cancels a specified list of packages. OPTIONS can include:
 
 =over 4
 
+=item cust_pkg - an arrayref of the packages. Required.
+
+=item time - the cancellation time, used to calculate final bills and
+unused-time credits if any. Will be passed through to the bill() and
+FS::cust_pkg::cancel() methods.
+
 =item quiet - can be set true to supress email cancellation notices.
 
-=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.
+=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.
+
+=item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
+for the individual packages, parallel to the C<cust_pkg> argument. The
+reason and reason_otaker arguments will be taken from those objects.
 
 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
 
 =item nobill - can be set true to skip billing if it might otherwise be done.
 
-=back
-
-Always returns a list: an empty list on success or a list of errors.
-
 =cut
 
-# nb that dates are not specified as valid options to this method
-
-sub cancel {
+sub cancel_pkgs {
   my( $self, %opt ) = @_;
 
-  warn "$me cancel called on customer ". $self->custnum. " with options ".
-       join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
-    if $DEBUG;
+  # we're going to cancel services, which is not reversible
+  die "cancel_pkgs cannot be run inside a transaction"
+    if $FS::UID::AutoCommit == 0;
+
+  local $FS::UID::AutoCommit = 0;
 
   return ( 'access denied' )
     unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
 
-  if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
+  if ( $opt{'ban'} ) {
+
+    foreach my $cust_payby ( $self->cust_payby ) {
 
-    #should try decryption (we might have the private key)
-    # and if not maybe queue a job for the server that does?
-    return ( "Can't (yet) ban encrypted credit cards" )
-      if $self->is_encrypted($self->payinfo);
+      #well, if they didn't get decrypted on search, then we don't have to 
+      # try again... queue a job for the server that does have decryption
+      # capability if we're in a paranoid multi-server implementation?
+      return ( "Can't (yet) ban encrypted credit cards" )
+        if $cust_payby->is_encrypted($cust_payby->payinfo);
 
-    my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
-    my $error = $ban->insert;
-    return ( $error ) if $error;
+      my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
+      my $error = $ban->insert;
+      if ($error) {
+        dbh->rollback;
+        return ( $error );
+      }
+
+    }
 
   }
 
-  my @pkgs = $self->ncancelled_pkgs;
+  my @pkgs = @{ delete $opt{'cust_pkg'} };
+  my $cancel_time = $opt{'time'} || time;
 
+  # bill all packages first, so we don't lose usage, service counts for
+  # bulk billing, etc.
   if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
     $opt{nobill} = 1;
-    my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
-    warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
-      if $error;
+    my $error = $self->bill( 'pkg_list' => [ @pkgs ],
+                             'cancel'   => 1,
+                             'time'     => $cancel_time );
+    if ($error) {
+      warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
+      dbh->rollback;
+      return ( "Error billing during cancellation: $error" );
+    }
+  }
+  dbh->commit;
+
+  my @errors;
+  # try to cancel each service, the same way we would for individual packages,
+  # but in cancel weight order.
+  my @cust_svc = map { $_->cust_svc } @pkgs;
+  my @sorted_cust_svc =
+    map  { $_->[0] }
+    sort { $a->[1] <=> $b->[1] }
+    map  { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
+  ;
+  warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
+    $self->custnum."\n"
+    if $DEBUG;
+  foreach my $cust_svc (@sorted_cust_svc) {
+    my $part_svc = $cust_svc->part_svc;
+    next if ( defined($part_svc) and $part_svc->preserve );
+    # immediate cancel, no date option
+    # transactionize individually
+    my $error = try { $cust_svc->cancel } catch { $_ };
+    if ( $error ) {
+      dbh->rollback;
+      push @errors, $error;
+    } else {
+      dbh->commit;
+    }
+  }
+  if (@errors) {
+    return @errors;
   }
 
-  warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
-       scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
+  warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
+    $self->custnum. "\n"
     if $DEBUG;
 
-  grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
+  my @cprs;
+  if ($opt{'cust_pkg_reason'}) {
+    @cprs = @{ delete $opt{'cust_pkg_reason'} };
+  }
+  my $null_reason;
+  foreach (@pkgs) {
+    my %lopt = %opt;
+    if (@cprs) {
+      my $cpr = shift @cprs;
+      if ( $cpr ) {
+        $lopt{'reason'}        = $cpr->reasonnum;
+        $lopt{'reason_otaker'} = $cpr->otaker;
+      } else {
+        warn "no reason found when canceling package ".$_->pkgnum."\n";
+        # we're not actually required to pass a reason to cust_pkg::cancel,
+        # but if we're getting to this point, something has gone awry.
+        $null_reason ||= FS::reason->new_or_existing(
+          reason  => 'unknown reason',
+          type    => 'Cancel Reason',
+          class   => 'C',
+        );
+        $lopt{'reason'} = $null_reason->reasonnum;
+        $lopt{'reason_otaker'} = $FS::CurrentUser::CurrentUser->username;
+      }
+    }
+    my $error = $_->cancel(%lopt);
+    if ( $error ) {
+      dbh->rollback;
+      push @errors, 'pkgnum '.$_->pkgnum.': '.$error;
+    } else {
+      dbh->commit;
+    }
+  }
+
+  return @errors;
 }
 
 sub _banned_pay_hashref {
+  die 'cust_main->_banned_pay_hashref deprecated';
+
   my $self = shift;
 
   my %payby2ban = (
@@ -2333,13 +2325,6 @@ sub _banned_pay_hashref {
   };
 }
 
-sub _new_banned_pay_hashref {
-  my $self = shift;
-  my $hr = $self->_banned_pay_hashref;
-  $hr->{payinfo} = md5_base64($hr->{payinfo});
-  $hr;
-}
-
 =item notes
 
 Returns all notes (see L<FS::cust_main_note>) for this customer.
@@ -2348,8 +2333,8 @@ Returns all notes (see L<FS::cust_main_note>) for this customer.
 
 sub notes {
   my($self,$orderby_classnum) = (shift,shift);
-  my $orderby = "_DATE DESC";
-  $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
+  my $orderby = "sticky DESC, _date DESC";
+  $orderby = "classnum ASC, $orderby" if $orderby_classnum;
   qsearch( 'cust_main_note',
            { 'custnum' => $self->custnum },
            '',
@@ -2425,6 +2410,36 @@ sub classname {
     : '';
 }
 
+=item tax_status
+
+Returns the external tax status, as an FS::tax_status object, or the empty 
+string if there is no tax status.
+
+=cut
+
+sub tax_status {
+  my $self = shift;
+  if ( $self->taxstatusnum ) {
+    qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
+  } else {
+    return '';
+  } 
+}
+
+=item taxstatus
+
+Returns the tax status code if there is one.
+
+=cut
+
+sub taxstatus {
+  my $self = shift;
+  my $tax_status = $self->tax_status;
+  $tax_status
+    ? $tax_status->taxstatus
+    : '';
+}
+
 =item BILLING METHODS
 
 Documentation on billing methods has been moved to
@@ -2441,9 +2456,12 @@ Removes the I<paycvv> field from the database directly.
 
 If there is an error, returns the error, otherwise returns false.
 
+DEPRECATED.  Use L</remove_cvv_from_cust_payby> instead.
+
 =cut
 
 sub remove_cvv {
+  die 'cust_main->remove_cvv deprecated';
   my $self = shift;
   my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
     or return dbh->errstr;
@@ -2453,165 +2471,12 @@ sub remove_cvv {
   '';
 }
 
-=item batch_card OPTION => VALUE...
+=item total_owed
 
-Adds a payment for this invoice to the pending credit card batch (see
-L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
-runs the payment using a realtime gateway.
+Returns the total owed for this customer on all invoices
+(see L<FS::cust_bill/owed>).
 
-Options may include:
-
-B<amount>: the amount to be paid; defaults to the customer's balance minus
-any payments in transit.
-
-B<payby>: the payment method; defaults to cust_main.payby
-
-B<realtime>: runs this as a realtime payment instead of adding it to a 
-batch.  Deprecated.
-
-B<invnum>: sets cust_pay_batch.invnum.
-
-B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets 
-the billing address for the payment; defaults to the customer's billing
-location.
-
-B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
-date, and name; defaults to those fields in cust_main.
-
-=cut
-
-sub batch_card {
-  my ($self, %options) = @_;
-
-  my $amount;
-  if (exists($options{amount})) {
-    $amount = $options{amount};
-  }else{
-    $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
-  }
-  return '' unless $amount > 0;
-  
-  my $invnum = delete $options{invnum};
-  my $payby = $options{payby} || $self->payby;  #still dubious
-
-  if ($options{'realtime'}) {
-    return $self->realtime_bop( FS::payby->payby2bop($self->payby),
-                                $amount,
-                                %options,
-                              );
-  }
-
-  my $oldAutoCommit = $FS::UID::AutoCommit;
-  local $FS::UID::AutoCommit = 0;
-  my $dbh = dbh;
-
-  #this needs to handle mysql as well as Pg, like svc_acct.pm
-  #(make it into a common function if folks need to do batching with mysql)
-  $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
-    or return "Cannot lock pay_batch: " . $dbh->errstr;
-
-  my %pay_batch = (
-    'status' => 'O',
-    'payby'  => FS::payby->payby2payment($payby),
-  );
-  $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
-
-  my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
-
-  unless ( $pay_batch ) {
-    $pay_batch = new FS::pay_batch \%pay_batch;
-    my $error = $pay_batch->insert;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      die "error creating new batch: $error\n";
-    }
-  }
-
-  my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
-      'batchnum' => $pay_batch->batchnum,
-      'custnum'  => $self->custnum,
-  } );
-
-  foreach (qw( address1 address2 city state zip country latitude longitude
-               payby payinfo paydate payname ))
-  {
-    $options{$_} = '' unless exists($options{$_});
-  }
-
-  my $loc = $self->bill_location;
-
-  my $cust_pay_batch = new FS::cust_pay_batch ( {
-    'batchnum' => $pay_batch->batchnum,
-    'invnum'   => $invnum || 0,                    # is there a better value?
-                                                   # this field should be
-                                                   # removed...
-                                                   # cust_bill_pay_batch now
-    'custnum'  => $self->custnum,
-    'last'     => $self->getfield('last'),
-    'first'    => $self->getfield('first'),
-    'address1' => $options{address1} || $loc->address1,
-    'address2' => $options{address2} || $loc->address2,
-    'city'     => $options{city}     || $loc->city,
-    'state'    => $options{state}    || $loc->state,
-    'zip'      => $options{zip}      || $loc->zip,
-    'country'  => $options{country}  || $loc->country,
-    'payby'    => $options{payby}    || $self->payby,
-    'payinfo'  => $options{payinfo}  || $self->payinfo,
-    'exp'      => $options{paydate}  || $self->paydate,
-    'payname'  => $options{payname}  || $self->payname,
-    'amount'   => $amount,                         # consolidating
-  } );
-  
-  $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
-    if $old_cust_pay_batch;
-
-  my $error;
-  if ($old_cust_pay_batch) {
-    $error = $cust_pay_batch->replace($old_cust_pay_batch)
-  } else {
-    $error = $cust_pay_batch->insert;
-  }
-
-  if ( $error ) {
-    $dbh->rollback if $oldAutoCommit;
-    die $error;
-  }
-
-  my $unapplied =   $self->total_unapplied_credits
-                  + $self->total_unapplied_payments
-                  + $self->in_transit_payments;
-  foreach my $cust_bill ($self->open_cust_bill) {
-    #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
-    my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
-      'invnum' => $cust_bill->invnum,
-      'paybatchnum' => $cust_pay_batch->paybatchnum,
-      'amount' => $cust_bill->owed,
-      '_date' => time,
-    };
-    if ($unapplied >= $cust_bill_pay_batch->amount){
-      $unapplied -= $cust_bill_pay_batch->amount;
-      next;
-    }else{
-      $cust_bill_pay_batch->amount(sprintf ( "%.2f", 
-                                   $cust_bill_pay_batch->amount - $unapplied ));      $unapplied = 0;
-    }
-    $error = $cust_bill_pay_batch->insert;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      die $error;
-    }
-  }
-
-  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
-  '';
-}
-
-=item total_owed
-
-Returns the total owed for this customer on all invoices
-(see L<FS::cust_bill/owed>).
-
-=cut
+=cut
 
 sub total_owed {
   my $self = shift;
@@ -2838,7 +2703,7 @@ UNIX timestamps; see L<perlfunc/"time">).  Also see L<Time::Local> and
 L<Date::Parse> for conversion functions.  The empty string can be passed
 to disable that time constraint completely.
 
-Available options are:
+Accepts the same options as L<balance_date_sql>:
 
 =over 4
 
@@ -2846,6 +2711,12 @@ Available options are:
 
 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)
 
+=item cutoff
+
+An absolute cutoff time.  Payments, credits, and refunds I<applied> after this 
+time will be ignored.  Note that START_TIME and END_TIME only limit the date 
+range for invoices and I<unapplied> payments, credits, and refunds.
+
 =back
 
 =cut
@@ -2877,29 +2748,6 @@ sub balance_pkgnum {
   );
 }
 
-=item in_transit_payments
-
-Returns the total of requests for payments for this customer pending in 
-batches in transit to the bank.  See L<FS::pay_batch> and L<FS::cust_pay_batch>
-
-=cut
-
-sub in_transit_payments {
-  my $self = shift;
-  my $in_transit_payments = 0;
-  foreach my $pay_batch ( qsearch('pay_batch', {
-    'status' => 'I',
-  } ) ) {
-    foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
-      'batchnum' => $pay_batch->batchnum,
-      'custnum' => $self->custnum,
-    } ) ) {
-      $in_transit_payments += $cust_pay_batch->amount;
-    }
-  }
-  sprintf( "%.2f", $in_transit_payments );
-}
-
 =item payment_info
 
 Returns a hash of useful information for making a payment.
@@ -2940,6 +2788,7 @@ For electronic check transactions:
 
 =cut
 
+#XXX i need to be updated for 4.x+
 sub payment_info {
   my $self = shift;
 
@@ -2981,82 +2830,36 @@ sub payment_info {
 
 }
 
-=item paydate_monthyear
-
-Returns a two-element list consisting of the month and year of this customer's
-paydate (credit card expiration date for CARD customers)
-
-=cut
-
-sub paydate_monthyear {
-  my $self = shift;
-  if ( $self->paydate  =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
-    ( $2, $1 );
-  } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
-    ( $1, $3 );
-  } else {
-    ('', '');
-  }
-}
-
 =item paydate_epoch
 
-Returns the exact time in seconds corresponding to the payment method 
-expiration date.  For CARD/DCRD customers this is the end of the month;
-for others (COMP is the only other payby that uses paydate) it's the start.
-Returns 0 if the paydate is empty or set to the far future.
+Returns the next payment expiration date for this customer. If they have no
+payment methods that will expire, returns 0.
 
 =cut
 
 sub paydate_epoch {
   my $self = shift;
-  my ($month, $year) = $self->paydate_monthyear;
-  return 0 if !$year or $year >= 2037;
-  if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
-    $month++;
-    if ( $month == 13 ) {
-      $month = 1;
-      $year++;
-    }
-    return timelocal(0,0,0,1,$month-1,$year) - 1;
-  }
-  else {
-    return timelocal(0,0,0,1,$month-1,$year);
-  }
+  # filter out the ones that individually return 0, but then return 0 if
+  # there are no results
+  my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
+  min( @epochs ) || 0;
 }
 
 =item paydate_epoch_sql
 
-Class method.  Returns an SQL expression to obtain the payment expiration date
-as a number of seconds.
+Returns an SQL expression to get the next payment expiration date for a
+customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
+dates, so that it's safe to test for "will it expire before date X" for any
+date up to then.
 
 =cut
 
-# Special expiration date behavior for non-CARD/DCRD customers has been 
-# carefully preserved.  Do we really use that?
 sub paydate_epoch_sql {
   my $class = shift;
-  my $table = shift || 'cust_main';
-  my ($case1, $case2);
-  if ( driver_name eq 'Pg' ) {
-    $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
-    $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
-  }
-  elsif ( lc(driver_name) eq 'mysql' ) {
-    $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
-    $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
-  }
-  else { return '' }
-  return "CASE WHEN $table.payby IN('CARD','DCRD') 
-  THEN ($case1)
-  ELSE ($case2)
-  END"
+  my $paydate = FS::cust_payby->paydate_epoch_sql;
+  "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
 }
 
-=item tax_exemption TAXNAME
-
-=cut
-
 sub tax_exemption {
   my( $self, $taxname ) = @_;
 
@@ -3068,18 +2871,10 @@ sub tax_exemption {
 
 =item cust_main_exemption
 
-=item invoicing_list [ ARRAYREF ]
-
-If an arguement is given, sets these email addresses as invoice recipients
-(see L<FS::cust_main_invoice>).  Errors are not fatal and are not reported
-(except as warnings), so use check_invoicing_list first.
-
-Returns a list of email addresses (with svcnum entries expanded).
+=item invoicing_list
 
-Note: You can clear the invoicing list by passing an empty ARRAYREF.  You can
-check it without disturbing anything by passing nothing.
-
-This interface may change in the future.
+Returns a list of email addresses (with svcnum entries expanded), and the word
+'POST' if the customer receives postal invoices.
 
 =cut
 
@@ -3087,47 +2882,13 @@ sub invoicing_list {
   my( $self, $arrayref ) = @_;
 
   if ( $arrayref ) {
-    my @cust_main_invoice;
-    if ( $self->custnum ) {
-      @cust_main_invoice = 
-        qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
-    } else {
-      @cust_main_invoice = ();
-    }
-    foreach my $cust_main_invoice ( @cust_main_invoice ) {
-      #warn $cust_main_invoice->destnum;
-      unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
-        #warn $cust_main_invoice->destnum;
-        my $error = $cust_main_invoice->delete;
-        warn $error if $error;
-      }
-    }
-    if ( $self->custnum ) {
-      @cust_main_invoice = 
-        qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
-    } else {
-      @cust_main_invoice = ();
-    }
-    my %seen = map { $_->address => 1 } @cust_main_invoice;
-    foreach my $address ( @{$arrayref} ) {
-      next if exists $seen{$address} && $seen{$address};
-      $seen{$address} = 1;
-      my $cust_main_invoice = new FS::cust_main_invoice ( {
-        'custnum' => $self->custnum,
-        'dest'    => $address,
-      } );
-      my $error = $cust_main_invoice->insert;
-      warn $error if $error;
-    }
+    warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
   }
   
-  if ( $self->custnum ) {
-    map { $_->address }
-      qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
-  } else {
-    ();
-  }
+  my @emails = $self->invoicing_list_emailonly;
+  push @emails, 'POST' if $self->get('postal_invoice');
 
+  @emails;
 }
 
 =item check_invoicing_list ARRAYREF
@@ -3165,18 +2926,6 @@ sub check_invoicing_list {
   '';
 }
 
-=item set_default_invoicing_list
-
-Sets the invoicing list to all accounts associated with this customer,
-overwriting any previous invoicing list.
-
-=cut
-
-sub set_default_invoicing_list {
-  my $self = shift;
-  $self->invoicing_list($self->all_emails);
-}
-
 =item all_emails
 
 Returns the email addresses of all accounts provisioned for this customer.
@@ -3206,10 +2955,11 @@ to receive postal invoices, does nothing.
 
 sub invoicing_list_addpost {
   my $self = shift;
-  return if grep { $_ eq 'POST' } $self->invoicing_list;
-  my @invoicing_list = $self->invoicing_list;
-  push @invoicing_list, 'POST';
-  $self->invoicing_list(\@invoicing_list);
+  if ( $self->get('postal_invoice') eq '' ) {
+    $self->set('postal_invoice', 'Y');
+    my $error = $self->replace;
+    warn $error if $error; # should fail harder, but this is traditional
+  }
 }
 
 =item invoicing_list_emailonly
@@ -3223,7 +2973,16 @@ sub invoicing_list_emailonly {
   my $self = shift;
   warn "$me invoicing_list_emailonly called"
     if $DEBUG;
-  grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
+  return () if !$self->custnum; # not yet inserted
+  return map { $_->emailaddress }
+    qsearch({
+        table     => 'cust_contact',
+        select    => 'emailaddress',
+        addl_from => ' JOIN contact USING (contactnum) '.
+                     ' JOIN contact_email USING (contactnum)',
+        hashref   => { 'custnum' => $self->custnum, },
+        extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
+    });
 }
 
 =item invoicing_list_emailonly_scalar
@@ -3240,6 +2999,73 @@ sub invoicing_list_emailonly_scalar {
   join(', ', $self->invoicing_list_emailonly);
 }
 
+=item contact_list [ CLASSNUM, ... ]
+
+Returns a list of contacts (L<FS::contact> objects) for the customer. If
+a list of contact classnums is given, returns only contacts in those
+classes. If the pseudo-classnum 'invoice' is given, returns contacts that
+are marked as invoice destinations. If '0' is given, also returns contacts
+with no class.
+
+If no arguments are given, returns all contacts for the customer.
+
+=cut
+
+sub contact_list {
+  my $self = shift;
+  my $search = {
+    table       => 'contact',
+    select      => 'contact.*, cust_contact.invoice_dest',
+    addl_from   => ' JOIN cust_contact USING (contactnum)',
+    extra_sql   => ' WHERE cust_contact.custnum = '.$self->custnum,
+  };
+
+  my @orwhere;
+  my @classnums;
+  foreach (@_) {
+    if ( $_ eq 'invoice' ) {
+      push @orwhere, 'cust_contact.invoice_dest = \'Y\'';
+    } elsif ( $_ eq '0' ) {
+      push @orwhere, 'cust_contact.classnum is null';
+    } elsif ( /^\d+$/ ) {
+      push @classnums, $_;
+    } else {
+      die "bad classnum argument '$_'";
+    }
+  }
+
+  if (@classnums) {
+    push @orwhere, 'cust_contact.classnum IN ('.join(',', @classnums).')';
+  }
+  if (@orwhere) {
+    $search->{extra_sql} .= ' AND (' .
+                            join(' OR ', map "( $_ )", @orwhere) .
+                            ')';
+  }
+
+  qsearch($search);
+}
+
+=item contact_list_email [ CLASSNUM, ... ]
+
+Same as L</contact_list>, but returns email destinations instead of contact
+objects.
+
+=cut
+
+sub contact_list_email {
+  my $self = shift;
+  my @contacts = $self->contact_list(@_);
+  my @emails;
+  foreach my $contact (@contacts) {
+    foreach my $contact_email ($contact->contact_email) {
+      push @emails,
+        $contact->firstlast . ' <' . $contact_email->emailaddress . '>';
+    }
+  }
+  @emails;
+}
+
 =item referral_custnum_cust_main
 
 Returns the customer who referred this customer (or the empty string, if
@@ -3423,18 +3249,21 @@ Old-style:
 
 =cut
 
+#super false laziness w/quotation::charge
 sub charge {
   my $self = shift;
-  my ( $amount, $quantity, $start_date, $classnum );
+  my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
   my ( $pkg, $comment, $additional );
   my ( $setuptax, $taxclass );   #internal taxes
   my ( $taxproduct, $override ); #vendor (CCH) taxes
   my $no_auto = '';
+  my $separate_bill = '';
   my $cust_pkg_ref = '';
   my ( $bill_now, $invoice_terms ) = ( 0, '' );
   my $locationnum;
   if ( ref( $_[0] ) ) {
     $amount     = $_[0]->{amount};
+    $setup_cost = $_[0]->{setup_cost};
     $quantity   = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
     $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
     $no_auto    = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
@@ -3451,8 +3280,10 @@ sub charge {
     $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
     $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
     $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
-  } else {
+    $separate_bill = $_[0]->{separate_bill} || '';
+  } else { # yuck
     $amount     = shift;
+    $setup_cost = '';
     $quantity   = 1;
     $start_date = '';
     $pkg        = @_ ? shift : 'One-time charge';
@@ -3483,6 +3314,7 @@ sub charge {
     'setuptax'      => $setuptax,
     'taxclass'      => $taxclass,
     'taxproductnum' => $taxproduct,
+    'setup_cost'    => $setup_cost,
   } );
 
   my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
@@ -3517,6 +3349,7 @@ sub charge {
     'quantity'   => $quantity,
     'start_date' => $start_date,
     'no_auto'    => $no_auto,
+    'separate_bill' => $separate_bill,
     'locationnum'=> $locationnum,
   } );
 
@@ -3728,9 +3561,12 @@ Returns all the credits (see L<FS::cust_credit>) for this customer.
 
 sub cust_credit {
   my $self = shift;
-  map { $_ } #return $self->num_cust_credit unless wantarray;
-  sort { $a->_date <=> $b->_date }
-    qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
+
+  #return $self->num_cust_credit unless wantarray;
+
+  map { $_ } #behavior of sort undefined in scalar context
+    sort { $a->_date <=> $b->_date }
+      qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
 }
 
 =item cust_credit_pkgnum
@@ -3771,9 +3607,17 @@ Returns all the payments (see L<FS::cust_pay>) for this customer.
 
 sub cust_pay {
   my $self = shift;
-  return $self->num_cust_pay unless wantarray;
-  sort { $a->_date <=> $b->_date }
-    qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
+  my $opt = ref($_[0]) ? shift : { @_ };
+
+  return $self->num_cust_pay unless wantarray || keys %$opt;
+
+  $opt->{'table'} = 'cust_pay';
+  $opt->{'hashref'}{'custnum'} = $self->custnum;
+
+  map { $_ } #behavior of sort undefined in scalar context
+    sort { $a->_date <=> $b->_date }
+      qsearch($opt);
+
 }
 
 =item num_cust_pay
@@ -3791,6 +3635,22 @@ sub num_cust_pay {
   $sth->fetchrow_arrayref->[0];
 }
 
+=item unapplied_cust_pay
+
+Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
+
+=cut
+
+sub unapplied_cust_pay {
+  my $self = shift;
+
+  $self->cust_pay(
+    'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
+    #@_
+  );
+
+}
+
 =item cust_pay_pkgnum
 
 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
@@ -3821,31 +3681,6 @@ sub cust_pay_void {
     qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
 }
 
-=item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
-
-Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
-
-Optionally, a list or hashref of additional arguments to the qsearch call can
-be passed.
-
-=cut
-
-sub cust_pay_batch {
-  my $self = shift;
-  my $opt = ref($_[0]) ? shift : { @_ };
-
-  #return $self->num_cust_statement unless wantarray || keys %$opt;
-
-  $opt->{'table'} = 'cust_pay_batch';
-  $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
-  $opt->{'hashref'}{'custnum'} = $self->custnum;
-  $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
-
-  map { $_ } #behavior of sort undefined in scalar context
-    sort { $a->paybatchnum <=> $b->paybatchnum }
-      qsearch($opt);
-}
-
 =item cust_pay_pending
 
 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
@@ -3941,34 +3776,16 @@ cust_main-default_agent_custid is set and it has a value, custnum otherwise.
 sub display_custnum {
   my $self = shift;
 
+  return $self->agent_custid
+    if $default_agent_custid && $self->agent_custid;
+
   my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
-  if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
-    if ( $special eq 'CoStAg' ) {
-      $prefix = uc( join('',
-        $self->country,
-        ($self->state =~ /^(..)/),
-        $prefix || ($self->agent->agent =~ /^(..)/)
-      ) );
-    }
-    elsif ( $special eq 'CoStCl' ) {
-      $prefix = uc( join('',
-        $self->country,
-        ($self->state =~ /^(..)/),
-        ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
-      ) );
-    }
-    # add any others here if needed
-  }
 
-  my $length = $conf->config('cust_main-custnum-display_length');
-  if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
-    return $self->agent_custid;
-  } elsif ( $prefix ) {
-    $length = 8 if !defined($length);
+  if ( $prefix ) {
     return $prefix . 
-           sprintf('%0'.$length.'d', $self->custnum)
-  } elsif ( $length ) {
-    return sprintf('%0'.$length.'d', $self->custnum);
+           sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
+  } elsif ( $custnum_display_length ) {
+    return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
   } else {
     return $self->custnum;
   }
@@ -4002,9 +3819,11 @@ sub service_contact {
     my $classnum = $self->scalar_sql(
       'SELECT classnum FROM contact_class WHERE classname = \'Service\''
     ) || 0; #if it's zero, qsearchs will return nothing
-    $self->{service_contact} = qsearchs('contact', { 
-        'classnum' => $classnum, 'custnum' => $self->custnum
-      }) || undef;
+    my $cust_contact = qsearchs('cust_contact', { 
+        'classnum' => $classnum,
+        'custnum'  => $self->custnum,
+    });
+    $self->{service_contact} = $cust_contact->contact if $cust_contact;
   }
   $self->{service_contact};
 }
@@ -4095,26 +3914,14 @@ sub ship_contact_firstlast {
   $contact->get('first') . ' '. $contact->get('last');
 }
 
-#XXX this doesn't work in 3.x+
-#=item country_full
-#
-#Returns this customer's full country name
-#
-#=cut
-#
-#sub country_full {
-#  my $self = shift;
-#  code2country($self->country);
-#}
-
 sub bill_country_full {
   my $self = shift;
-  code2country($self->bill_location->country);
+  $self->bill_location->country_full;
 }
 
 sub ship_country_full {
   my $self = shift;
-  code2country($self->ship_location->country);
+  $self->ship_location->country_full;
 }
 
 =item county_state_county [ PREFIX ]
@@ -4135,166 +3942,740 @@ sub county_state_country {
   $cust_location->county_state_country;
 }
 
-=item geocode DATA_VENDOR
+=item geocode DATA_VENDOR
+
+Returns a value for the customer location as encoded by DATA_VENDOR.
+Currently this only makes sense for "CCH" as DATA_VENDOR.
+
+=cut
+
+=item cust_status
+
+=item status
+
+Returns a status string for this customer, currently:
+
+=over 4
+
+=item prospect
+
+No packages have ever been ordered.  Displayed as "No packages".
+
+=item ordered
+
+Recurring packages all are new (not yet billed).
+
+=item active
+
+One or more recurring packages is active.
+
+=item inactive
+
+No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
+
+=item suspended
+
+All non-cancelled recurring packages are suspended.
+
+=item cancelled
+
+All recurring packages are cancelled.
+
+=back
+
+Behavior of inactive vs. cancelled edge cases can be adjusted with the
+cust_main-status_module configuration option.
+
+=cut
+
+sub status { shift->cust_status(@_); }
+
+sub cust_status {
+  my $self = shift;
+  return $self->hashref->{cust_status} if $self->hashref->{cust_status};
+  for my $status ( FS::cust_main->statuses() ) {
+    my $method = $status.'_sql';
+    my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
+    my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
+    $sth->execute( ($self->custnum) x $numnum )
+      or die "Error executing 'SELECT $sql': ". $sth->errstr;
+    if ( $sth->fetchrow_arrayref->[0] ) {
+      $self->hashref->{cust_status} = $status;
+      return $status;
+    }
+  }
+}
+
+=item is_status_delay_cancel
+
+Returns true if customer status is 'suspended'
+and all suspended cust_pkg return true for
+cust_pkg->is_status_delay_cancel.
+
+This is not a real status, this only meant for hacking display 
+values, because otherwise treating the customer as suspended is 
+really the whole point of the delay_cancel option.
+
+=cut
+
+sub is_status_delay_cancel {
+  my ($self) = @_;
+  return 0 unless $self->status eq 'suspended';
+  foreach my $cust_pkg ($self->ncancelled_pkgs) {
+    return 0 unless $cust_pkg->is_status_delay_cancel;
+  }
+  return 1;
+}
+
+=item ucfirst_cust_status
+
+=item ucfirst_status
+
+Deprecated, use the cust_status_label method instead.
+
+Returns the status with the first character capitalized.
+
+=cut
+
+sub ucfirst_status {
+  carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
+  local($ucfirst_nowarn) = 1;
+  shift->ucfirst_cust_status(@_);
+}
+
+sub ucfirst_cust_status {
+  carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
+  my $self = shift;
+  ucfirst($self->cust_status);
+}
+
+=item cust_status_label
+
+=item status_label
+
+Returns the display label for this status.
+
+=cut
+
+sub status_label { shift->cust_status_label(@_); }
+
+sub cust_status_label {
+  my $self = shift;
+  __PACKAGE__->statuslabels->{$self->cust_status};
+}
+
+=item statuscolor
+
+Returns a hex triplet color string for this customer's status.
+
+=cut
+
+sub statuscolor { shift->cust_statuscolor(@_); }
+
+sub cust_statuscolor {
+  my $self = shift;
+  __PACKAGE__->statuscolors->{$self->cust_status};
+}
+
+=item tickets [ STATUS ]
+
+Returns an array of hashes representing the customer's RT tickets.
+
+An optional status (or arrayref or hashref of statuses) may be specified.
+
+=cut
+
+sub tickets {
+  my $self = shift;
+  my $status = ( @_ && $_[0] ) ? shift : '';
+
+  my $num = $conf->config('cust_main-max_tickets') || 10;
+  my @tickets = ();
+
+  if ( $conf->config('ticket_system') ) {
+    unless ( $conf->config('ticket_system-custom_priority_field') ) {
+
+      @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
+                                                        $num,
+                                                        undef,
+                                                        $status,
+                                                      )
+                  };
+
+    } else {
+
+      foreach my $priority (
+        $conf->config('ticket_system-custom_priority_field-values'), ''
+      ) {
+        last if scalar(@tickets) >= $num;
+        push @tickets, 
+          @{ FS::TicketSystem->customer_tickets( $self->custnum,
+                                                 $num - scalar(@tickets),
+                                                 $priority,
+                                                 $status,
+                                               )
+           };
+      }
+    }
+  }
+  (@tickets);
+}
+
+=item appointments [ STATUS ]
+
+Returns an array of hashes representing the customer's RT tickets which
+are appointments.
+
+=cut
+
+sub appointments {
+  my $self = shift;
+  my $status = ( @_ && $_[0] ) ? shift : '';
+
+  return () unless $conf->config('ticket_system');
+
+  my $queueid = $conf->config('ticket_system-appointment-queueid');
+
+  @{ FS::TicketSystem->customer_tickets( $self->custnum,
+                                         99,
+                                         undef,
+                                         $status,
+                                         $queueid,
+                                       )
+  };
+}
+
+# Return services representing svc_accts in customer support packages
+sub support_services {
+  my $self = shift;
+  my %packages = map { $_ => 1 } $conf->config('support_packages');
+
+  grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
+    grep { $_->part_svc->svcdb eq 'svc_acct' }
+    map { $_->cust_svc }
+    grep { exists $packages{ $_->pkgpart } }
+    $self->ncancelled_pkgs;
+
+}
+
+# Return a list of latitude/longitude for one of the services (if any)
+sub service_coordinates {
+  my $self = shift;
+
+  my @svc_X = 
+    grep { $_->latitude && $_->longitude }
+    map { $_->svc_x }
+    map { $_->cust_svc }
+    $self->ncancelled_pkgs;
+
+  scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
+}
+
+=item masked FIELD
+
+Returns a masked version of the named field
+
+=cut
+
+sub masked {
+my ($self,$field) = @_;
+
+# Show last four
+
+'x'x(length($self->getfield($field))-4).
+  substr($self->getfield($field), (length($self->getfield($field))-4));
+
+}
+
+=item payment_history
+
+Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
+cust_credit and cust_refund objects.  Each hashref has the following fields:
+
+I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
+
+I<date> - value of _date field, unix timestamp
+
+I<date_pretty> - user-friendly date
+
+I<description> - user-friendly description of item
+
+I<amount> - impact of item on user's balance 
+(positive for Invoice/Refund/Line item, negative for Payment/Credit.)
+Not to be confused with the native 'amount' field in cust_credit, see below.
+
+I<amount_pretty> - includes money char
+
+I<balance> - customer balance, chronologically as of this item
+
+I<balance_pretty> - includes money char
+
+I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
+
+I<paid> - amount paid for cust_pay records, undef for other types
+
+I<credit> - amount credited for cust_credit records, undef for other types.
+Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
+
+I<refund> - amount refunded for cust_refund records, undef for other types
+
+The four table-specific keys always have positive values, whether they reflect charges or payments.
+
+The following options may be passed to this method:
+
+I<line_items> - if true, returns charges ('Line item') rather than invoices
+
+I<start_date> - unix timestamp, only include records on or after.
+If specified, an item of type 'Previous' will also be included.
+It does not have table-specific fields.
+
+I<end_date> - unix timestamp, only include records before
+
+I<reverse_sort> - order from newest to oldest (default is oldest to newest)
+
+I<conf> - optional already-loaded FS::Conf object.
+
+=cut
+
+# Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
+# and also for sending customer statements, which should both be kept customer-friendly.
+# If you add anything that shouldn't be passed on through the API or exposed 
+# to customers, add a new option to include it, don't include it by default
+sub payment_history {
+  my $self = shift;
+  my $opt = ref($_[0]) ? $_[0] : { @_ };
+
+  my $conf = $$opt{'conf'} || new FS::Conf;
+  my $money_char = $conf->config("money_char") || '$',
+
+  #first load entire history, 
+  #need previous to calculate previous balance
+  #loading after end_date shouldn't hurt too much?
+  my @history = ();
+  if ( $$opt{'line_items'} ) {
+
+    foreach my $cust_bill ( $self->cust_bill ) {
+
+      push @history, {
+        'type'        => 'Line item',
+        'description' => $_->desc( $self->locale ).
+                           ( $_->sdate && $_->edate
+                               ? ' '. time2str('%d-%b-%Y', $_->sdate).
+                                 ' To '. time2str('%d-%b-%Y', $_->edate)
+                               : ''
+                           ),
+        'amount'      => sprintf('%.2f', $_->setup + $_->recur ),
+        'charged'     => sprintf('%.2f', $_->setup + $_->recur ),
+        'date'        => $cust_bill->_date,
+        'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
+      }
+        foreach $cust_bill->cust_bill_pkg;
+
+    }
+
+  } else {
+
+    push @history, {
+                     'type'        => 'Invoice',
+                     'description' => 'Invoice #'. $_->display_invnum,
+                     'amount'      => sprintf('%.2f', $_->charged ),
+                     'charged'     => sprintf('%.2f', $_->charged ),
+                     'date'        => $_->_date,
+                     'date_pretty' => $self->time2str_local('short', $_->_date ),
+                   }
+      foreach $self->cust_bill;
+
+  }
+
+  push @history, {
+                   'type'        => 'Payment',
+                   'description' => 'Payment', #XXX type
+                   'amount'      => sprintf('%.2f', 0 - $_->paid ),
+                   'paid'        => sprintf('%.2f', $_->paid ),
+                   'date'        => $_->_date,
+                   'date_pretty' => $self->time2str_local('short', $_->_date ),
+                 }
+    foreach $self->cust_pay;
+
+  push @history, {
+                   'type'        => 'Credit',
+                   'description' => 'Credit', #more info?
+                   'amount'      => sprintf('%.2f', 0 -$_->amount ),
+                   'credit'      => sprintf('%.2f', $_->amount ),
+                   'date'        => $_->_date,
+                   'date_pretty' => $self->time2str_local('short', $_->_date ),
+                 }
+    foreach $self->cust_credit;
+
+  push @history, {
+                   'type'        => 'Refund',
+                   'description' => 'Refund', #more info?  type, like payment?
+                   'amount'      => $_->refund,
+                   'refund'      => $_->refund,
+                   'date'        => $_->_date,
+                   'date_pretty' => $self->time2str_local('short', $_->_date ),
+                 }
+    foreach $self->cust_refund;
+
+  #put it all in chronological order
+  @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
+
+  #calculate balance, filter items outside date range
+  my $previous = 0;
+  my $balance = 0;
+  my @out = ();
+  foreach my $item (@history) {
+    last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
+    $balance += $$item{'amount'};
+    if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
+      $previous += $$item{'amount'};
+      next;
+    }
+    $$item{'balance'} = sprintf("%.2f",$balance);
+    foreach my $key ( qw(amount balance) ) {
+      $$item{$key.'_pretty'} = money_pretty($$item{$key});
+    }
+    push(@out,$item);
+  }
+
+  # start with previous balance, if there was one
+  if ($previous) {
+    my $item = {
+      'type'        => 'Previous',
+      'description' => 'Previous balance',
+      'amount'      => sprintf("%.2f",$previous),
+      'balance'     => sprintf("%.2f",$previous),
+      'date'        => $$opt{'start_date'},
+      'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
+    };
+    #false laziness with above
+    foreach my $key ( qw(amount balance) ) {
+      $$item{$key.'_pretty'} = $$item{$key};
+      $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
+    }
+    unshift(@out,$item);
+  }
+
+  @out = reverse @history if $$opt{'reverse_sort'};
+
+  return @out;
+}
+
+=item save_cust_payby
+
+Saves a new cust_payby for this customer, replacing an existing entry only
+in select circumstances.  Does not validate input.
+
+If auto is specified, marks this as the customer's primary method, or the 
+specified weight.  Existing payment methods have their weight incremented as
+appropriate.
+
+If bill_location is specified with auto, also sets location in cust_main.
+
+Will not insert complete duplicates of existing records, or records in which the
+only difference from an existing record is to turn off automatic payment (will
+return without error.)  Will replace existing records in which the only difference 
+is to add a value to a previously empty preserved field and/or turn on automatic payment.
+Fields marked as preserved are optional, and existing values will not be overwritten with 
+blanks when replacing.
+
+Accepts the following named parameters:
+
+=over 4
+
+=item payment_payby
+
+either CARD or CHEK
+
+=item auto
+
+save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
+
+=item weight
+
+optional, set higher than 1 for secondary, etc.
+
+=item payinfo
 
-Returns a value for the customer location as encoded by DATA_VENDOR.
-Currently this only makes sense for "CCH" as DATA_VENDOR.
+required
 
-=cut
+=item paymask
 
-=item cust_status
+optional, but should be specified for anything that might be tokenized, will be preserved when replacing
 
-=item status
+=item payname
 
-Returns a status string for this customer, currently:
+required
 
-=over 4
+=item payip
 
-=item prospect - No packages have ever been ordered
+optional, will be preserved when replacing
 
-=item ordered - Recurring packages all are new (not yet billed).
+=item paydate
 
-=item active - One or more recurring packages is active
+CARD only, required
 
-=item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
+=item bill_location
 
-=item suspended - All non-cancelled recurring packages are suspended
+CARD only, required, FS::cust_location object
 
-=item cancelled - All recurring packages are cancelled
+=item paystart_month
 
-=back
+CARD only, optional, will be preserved when replacing
 
-Behavior of inactive vs. cancelled edge cases can be adjusted with the
-cust_main-status_module configuration option.
+=item paystart_year
 
-=cut
+CARD only, optional, will be preserved when replacing
 
-sub status { shift->cust_status(@_); }
+=item payissue
 
-sub cust_status {
-  my $self = shift;
-  for my $status ( FS::cust_main->statuses() ) {
-    my $method = $status.'_sql';
-    my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
-    my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
-    $sth->execute( ($self->custnum) x $numnum )
-      or die "Error executing 'SELECT $sql': ". $sth->errstr;
-    return $status if $sth->fetchrow_arrayref->[0];
-  }
-}
+CARD only, optional, will be preserved when replacing
 
-=item ucfirst_cust_status
+=item paycvv
 
-=item ucfirst_status
+CARD only, only used if conf cvv-save is set appropriately
 
-Returns the status with the first character capitalized.
+=item paytype
 
-=cut
+CHEK only
 
-sub ucfirst_status { shift->ucfirst_cust_status(@_); }
+=item paystate
 
-sub ucfirst_cust_status {
-  my $self = shift;
-  ucfirst($self->cust_status);
-}
+CHEK only
 
-=item statuscolor
+=item saved_cust_payby
 
-Returns a hex triplet color string for this customer's status.
+scalar reference, for returning saved object
+
+=back
 
 =cut
 
-sub statuscolor { shift->cust_statuscolor(@_); }
+#The code for this option is in place, but it's not currently used
+#
+# =item replace
+#
+# existing cust_payby object to be replaced (must match custnum)
 
-sub cust_statuscolor {
+# stateid/stateid_state/ss are not currently supported in cust_payby,
+# might not even work properly in 4.x, but will need to work here if ever added
+
+sub save_cust_payby {
   my $self = shift;
-  __PACKAGE__->statuscolors->{$self->cust_status};
-}
+  my %opt = @_;
 
-=item tickets [ STATUS ]
+  my $old = $opt{'replace'};
+  my $new = new FS::cust_payby { $old ? $old->hash : () };
+  return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
+  $new->set( 'custnum' => $self->custnum );
 
-Returns an array of hashes representing the customer's RT tickets.
+  my $payby = $opt{'payment_payby'};
+  return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
 
-An optional status (or arrayref or hashref of statuses) may be specified.
+  # don't allow turning off auto when replacing
+  $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
 
-=cut
+  my @check_existing; # payby relevant to this payment_payby
 
-sub tickets {
-  my $self = shift;
-  my $status = ( @_ && $_[0] ) ? shift : '';
+  # set payby based on auto
+  if ( $payby eq 'CARD' ) { 
+    $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
+    @check_existing = qw( CARD DCRD );
+  } elsif ( $payby eq 'CHEK' ) {
+    $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
+    @check_existing = qw( CHEK DCHK );
+  }
 
-  my $num = $conf->config('cust_main-max_tickets') || 10;
-  my @tickets = ();
+  $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
 
-  if ( $conf->config('ticket_system') ) {
-    unless ( $conf->config('ticket_system-custom_priority_field') ) {
+  # basic fields
+  $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
+  $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
+  $new->set( 'payname' => $opt{'payname'} );
+  $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
 
-      @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
-                                                        $num,
-                                                        undef,
-                                                        $status,
-                                                      )
-                  };
+  my $conf = new FS::Conf;
 
-    } else {
+  # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
+  if ( $payby eq 'CARD' &&
+       ( (grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save')) 
+         || $conf->exists('business-onlinepayment-verification') 
+       )
+  ) {
+    $new->set( 'paycvv' => $opt{'paycvv'} );
+  } else {
+    $new->set( 'paycvv' => '');
+  }
 
-      foreach my $priority (
-        $conf->config('ticket_system-custom_priority_field-values'), ''
-      ) {
-        last if scalar(@tickets) >= $num;
-        push @tickets, 
-          @{ FS::TicketSystem->customer_tickets( $self->custnum,
-                                                 $num - scalar(@tickets),
-                                                 $priority,
-                                                 $status,
-                                               )
-           };
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  # set fields specific to payment_payby
+  if ( $payby eq 'CARD' ) {
+    if ($opt{'bill_location'}) {
+      $opt{'bill_location'}->set('custnum' => $self->custnum);
+      my $error = $opt{'bill_location'}->find_or_insert;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
       }
+      $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
+    }
+    foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
+      $new->set( $field => $opt{$field} );
+    }
+  } else {
+    foreach my $field ( qw(paytype paystate) ) {
+      $new->set( $field => $opt{$field} );
     }
   }
-  (@tickets);
-}
 
-# Return services representing svc_accts in customer support packages
-sub support_services {
-  my $self = shift;
-  my %packages = map { $_ => 1 } $conf->config('support_packages');
+  # other cust_payby to compare this to
+  my @existing = $self->cust_payby(@check_existing);
+
+  # fields that can overwrite blanks with values, but not values with blanks
+  my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
+
+  my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
+  unless ($old) {
+    # generally, we don't want to overwrite existing cust_payby with this,
+    # but we can replace if we're only marking it auto or adding a preserved field
+    # and we can avoid saving a total duplicate or merely turning off auto
+PAYBYLOOP:
+    foreach my $cust_payby (@existing) {
+      # check fields that absolutely should not change
+      foreach my $field ($new->fields) {
+        next if grep(/^$field$/, qw( custpaybynum payby weight ) );
+        next if grep(/^$field$/, @preserve );
+        next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
+      }
+      # now check fields that can replace if one value is blank
+      my $replace = 0;
+      foreach my $field (@preserve) {
+        if (
+          ( $new->get($field) and !$cust_payby->get($field) ) or
+          ( $cust_payby->get($field) and !$new->get($field) )
+        ) {
+          # prevention of overwriting values with blanks happens farther below
+          $replace = 1;
+        } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
+          next PAYBYLOOP;
+        }
+      }
+      unless ( $replace ) {
+        # nearly identical, now check weight
+        if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
+          # ignore identical cust_payby, and ignore attempts to turn off auto
+          # no need to save or re-weight cust_payby (but still need to update/commit $self)
+          $skip_cust_payby = 1;
+          last PAYBYLOOP;
+        }
+        # otherwise, only change is to mark this as primary
+      }
+      # if we got this far, we're definitely replacing
+      $old = $cust_payby;
+      last PAYBYLOOP;
+    } #PAYBYLOOP
+  }
 
-  grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
-    grep { $_->part_svc->svcdb eq 'svc_acct' }
-    map { $_->cust_svc }
-    grep { exists $packages{ $_->pkgpart } }
-    $self->ncancelled_pkgs;
+  if ($old) {
+    $new->set( 'custpaybynum' => $old->custpaybynum );
+    # don't turn off automatic payment (but allow it to be turned on)
+    if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
+      $opt{'auto'} = 1;
+      $new->set( 'payby' => $old->payby );
+      $new->set( 'weight' => 1 );
+    }
+    # make sure we're not overwriting values with blanks
+    foreach my $field (@preserve) {
+      if ( $old->get($field) and !$new->get($field) ) {
+        $new->set( $field => $old->get($field) );
+      }
+    }
+  }
 
-}
+  # only overwrite cust_main bill_location if auto
+  if ($opt{'auto'} && $opt{'bill_location'}) {
+    $self->set('bill_location' => $opt{'bill_location'});
+    my $error = $self->replace;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
 
-# Return a list of latitude/longitude for one of the services (if any)
-sub service_coordinates {
-  my $self = shift;
+  # done with everything except reweighting and saving cust_payby
+  # still need to commit changes to cust_main and cust_location
+  if ($skip_cust_payby) {
+    $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+    return '';
+  }
 
-  my @svc_X = 
-    grep { $_->latitude && $_->longitude }
-    map { $_->svc_x }
-    map { $_->cust_svc }
-    $self->ncancelled_pkgs;
+  # re-weight existing primary cust_pay for this payby
+  if ($opt{'auto'}) {
+    foreach my $cust_payby (@existing) {
+      # relies on cust_payby return order
+      last unless $cust_payby->payby !~ /^D/;
+      last if $cust_payby->weight > 1;
+      next if $new->custpaybynum eq $cust_payby->custpaybynum;
+      next if $cust_payby->weight < ($opt{'weight'} || 1);
+      $cust_payby->weight( $cust_payby->weight + 1 );
+      my $error = $cust_payby->replace;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return "Error reweighting cust_payby: $error";
+      }
+    }
+  }
+
+  # finally, save cust_payby
+  my $error = $old ? $new->replace($old) : $new->insert;
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $error;
+  }
+
+  ${$opt{'saved_cust_payby'}} = $new
+    if $opt{'saved_cust_payby'};
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
 
-  scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
 }
 
-=item masked FIELD
+=item remove_cvv_from_cust_payby PAYINFO
 
-Returns a masked version of the named field
+Removes paycvv from associated cust_payby with matching PAYINFO.
 
 =cut
 
-sub masked {
-my ($self,$field) = @_;
+sub remove_cvv_from_cust_payby {
+  my ($self,$payinfo) = @_;
 
-# Show last four
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
 
-'x'x(length($self->getfield($field))-4).
-  substr($self->getfield($field), (length($self->getfield($field))-4));
+  foreach my $cust_payby ( qsearch('cust_payby',{ custnum => $self->custnum }) ) {
+    next unless $cust_payby->payinfo eq $payinfo; # can't qsearch on payinfo
+    $cust_payby->paycvv('');
+    my $error = $cust_payby->replace;
+    if ($error) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
 
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
 }
 
 =back
@@ -4434,15 +4815,10 @@ Returns an SQL expression identifying un-cancelled cust_main records.
 =cut
 
 sub uncancelled_sql { uncancel_sql(@_); }
-sub uncancel_sql { "
-  ( 0 < ( $select_count_pkgs
-                   AND ( cust_pkg.cancel IS NULL
-                         OR cust_pkg.cancel = 0
-                       )
-        )
-    OR 0 = ( $select_count_pkgs )
-  )
-"; }
+sub uncancel_sql {
+  my $self = shift;
+  "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
+}
 
 =item balance_sql
 
@@ -4602,103 +4978,6 @@ sub search {
 
 =over 4
 
-=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
-
-Deprecated.  Use event notification and message templates 
-(L<FS::msg_template>) instead.
-
-Sends a templated email notification to the customer (see L<Text::Template>).
-
-OPTIONS is a hash and may include
-
-I<from> - the email sender (default is invoice_from)
-
-I<to> - comma-separated scalar or arrayref of recipients 
-   (default is invoicing_list)
-
-I<subject> - The subject line of the sent email notification
-   (default is "Notice from company_name")
-
-I<extra_fields> - a hashref of name/value pairs which will be substituted
-   into the template
-
-The following variables are vavailable in the template.
-
-I<$first> - the customer first name
-I<$last> - the customer last name
-I<$company> - the customer company
-I<$payby> - a description of the method of payment for the customer
-            # would be nice to use FS::payby::shortname
-I<$payinfo> - the account information used to collect for this customer
-I<$expdate> - the expiration of the customer payment in seconds from epoch
-
-=cut
-
-sub notify {
-  my ($self, $template, %options) = @_;
-
-  return unless $conf->exists($template);
-
-  my $from = $conf->config('invoice_from', $self->agentnum)
-    if $conf->exists('invoice_from', $self->agentnum);
-  $from = $options{from} if exists($options{from});
-
-  my $to = join(',', $self->invoicing_list_emailonly);
-  $to = $options{to} if exists($options{to});
-  
-  my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
-    if $conf->exists('company_name', $self->agentnum);
-  $subject = $options{subject} if exists($options{subject});
-
-  my $notify_template = new Text::Template (TYPE => 'ARRAY',
-                                            SOURCE => [ map "$_\n",
-                                              $conf->config($template)]
-                                           )
-    or die "can't create new Text::Template object: Text::Template::ERROR";
-  $notify_template->compile()
-    or die "can't compile template: Text::Template::ERROR";
-
-  $FS::notify_template::_template::company_name =
-    $conf->config('company_name', $self->agentnum);
-  $FS::notify_template::_template::company_address =
-    join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
-
-  my $paydate = $self->paydate || '2037-12-31';
-  $FS::notify_template::_template::first = $self->first;
-  $FS::notify_template::_template::last = $self->last;
-  $FS::notify_template::_template::company = $self->company;
-  $FS::notify_template::_template::payinfo = $self->mask_payinfo;
-  my $payby = $self->payby;
-  my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
-  my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
-
-  #credit cards expire at the end of the month/year of their exp date
-  if ($payby eq 'CARD' || $payby eq 'DCRD') {
-    $FS::notify_template::_template::payby = 'credit card';
-    ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
-    $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
-    $expire_time--;
-  }elsif ($payby eq 'COMP') {
-    $FS::notify_template::_template::payby = 'complimentary account';
-  }else{
-    $FS::notify_template::_template::payby = 'current method';
-  }
-  $FS::notify_template::_template::expdate = $expire_time;
-
-  for (keys %{$options{extra_fields}}){
-    no strict "refs";
-    ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
-  }
-
-  send_email(from => $from,
-             to => $to,
-             subject => $subject,
-             body => $notify_template->fill_in( PACKAGE =>
-                                                'FS::notify_template::_template'                                              ),
-            );
-
-}
-
 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
 
 Generates a templated notification to the customer (see L<Text::Template>).
@@ -4709,13 +4988,11 @@ I<extra_fields> - a hashref of name/value pairs which will be substituted
    into the template.  These values may override values mentioned below
    and those from the customer record.
 
+I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
+
 The following variables are available in the template instead of or in addition
 to the fields of the customer record.
 
-I<$payby> - a description of the method of payment for the customer
-            # would be nice to use FS::payby::shortname
-I<$payinfo> - the masked account information used to collect for this customer
-I<$expdate> - the expiration of the customer payment method in seconds from epoch
 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
 
 =cut
@@ -4724,11 +5001,16 @@ I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or
 sub generate_letter {
   my ($self, $template, %options) = @_;
 
-  return unless $conf->exists($template);
+  warn "Template $template does not exist" && return
+    unless $conf->exists($template) || $options{'template_text'};
+
+  my $template_source = $options{'template_text'} 
+                        ? [ $options{'template_text'} ] 
+                        : [ map "$_\n", $conf->config($template) ];
 
   my $letter_template = new Text::Template
                         ( TYPE       => 'ARRAY',
-                          SOURCE     => [ map "$_\n", $conf->config($template)],
+                          SOURCE     => $template_source,
                           DELIMITERS => [ '[@--', '--@]' ],
                         )
     or die "can't create new Text::Template object: Text::Template::ERROR";
@@ -4737,27 +5019,6 @@ sub generate_letter {
     or die "can't compile template: Text::Template::ERROR";
 
   my %letter_data = map { $_ => $self->$_ } $self->fields;
-  $letter_data{payinfo} = $self->mask_payinfo;
-
-  #my $paydate = $self->paydate || '2037-12-31';
-  my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
-
-  my $payby = $self->payby;
-  my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
-  my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
-
-  #credit cards expire at the end of the month/year of their exp date
-  if ($payby eq 'CARD' || $payby eq 'DCRD') {
-    $letter_data{payby} = 'credit card';
-    ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
-    $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
-    $expire_time--;
-  }elsif ($payby eq 'COMP') {
-    $letter_data{payby} = 'complimentary account';
-  }else{
-    $letter_data{payby} = 'current method';
-  }
-  $letter_data{expdate} = $expire_time;
 
   for (keys %{$options{extra_fields}}){
     $letter_data{$_} = $options{extra_fields}->{$_};
@@ -4843,7 +5104,9 @@ sub queueable_print {
   my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
     or die "invalid customer number: " . $opt{custnum};
 
-  my $error = $self->print( { 'template' => $opt{template} } );
+#do not backport this change to 3.x
+#  my $error = $self->print( { 'template' => $opt{template} } );
+  my $error = $self->print( $opt{'template'} );
   die $error if $error;
 }
 
@@ -4926,6 +5189,42 @@ sub _agent_plandata {
 
 }
 
+sub process_o2m_qsearch {
+  my $self = shift;
+  my $table = shift;
+  return qsearch($table, @_) unless $table eq 'contact';
+
+  my $hashref = shift;
+  my %hash = %$hashref;
+  ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
+    or die 'guru meditation #4343';
+
+  qsearch({ 'table'     => 'contact',
+            'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
+            'hashref'   => \%hash,
+            'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
+                           " cust_contact.custnum = $custnum "
+         });                
+}
+
+sub process_o2m_qsearchs {
+  my $self = shift;
+  my $table = shift;
+  return qsearchs($table, @_) unless $table eq 'contact';
+
+  my $hashref = shift;
+  my %hash = %$hashref;
+  ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
+    or die 'guru meditation #2121';
+
+  qsearchs({ 'table'     => 'contact',
+             'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
+             'hashref'   => \%hash,
+             'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
+                            " cust_contact.custnum = $custnum "
+          });                
+}
+
 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
 
 Subroutine (not a method), designed to be called from the queue.
@@ -4948,9 +5247,24 @@ sub queued_bill {
   $cust_main->bill_and_collect( %args );
 }
 
+=item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
+
+Like queued_bill, but instead of C<bill_and_collect>, just runs the 
+C<collect> part.  This is used in batch tax calculation, where invoice 
+generation and collection events have to be completely separated.
+
+=cut
+
+sub queued_collect {
+  my (%args) = @_;
+  my $cust_main = FS::cust_main->by_key($args{'custnum'});
+  
+  $cust_main->collect(%args);
+}
+
 sub process_bill_and_collect {
   my $job = shift;
-  my $param = thaw(decode_base64(shift));
+  my $param = shift;
   my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
       or die "custnum '$param->{custnum}' not found!\n";
   $param->{'job'}   = $job;
@@ -4976,9 +5290,7 @@ sub process_bill_and_collect {
 sub _upgrade_data { #class method
   my ($class, %opts) = @_;
 
-  my @statements = (
-    'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
-  );
+  my @statements = ();
 
   #this seems to be the only expensive one.. why does it take so long?
   unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
@@ -4987,29 +5299,6 @@ sub _upgrade_data { #class method
     FS::upgrade_journal->set_done('cust_main__signupdate');
   }
 
-  unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
-
-    # fix yyyy-m-dd formatted paydates
-    if ( driver_name =~ /^mysql/i ) {
-      push @statements,
-      "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
-    } else { # the SQL standard
-      push @statements, 
-      "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
-    }
-    FS::upgrade_journal->set_done('cust_main__paydate');
-  }
-
-  unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
-
-    push @statements, #fix the weird BILL with a cc# in payinfo problem
-      #DCRD to be safe
-      "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
-
-    FS::upgrade_journal->set_done('cust_main__payinfo');
-    
-  }
-
   my $t = time;
   foreach my $sql ( @statements ) {
     my $sth = dbh->prepare($sql) or die dbh->errstr;
@@ -5044,44 +5333,6 @@ sub _upgrade_data { #class method
 
   }
 
-  unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
-
-    #we don't want to decrypt them, just stuff them as-is into cust_payby
-    local(@encrypted_fields) = ();
-
-    local($FS::cust_payby::ignore_expired_card) = 1;
-    local($FS::cust_payby::ignore_banned_card) = 1;
-
-    my @payfields = qw( payby payinfo paycvv paymask
-                        paydate paystart_month paystart_year payissue
-                        payname paystate paytype payip
-                      );
-
-    my $search = new FS::Cursor {
-      'table'     => 'cust_main',
-      'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
-    };
-
-    while (my $cust_main = $search->fetch) {
-
-      my $cust_payby = new FS::cust_payby {
-        'custnum' => $cust_main->custnum,
-        'weight'  => 1,
-        map { $_ => $cust_main->$_(); } @payfields
-      };
-
-      my $error = $cust_payby->insert;
-      die $error if $error;
-
-      $cust_main->setfield($_, '') foreach @payfields;
-      $error = $cust_main->replace;
-      die $error if $error;
-
-    };
-
-    FS::upgrade_journal->set_done('cust_main__cust_payby');
-  }
-
   $class->_upgrade_otaker(%opts);
 
 }
@@ -5103,13 +5354,8 @@ card types.
 
 No multiple currency support (probably a larger project than just this module).
 
-payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
-
 Birthdates rely on negative epoch values.
 
-The payby for card/check batches is broken.  With mixed batching, bad
-things will happen.
-
 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
 
 =head1 SEE ALSO