X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=FS%2FFS%2Fcust_main.pm;h=a45fcf245dcb02e7693cdb14f72b933f199e707b;hp=2c2984fa10f96213886bfd88a22958f422ca07f7;hb=e2d1089dbafcd25b58119a36a0c2a1dc9e609357;hpb=9d77a21db3642ca66d9a0e545b804b7e6b4090ee

diff --git a/FS/FS/cust_main.pm b/FS/FS/cust_main.pm
index 2c2984fa1..a45fcf245 100644
--- a/FS/FS/cust_main.pm
+++ b/FS/FS/cust_main.pm
@@ -1955,6 +1955,61 @@ sub cust_location {
   qsearch('cust_location', { 'custnum' => $self->custnum } );
 }
 
+=item location_label [ OPTION => VALUE ... ]
+
+Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
+
+Options are
+
+=over 4
+
+=item join_string
+
+used to separate the address elements (defaults to ', ')
+
+=item escape_function
+
+a callback used for escaping the text of the address elements
+
+=back
+
+=cut
+
+# false laziness with FS::cust_location::line
+
+sub location_label {
+  my $self = shift;
+  my %opt = @_;
+
+  my $separator = $opt{join_string} || ', ';
+  my $escape = $opt{escape_function} || sub{ shift };
+  my $line = '';
+  my $cydefault = FS::conf->new->config('countrydefault') || 'US';
+  my $prefix = length($self->ship_last) ? 'ship_' : '';
+
+  my $notfirst = 0;
+  foreach (qw ( address1 address2 ) ) {
+    my $method = "$prefix$_";
+    $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
+      if $self->$method;
+    $notfirst++;
+  }
+  $notfirst = 0;
+  foreach (qw ( city county state zip ) ) {
+    my $method = "$prefix$_";
+    if ( $self->$method ) {
+      $line .= ' (' if $method eq 'county';
+      $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
+      $line .= ' )' if $method eq 'county';
+      $notfirst++;
+    }
+  }
+  $line .= $separator. &$escape(code2country($self->country))
+    if $self->country ne $cydefault;
+
+  $line;
+}
+
 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
 
 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
@@ -2016,6 +2071,9 @@ sub _cust_pkg {
 # This should be generalized to use config options to determine order.
 sub sort_packages {
   
+  my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
+  return $locationsort if $locationsort;
+
   if ( $a->get('cancel') xor $b->get('cancel') ) {
     return -1 if $b->get('cancel');
     return  1 if $a->get('cancel');
@@ -2307,12 +2365,61 @@ sub agent {
   qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
 }
 
+=item cust_class
+
+Returns the customer class, as an FS::cust_class object, or the empty string
+if there is no customer class.
+
+=cut
+
+sub cust_class {
+  my $self = shift;
+  if ( $self->classnum ) {
+    qsearchs('cust_class', { 'classnum' => $self->classnum } );
+  } else {
+    return '';
+  } 
+}
+
+=item categoryname 
+
+Returns the customer category name, or the empty string if there is no customer
+category.
+
+=cut
+
+sub categoryname {
+  my $self = shift;
+  my $cust_class = $self->cust_class;
+  $cust_class
+    ? $cust_class->categoryname
+    : '';
+}
+
+=item classname 
+
+Returns the customer class name, or the empty string if there is no customer
+class.
+
+=cut
+
+sub classname {
+  my $self = shift;
+  my $cust_class = $self->cust_class;
+  $cust_class
+    ? $cust_class->classname
+    : '';
+}
+
+
 =item bill_and_collect 
 
 Cancels and suspends any packages due, generates bills, applies payments and
-cred
+credits, and applies collection events to run cards, send bills and notices,
+etc.
 
-Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
+By default, warns on errors and continues with the next operation (but see the
+"fatal" flag below).
 
 Options are passed as name-value pairs.  Currently available options are:
 
@@ -2338,6 +2445,12 @@ Used in conjunction with the I<time> option, this option specifies the date of f
 
 If set true, re-charges setup fees.
 
+=item fatal
+
+If set any errors prevent subsequent operations from continusing.  If set
+specifically to "return", returns the error (or false, if there is no error).
+Any other true value causes errors to die.
+
 =item debug
 
 Debugging level.  Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
@@ -2352,34 +2465,70 @@ options of those methods are also available.
 sub bill_and_collect {
   my( $self, %options ) = @_;
 
+  my $error;
+
   #$options{actual_time} not $options{time} because freeside-daily -d is for
   #pre-printing invoices
-  $self->cancel_expired_pkgs(    $options{actual_time} );
-  $self->suspend_adjourned_pkgs( $options{actual_time} );
 
-  my $error = $self->bill( %options );
-  warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
+  $options{'actual_time'} ||= time;
+
+  $error = $self->cancel_expired_pkgs( $options{actual_time} );
+  if ( $error ) {
+    $error = "Error expiring custnum ". $self->custnum. ": $error";
+    if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
+    elsif ( $options{fatal}                                ) { die    $error; }
+    else                                                     { warn   $error; }
+  }
+
+  $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
+  if ( $error ) {
+    $error = "Error adjourning custnum ". $self->custnum. ": $error";
+    if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
+    elsif ( $options{fatal}                                ) { die    $error; }
+    else                                                     { warn   $error; }
+  }
+
+  $error = $self->bill( %options );
+  if ( $error ) {
+    $error = "Error billing custnum ". $self->custnum. ": $error";
+    if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
+    elsif ( $options{fatal}                                ) { die    $error; }
+    else                                                     { warn   $error; }
+  }
 
-  $self->apply_payments_and_credits;
+  $error = $self->apply_payments_and_credits;
+  if ( $error ) {
+    $error = "Error applying custnum ". $self->custnum. ": $error";
+    if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
+    elsif ( $options{fatal}                                ) { die    $error; }
+    else                                                     { warn   $error; }
+  }
 
   unless ( $conf->exists('cancelled_cust-noevents')
            && ! $self->num_ncancelled_pkgs
   ) {
-
     $error = $self->collect( %options );
-    warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
-
+    if ( $error ) {
+      $error = "Error collecting custnum ". $self->custnum. ": $error";
+      if    ($options{fatal} && $options{fatal} eq 'return') { return $error; }
+      elsif ($options{fatal}                               ) { die    $error; }
+      else                                                   { warn   $error; }
+    }
   }
 
+  '';
+
 }
 
 sub cancel_expired_pkgs {
-  my ( $self, $time ) = @_;
+  my ( $self, $time, %options ) = @_;
 
   my @cancel_pkgs = $self->ncancelled_pkgs( { 
     'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
   } );
 
+  my @errors = ();
+
   foreach my $cust_pkg ( @cancel_pkgs ) {
     my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
     my $error = $cust_pkg->cancel($cpr ? ( 'reason'        => $cpr->reasonnum,
@@ -2387,15 +2536,15 @@ sub cancel_expired_pkgs {
                                          )
                                        : ()
                                  );
-    warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
-         " for custnum ". $self->custnum. ": $error"
-      if $error;
+    push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
   }
 
+  scalar(@errors) ? join(' / ', @errors) : '';
+
 }
 
 sub suspend_adjourned_pkgs {
-  my ( $self, $time ) = @_;
+  my ( $self, $time, %options ) = @_;
 
   my @susp_pkgs = $self->ncancelled_pkgs( {
     'extra_sql' =>
@@ -2419,6 +2568,8 @@ sub suspend_adjourned_pkgs {
          }
          @susp_pkgs;
 
+  my @errors = ();
+
   foreach my $cust_pkg ( @susp_pkgs ) {
     my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
       if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
@@ -2427,12 +2578,11 @@ sub suspend_adjourned_pkgs {
                                           )
                                         : ()
                                   );
-
-    warn "Error suspending package ". $cust_pkg->pkgnum.
-         " for custnum ". $self->custnum. ": $error"
-      if $error;
+    push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
   }
 
+  scalar(@errors) ? join(' / ', @errors) : '';
+
 }
 
 =item bill OPTIONS
@@ -2481,7 +2631,7 @@ plans support this feature (they tend to charge 0).
 
 =item invoice_terms
 
-Options terms to be printed on this invocice.  Otherwise, customer-specific
+Optional terms to be printed on this invoice.  Otherwise, customer-specific
 terms or the default terms are used.
 
 =back
@@ -2915,7 +3065,7 @@ sub _make_lines {
   my $old_cust_pkg = new FS::cust_pkg \%hash;
 
   my @details = ();
-
+  my @discounts = ();
   my $lineitems = 0;
 
   $cust_pkg->pkgpart($part_pkg->pkgpart);
@@ -3000,6 +3150,7 @@ sub _make_lines {
                               );
     my %param = ( 'precommit_hooks'     => $precommit_hooks,
                   'increment_next_bill' => $increment_next_bill,
+                  'discounts'           => \@discounts,
                 );
 
     my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
@@ -3079,6 +3230,7 @@ sub _make_lines {
         'unitrecur' => $unitrecur,
         'quantity'  => $cust_pkg->quantity,
         'details'   => \@details,
+        'discounts' => \@discounts,
         'hidden'    => $part_pkg->hidden,
       };
 
@@ -3177,15 +3329,24 @@ sub _handle_taxes {
 
       $taxhash{'taxclass'} = $part_pkg->taxclass;
 
-      my @taxes = qsearch( 'cust_main_county', \%taxhash );
-
+      my @taxes = ();
       my %taxhash_elim = %taxhash;
+      my @elim = qw( city county state );
+      do { 
 
-      my @elim = qw( taxclass city county state );
-      while ( !scalar(@taxes) && scalar(@elim) ) {
-        $taxhash_elim{ shift(@elim) } = '';
+        #first try a match with taxclass
         @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
-      }
+
+        if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
+          #then try a match without taxclass
+          my %no_taxclass = %taxhash_elim;
+          $no_taxclass{ 'taxclass' } = '';
+          @taxes = qsearch( 'cust_main_county', \%no_taxclass );
+        }
+
+        $taxhash_elim{ shift(@elim) } = '';
+
+      } while ( !scalar(@taxes) && scalar(@elim) );
 
       @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
                     @taxes
@@ -3767,7 +3928,7 @@ sub due_cust_event {
 
   warn "    invalid conditions not eliminated with condition_sql:\n".
        join('', map "      $_: ".$unsat{$_}."\n", keys %unsat )
-    if $DEBUG; # > 1;
+    if keys %unsat && $DEBUG; # > 1;
 
   ##
   # insert
@@ -3907,7 +4068,8 @@ I<zip>, I<payinfo> and I<paydate> are also available.  Any of these options,
 if set, will override the value from the customer record.
 
 I<description> is a free-text field passed to the gateway.  It defaults to
-"Internet services".
+the value defined by the business-onlinepayment-description configuration
+option, or "Internet services" if that is unset.
 
 If an I<invnum> is specified, this payment (if successful) is applied to the
 specified invoice.  If you don't specify an I<invnum> you might want to
@@ -3947,7 +4109,19 @@ sub realtime_bop {
     warn "  $_ => $options{$_}\n" foreach keys %options;
   }
 
-  $options{'description'} ||= 'Internet services';
+  return "Amount must be greater than 0" unless $amount > 0;
+
+  unless ( $options{'description'} ) {
+    if ( $conf->exists('business-onlinepayment-description') ) {
+      my $dtempl = $conf->config('business-onlinepayment-description');
+
+      my $agent = $self->agent->agent;
+      #$pkgs... not here
+      $options{'description'} = eval qq("$dtempl");
+    } else {
+      $options{'description'} = 'Internet services';
+    }
+  }
 
   return $self->fake_bop($method, $amount, %options) if $options{'fake'};
 
@@ -4707,6 +4881,19 @@ sub realtime_refund_bop {
   ) {
     warn "  attempting void\n" if $DEBUG > 1;
     my $void = new Business::OnlinePayment( $processor, @bop_options );
+    if ( $void->can('info') ) {
+      if ( $cust_pay->payby eq 'CARD'
+           && $void->info('CC_void_requires_card') )
+      {
+        $content{'card_number'} = $cust_pay->payinfo
+      } elsif ( $cust_pay->payby eq 'CHEK'
+                && $void->info('ECHECK_void_requires_account') )
+      {
+        ( $content{'account_number'}, $content{'routing_code'} ) =
+          split('@', $cust_pay->payinfo);
+        $content{'name'} = $self->get('first'). ' '. $self->get('last');
+      }
+    }
     $void->content( 'action' => 'void', %content );
     $void->submit();
     if ( $void->is_success ) {
@@ -4870,10 +5057,12 @@ sub _new_bop_required {
   my $botpp = 'Business::OnlineThirdPartyPayment';
 
   return 1
-    if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
-         scalar( grep { $_->gateway_namespace eq $botpp } 
-                 qsearch( 'payment_gateway', { 'disabled' => '' } )
-               )
+    if (   (     $conf->exists('business-onlinepayment-namespace')
+             &&  $conf->config('business-onlinepayment-namespace') eq $botpp
+           )
+         or scalar( grep { $_->gateway_namespace eq $botpp } 
+                    qsearch( 'payment_gateway', { 'disabled' => '' } )
+                  )
        )
   ;
 
@@ -4903,7 +5092,8 @@ I<zip>, I<payinfo> and I<paydate> are also available.  Any of these options,
 if set, will override the value from the customer record.
 
 I<description> is a free-text field passed to the gateway.  It defaults to
-"Internet services".
+the value defined by the business-onlinepayment-description configuration
+option, or "Internet services" if that is unset.
 
 If an I<invnum> is specified, this payment (if successful) is applied to the
 specified invoice.  If you don't specify an I<invnum> you might want to
@@ -4957,7 +5147,8 @@ I<zip>, I<payinfo> and I<paydate> are also available.  Any of these options,
 if set, will override the value from the customer record.
 
 I<description> is a free-text field passed to the gateway.  It defaults to
-"Internet services".
+the value defined by the business-onlinepayment-description configuration
+option, or "Internet services" if that is unset.
 
 If an I<invnum> is specified, this payment (if successful) is applied to the
 specified invoice.  If you don't specify an I<invnum> you might want to
@@ -5008,7 +5199,18 @@ sub _bop_options {
 sub _bop_defaults {
   my ($self, $options) = @_;
 
-  $options->{description} ||= 'Internet services';
+  unless ( $options->{'description'} ) {
+    if ( $conf->exists('business-onlinepayment-description') ) {
+      my $dtempl = $conf->config('business-onlinepayment-description');
+
+      my $agent = $self->agent->agent;
+      #$pkgs... not here
+      $options->{'description'} = eval qq("$dtempl");
+    } else {
+      $options->{'description'} = 'Internet services';
+    }
+  }
+
   $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
   $options->{invnum} ||= '';
   $options->{payname} = $self->payname unless exists( $options->{payname} );
@@ -6032,6 +6234,19 @@ sub _new_realtime_refund_bop {
   ) {
     warn "  attempting void\n" if $DEBUG > 1;
     my $void = new Business::OnlinePayment( $processor, @bop_options );
+    if ( $void->can('info') ) {
+      if ( $cust_pay->payby eq 'CARD'
+           && $void->info('CC_void_requires_card') )
+      {
+        $content{'card_number'} = $cust_pay->payinfo;
+      } elsif ( $cust_pay->payby eq 'CHEK'
+                && $void->info('ECHECK_void_requires_account') )
+      {
+        ( $content{'account_number'}, $content{'routing_code'} ) =
+          split('@', $cust_pay->payinfo);
+        $content{'name'} = $self->get('first'). ' '. $self->get('last');
+      }
+    }
     $void->content( 'action' => 'void', %content );
     $void->submit();
     if ( $void->is_success ) {
@@ -6767,6 +6982,36 @@ sub balance_date {
   );
 }
 
+=item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
+
+Returns the balance for this customer, only considering invoices with date
+earlier than START_TIME, and optionally not later than END_TIME
+(total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
+
+Times are specified as SQL fragments or numeric
+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:
+
+=over 4
+
+=item unapplied_date
+
+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)
+
+=back
+
+=cut
+
+sub balance_date_range {
+  my $self = shift;
+  my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
+            ') FROM cust_main WHERE custnum='. $self->custnum;
+  sprintf( "%.2f", $self->scalar_sql($sql) );
+}
+
 =item balance_pkgnum PKGNUM
 
 Returns the balance for this customer's specific package when using
@@ -7767,9 +8012,11 @@ sub geocode {
                ? 'ship_'
                : '';
 
-  my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
+  my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
     if $self->country eq 'US';
 
+  $zip ||= '';
+  $plus4 ||= '';
   #CCH specific location stuff
   my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
 
@@ -8178,12 +8425,12 @@ sub _money_table_where {
 
 }
 
-=item search_sql HASHREF
+=item search HASHREF
 
 (Class method)
 
-Returns a qsearch hash expression to search for parameters specified in HREF.
-Valid parameters are
+Returns a qsearch hash expression to search for parameters specified in
+HASHREF.  Valid parameters are
 
 =over 4
 
@@ -8203,6 +8450,10 @@ listref of start date, end date
 
 listref
 
+=item paydate_year
+
+=item paydate_month
+
 =item current_balance
 
 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
@@ -8217,7 +8468,7 @@ bool
 
 =cut
 
-sub search_sql {
+sub search {
   my ($class, $params) = @_;
 
   my $dbh = dbh;
@@ -8281,23 +8532,97 @@ sub search_sql {
   }
 
   ###
+  # classnum
+  ###
+
+  if ( $params->{'classnum'} ) {
+
+    my @classnum = ref( $params->{'classnum'} )
+                     ? @{ $params->{'classnum'} }
+                     :  ( $params->{'classnum'} );
+
+    @classnum = grep /^(\d*)$/, @classnum;
+
+    if ( @classnum ) {
+      push @where, '( '. join(' OR ', map {
+                                            $_ ? "cust_main.classnum = $_"
+                                               : "cust_main.classnum IS NULL"
+                                          }
+                                          @classnum
+                             ).
+                   ' )';
+    }
+
+  }
+
+  ###
   # payby
   ###
 
-  my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
-  if ( @payby ) {
-    push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
+  if ( $params->{'payby'} ) {
+
+    my @payby = ref( $params->{'payby'} )
+                  ? @{ $params->{'payby'} }
+                  :  ( $params->{'payby'} );
+
+    @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
+
+    push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
+      if @payby;
+
+  }
+
+  ###
+  # paydate_year / paydate_month
+  ###
+
+  if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
+    my $year = $1;
+    $params->{'paydate_month'} =~ /^(\d\d?)$/
+      or die "paydate_year without paydate_month?";
+    my $month = $1;
+
+    push @where,
+      'paydate IS NOT NULL',
+      "paydate != ''",
+      "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
+;
+  }
+
+  ###
+  # invoice terms
+  ###
+
+  if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
+    my $terms = $1;
+    if ( $1 eq 'NULL' ) {
+      push @where,
+        "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
+    } else {
+      push @where,
+        "cust_main.invoice_terms IS NOT NULL",
+        "cust_main.invoice_terms = '$1'";
+    }
   }
 
   ##
   # amounts
   ##
 
-  #my $balance_sql = $class->balance_sql();
-  my $balance_sql = FS::cust_main->balance_sql();
+  if ( $params->{'current_balance'} ) {
 
-  push @where, map { s/current_balance/$balance_sql/; $_ }
-                   @{ $params->{'current_balance'} };
+    #my $balance_sql = $class->balance_sql();
+    my $balance_sql = FS::cust_main->balance_sql();
+
+    my @current_balance =
+      ref( $params->{'current_balance'} )
+      ? @{ $params->{'current_balance'} }
+      :  ( $params->{'current_balance'} );
+
+    push @where, map { s/current_balance/$balance_sql/; $_ }
+                     @current_balance;
+
+  }
 
   ##
   # custbatch
@@ -8375,13 +8700,13 @@ sub search_sql {
 
 }
 
-=item email_search_sql HASHREF
+=item email_search_result HASHREF
 
 (Class method)
 
 Emails a notice to the specified customers.
 
-Valid parameters are those of the L<search_sql> method, plus the following:
+Valid parameters are those of the L<search> method, plus the following:
 
 =over 4
 
@@ -8415,7 +8740,7 @@ retrying everything.
 
 =cut
 
-sub email_search_sql {
+sub email_search_result {
   my($class, $params) = @_;
 
   my $from = delete $params->{from};
@@ -8428,7 +8753,7 @@ sub email_search_sql {
   $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
     unless ref($params->{'payby'});
 
-  my $sql_query = $class->search_sql($params);
+  my $sql_query = $class->search($params);
 
   my $count_query   = delete($sql_query->{'count_query'});
   my $count_sth = dbh->prepare($count_query)
@@ -8480,7 +8805,7 @@ sub email_search_sql {
 use Storable qw(thaw);
 use Data::Dumper;
 use MIME::Base64;
-sub process_email_search_sql {
+sub process_email_search_result {
   my $job = shift;
   #warn "$me process_re_X $method for job $job\n" if $DEBUG;
 
@@ -8492,7 +8817,7 @@ sub process_email_search_sql {
   $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
     unless ref($param->{'payby'});
 
-  my $error = FS::cust_main->email_search_sql( $param );
+  my $error = FS::cust_main->email_search_result( $param );
   die $error if $error;
 
 }
@@ -8676,17 +9001,21 @@ sub smart_search {
 
     # "Company (Last, First)"
     #this is probably something a browser remembered,
-    #so just do an exact (but case-insensitive) search
+    #so just do an exact search (but case-insensitive, so USPS standardization
+    #doesn't throw a wrench in the works)
 
     foreach my $prefix ( '', 'ship_' ) {
       push @cust_main, qsearch( {
         'table'     => 'cust_main',
-        'hashref'   => { $prefix.'first'   => $first,
-                         $prefix.'last'    => $last,
-                         $prefix.'company' => $company,
-                         %options,
-                       },
-        'extra_sql' => " AND $agentnums_sql",
+        'hashref'   => { %options },
+        'extra_sql' => 
+          ( keys(%options) ? ' AND ' : ' WHERE ' ).
+          join(' AND ',
+            " LOWER(${prefix}first)   = ". dbh->quote(lc($first)),
+            " LOWER(${prefix}last)    = ". dbh->quote(lc($last)),
+            " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
+            $agentnums_sql,
+          ),
       } );
     }
 
@@ -8767,7 +9096,7 @@ sub smart_search {
     #getting complaints searches are not returning enough
     unless ( @cust_main  && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
 
-      #still some false laziness w/search_sql (was search/cust_main.cgi)
+      #still some false laziness w/search (was search/cust_main.cgi)
 
       #substring