X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=FS%2FFS%2Fcust_main.pm;h=eb2cd4dec01550505771b2a8dc6ae496e503fa54;hp=95614e7c84125bb8a53c43498fd1ae47e50018d1;hb=ad3bcb39580173f0ac1b6357cb49515d48af7ddf;hpb=63e0d5a83730aa164db54a17f90d5f5bdba025b8

diff --git a/FS/FS/cust_main.pm b/FS/FS/cust_main.pm
index 95614e7c8..f102d97ee 100644
--- a/FS/FS/cust_main.pm
+++ b/FS/FS/cust_main.pm
@@ -1,37 +1,37 @@
 package FS::cust_main;
-
-require 5.006;
-use strict;
-             #FS::cust_main:_Marketgear when they're ready to move to 2.1
-use base qw( FS::cust_main::Packages FS::cust_main::Status
-             FS::cust_main::Billing FS::cust_main::Billing_Realtime
+use base qw( FS::cust_main::Packages
+             FS::cust_main::Status
+             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::geocode_Mixin
+             FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
+             FS::o2m_Common
              FS::Record
            );
-use vars qw( $DEBUG $me $conf
-             @encrypted_fields
-             $import
-             $ignore_expired_card $ignore_illegal_zip $ignore_banned_card
-             $skip_fuzzyfiles
-             @paytypes
-           );
+
+require 5.006;
+use strict;
 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 FS::UID qw( getotaker dbh driver_name );
+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::Msgcat qw(gettext);
 use FS::CurrentUser;
@@ -40,6 +40,7 @@ use FS::payby;
 use FS::cust_pkg;
 use FS::cust_svc;
 use FS::cust_bill;
+use FS::cust_bill_void;
 use FS::legacy_cust_bill;
 use FS::cust_pay;
 use FS::cust_pay_pending;
@@ -51,10 +52,11 @@ 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;
-use FS::agent;
+use FS::agent_currency;
 use FS::cust_main_invoice;
 use FS::cust_tag;
 use FS::prepay_credit;
@@ -68,32 +70,40 @@ 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;
 
 # 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;
-$ignore_illegal_zip = 0;
-$ignore_banned_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 $conf;
 #ask FS::UID to run this stuff for us later
 #$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');
 };
 
 sub _cache {
@@ -177,28 +187,6 @@ Cocial security number (optional)
 
 (optional)
 
-=item address1
-
-=item address2
-
-(optional)
-
-=item city
-
-=item county
-
-(optional, see L<FS::cust_main_county>)
-
-=item state
-
-(see L<FS::cust_main_county>)
-
-=item zip
-
-=item country
-
-(see L<FS::cust_main_county>)
-
 =item daytime
 
 phone (optional)
@@ -215,56 +203,6 @@ phone (optional)
 
 phone (optional)
 
-=item ship_first
-
-Shipping first name
-
-=item ship_last
-
-Shipping last name
-
-=item ship_company
-
-(optional)
-
-=item ship_address1
-
-=item ship_address2
-
-(optional)
-
-=item ship_city
-
-=item ship_county
-
-(optional, see L<FS::cust_main_county>)
-
-=item ship_state
-
-(see L<FS::cust_main_county>)
-
-=item ship_zip
-
-=item ship_country
-
-(see L<FS::cust_main_county>)
-
-=item ship_daytime
-
-phone (optional)
-
-=item ship_night
-
-phone (optional)
-
-=item ship_fax
-
-phone (optional)
-
-=item ship_mobile
-
-phone (optional)
-
 =item payby
 
 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
@@ -341,6 +279,10 @@ 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
@@ -363,6 +305,12 @@ sub table { 'cust_main'; }
 Adds this customer to the database.  If there is an error, returns the error,
 otherwise returns false.
 
+Usually the customer's location will not yet exist in the database, and
+the C<bill_location> and C<ship_location> pseudo-fields must be set to 
+uninserted L<FS::cust_location> objects.  These will be inserted and linked
+(in both directions) to the new customer record.  If they're references 
+to the same object, they will become the same location.
+
 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
 are inserted atomicly, or the transaction is rolled back.  Passing an empty
@@ -387,7 +335,7 @@ invoicing_list destination to the newly-created svc_acct.  Here's an example:
   $cust_main->insert( {}, [ $email, 'POST' ] );
 
 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).
@@ -398,11 +346,23 @@ The I<noexport> option is deprecated.  If I<noexport> is set true, no
 provisioning jobs (exports) are scheduled.  (You can schedule them later with
 the B<reexport> method.)
 
-The I<tax_exemption> option can be set to an arrayref of tax names.
-FS::cust_main_exemption records will be created and inserted.
+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
+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_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 {
@@ -430,7 +390,7 @@ sub insert {
   my $payby = '';
   if ( $self->payby eq 'PREPAY' ) {
 
-    $self->payby('BILL');
+    $self->payby(''); #'BILL');
     $prepay_identifier = $self->payinfo;
     $self->payinfo('');
 
@@ -452,21 +412,63 @@ sub insert {
 
     $payby = 'PREP' if $amount;
 
-  } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
+  } 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} or next;
+
+    if ( !$loc->locationnum ) {
+      # warn the location that we're going to insert it with no custnum
+      $loc->set(custnum_pending => 1);
+      warn "  inserting $l\n"
+        if $DEBUG > 1;
+      my $error = $loc->insert;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        my $label = $l eq 'ship_location' ? 'service' : 'billing';
+        return "$error (in $label location)";
+      }
+
+    } 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;
+    }
+    # else it already belongs to this customer 
+    # (happens when ship_location is identical to bill_location)
+
+    $self->set($l.'num', $loc->locationnum);
+
+    if ( $self->get($l.'num') eq '' ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "$l not set";
+    }
+  }
+
   warn "  inserting $self\n"
     if $DEBUG > 1;
 
   $self->signupdate(time) unless $self->signupdate;
 
-  $self->censusyear($conf->config('census_year')) if $self->censustract;
-
   $self->auto_agent_custid()
     if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
 
@@ -477,6 +479,22 @@ sub insert {
     return $error;
   }
 
+  # now set cust_location.custnum
+  foreach my $l (qw(bill_location ship_location)) {
+    warn "  setting $l.custnum\n"
+      if $DEBUG > 1;
+    my $loc = $self->$l or next;
+    unless ( $loc->custnum ) {
+      $loc->set(custnum => $self->custnum);
+      $error ||= $loc->replace;
+    }
+
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "error setting $l custnum: $error";
+    }
+  }
+
   warn "  setting invoicing list\n"
     if $DEBUG > 1;
 
@@ -523,11 +541,23 @@ 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,
+        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;
@@ -539,15 +569,65 @@ sub insert {
 
   }
 
+  warn "  setting contacts\n"
+    if $DEBUG > 1;
+
+  if ( my $contact = delete $options{'contact'} ) {
+
+    foreach my $c ( @$contact ) {
+      $c->custnum($self->custnum);
+      my $error = $c->insert;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
+      }
+
+    }
+
+  } 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 ( 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"
     if $DEBUG > 1;
 
   my $tax_exemption = delete $options{'tax_exemption'};
   if ( $tax_exemption ) {
-    foreach my $taxname ( @$tax_exemption ) {
+
+    $tax_exemption = { map { $_ => '' } @$tax_exemption }
+      if ref($tax_exemption) eq 'ARRAY';
+
+    foreach my $taxname ( keys %$tax_exemption ) {
       my $cust_main_exemption = new FS::cust_main_exemption {
-        'custnum' => $self->custnum,
-        'taxname' => $taxname,
+        'custnum'       => $self->custnum,
+        'taxname'       => $taxname,
+        'exempt_number' => $tax_exemption->{$taxname},
       };
       my $error = $cust_main_exemption->insert;
       if ( $error ) {
@@ -557,14 +637,6 @@ sub insert {
     }
   }
 
-  if ( $self->can('start_copy_skel') ) {
-    my $error = $self->start_copy_skel;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return $error;
-    }
-  }
-
   warn "  ordering packages\n"
     if $DEBUG > 1;
 
@@ -987,47 +1059,6 @@ sub insert_cust_pay {
 
 }
 
-=item reexport
-
-This method is deprecated.  See the I<depend_jobnum> option to the insert and
-order_pkgs methods for a better way to defer provisioning.
-
-Re-schedules all exports by calling the B<reexport> method of all associated
-packages (see L<FS::cust_pkg>).  If there is an error, returns the error;
-otherwise returns false.
-
-=cut
-
-sub reexport {
-  my $self = shift;
-
-  carp "WARNING: FS::cust_main::reexport is deprectated; ".
-       "use the depend_jobnum option to insert or order_pkgs to delay export";
-
-  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;
-
-  foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
-    my $error = $cust_pkg->reexport;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return $error;
-    }
-  }
-
-  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
-  '';
-
-}
-
 =item delete [ OPTION => VALUE ... ]
 
 This deletes the customer.  If there is an error, returns the error, otherwise
@@ -1133,10 +1164,9 @@ 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 } ) ) {
@@ -1224,37 +1254,62 @@ sub delete {
 
 }
 
-=item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
+=item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , 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.
+Replaces the OLD_RECORD with this one in the database.  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.
+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.
 
-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.
+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:
 
-All invoices, statements, payments, credits and refunds are moved to the target
-customer.  The source customer's balance is added to the target customer.
+  $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
 
-All notes, attachments, tickets and customer tags are moved to the target
-customer.
+Currently available options are: I<tax_exemption>.
 
-Change history is not currently moved.
+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.
 
 =cut
 
-sub merge {
-  my( $self, $new_custnum, %opt ) = @_;
+sub replace {
+  my $self = shift;
+
+  my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
+              ? shift
+              : $self->replace_old;
 
-  return "Can't merge a customer into self" if $self->custnum == $new_custnum;
+  my @param = @_;
 
-  unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
-    return "Invalid new customer number: $new_custnum";
-  }
+  warn "$me replace called\n"
+    if $DEBUG;
+
+  my $curuser = $FS::CurrentUser::CurrentUser;
+  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 $old->payby  =~ /^(CARD|DCRD)$/
+    && $self->payby =~ /^(CARD|DCRD)$/
+    && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
+
+  local($ignore_banned_card) = 1
+    if (    $old->payby  =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
+         || $old->payby  =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
+    && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
+
+  return "Invoicing locale is required"
+    if $old->locale
+    && ! $self->locale
+    && $conf->exists('cust_main-require_locale');
 
   local $SIG{HUP} = 'IGNORE';
   local $SIG{INT} = 'IGNORE';
@@ -1267,310 +1322,64 @@ sub merge {
   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";
-  }
+  for my $l (qw(bill_location ship_location)) {
+    #my $old_loc = $old->$l;
+    my $new_loc = $self->$l or next;
 
-  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";
-  }
+    # find the existing location if there is one
+    $new_loc->set('custnum' => $self->custnum);
+    my $error = $new_loc->find_or_insert;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+    $self->set($l.'num', $new_loc->locationnum);
+  } #for $l
 
-  tie my %financial_tables, 'Tie::IxHash',
-    'cust_bill'      => 'invoices',
-    'cust_statement' => 'statements',
-    'cust_credit'    => 'credits',
-    'cust_pay'       => 'payments',
-    'cust_pay_void'  => 'voided payments',
-    'cust_refund'    => 'refunds',
-  ;
-   
-  foreach my $table ( keys %financial_tables ) {
+  # replace the customer record
+  my $error = $self->SUPER::replace($old);
 
-    my @records = $self->$table();
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $error;
+  }
 
-    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";
-      }
+  # 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;
     }
-
   }
-
-  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);
+  # don't move packages based on the billing location, but 
+  # disable it if it's no longer in use
+  if ( $old->bill_locationnum and
+       $old->bill_locationnum != $self->bill_locationnum ) {
+    $error = $old->bill_location->disable_if_unused;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
     }
+  }
 
-    my $error = $cust_pkg->replace;
+  if ( @param && ref($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
 
-    # 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,
-returns the error, otherwise returns false.
-
-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' ] );
-
-Currently available options are: I<tax_exemption>.
-
-The I<tax_exemption> option can be set to an arrayref of tax names.
-FS::cust_main_exemption records will be deleted and inserted as appropriate.
-
-=cut
-
-sub replace {
-  my $self = shift;
-
-  my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
-              ? shift
-              : $self->replace_old;
-
-  my @param = @_;
-
-  warn "$me replace called\n"
-    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.";
-  }
-
-  if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
-       && $conf->exists('enable_taxproducts')
-     )
-  {
-    my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
-                ? 'ship_' : '';
-    $self->set('geocode', '')
-      if $old->get($pre.'zip') ne $self->get($pre.'zip')
-      && length($self->get($pre.'zip')) >= 10;
-  }
-
-  for my $pre ( grep $old->get($_.'coord_auto'), ( '', 'ship_' ) ) {
-
-    $self->set($pre.'coord_auto', '') && next
-      if $self->get($pre.'latitude') && $self->get($pre.'longitude')
-      && (    $self->get($pre.'latitude')  != $old->get($pre.'latitude')
-           || $self->get($pre.'longitude') != $old->get($pre.'longitude')
-         );
-
-    $self->set_coord($pre)
-      if $old->get($pre.'address1') ne $self->get($pre.'address1')
-      || $old->get($pre.'city')     ne $self->get($pre.'city')
-      || $old->get($pre.'state')    ne $self->get($pre.'state')
-      || $old->get($pre.'country')  ne $self->get($pre.'country');
-
-  }
-
-  unless ( $import ) {
-    $self->set_coord
-      if ! $self->coord_auto && ! $self->latitude && ! $self->longitude;
-
-    $self->set_coord('ship_')
-      if $self->has_ship_address && ! $self->ship_coord_auto
-      && ! $self->ship_latitude && ! $self->ship_longitude;
-  }
-
-  local($ignore_expired_card) = 1
-    if $old->payby  =~ /^(CARD|DCRD)$/
-    && $self->payby =~ /^(CARD|DCRD)$/
-    && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
-
-  local($ignore_banned_card) = 1
-    if (    $old->payby  =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
-         || $old->payby  =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
-    && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
-
-  if ( $self->censustract ne '' and $self->censustract ne $old->censustract ) {
-    # update censusyear whenever tract code changes
-    $self->censusyear($conf->config('census_year'));
-  }
-
-
-  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;
-
-  my $error = $self->SUPER::replace($old);
-
-  if ( $error ) {
-    $dbh->rollback if $oldAutoCommit;
-    return $error;
-  }
-
-  if ( @param && ref($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
-    foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
-      my $error = $cust_tag->delete;
+    #this could be more efficient than deleting and re-inserting, if it matters
+    foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
+      my $error = $cust_tag->delete;
       if ( $error ) {
         $dbh->rollback if $oldAutoCommit;
         return $error;
@@ -1593,17 +1402,27 @@ sub replace {
   my $tax_exemption = delete $options{'tax_exemption'};
   if ( $tax_exemption ) {
 
+    $tax_exemption = { map { $_ => '' } @$tax_exemption }
+      if ref($tax_exemption) eq 'ARRAY';
+
     my %cust_main_exemption =
       map { $_->taxname => $_ }
           qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
 
-    foreach my $taxname ( @$tax_exemption ) {
+    foreach my $taxname ( keys %$tax_exemption ) {
 
-      next if delete $cust_main_exemption{$taxname};
+      if ( $cust_main_exemption{$taxname} && 
+           $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
+         )
+      {
+        delete $cust_main_exemption{$taxname};
+        next;
+      }
 
       my $cust_main_exemption = new FS::cust_main_exemption {
-        'custnum' => $self->custnum,
-        'taxname' => $taxname,
+        'custnum'       => $self->custnum,
+        'taxname'       => $taxname,
+        'exempt_number' => $tax_exemption->{$taxname},
       };
       my $error = $cust_main_exemption->insert;
       if ( $error ) {
@@ -1622,21 +1441,19 @@ 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'} ) {
 
-    # card/check/lec info has changed, want to retry realtime_ invoice events
-    my $error = $self->retry_realtime;
+    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;
     }
+
   }
 
   unless ( $import || $skip_fuzzyfiles ) {
@@ -1647,24 +1464,7 @@ sub replace {
     }
   }
 
-  # FS::geocode_Mixin::after_replace ?
-  # though this will go away anyway once we move customer bill/service 
-  # locations into cust_location
-  # We can trigger this on any address change--just have to make sure 
-  # not to trigger it on itself.
-  if ( $conf->config('tax_district_method') and !$import 
-      and ( $self->get('ship_address1') ne $old->get('ship_address1')
-        or  $self->get('address1')      ne $old->get('address1') ) ) {
-    my $queue = new FS::queue {
-      'job'     => 'FS::geocode_Mixin::process_district_update',
-      'custnum' => $self->custnum,
-    };
-    my $error = $queue->insert( ref($self), $self->custnum );
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return "queueing tax district update: $error";
-    }
-  }
+  # tax district update in cust_location
 
   # cust_main exports!
 
@@ -1709,16 +1509,27 @@ sub queue_fuzzyfiles_update {
   local $FS::UID::AutoCommit = 0;
   my $dbh = dbh;
 
-  my $queue = new FS::queue { 'job' => 'FS::cust_main::Search::append_fuzzyfiles' };
-  my $error = $queue->insert( map $self->getfield($_), @FS::cust_main::Search::fuzzyfields );
-  if ( $error ) {
-    $dbh->rollback if $oldAutoCommit;
-    return "queueing job (transaction rolled back): $error";
+  foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
+    my $queue = new FS::queue { 
+      'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
+    };
+    my @args = "cust_main.$field", $self->get($field);
+    my $error = $queue->insert( @args );
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "queueing job (transaction rolled back): $error";
+    }
   }
 
-  if ( $self->ship_last ) {
-    $queue = new FS::queue { 'job' => 'FS::cust_main::Search::append_fuzzyfiles' };
-    $error = $queue->insert( map $self->getfield("ship_$_"), @FS::cust_main::Search::fuzzyfields );
+  my @locations = ();
+  push @locations, $self->bill_location if $self->bill_locationnum;
+  push @locations, $self->ship_location if @locations && $self->has_ship_address;
+  foreach my $location (@locations) {
+    my $queue = new FS::queue { 
+      'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
+    };
+    my @args = 'cust_location.address1', $location->address1;
+    my $error = $queue->insert( @args );
     if ( $error ) {
       $dbh->rollback if $oldAutoCommit;
       return "queueing job (transaction rolled back): $error";
@@ -1749,48 +1560,66 @@ sub check {
     || $self->ut_number('agentnum')
     || $self->ut_textn('agent_custid')
     || $self->ut_number('refnum')
+    || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
+    || $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')
-    || $self->ut_snumbern('birthdate')
     || $self->ut_snumbern('signupdate')
+    || $self->ut_snumbern('birthdate')
+    || $self->ut_namen('spouse_last')
+    || $self->ut_namen('spouse_first')
+    || $self->ut_snumbern('spouse_birthdate')
+    || $self->ut_snumbern('anniversary_date')
     || $self->ut_textn('company')
-    || $self->ut_text('address1')
-    || $self->ut_textn('address2')
-    || $self->ut_text('city')
-    || $self->ut_textn('county')
-    || $self->ut_textn('state')
-    || $self->ut_country('country')
-    || $self->ut_coordn('latitude')
-    || $self->ut_coordn('longitude')
-    || $self->ut_enum('coord_auto', [ '', 'Y' ])
-    || $self->ut_numbern('censusyear')
+    || $self->ut_textn('ship_company')
     || $self->ut_anything('comments')
     || $self->ut_numbern('referral_custnum')
     || $self->ut_textn('stateid')
     || $self->ut_textn('stateid_state')
     || $self->ut_textn('invoice_terms')
-    || $self->ut_alphan('geocode')
-    || $self->ut_alphan('district')
     || $self->ut_floatn('cdr_termination_percentage')
     || $self->ut_floatn('credit_limit')
     || $self->ut_numbern('billday')
-    || $self->ut_enum('edit_subject', [ '', 'Y' ] )
-    || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
+    || $self->ut_numbern('prorate_day')
+    || $self->ut_flag('edit_subject')
+    || $self->ut_flag('calling_list_exempt')
+    || $self->ut_flag('invoice_noemail')
+    || $self->ut_flag('message_noemail')
     || $self->ut_enum('locale', [ '', FS::Locales->locales ])
+    || $self->ut_currencyn('currency')
+    || $self->ut_alphan('po_number')
+    || $self->ut_enum('complimentary', [ '', 'Y' ])
+    || $self->ut_flag('invoice_ship_address')
   ;
 
-  $self->set_coord
-    unless $import || ($self->latitude && $self->longitude);
+  foreach (qw(company ship_company)) {
+    my $company = $self->get($_);
+    $company =~ s/^\s+//; 
+    $company =~ s/\s+$//; 
+    $company =~ s/\s+/ /g;
+    $self->set($_, $company);
+  }
 
   #barf.  need message catalogs.  i18n.  etc.
   $error .= "Please select an advertising source."
     if $error =~ /^Illegal or empty \(numeric\) refnum: /;
   return $error if $error;
 
-  return "Unknown agent"
-    unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
+  my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
+    or return "Unknown agent";
+
+  if ( $self->currency ) {
+    my $agent_currency = qsearchs( 'agent_currency', {
+      'agentnum' => $agent->agentnum,
+      'currency' => $self->currency,
+    })
+      or return "Agent ". $agent->agent.
+                " not permitted to offer ".  $self->currency. " invoicing";
+  }
 
   return "Unknown refnum"
     unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
@@ -1799,13 +1628,6 @@ sub check {
     unless ! $self->referral_custnum 
            || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
 
-  if ( $self->censustract ne '' ) {
-    $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
-      or return "Illegal census tract: ". $self->censustract;
-    
-    $self->censustract("$1.$2");
-  }
-
   if ( $self->ss eq '' ) {
     $self->ss('');
   } else {
@@ -1816,24 +1638,13 @@ sub check {
     $self->ss("$1-$2-$3");
   }
 
-
-# bad idea to disable, causes billing to fail because of no tax rates later
-# except we don't fail any more
-  unless ( $import ) {
-    unless ( qsearch('cust_main_county', {
-      'country' => $self->country,
-      'state'   => '',
-     } ) ) {
-      return "Unknown state/county/country: ".
-        $self->state. "/". $self->county. "/". $self->country
-        unless qsearch('cust_main_county',{
-          'state'   => $self->state,
-          'county'  => $self->county,
-          'country' => $self->country,
-        } );
-    }
+  #turn off invoice_ship_address if ship & bill are the same
+  if ($self->bill_locationnum eq $self->ship_locationnum) {
+    $self->invoice_ship_address('');
   }
 
+  # cust_main_county verification now handled by cust_location check
+
   $error =
        $self->ut_phonen('daytime', $self->country)
     || $self->ut_phonen('night',   $self->country)
@@ -1842,12 +1653,8 @@ sub check {
   ;
   return $error if $error;
 
-  unless ( $ignore_illegal_zip ) {
-    $error = $self->ut_zip('zip', $self->country);
-    return $error if $error;
-  }
-
-  if ( $conf->exists('cust_main-require_phone')
+  if ( $conf->exists('cust_main-require_phone', $self->agentnum)
+       && ! $import
        && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
      ) {
 
@@ -1866,78 +1673,17 @@ sub check {
   
   }
 
-  if ( $self->has_ship_address
-       && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
-                        $self->addr_fields )
-     )
-  {
-    my $error =
-      $self->ut_name('ship_last')
-      || $self->ut_name('ship_first')
-      || $self->ut_textn('ship_company')
-      || $self->ut_text('ship_address1')
-      || $self->ut_textn('ship_address2')
-      || $self->ut_text('ship_city')
-      || $self->ut_textn('ship_county')
-      || $self->ut_textn('ship_state')
-      || $self->ut_country('ship_country')
-      || $self->ut_coordn('ship_latitude')
-      || $self->ut_coordn('ship_longitude')
-      || $self->ut_enum('ship_coord_auto', [ '', 'Y' ] )
-    ;
-    return $error if $error;
-
-    $self->set_coord('ship_')
-      unless $import || ($self->ship_latitude && $self->ship_longitude);
-
-    #false laziness with above
-    unless ( qsearchs('cust_main_county', {
-      'country' => $self->ship_country,
-      'state'   => '',
-     } ) ) {
-      return "Unknown ship_state/ship_county/ship_country: ".
-        $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
-        unless qsearch('cust_main_county',{
-          'state'   => $self->ship_state,
-          'county'  => $self->ship_county,
-          'country' => $self->ship_country,
-        } );
-    }
-    #eofalse
-
-    $error =
-         $self->ut_phonen('ship_daytime', $self->ship_country)
-      || $self->ut_phonen('ship_night',   $self->ship_country)
-      || $self->ut_phonen('ship_fax',     $self->ship_country)
-      || $self->ut_phonen('ship_mobile',  $self->ship_country)
-    ;
-    return $error if $error;
-
-    unless ( $ignore_illegal_zip ) {
-      $error = $self->ut_zip('ship_zip', $self->ship_country);
-      return $error if $error;
-    }
-    return "Unit # is required."
-      if $self->ship_address2 =~ /^\s*$/
-      && $conf->exists('cust_main-require_address2');
-
-  } else { # ship_ info eq billing info, so don't store dup info in database
-
-    $self->setfield("ship_$_", '')
-      foreach $self->addr_fields;
-
-    return "Unit # is required."
-      if $self->address2 =~ /^\s*$/
-      && $conf->exists('cust_main-require_address2');
+  ### 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('');
   }
 
-  #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
-  #  or return "Illegal payby: ". $self->payby;
-  #$self->payby($1);
-  FS::payby->can_payby($self->table, $self->payby)
-    or return "Illegal payby: ". $self->payby;
-
   $error =    $self->ut_numbern('paystart_month')
            || $self->ut_numbern('paystart_year')
            || $self->ut_numbern('payissue')
@@ -1956,7 +1702,10 @@ sub check {
   # check the credit card.
   my $check_payinfo = ! $self->is_encrypted($self->payinfo);
 
-  if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
+  # 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;
@@ -2028,7 +1777,8 @@ sub check {
       $self->payissue('');
     }
 
-  } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
+  } elsif ( !$ignore_invalid_card && $check_payinfo && 
+    $self->payby =~ /^(CHEK|DCHK)$/ ) {
 
     my $payinfo = $self->payinfo;
     $payinfo =~ s/[^\d\@\.]//g;
@@ -2103,9 +1853,16 @@ sub check {
 
   }
 
+  return "You are not permitted to create complimentary accounts."
+    if ! $self->custnum
+    && $self->complimentary eq 'Y'
+    && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
+
   if ( $self->paydate eq '' || $self->paydate eq '-' ) {
     return "Expiration date required"
-      unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
+      # 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 );
@@ -2133,11 +1890,26 @@ sub check {
   ) {
     $self->payname( $self->first. " ". $self->getfield('last') );
   } else {
-    $self->payname =~ /^([\w \,\.\-\'\&]+)$/
-      or return gettext('illegal_name'). " payname: ". $self->payname;
-    $self->payname($1);
+
+    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);
+    }
+
   }
 
+  ### end of stuff moved to cust_payby
+
+  return "Please select an invoicing locale"
+    if ! $self->locale
+    && ! $self->custnum
+    && $conf->exists('cust_main-require_locale');
+
   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);
@@ -2151,6 +1923,21 @@ sub check {
   $self->SUPER::check;
 }
 
+=item replace_check
+
+Additional checks for replace only.
+
+=cut
+
+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);
+  }
+  return '';
+}
+
 =item addr_fields 
 
 Returns a list of fields which have ship_ duplicates.
@@ -2159,6 +1946,7 @@ 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
@@ -2173,7 +1961,7 @@ Returns true if this customer record has a separate shipping address.
 
 sub has_ship_address {
   my $self = shift;
-  scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
+  $self->bill_locationnum != $self->ship_locationnum;
 }
 
 =item location_hash
@@ -2184,6 +1972,11 @@ shipping address is used if present.
 
 =cut
 
+sub location_hash {
+  my $self = shift;
+  $self->ship_location->location_hash;
+}
+
 =item cust_location
 
 Returns all locations (see L<FS::cust_location>) for this customer.
@@ -2192,32 +1985,71 @@ Returns all locations (see L<FS::cust_location>) for this customer.
 
 sub cust_location {
   my $self = shift;
-  qsearch('cust_location', { 'custnum' => $self->custnum } );
+  qsearch('cust_location', { 'custnum'     => $self->custnum,
+                             'prospectnum' => '' } );
 }
 
 =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
+
+Returns all payment methods (see L<FS::cust_payby>) for this customer.
+
+=cut
+
+sub cust_payby {
+  my $self = shift;
+  qsearch({
+    'table'    => 'cust_payby',
+    'hashref'  => { 'custnum' => $self->custnum },
+    'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
+  });
+}
+
+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
@@ -2332,16 +2164,21 @@ sub cancel {
   return ( 'access denied' )
     unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
 
-  if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
+  if ( $opt{'ban'} ) {
 
-    #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);
+    foreach my $cust_payby ( $self->cust_payby ) {
 
-    my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
-    my $error = $ban->insert;
-    return ( $error ) if $error;
+      #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 $cust_payby->_new_banned_pay_hashref;
+      my $error = $ban->insert;
+      return ( $error ) if $error;
+
+    }
 
   }
 
@@ -2378,13 +2215,6 @@ 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.
@@ -2393,8 +2223,8 @@ 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 },
            '',
@@ -2406,13 +2236,6 @@ sub notes {
 
 Returns the agent (see L<FS::agent>) for this customer.
 
-=cut
-
-sub agent {
-  my $self = shift;
-  qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
-}
-
 =item agent_name
 
 Returns the agent name (see L<FS::agent>) for this customer.
@@ -2429,13 +2252,6 @@ sub agent_name {
 Returns any tags associated with this customer, as FS::cust_tag objects,
 or an empty list if there are no tags.
 
-=cut
-
-sub cust_tag {
-  my $self = shift;
-  qsearch('cust_tag', { 'custnum' => $self->custnum } );
-}
-
 =item part_tag
 
 Returns any tags associated with this customer, as FS::part_tag objects,
@@ -2454,17 +2270,6 @@ sub part_tag {
 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
@@ -2495,6 +2300,36 @@ 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
@@ -2523,138 +2358,6 @@ sub remove_cvv {
   '';
 }
 
-=item batch_card OPTION => VALUE...
-
-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.
-
-=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 $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} || $self->address1,
-    'address2' => $options{address2} || $self->address2,
-    'city'     => $options{city}     || $self->city,
-    'state'    => $options{state}    || $self->state,
-    'zip'      => $options{zip}      || $self->zip,
-    'country'  => $options{country}  || $self->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
@@ -2887,7 +2590,7 @@ 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
 
@@ -2895,6 +2598,12 @@ 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
@@ -2919,34 +2628,11 @@ sub balance_pkgnum {
 
   sprintf( "%.2f",
       $self->total_owed_pkgnum($pkgnum)
-# n/a - refunds aren't part of pkg-balances since they don't apply to invoices
-#    + $self->total_unapplied_refunds_pkgnum($pkgnum)
-    - $self->total_unapplied_credits_pkgnum($pkgnum)
-    - $self->total_unapplied_payments_pkgnum($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 );
+# n/a - refunds aren't part of pkg-balances since they don't apply to invoices
+#    + $self->total_unapplied_refunds_pkgnum($pkgnum)
+    - $self->total_unapplied_credits_pkgnum($pkgnum)
+    - $self->total_unapplied_payments_pkgnum($pkgnum)
+  );
 }
 
 =item payment_info
@@ -2999,7 +2685,8 @@ sub payment_info {
   $return{payname} = $self->payname
                      || ( $self->first. ' '. $self->get('last') );
 
-  $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
+  $return{$_} = $self->bill_location->$_
+    for qw(address1 address2 city state zip);
 
   $return{payby} = $self->payby;
   $return{stateid_state} = $self->stateid_state;
@@ -3116,13 +2803,6 @@ sub tax_exemption {
 
 =item cust_main_exemption
 
-=cut
-
-sub cust_main_exemption {
-  my $self = shift;
-  qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
-}
-
 =item invoicing_list [ ARRAYREF ]
 
 If an arguement is given, sets these email addresses as invoice recipients
@@ -3214,7 +2894,7 @@ sub check_invoicing_list {
   }
 
   return "Email address required"
-    if $conf->exists('cust_main-require_invoicing_list_email')
+    if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
     && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
 
   '';
@@ -3399,6 +3079,8 @@ reason, and a 'reason_type' option must be passed to indicate the
 FS::reason_type for the new reason.
 
 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
+Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
+I<commission_pkgnum>.
 
 Any other options are passed to FS::cust_credit::insert.
 
@@ -3424,10 +3106,10 @@ sub credit {
     $cust_credit->set('reason', $reason)
   }
 
-  for (qw( addlinfo eventnum )) {
-    $cust_credit->$_( delete $options{$_} )
-      if exists($options{$_});
-  }
+  $cust_credit->$_( delete $options{$_} )
+    foreach grep exists($options{$_}),
+              qw( addlinfo eventnum ),
+              map "commission_$_", qw( agentnum salesnum pkgnum );
 
   $cust_credit->insert(%options);
 
@@ -3452,6 +3134,8 @@ New-style, with a hashref of options:
 
                                     'setuptax'   => '', # or 'Y' for tax exempt
 
+                                    'locationnum'=> 1234, # optional
+
                                     #internal taxation
                                     'taxclass'   => 'Tax class',
 
@@ -3474,17 +3158,21 @@ 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} : '';
@@ -3500,8 +3188,11 @@ sub charge {
     $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
     $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
     $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
-  } else {
+    $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
+    $separate_bill = $_[0]->{separate_bill} || '';
+  } else { # yuck
     $amount     = shift;
+    $setup_cost = '';
     $quantity   = 1;
     $start_date = '';
     $pkg        = @_ ? shift : 'One-time charge';
@@ -3532,6 +3223,7 @@ sub charge {
     'setuptax'      => $setuptax,
     'taxclass'      => $taxclass,
     'taxproductnum' => $taxproduct,
+    'setup_cost'    => $setup_cost,
   } );
 
   my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
@@ -3566,6 +3258,8 @@ sub charge {
     'quantity'   => $quantity,
     'start_date' => $start_date,
     'no_auto'    => $no_auto,
+    'separate_bill' => $separate_bill,
+    'locationnum'=> $locationnum,
   } );
 
   $error = $cust_pkg->insert;
@@ -3688,6 +3382,20 @@ be passed.
 
 =cut
 
+=item cust_bill_void
+
+Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
+
+=cut
+
+sub cust_bill_void {
+  my $self = shift;
+
+  map { $_ } #return $self->num_cust_bill_void unless wantarray;
+  sort { $a->_date <=> $b->_date }
+    qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
+}
+
 sub cust_statement {
   my $self = shift;
   my $opt = ref($_[0]) ? shift : { @_ };
@@ -3784,6 +3492,19 @@ sub cust_credit_pkgnum {
     );
 }
 
+=item cust_credit_void
+
+Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
+
+=cut
+
+sub cust_credit_void {
+  my $self = shift;
+  map { $_ }
+  sort { $a->_date <=> $b->_date }
+    qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
+}
+
 =item cust_pay
 
 Returns all the payments (see L<FS::cust_pay>) for this customer.
@@ -3792,9 +3513,17 @@ 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
@@ -3812,6 +3541,22 @@ 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
@@ -3842,31 +3587,6 @@ 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_void>) 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
@@ -3961,11 +3681,35 @@ cust_main-default_agent_custid is set and it has a value, custnum otherwise.
 
 sub display_custnum {
   my $self = shift;
+
+  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 ( $conf->config('cust_main-custnum-display_prefix') ) {
-    return $conf->config('cust_main-custnum-display_prefix').
-           sprintf('%08d', $self->custnum)
+  } elsif ( $prefix ) {
+    $length = 8 if !defined($length);
+    return $prefix . 
+           sprintf('%0'.$length.'d', $self->custnum)
+  } elsif ( $length ) {
+    return sprintf('%0'.$length.'d', $self->custnum);
   } else {
     return $self->custnum;
   }
@@ -3985,6 +3729,29 @@ sub name {
   $name;
 }
 
+=item service_contact
+
+Returns the L<FS::contact> object for this customer that has the 'Service'
+contact class, or undef if there is no such contact.  Deprecated; don't use
+this in new code.
+
+=cut
+
+sub service_contact {
+  my $self = shift;
+  if ( !exists($self->{service_contact}) ) {
+    my $classnum = $self->scalar_sql(
+      'SELECT classnum FROM contact_class WHERE classname = \'Service\''
+    ) || 0; #if it's zero, qsearchs will return nothing
+    my $cust_contact = qsearchs('cust_contact', { 
+        'classnum' => $classnum,
+        'custnum'  => $self->custnum,
+    });
+    $self->{service_contact} = $cust_contact->contact if $cust_contact;
+  }
+  $self->{service_contact};
+}
+
 =item ship_name
 
 Returns a name string for this (service/shipping) contact, either
@@ -3994,13 +3761,10 @@ Returns a name string for this (service/shipping) contact, either
 
 sub ship_name {
   my $self = shift;
-  if ( $self->get('ship_last') ) { 
-    my $name = $self->ship_contact;
-    $name = $self->ship_company. " ($name)" if $self->ship_company;
-    $name;
-  } else {
-    $self->name;
-  }
+
+  my $name = $self->ship_contact;
+  $name = $self->company. " ($name)" if $self->company;
+  $name;
 }
 
 =item name_short
@@ -4023,13 +3787,9 @@ or "First Last".
 
 sub ship_name_short {
   my $self = shift;
-  if ( $self->get('ship_last') ) { 
-    $self->ship_company !~ /^\s*$/
-      ? $self->ship_company
-      : $self->ship_contact_firstlast;
-  } else {
-    $self->name_company_or_firstlast;
-  }
+  $self->service_contact 
+    ? $self->ship_contact_firstlast 
+    : $self->name_short
 }
 
 =item contact
@@ -4051,9 +3811,8 @@ Returns this customer's full (shipping) contact name only, "Last, First"
 
 sub ship_contact {
   my $self = shift;
-  $self->get('ship_last')
-    ? $self->get('ship_last'). ', '. $self->ship_first
-    : $self->contact;
+  my $contact = $self->service_contact || $self;
+  $contact->get('last') . ', ' . $contact->get('first');
 }
 
 =item contact_firstlast
@@ -4075,20 +3834,48 @@ Returns this customer's full (shipping) contact name only, "First Last".
 
 sub ship_contact_firstlast {
   my $self = shift;
-  $self->get('ship_last')
-    ? $self->first. ' '. $self->get('ship_last')
-    : $self->contact_firstlast;
+  my $contact = $self->service_contact || $self;
+  $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);
+}
+
+sub ship_country_full {
+  my $self = shift;
+  code2country($self->ship_location->country);
 }
 
-=item country_full
+=item county_state_county [ PREFIX ]
 
-Returns this customer's full country name
+Returns a string consisting of just the county, state and country.
 
 =cut
 
-sub country_full {
+sub county_state_country {
   my $self = shift;
-  code2country($self->country);
+  my $locationnum;
+  if ( @_ && $_[0] && $self->has_ship_address ) {
+    $locationnum = $self->ship_locationnum;
+  } else {
+    $locationnum = $self->bill_locationnum;
+  }
+  my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
+  $cust_location->county_state_country;
 }
 
 =item geocode DATA_VENDOR
@@ -4106,17 +3893,29 @@ Returns a status string for this customer, currently:
 
 =over 4
 
-=item prospect - No packages have ever been ordered
+=item prospect
 
-=item ordered - Recurring packages all are new (not yet billed).
+No packages have ever been ordered.  Displayed as "No packages".
 
-=item active - One or more recurring packages is active
+=item ordered
 
-=item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
+Recurring packages all are new (not yet billed).
 
-=item suspended - All non-cancelled recurring packages are suspended
+=item active
 
-=item cancelled - All recurring packages are cancelled
+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
 
@@ -4139,21 +3938,64 @@ sub cust_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 { shift->ucfirst_cust_status(@_); }
+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.
@@ -4167,14 +4009,17 @@ sub cust_statuscolor {
   __PACKAGE__->statuscolors->{$self->cust_status};
 }
 
-=item tickets
+=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 = ();
@@ -4182,7 +4027,12 @@ sub tickets {
   if ( $conf->config('ticket_system') ) {
     unless ( $conf->config('ticket_system-custom_priority_field') ) {
 
-      @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
+      @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
+                                                        $num,
+                                                        undef,
+                                                        $status,
+                                                      )
+                  };
 
     } else {
 
@@ -4194,6 +4044,7 @@ sub tickets {
           @{ FS::TicketSystem->customer_tickets( $self->custnum,
                                                  $num - scalar(@tickets),
                                                  $priority,
+                                                 $status,
                                                )
            };
       }
@@ -4549,121 +4400,6 @@ sub search {
 
 =over 4
 
-=item batch_charge
-
-=cut
-
-sub batch_charge {
-  my $param = shift;
-  #warn join('-',keys %$param);
-  my $fh = $param->{filehandle};
-  my $agentnum = $param->{agentnum};
-  my $format = $param->{format};
-
-  my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
-
-  my @fields;
-  if ( $format eq 'simple' ) {
-    @fields = qw( custnum agent_custid amount pkg );
-  } else {
-    die "unknown format $format";
-  }
-
-  eval "use Text::CSV_XS;";
-  die $@ if $@;
-
-  my $csv = new Text::CSV_XS;
-  #warn $csv;
-  #warn $fh;
-
-  my $imported = 0;
-  #my $columns;
-
-  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;
-  
-  #while ( $columns = $csv->getline($fh) ) {
-  my $line;
-  while ( defined($line=<$fh>) ) {
-
-    $csv->parse($line) or do {
-      $dbh->rollback if $oldAutoCommit;
-      return "can't parse: ". $csv->error_input();
-    };
-
-    my @columns = $csv->fields();
-    #warn join('-',@columns);
-
-    my %row = ();
-    foreach my $field ( @fields ) {
-      $row{$field} = shift @columns;
-    }
-
-    if ( $row{custnum} && $row{agent_custid} ) {
-      dbh->rollback if $oldAutoCommit;
-      return "can't specify custnum with agent_custid $row{agent_custid}";
-    }
-
-    my %hash = ();
-    if ( $row{agent_custid} && $agentnum ) {
-      %hash = ( 'agent_custid' => $row{agent_custid},
-                'agentnum'     => $agentnum,
-              );
-    }
-
-    if ( $row{custnum} ) {
-      %hash = ( 'custnum' => $row{custnum} );
-    }
-
-    unless ( scalar(keys %hash) ) {
-      $dbh->rollback if $oldAutoCommit;
-      return "can't find customer without custnum or agent_custid and agentnum";
-    }
-
-    my $cust_main = qsearchs('cust_main', { %hash } );
-    unless ( $cust_main ) {
-      $dbh->rollback if $oldAutoCommit;
-      my $custnum = $row{custnum} || $row{agent_custid};
-      return "unknown custnum $custnum";
-    }
-
-    if ( $row{'amount'} > 0 ) {
-      my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return $error;
-      }
-      $imported++;
-    } elsif ( $row{'amount'} < 0 ) {
-      my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
-                                      $row{'pkg'}                         );
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return $error;
-      }
-      $imported++;
-    } else {
-      #hmm?
-    }
-
-  }
-
-  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
-
-  return "Empty file!" unless $imported;
-
-  ''; #no error
-
-}
-
 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
 
 Deprecated.  Use event notification and message templates 
@@ -4701,7 +4437,7 @@ sub notify {
 
   return unless $conf->exists($template);
 
-  my $from = $conf->config('invoice_from', $self->agentnum)
+  my $from = $conf->invoice_from_full($self->agentnum)
     if $conf->exists('invoice_from', $self->agentnum);
   $from = $options{from} if exists($options{from});
 
@@ -4903,15 +4639,18 @@ sub queueable_print {
   my %opt = @_;
 
   my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
-    or die "invalid customer number: " . $opt{custvnum};
+    or die "invalid customer number: " . $opt{custnum};
 
-  my $error = $self->print( $opt{template} );
+  my $error = $self->print( { 'template' => $opt{template} } );
   die $error if $error;
 }
 
 sub print {
   my ($self, $template) = (shift, shift);
-  do_print [ $self->print_ps($template) ];
+  do_print(
+    [ $self->print_ps($template) ],
+    'agentnum' => $self->agentnum,
+  );
 }
 
 #these three subs should just go away once agent stuff is all config overrides
@@ -4985,6 +4724,42 @@ 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.
@@ -5001,12 +4776,30 @@ sub queued_bill {
   my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
   warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
 
+  #without this errors don't get rolled back
+  $args{'fatal'} = 1; # runs from job queue, will be caught
+
   $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;
@@ -5016,73 +4809,141 @@ sub process_bill_and_collect {
   $cust_main->bill_and_collect( %$param );
 }
 
-=item process_censustract_update CUSTNUM
-
-Queueable function to update the census tract to the current year (as set in 
-the 'census_year' configuration variable) and retrieve the new tract code.
-
-=cut
-
-sub process_censustract_update { 
-  eval "use FS::Misc::Geo qw(get_censustract)";
-  die $@ if $@;
-  my $custnum = shift;
-  my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
-      or die "custnum '$custnum' not found!\n";
-
-  my $new_year = $conf->config('census_year') or return;
-  my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
-  if ( $new_tract =~ /^\d/ ) {
-    # then it's a tract code
-        $cust_main->set('censustract', $new_tract);
-    $cust_main->set('censusyear',  $new_year);
-
-    local($ignore_expired_card) = 1;
-    local($ignore_illegal_zip) = 1;
-    local($ignore_banned_card) = 1;
-    local($skip_fuzzyfiles) = 1;
-    local($import) = 1; #prevent automatic geocoding (need its own variable?)
-    my $error = $cust_main->replace;
-    die $error if $error;
-  }
-  else {
-    # it's an error message
-    die $new_tract;
-  }
-  return;
-}
+#starting to take quite a while for big dbs
+#   (JRNL: journaled so it only happens once per database)
+# - seq scan of h_cust_main (yuck), but not going to index paycvv, so
+# JRNL seq scan of cust_main on signupdate... index signupdate?  will that help?
+# JRNL seq scan of cust_main on paydate... index on substrings?  maybe set an
+# JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
+# JRNL leading/trailing spaces in first, last, company
+# JRNL migrate to cust_payby
+# - otaker upgrade?  journal and call it good?  (double check to make sure
+#    we're not still setting otaker here)
+#
+#only going to get worse with new location stuff...
 
 sub _upgrade_data { #class method
   my ($class, %opts) = @_;
 
   my @statements = (
     'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
-    'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL',
   );
-  # fix yyyy-m-dd formatted paydates
-  if ( driver_name =~ /^mysql/i ) {
+
+  #this seems to be the only expensive one.. why does it take so long?
+  unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
     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) = '-'";
+      'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
+    FS::upgrade_journal->set_done('cust_main__signupdate');
   }
-  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) = '-'";
+
+  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');
   }
 
-  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]*$' );
+  unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
+
+    push @statements, #fix the weird BILL with a cc# in payinfo problem
+      #DCRD to be safe
+      "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
+
+    FS::upgrade_journal->set_done('cust_main__payinfo');
+    
+  }
 
+  my $t = time;
   foreach my $sql ( @statements ) {
     my $sth = dbh->prepare($sql) or die dbh->errstr;
     $sth->execute or die $sth->errstr;
+    #warn ( (time - $t). " seconds\n" );
+    #$t = time;
   }
 
   local($ignore_expired_card) = 1;
-  local($ignore_illegal_zip) = 1;
   local($ignore_banned_card) = 1;
   local($skip_fuzzyfiles) = 1;
   local($import) = 1; #prevent automatic geocoding (need its own variable?)
+
+  FS::cust_main::Location->_upgrade_data(%opts);
+
+  unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
+
+    foreach my $cust_main ( qsearch({
+      'table'     => 'cust_main', 
+      'hashref'   => {},
+      'extra_sql' => 'WHERE '.
+                       join(' OR ',
+                         map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '%  %'",
+                           qw( first last company )
+                       ),
+    }) ) {
+      my $error = $cust_main->replace;
+      die $error if $error;
+    }
+
+    FS::upgrade_journal->set_done('cust_main__trimspaces');
+
+  }
+
+  unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
+
+    #we don't want to decrypt them, just stuff them as-is into cust_payby
+    local(@encrypted_fields) = ();
+
+    local($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) {
+
+      unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
+
+        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->complimentary('Y') if $cust_main->payby eq 'COMP';
+
+      $cust_main->invoice_attn( $cust_main->payname )
+        if $cust_main->payby eq 'BILL' && $cust_main->payname;
+      $cust_main->po_number( $cust_main->payinfo )
+        if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
+
+      $cust_main->setfield($_, '') foreach @payfields;
+      my $error = $cust_main->replace;
+      die "Error upgradging payment information for custnum ".
+          $cust_main->custnum. ": $error"
+        if $error;
+
+    };
+
+    FS::upgrade_journal->set_done('cust_main__cust_payby');
+  }
+
   $class->_upgrade_otaker(%opts);
 
 }