4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use File::Slurp qw( slurp );
22 use File::Temp qw( tempfile );
23 use String::Approx qw(amatch);
24 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
37 use FS::cust_pay_pending;
38 use FS::cust_pay_void;
41 use FS::part_referral;
42 use FS::cust_main_county;
44 use FS::cust_main_invoice;
45 use FS::cust_credit_bill;
46 use FS::cust_bill_pay;
47 use FS::prepay_credit;
50 use FS::part_bill_event qw(due_events);
51 use FS::cust_bill_event;
52 use FS::cust_tax_exempt;
53 use FS::cust_tax_exempt_pkg;
55 use FS::payment_gateway;
56 use FS::agent_payment_gateway;
58 use FS::payinfo_Mixin;
60 @ISA = qw( FS::Record FS::payinfo_Mixin );
62 @EXPORT_OK = qw( smart_search );
64 $realtime_bop_decline_quiet = 0;
66 # 1 is mostly method/subroutine entry and options
67 # 2 traces progress of some operations
68 # 3 is even more information including possibly sensitive data
70 $me = '[FS::cust_main]';
74 $ignore_expired_card = 0;
76 @encrypted_fields = ('payinfo', 'paycvv');
77 sub nohistory_fields { ('paycvv'); }
79 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
81 #ask FS::UID to run this stuff for us later
82 #$FS::UID::callback{'FS::cust_main'} = sub {
83 install_callback FS::UID sub {
85 #yes, need it for stuff below (prolly should be cached)
90 my ( $hashref, $cache ) = @_;
91 if ( exists $hashref->{'pkgnum'} ) {
92 #@{ $self->{'_pkgnum'} } = ();
93 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
94 $self->{'_pkgnum'} = $subcache;
95 #push @{ $self->{'_pkgnum'} },
96 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
102 FS::cust_main - Object methods for cust_main records
108 $record = new FS::cust_main \%hash;
109 $record = new FS::cust_main { 'column' => 'value' };
111 $error = $record->insert;
113 $error = $new_record->replace($old_record);
115 $error = $record->delete;
117 $error = $record->check;
119 @cust_pkg = $record->all_pkgs;
121 @cust_pkg = $record->ncancelled_pkgs;
123 @cust_pkg = $record->suspended_pkgs;
125 $error = $record->bill;
126 $error = $record->bill %options;
127 $error = $record->bill 'time' => $time;
129 $error = $record->collect;
130 $error = $record->collect %options;
131 $error = $record->collect 'invoice_time' => $time,
136 An FS::cust_main object represents a customer. FS::cust_main inherits from
137 FS::Record. The following fields are currently supported:
141 =item custnum - primary key (assigned automatically for new customers)
143 =item agentnum - agent (see L<FS::agent>)
145 =item refnum - Advertising source (see L<FS::part_referral>)
151 =item ss - social security number (optional)
153 =item company - (optional)
157 =item address2 - (optional)
161 =item county - (optional, see L<FS::cust_main_county>)
163 =item state - (see L<FS::cust_main_county>)
167 =item country - (see L<FS::cust_main_county>)
169 =item daytime - phone (optional)
171 =item night - phone (optional)
173 =item fax - phone (optional)
175 =item ship_first - name
177 =item ship_last - name
179 =item ship_company - (optional)
183 =item ship_address2 - (optional)
187 =item ship_county - (optional, see L<FS::cust_main_county>)
189 =item ship_state - (see L<FS::cust_main_county>)
193 =item ship_country - (see L<FS::cust_main_county>)
195 =item ship_daytime - phone (optional)
197 =item ship_night - phone (optional)
199 =item ship_fax - phone (optional)
201 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
203 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
205 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
209 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
211 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
213 =item paystart_month - start date month (maestro/solo cards only)
215 =item paystart_year - start date year (maestro/solo cards only)
217 =item payissue - issue number (maestro/solo cards only)
219 =item payname - name on card or billing name
221 =item payip - IP address from which payment information was received
223 =item tax - tax exempt, empty or `Y'
225 =item otaker - order taker (assigned automatically, see L<FS::UID>)
227 =item comments - comments (optional)
229 =item referral_custnum - referring customer number
231 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
233 =item dundate - a suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
243 Creates a new customer. To add the customer to the database, see L<"insert">.
245 Note that this stores the hash reference, not a distinct copy of the hash it
246 points to. You can ask the object for a copy with the I<hash> method.
250 sub table { 'cust_main'; }
252 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
254 Adds this customer to the database. If there is an error, returns the error,
255 otherwise returns false.
257 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
258 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
259 are inserted atomicly, or the transaction is rolled back. Passing an empty
260 hash reference is equivalent to not supplying this parameter. There should be
261 a better explanation of this, but until then, here's an example:
264 tie %hash, 'Tie::RefHash'; #this part is important
266 $cust_pkg => [ $svc_acct ],
269 $cust_main->insert( \%hash );
271 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
272 be set as the invoicing list (see L<"invoicing_list">). Errors return as
273 expected and rollback the entire transaction; it is not necessary to call
274 check_invoicing_list first. The invoicing_list is set after the records in the
275 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
276 invoicing_list destination to the newly-created svc_acct. Here's an example:
278 $cust_main->insert( {}, [ $email, 'POST' ] );
280 Currently available options are: I<depend_jobnum> and I<noexport>.
282 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
283 on the supplied jobnum (they will not run until the specific job completes).
284 This can be used to defer provisioning until some action completes (such
285 as running the customer's credit card successfully).
287 The I<noexport> option is deprecated. If I<noexport> is set true, no
288 provisioning jobs (exports) are scheduled. (You can schedule them later with
289 the B<reexport> method.)
295 my $cust_pkgs = @_ ? shift : {};
296 my $invoicing_list = @_ ? shift : '';
298 warn "$me insert called with options ".
299 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
302 local $SIG{HUP} = 'IGNORE';
303 local $SIG{INT} = 'IGNORE';
304 local $SIG{QUIT} = 'IGNORE';
305 local $SIG{TERM} = 'IGNORE';
306 local $SIG{TSTP} = 'IGNORE';
307 local $SIG{PIPE} = 'IGNORE';
309 my $oldAutoCommit = $FS::UID::AutoCommit;
310 local $FS::UID::AutoCommit = 0;
313 my $prepay_identifier = '';
314 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
316 if ( $self->payby eq 'PREPAY' ) {
318 $self->payby('BILL');
319 $prepay_identifier = $self->payinfo;
322 warn " looking up prepaid card $prepay_identifier\n"
325 my $error = $self->get_prepay( $prepay_identifier,
326 'amount_ref' => \$amount,
327 'seconds_ref' => \$seconds,
328 'upbytes_ref' => \$upbytes,
329 'downbytes_ref' => \$downbytes,
330 'totalbytes_ref' => \$totalbytes,
333 $dbh->rollback if $oldAutoCommit;
334 #return "error applying prepaid card (transaction rolled back): $error";
338 $payby = 'PREP' if $amount;
340 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
343 $self->payby('BILL');
344 $amount = $self->paid;
348 warn " inserting $self\n"
351 $self->signupdate(time) unless $self->signupdate;
353 my $error = $self->SUPER::insert;
355 $dbh->rollback if $oldAutoCommit;
356 #return "inserting cust_main record (transaction rolled back): $error";
360 warn " setting invoicing list\n"
363 if ( $invoicing_list ) {
364 $error = $self->check_invoicing_list( $invoicing_list );
366 $dbh->rollback if $oldAutoCommit;
367 #return "checking invoicing_list (transaction rolled back): $error";
370 $self->invoicing_list( $invoicing_list );
373 if ( $conf->config('cust_main-skeleton_tables')
374 && $conf->config('cust_main-skeleton_custnum') ) {
376 warn " inserting skeleton records\n"
379 my $error = $self->start_copy_skel;
381 $dbh->rollback if $oldAutoCommit;
387 warn " ordering packages\n"
390 $error = $self->order_pkgs( $cust_pkgs,
392 'seconds_ref' => \$seconds,
393 'upbytes_ref' => \$upbytes,
394 'downbytes_ref' => \$downbytes,
395 'totalbytes_ref' => \$totalbytes,
398 $dbh->rollback if $oldAutoCommit;
403 $dbh->rollback if $oldAutoCommit;
404 return "No svc_acct record to apply pre-paid time";
406 if ( $upbytes || $downbytes || $totalbytes ) {
407 $dbh->rollback if $oldAutoCommit;
408 return "No svc_acct record to apply pre-paid data";
412 warn " inserting initial $payby payment of $amount\n"
414 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
416 $dbh->rollback if $oldAutoCommit;
417 return "inserting payment (transaction rolled back): $error";
421 unless ( $import || $skip_fuzzyfiles ) {
422 warn " queueing fuzzyfiles update\n"
424 $error = $self->queue_fuzzyfiles_update;
426 $dbh->rollback if $oldAutoCommit;
427 return "updating fuzzy search cache: $error";
431 warn " insert complete; committing transaction\n"
434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
439 sub start_copy_skel {
442 #'mg_user_preference' => {},
443 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
444 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
445 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
446 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
447 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
450 _copy_skel( 'cust_main', #tablename
451 $conf->config('cust_main-skeleton_custnum'), #sourceid
452 $self->custnum, #destid
453 @tables, #child tables
457 #recursive subroutine, not a method
459 my( $table, $sourceid, $destid, %child_tables ) = @_;
462 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
463 ( $table, $primary_key ) = ( $1, $2 );
465 my $dbdef_table = dbdef->table($table);
466 $primary_key = $dbdef_table->primary_key
467 or return "$table has no primary key".
468 " (or do you need to run dbdef-create?)";
471 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
472 join (', ', keys %child_tables). "\n"
475 foreach my $child_table_def ( keys %child_tables ) {
479 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
480 ( $child_table, $child_pkey ) = ( $1, $2 );
482 $child_table = $child_table_def;
484 $child_pkey = dbdef->table($child_table)->primary_key;
485 # or return "$table has no primary key".
486 # " (or do you need to run dbdef-create?)\n";
490 if ( keys %{ $child_tables{$child_table_def} } ) {
492 return "$child_table has no primary key".
493 " (run dbdef-create or try specifying it?)\n"
496 #false laziness w/Record::insert and only works on Pg
497 #refactor the proper last-inserted-id stuff out of Record::insert if this
498 # ever gets use for anything besides a quick kludge for one customer
499 my $default = dbdef->table($child_table)->column($child_pkey)->default;
500 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
501 or return "can't parse $child_table.$child_pkey default value ".
502 " for sequence name: $default";
507 my @sel_columns = grep { $_ ne $primary_key }
508 dbdef->table($child_table)->columns;
509 my $sel_columns = join(', ', @sel_columns );
511 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
512 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
513 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
515 my $sel_st = "SELECT $sel_columns FROM $child_table".
516 " WHERE $primary_key = $sourceid";
519 my $sel_sth = dbh->prepare( $sel_st )
520 or return dbh->errstr;
522 $sel_sth->execute or return $sel_sth->errstr;
524 while ( my $row = $sel_sth->fetchrow_hashref ) {
526 warn " selected row: ".
527 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
531 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
532 my $ins_sth =dbh->prepare($statement)
533 or return dbh->errstr;
534 my @param = ( $destid, map $row->{$_}, @ins_columns );
535 warn " $statement: [ ". join(', ', @param). " ]\n"
537 $ins_sth->execute( @param )
538 or return $ins_sth->errstr;
540 #next unless keys %{ $child_tables{$child_table} };
541 next unless $sequence;
543 #another section of that laziness
544 my $seq_sql = "SELECT currval('$sequence')";
545 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
546 $seq_sth->execute or return $seq_sth->errstr;
547 my $insertid = $seq_sth->fetchrow_arrayref->[0];
549 # don't drink soap! recurse! recurse! okay!
551 _copy_skel( $child_table_def,
552 $row->{$child_pkey}, #sourceid
554 %{ $child_tables{$child_table_def} },
556 return $error if $error;
566 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
567 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
569 Like the insert method on an existing record, this method orders a package
570 and included services atomicaly. Pass a Tie::RefHash data structure to this
571 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
572 be a better explanation of this, but until then, here's an example:
575 tie %hash, 'Tie::RefHash'; #this part is important
577 $cust_pkg => [ $svc_acct ],
580 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
582 Services can be new, in which case they are inserted, or existing unaudited
583 services, in which case they are linked to the newly-created package.
585 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
586 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
588 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
589 on the supplied jobnum (they will not run until the specific job completes).
590 This can be used to defer provisioning until some action completes (such
591 as running the customer's credit card successfully).
593 The I<noexport> option is deprecated. If I<noexport> is set true, no
594 provisioning jobs (exports) are scheduled. (You can schedule them later with
595 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
596 on the cust_main object is not recommended, as existing services will also be
599 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
600 provided, the scalars (provided by references) will be incremented by the
601 values of the prepaid card.`
607 my $cust_pkgs = shift;
608 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
610 $seconds_ref ||= $options{'seconds_ref'};
612 my %svc_options = ();
613 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
614 if exists $options{'depend_jobnum'};
615 warn "$me order_pkgs called with options ".
616 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
619 local $SIG{HUP} = 'IGNORE';
620 local $SIG{INT} = 'IGNORE';
621 local $SIG{QUIT} = 'IGNORE';
622 local $SIG{TERM} = 'IGNORE';
623 local $SIG{TSTP} = 'IGNORE';
624 local $SIG{PIPE} = 'IGNORE';
626 my $oldAutoCommit = $FS::UID::AutoCommit;
627 local $FS::UID::AutoCommit = 0;
630 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
632 foreach my $cust_pkg ( keys %$cust_pkgs ) {
633 $cust_pkg->custnum( $self->custnum );
634 my $error = $cust_pkg->insert;
636 $dbh->rollback if $oldAutoCommit;
637 return "inserting cust_pkg (transaction rolled back): $error";
639 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
640 if ( $svc_something->svcnum ) {
641 my $old_cust_svc = $svc_something->cust_svc;
642 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
643 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
644 $error = $new_cust_svc->replace($old_cust_svc);
646 $svc_something->pkgnum( $cust_pkg->pkgnum );
647 if ( $svc_something->isa('FS::svc_acct') ) {
648 foreach ( grep { $options{$_.'_ref'} && ${ $options{$_.'_ref'} } }
649 qw( seconds upbytes downbytes totalbytes )
651 $svc_something->$_( $svc_something->$_() + ${$options{$_.'_ref'}} );
652 ${ $options{$_.'_ref'} } = 0;
655 $error = $svc_something->insert(%svc_options);
658 $dbh->rollback if $oldAutoCommit;
659 #return "inserting svc_ (transaction rolled back): $error";
665 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
669 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
671 Recharges this (existing) customer with the specified prepaid card (see
672 L<FS::prepay_credit>), specified either by I<identifier> or as an
673 FS::prepay_credit object. If there is an error, returns the error, otherwise
676 Optionally, five scalar references can be passed as well. They will have their
677 values filled in with the amount, number of seconds, and number of upload,
678 download, and total bytes applied by this prepaid card.
682 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
683 #the only place that uses these args
684 sub recharge_prepay {
685 my( $self, $prepay_credit, $amountref, $secondsref,
686 $upbytesref, $downbytesref, $totalbytesref ) = @_;
688 local $SIG{HUP} = 'IGNORE';
689 local $SIG{INT} = 'IGNORE';
690 local $SIG{QUIT} = 'IGNORE';
691 local $SIG{TERM} = 'IGNORE';
692 local $SIG{TSTP} = 'IGNORE';
693 local $SIG{PIPE} = 'IGNORE';
695 my $oldAutoCommit = $FS::UID::AutoCommit;
696 local $FS::UID::AutoCommit = 0;
699 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
701 my $error = $self->get_prepay( $prepay_credit,
702 'amount_ref' => \$amount,
703 'seconds_ref' => \$seconds,
704 'upbytes_ref' => \$upbytes,
705 'downbytes_ref' => \$downbytes,
706 'totalbytes_ref' => \$totalbytes,
708 || $self->increment_seconds($seconds)
709 || $self->increment_upbytes($upbytes)
710 || $self->increment_downbytes($downbytes)
711 || $self->increment_totalbytes($totalbytes)
712 || $self->insert_cust_pay_prepay( $amount,
714 ? $prepay_credit->identifier
719 $dbh->rollback if $oldAutoCommit;
723 if ( defined($amountref) ) { $$amountref = $amount; }
724 if ( defined($secondsref) ) { $$secondsref = $seconds; }
725 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
726 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
727 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
729 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
734 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
736 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
737 specified either by I<identifier> or as an FS::prepay_credit object.
739 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
740 incremented by the values of the prepaid card.
742 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
743 check or set this customer's I<agentnum>.
745 If there is an error, returns the error, otherwise returns false.
751 my( $self, $prepay_credit, %opt ) = @_;
753 local $SIG{HUP} = 'IGNORE';
754 local $SIG{INT} = 'IGNORE';
755 local $SIG{QUIT} = 'IGNORE';
756 local $SIG{TERM} = 'IGNORE';
757 local $SIG{TSTP} = 'IGNORE';
758 local $SIG{PIPE} = 'IGNORE';
760 my $oldAutoCommit = $FS::UID::AutoCommit;
761 local $FS::UID::AutoCommit = 0;
764 unless ( ref($prepay_credit) ) {
766 my $identifier = $prepay_credit;
768 $prepay_credit = qsearchs(
770 { 'identifier' => $prepay_credit },
775 unless ( $prepay_credit ) {
776 $dbh->rollback if $oldAutoCommit;
777 return "Invalid prepaid card: ". $identifier;
782 if ( $prepay_credit->agentnum ) {
783 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
784 $dbh->rollback if $oldAutoCommit;
785 return "prepaid card not valid for agent ". $self->agentnum;
787 $self->agentnum($prepay_credit->agentnum);
790 my $error = $prepay_credit->delete;
792 $dbh->rollback if $oldAutoCommit;
793 return "removing prepay_credit (transaction rolled back): $error";
796 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
797 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
799 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
804 =item increment_upbytes SECONDS
806 Updates this customer's single or primary account (see L<FS::svc_acct>) by
807 the specified number of upbytes. If there is an error, returns the error,
808 otherwise returns false.
812 sub increment_upbytes {
813 _increment_column( shift, 'upbytes', @_);
816 =item increment_downbytes SECONDS
818 Updates this customer's single or primary account (see L<FS::svc_acct>) by
819 the specified number of downbytes. If there is an error, returns the error,
820 otherwise returns false.
824 sub increment_downbytes {
825 _increment_column( shift, 'downbytes', @_);
828 =item increment_totalbytes SECONDS
830 Updates this customer's single or primary account (see L<FS::svc_acct>) by
831 the specified number of totalbytes. If there is an error, returns the error,
832 otherwise returns false.
836 sub increment_totalbytes {
837 _increment_column( shift, 'totalbytes', @_);
840 =item increment_seconds SECONDS
842 Updates this customer's single or primary account (see L<FS::svc_acct>) by
843 the specified number of seconds. If there is an error, returns the error,
844 otherwise returns false.
848 sub increment_seconds {
849 _increment_column( shift, 'seconds', @_);
852 =item _increment_column AMOUNT
854 Updates this customer's single or primary account (see L<FS::svc_acct>) by
855 the specified number of seconds or bytes. If there is an error, returns
856 the error, otherwise returns false.
860 sub _increment_column {
861 my( $self, $column, $amount ) = @_;
862 warn "$me increment_column called: $column, $amount\n"
865 return '' unless $amount;
867 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
868 $self->ncancelled_pkgs;
871 return 'No packages with primary or single services found'.
872 ' to apply pre-paid time';
873 } elsif ( scalar(@cust_pkg) > 1 ) {
874 #maybe have a way to specify the package/account?
875 return 'Multiple packages found to apply pre-paid time';
878 my $cust_pkg = $cust_pkg[0];
879 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
883 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
886 return 'No account found to apply pre-paid time';
887 } elsif ( scalar(@cust_svc) > 1 ) {
888 return 'Multiple accounts found to apply pre-paid time';
891 my $svc_acct = $cust_svc[0]->svc_x;
892 warn " found service svcnum ". $svc_acct->pkgnum.
893 ' ('. $svc_acct->email. ")\n"
896 $column = "increment_$column";
897 $svc_acct->$column($amount);
901 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
903 Inserts a prepayment in the specified amount for this customer. An optional
904 second argument can specify the prepayment identifier for tracking purposes.
905 If there is an error, returns the error, otherwise returns false.
909 sub insert_cust_pay_prepay {
910 shift->insert_cust_pay('PREP', @_);
913 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
915 Inserts a cash payment in the specified amount for this customer. An optional
916 second argument can specify the payment identifier for tracking purposes.
917 If there is an error, returns the error, otherwise returns false.
921 sub insert_cust_pay_cash {
922 shift->insert_cust_pay('CASH', @_);
925 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
927 Inserts a Western Union payment in the specified amount for this customer. An
928 optional second argument can specify the prepayment identifier for tracking
929 purposes. If there is an error, returns the error, otherwise returns false.
933 sub insert_cust_pay_west {
934 shift->insert_cust_pay('WEST', @_);
937 sub insert_cust_pay {
938 my( $self, $payby, $amount ) = splice(@_, 0, 3);
939 my $payinfo = scalar(@_) ? shift : '';
941 my $cust_pay = new FS::cust_pay {
942 'custnum' => $self->custnum,
943 'paid' => sprintf('%.2f', $amount),
944 #'_date' => #date the prepaid card was purchased???
946 'payinfo' => $payinfo,
954 This method is deprecated. See the I<depend_jobnum> option to the insert and
955 order_pkgs methods for a better way to defer provisioning.
957 Re-schedules all exports by calling the B<reexport> method of all associated
958 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
959 otherwise returns false.
966 carp "WARNING: FS::cust_main::reexport is deprectated; ".
967 "use the depend_jobnum option to insert or order_pkgs to delay export";
969 local $SIG{HUP} = 'IGNORE';
970 local $SIG{INT} = 'IGNORE';
971 local $SIG{QUIT} = 'IGNORE';
972 local $SIG{TERM} = 'IGNORE';
973 local $SIG{TSTP} = 'IGNORE';
974 local $SIG{PIPE} = 'IGNORE';
976 my $oldAutoCommit = $FS::UID::AutoCommit;
977 local $FS::UID::AutoCommit = 0;
980 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
981 my $error = $cust_pkg->reexport;
983 $dbh->rollback if $oldAutoCommit;
988 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
993 =item delete NEW_CUSTNUM
995 This deletes the customer. If there is an error, returns the error, otherwise
998 This will completely remove all traces of the customer record. This is not
999 what you want when a customer cancels service; for that, cancel all of the
1000 customer's packages (see L</cancel>).
1002 If the customer has any uncancelled packages, you need to pass a new (valid)
1003 customer number for those packages to be transferred to. Cancelled packages
1004 will be deleted. Did I mention that this is NOT what you want when a customer
1005 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1007 You can't delete a customer with invoices (see L<FS::cust_bill>),
1008 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1009 refunds (see L<FS::cust_refund>).
1016 local $SIG{HUP} = 'IGNORE';
1017 local $SIG{INT} = 'IGNORE';
1018 local $SIG{QUIT} = 'IGNORE';
1019 local $SIG{TERM} = 'IGNORE';
1020 local $SIG{TSTP} = 'IGNORE';
1021 local $SIG{PIPE} = 'IGNORE';
1023 my $oldAutoCommit = $FS::UID::AutoCommit;
1024 local $FS::UID::AutoCommit = 0;
1027 if ( $self->cust_bill ) {
1028 $dbh->rollback if $oldAutoCommit;
1029 return "Can't delete a customer with invoices";
1031 if ( $self->cust_credit ) {
1032 $dbh->rollback if $oldAutoCommit;
1033 return "Can't delete a customer with credits";
1035 if ( $self->cust_pay ) {
1036 $dbh->rollback if $oldAutoCommit;
1037 return "Can't delete a customer with payments";
1039 if ( $self->cust_refund ) {
1040 $dbh->rollback if $oldAutoCommit;
1041 return "Can't delete a customer with refunds";
1044 my @cust_pkg = $self->ncancelled_pkgs;
1046 my $new_custnum = shift;
1047 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1048 $dbh->rollback if $oldAutoCommit;
1049 return "Invalid new customer number: $new_custnum";
1051 foreach my $cust_pkg ( @cust_pkg ) {
1052 my %hash = $cust_pkg->hash;
1053 $hash{'custnum'} = $new_custnum;
1054 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1055 my $error = $new_cust_pkg->replace($cust_pkg,
1056 options => { $cust_pkg->options },
1059 $dbh->rollback if $oldAutoCommit;
1064 my @cancelled_cust_pkg = $self->all_pkgs;
1065 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1066 my $error = $cust_pkg->delete;
1068 $dbh->rollback if $oldAutoCommit;
1073 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1074 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1076 my $error = $cust_main_invoice->delete;
1078 $dbh->rollback if $oldAutoCommit;
1083 my $error = $self->SUPER::delete;
1085 $dbh->rollback if $oldAutoCommit;
1089 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1094 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1096 Replaces the OLD_RECORD with this one in the database. If there is an error,
1097 returns the error, otherwise returns false.
1099 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1100 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1101 expected and rollback the entire transaction; it is not necessary to call
1102 check_invoicing_list first. Here's an example:
1104 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1112 warn "$me replace called\n"
1115 local $SIG{HUP} = 'IGNORE';
1116 local $SIG{INT} = 'IGNORE';
1117 local $SIG{QUIT} = 'IGNORE';
1118 local $SIG{TERM} = 'IGNORE';
1119 local $SIG{TSTP} = 'IGNORE';
1120 local $SIG{PIPE} = 'IGNORE';
1122 # We absolutely have to have an old vs. new record to make this work.
1123 if (!defined($old)) {
1124 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1127 my $curuser = $FS::CurrentUser::CurrentUser;
1128 if ( $self->payby eq 'COMP'
1129 && $self->payby ne $old->payby
1130 && ! $curuser->access_right('Complimentary customer')
1133 return "You are not permitted to create complimentary accounts.";
1136 local($ignore_expired_card) = 1
1137 if $old->payby =~ /^(CARD|DCRD)$/
1138 && $self->payby =~ /^(CARD|DCRD)$/
1139 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1141 my $oldAutoCommit = $FS::UID::AutoCommit;
1142 local $FS::UID::AutoCommit = 0;
1145 my $error = $self->SUPER::replace($old);
1148 $dbh->rollback if $oldAutoCommit;
1152 if ( @param ) { # INVOICING_LIST_ARYREF
1153 my $invoicing_list = shift @param;
1154 $error = $self->check_invoicing_list( $invoicing_list );
1156 $dbh->rollback if $oldAutoCommit;
1159 $self->invoicing_list( $invoicing_list );
1162 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1163 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1164 # card/check/lec info has changed, want to retry realtime_ invoice events
1165 my $error = $self->retry_realtime;
1167 $dbh->rollback if $oldAutoCommit;
1172 unless ( $import || $skip_fuzzyfiles ) {
1173 $error = $self->queue_fuzzyfiles_update;
1175 $dbh->rollback if $oldAutoCommit;
1176 return "updating fuzzy search cache: $error";
1180 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1185 =item queue_fuzzyfiles_update
1187 Used by insert & replace to update the fuzzy search cache
1191 sub queue_fuzzyfiles_update {
1194 local $SIG{HUP} = 'IGNORE';
1195 local $SIG{INT} = 'IGNORE';
1196 local $SIG{QUIT} = 'IGNORE';
1197 local $SIG{TERM} = 'IGNORE';
1198 local $SIG{TSTP} = 'IGNORE';
1199 local $SIG{PIPE} = 'IGNORE';
1201 my $oldAutoCommit = $FS::UID::AutoCommit;
1202 local $FS::UID::AutoCommit = 0;
1205 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1206 my $error = $queue->insert( map $self->getfield($_),
1207 qw(first last company)
1210 $dbh->rollback if $oldAutoCommit;
1211 return "queueing job (transaction rolled back): $error";
1214 if ( $self->ship_last ) {
1215 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1216 $error = $queue->insert( map $self->getfield("ship_$_"),
1217 qw(first last company)
1220 $dbh->rollback if $oldAutoCommit;
1221 return "queueing job (transaction rolled back): $error";
1225 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1232 Checks all fields to make sure this is a valid customer record. If there is
1233 an error, returns the error, otherwise returns false. Called by the insert
1234 and replace methods.
1241 warn "$me check BEFORE: \n". $self->_dump
1245 $self->ut_numbern('custnum')
1246 || $self->ut_number('agentnum')
1247 || $self->ut_textn('agent_custid')
1248 || $self->ut_number('refnum')
1249 || $self->ut_textn('custbatch')
1250 || $self->ut_name('last')
1251 || $self->ut_name('first')
1252 || $self->ut_snumbern('birthdate')
1253 || $self->ut_snumbern('signupdate')
1254 || $self->ut_textn('company')
1255 || $self->ut_text('address1')
1256 || $self->ut_textn('address2')
1257 || $self->ut_text('city')
1258 || $self->ut_textn('county')
1259 || $self->ut_textn('state')
1260 || $self->ut_country('country')
1261 || $self->ut_anything('comments')
1262 || $self->ut_numbern('referral_custnum')
1263 || $self->ut_textn('stateid')
1264 || $self->ut_textn('stateid_state')
1266 #barf. need message catalogs. i18n. etc.
1267 $error .= "Please select an advertising source."
1268 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1269 return $error if $error;
1271 return "Unknown agent"
1272 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1274 return "Unknown refnum"
1275 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1277 return "Unknown referring custnum: ". $self->referral_custnum
1278 unless ! $self->referral_custnum
1279 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1281 if ( $self->ss eq '' ) {
1286 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1287 or return "Illegal social security number: ". $self->ss;
1288 $self->ss("$1-$2-$3");
1292 # bad idea to disable, causes billing to fail because of no tax rates later
1293 # unless ( $import ) {
1294 unless ( qsearch('cust_main_county', {
1295 'country' => $self->country,
1298 return "Unknown state/county/country: ".
1299 $self->state. "/". $self->county. "/". $self->country
1300 unless qsearch('cust_main_county',{
1301 'state' => $self->state,
1302 'county' => $self->county,
1303 'country' => $self->country,
1309 $self->ut_phonen('daytime', $self->country)
1310 || $self->ut_phonen('night', $self->country)
1311 || $self->ut_phonen('fax', $self->country)
1312 || $self->ut_zip('zip', $self->country)
1314 return $error if $error;
1316 if ( $conf->exists('cust_main-require_phone')
1317 && ! length($self->daytime) && ! length($self->night)
1320 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1322 : FS::Msgcat::_gettext('daytime');
1323 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1325 : FS::Msgcat::_gettext('night');
1327 return "$daytime_label or $night_label is required"
1331 if ( $self->has_ship_address
1332 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1333 $self->addr_fields )
1337 $self->ut_name('ship_last')
1338 || $self->ut_name('ship_first')
1339 || $self->ut_textn('ship_company')
1340 || $self->ut_text('ship_address1')
1341 || $self->ut_textn('ship_address2')
1342 || $self->ut_text('ship_city')
1343 || $self->ut_textn('ship_county')
1344 || $self->ut_textn('ship_state')
1345 || $self->ut_country('ship_country')
1347 return $error if $error;
1349 #false laziness with above
1350 unless ( qsearchs('cust_main_county', {
1351 'country' => $self->ship_country,
1354 return "Unknown ship_state/ship_county/ship_country: ".
1355 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1356 unless qsearch('cust_main_county',{
1357 'state' => $self->ship_state,
1358 'county' => $self->ship_county,
1359 'country' => $self->ship_country,
1365 $self->ut_phonen('ship_daytime', $self->ship_country)
1366 || $self->ut_phonen('ship_night', $self->ship_country)
1367 || $self->ut_phonen('ship_fax', $self->ship_country)
1368 || $self->ut_zip('ship_zip', $self->ship_country)
1370 return $error if $error;
1372 return "Unit # is required."
1373 if $self->ship_address2 =~ /^\s*$/
1374 && $conf->exists('cust_main-require_address2');
1376 } else { # ship_ info eq billing info, so don't store dup info in database
1378 $self->setfield("ship_$_", '')
1379 foreach $self->addr_fields;
1381 return "Unit # is required."
1382 if $self->address2 =~ /^\s*$/
1383 && $conf->exists('cust_main-require_address2');
1387 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1388 # or return "Illegal payby: ". $self->payby;
1390 FS::payby->can_payby($self->table, $self->payby)
1391 or return "Illegal payby: ". $self->payby;
1393 $error = $self->ut_numbern('paystart_month')
1394 || $self->ut_numbern('paystart_year')
1395 || $self->ut_numbern('payissue')
1396 || $self->ut_textn('paytype')
1398 return $error if $error;
1400 if ( $self->payip eq '' ) {
1403 $error = $self->ut_ip('payip');
1404 return $error if $error;
1407 # If it is encrypted and the private key is not availaible then we can't
1408 # check the credit card.
1410 my $check_payinfo = 1;
1412 if ($self->is_encrypted($self->payinfo)) {
1416 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1418 my $payinfo = $self->payinfo;
1419 $payinfo =~ s/\D//g;
1420 $payinfo =~ /^(\d{13,16})$/
1421 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1423 $self->payinfo($payinfo);
1425 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1427 return gettext('unknown_card_type')
1428 if cardtype($self->payinfo) eq "Unknown";
1430 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1432 return 'Banned credit card: banned on '.
1433 time2str('%a %h %o at %r', $ban->_date).
1434 ' by '. $ban->otaker.
1435 ' (ban# '. $ban->bannum. ')';
1438 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1439 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1440 $self->paycvv =~ /^(\d{4})$/
1441 or return "CVV2 (CID) for American Express cards is four digits.";
1444 $self->paycvv =~ /^(\d{3})$/
1445 or return "CVV2 (CVC2/CID) is three digits.";
1452 my $cardtype = cardtype($payinfo);
1453 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1455 return "Start date or issue number is required for $cardtype cards"
1456 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1458 return "Start month must be between 1 and 12"
1459 if $self->paystart_month
1460 and $self->paystart_month < 1 || $self->paystart_month > 12;
1462 return "Start year must be 1990 or later"
1463 if $self->paystart_year
1464 and $self->paystart_year < 1990;
1466 return "Issue number must be beween 1 and 99"
1468 and $self->payissue < 1 || $self->payissue > 99;
1471 $self->paystart_month('');
1472 $self->paystart_year('');
1473 $self->payissue('');
1476 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1478 my $payinfo = $self->payinfo;
1479 $payinfo =~ s/[^\d\@]//g;
1480 if ( $conf->exists('echeck-nonus') ) {
1481 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1482 $payinfo = "$1\@$2";
1484 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1485 $payinfo = "$1\@$2";
1487 $self->payinfo($payinfo);
1490 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1492 return 'Banned ACH account: banned on '.
1493 time2str('%a %h %o at %r', $ban->_date).
1494 ' by '. $ban->otaker.
1495 ' (ban# '. $ban->bannum. ')';
1498 } elsif ( $self->payby eq 'LECB' ) {
1500 my $payinfo = $self->payinfo;
1501 $payinfo =~ s/\D//g;
1502 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1504 $self->payinfo($payinfo);
1507 } elsif ( $self->payby eq 'BILL' ) {
1509 $error = $self->ut_textn('payinfo');
1510 return "Illegal P.O. number: ". $self->payinfo if $error;
1513 } elsif ( $self->payby eq 'COMP' ) {
1515 my $curuser = $FS::CurrentUser::CurrentUser;
1516 if ( ! $self->custnum
1517 && ! $curuser->access_right('Complimentary customer')
1520 return "You are not permitted to create complimentary accounts."
1523 $error = $self->ut_textn('payinfo');
1524 return "Illegal comp account issuer: ". $self->payinfo if $error;
1527 } elsif ( $self->payby eq 'PREPAY' ) {
1529 my $payinfo = $self->payinfo;
1530 $payinfo =~ s/\W//g; #anything else would just confuse things
1531 $self->payinfo($payinfo);
1532 $error = $self->ut_alpha('payinfo');
1533 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1534 return "Unknown prepayment identifier"
1535 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1540 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1541 return "Expiration date required"
1542 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1546 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1547 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1548 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1549 ( $m, $y ) = ( $3, "20$2" );
1551 return "Illegal expiration date: ". $self->paydate;
1553 $self->paydate("$y-$m-01");
1554 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1555 return gettext('expired_card')
1557 && !$ignore_expired_card
1558 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1561 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1562 ( ! $conf->exists('require_cardname')
1563 || $self->payby !~ /^(CARD|DCRD)$/ )
1565 $self->payname( $self->first. " ". $self->getfield('last') );
1567 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1568 or return gettext('illegal_name'). " payname: ". $self->payname;
1572 foreach my $flag (qw( tax spool_cdr archived )) {
1573 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1577 $self->otaker(getotaker) unless $self->otaker;
1579 warn "$me check AFTER: \n". $self->_dump
1582 $self->SUPER::check;
1587 Returns a list of fields which have ship_ duplicates.
1592 qw( last first company
1593 address1 address2 city county state zip country
1598 =item has_ship_address
1600 Returns true if this customer record has a separate shipping address.
1604 sub has_ship_address {
1606 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1611 Returns all packages (see L<FS::cust_pkg>) for this customer.
1618 return $self->num_pkgs unless wantarray;
1621 if ( $self->{'_pkgnum'} ) {
1622 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1624 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1627 sort sort_packages @cust_pkg;
1630 =item ncancelled_pkgs
1632 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1636 sub ncancelled_pkgs {
1639 return $self->num_ncancelled_pkgs unless wantarray;
1642 if ( $self->{'_pkgnum'} ) {
1644 @cust_pkg = grep { ! $_->getfield('cancel') }
1645 values %{ $self->{'_pkgnum'}->cache };
1650 qsearch( 'cust_pkg', {
1651 'custnum' => $self->custnum,
1655 qsearch( 'cust_pkg', {
1656 'custnum' => $self->custnum,
1661 sort sort_packages @cust_pkg;
1665 # This should be generalized to use config options to determine order.
1668 if ( $a->get('cancel') xor $b->get('cancel') ) {
1669 return -1 if $b->get('cancel');
1670 return 1 if $a->get('cancel');
1671 #shouldn't get here...
1674 my @a_cust_svc = $a->cust_svc;
1675 my @b_cust_svc = $b->cust_svc;
1676 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1677 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1678 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
1679 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1684 =item suspended_pkgs
1686 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1690 sub suspended_pkgs {
1692 grep { $_->susp } $self->ncancelled_pkgs;
1695 =item unflagged_suspended_pkgs
1697 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1698 customer (thouse packages without the `manual_flag' set).
1702 sub unflagged_suspended_pkgs {
1704 return $self->suspended_pkgs
1705 unless dbdef->table('cust_pkg')->column('manual_flag');
1706 grep { ! $_->manual_flag } $self->suspended_pkgs;
1709 =item unsuspended_pkgs
1711 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1716 sub unsuspended_pkgs {
1718 grep { ! $_->susp } $self->ncancelled_pkgs;
1721 =item num_cancelled_pkgs
1723 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1728 sub num_cancelled_pkgs {
1729 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1732 sub num_ncancelled_pkgs {
1733 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1737 my( $self ) = shift;
1738 my $sql = scalar(@_) ? shift : '';
1739 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1740 my $sth = dbh->prepare(
1741 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1742 ) or die dbh->errstr;
1743 $sth->execute($self->custnum) or die $sth->errstr;
1744 $sth->fetchrow_arrayref->[0];
1749 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1750 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1751 on success or a list of errors.
1757 grep { $_->unsuspend } $self->suspended_pkgs;
1762 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1764 Returns a list: an empty list on success or a list of errors.
1770 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1773 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1775 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1776 PKGPARTs (see L<FS::part_pkg>).
1778 Returns a list: an empty list on success or a list of errors.
1782 sub suspend_if_pkgpart {
1784 my (@pkgparts, %opt);
1785 if (ref($_[0]) eq 'HASH'){
1786 @pkgparts = @{$_[0]{pkgparts}};
1791 grep { $_->suspend(%opt) }
1792 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1793 $self->unsuspended_pkgs;
1796 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1798 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1799 listed PKGPARTs (see L<FS::part_pkg>).
1801 Returns a list: an empty list on success or a list of errors.
1805 sub suspend_unless_pkgpart {
1807 my (@pkgparts, %opt);
1808 if (ref($_[0]) eq 'HASH'){
1809 @pkgparts = @{$_[0]{pkgparts}};
1814 grep { $_->suspend(%opt) }
1815 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1816 $self->unsuspended_pkgs;
1819 =item cancel [ OPTION => VALUE ... ]
1821 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1823 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1825 I<quiet> can be set true to supress email cancellation notices.
1827 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1829 I<ban> can be set true to ban this customer's credit card or ACH information,
1832 Always returns a list: an empty list on success or a list of errors.
1840 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1842 #should try decryption (we might have the private key)
1843 # and if not maybe queue a job for the server that does?
1844 return ( "Can't (yet) ban encrypted credit cards" )
1845 if $self->is_encrypted($self->payinfo);
1847 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1848 my $error = $ban->insert;
1849 return ( $error ) if $error;
1853 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1856 sub _banned_pay_hashref {
1867 'payby' => $payby2ban{$self->payby},
1868 'payinfo' => md5_base64($self->payinfo),
1869 #don't ever *search* on reason! #'reason' =>
1875 Returns all notes (see L<FS::cust_main_note>) for this customer.
1882 qsearch( 'cust_main_note',
1883 { 'custnum' => $self->custnum },
1885 'ORDER BY _DATE DESC'
1891 Returns the agent (see L<FS::agent>) for this customer.
1897 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1900 =item bill_and_collect
1902 Cancels and suspends any packages due, generates bills, applies payments and
1905 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
1907 Options are passed as name-value pairs. Currently available options are:
1913 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1917 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1921 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1925 If set true, re-charges setup fees.
1929 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)
1935 sub bill_and_collect {
1936 my( $self, %options ) = @_;
1938 #$options{actual_time} not $options{time} because freeside-daily -d is for
1939 #pre-printing invoices
1940 $self->cancel_expired_pkgs( $options{actual_time} );
1941 $self->suspend_adjourned_pkgs( $options{actual_time} );
1943 my $error = $self->bill( %options );
1944 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
1946 $self->apply_payments_and_credits;
1948 unless ( $conf->exists('cancelled_cust-noevents')
1949 && ! $self->num_ncancelled_pkgs
1952 $error = $self->collect( %options );
1953 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
1959 sub cancel_expired_pkgs {
1960 my ( $self, $time ) = @_;
1962 my @cancel_pkgs = grep { $_->expire && $_->expire <= $time }
1963 $self->ncancelled_pkgs;
1965 foreach my $cust_pkg ( @cancel_pkgs ) {
1966 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
1967 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
1968 'reason_otaker' => $cpr->otaker
1972 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
1973 " for custnum ". $self->custnum. ": $error"
1979 sub suspend_adjourned_pkgs {
1980 my ( $self, $time ) = @_;
1984 && ( ( $_->part_pkg->is_prepaid
1989 && $_->adjourn <= $time
1993 $self->ncancelled_pkgs;
1995 foreach my $cust_pkg ( @susp_pkgs ) {
1996 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
1997 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
1998 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
1999 'reason_otaker' => $cpr->otaker
2004 warn "Error suspending package ". $cust_pkg->pkgnum.
2005 " for custnum ". $self->custnum. ": $error"
2013 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2014 conjunction with the collect method.
2016 If there is an error, returns the error, otherwise returns false.
2018 Options are passed as name-value pairs. Currently available options are:
2022 =item resetup - if set true, re-charges setup fees.
2024 =item time - bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2028 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2030 =item invoice_time - used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2037 my( $self, %options ) = @_;
2038 return '' if $self->payby eq 'COMP';
2039 warn "$me bill customer ". $self->custnum. "\n"
2042 my $time = $options{'time'} || time;
2047 local $SIG{HUP} = 'IGNORE';
2048 local $SIG{INT} = 'IGNORE';
2049 local $SIG{QUIT} = 'IGNORE';
2050 local $SIG{TERM} = 'IGNORE';
2051 local $SIG{TSTP} = 'IGNORE';
2052 local $SIG{PIPE} = 'IGNORE';
2054 my $oldAutoCommit = $FS::UID::AutoCommit;
2055 local $FS::UID::AutoCommit = 0;
2058 $self->select_for_update; #mutex
2060 #create a new invoice
2061 #(we'll remove it later if it doesn't actually need to be generated [contains
2062 # no line items] and we're inside a transaciton so nothing else will see it)
2063 my $cust_bill = new FS::cust_bill ( {
2064 'custnum' => $self->custnum,
2065 '_date' => ( $options{'invoice_time'} || $time ),
2066 #'charged' => $charged,
2069 $error = $cust_bill->insert;
2071 $dbh->rollback if $oldAutoCommit;
2072 return "can't create invoice for customer #". $self->custnum. ": $error";
2074 my $invnum = $cust_bill->invnum;
2077 # find the packages which are due for billing, find out how much they are
2078 # & generate invoice database.
2081 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2083 my @precommit_hooks = ();
2085 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2086 foreach my $cust_pkg (@cust_pkgs) {
2088 #NO!! next if $cust_pkg->cancel;
2089 next if $cust_pkg->getfield('cancel');
2091 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2093 #? to avoid use of uninitialized value errors... ?
2094 $cust_pkg->setfield('bill', '')
2095 unless defined($cust_pkg->bill);
2097 my $part_pkg = $cust_pkg->part_pkg;
2099 my %hash = $cust_pkg->hash;
2100 my $old_cust_pkg = new FS::cust_pkg \%hash;
2110 if ( ! $cust_pkg->setup &&
2112 ( $conf->exists('disable_setup_suspended_pkgs') &&
2113 ! $cust_pkg->getfield('susp')
2114 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2116 || $options{'resetup'}
2119 warn " bill setup\n" if $DEBUG > 1;
2121 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2123 $dbh->rollback if $oldAutoCommit;
2124 return "$@ running calc_setup for $cust_pkg\n";
2127 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2129 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
2133 # bill recurring fee
2136 #XXX unit stuff here too
2140 if ( $part_pkg->getfield('freq') ne '0' &&
2141 ! $cust_pkg->getfield('susp') &&
2142 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2145 # XXX should this be a package event? probably. events are called
2146 # at collection time at the moment, though...
2147 if ( $part_pkg->can('reset_usage') ) {
2148 warn " resetting usage counters" if $DEBUG > 1;
2149 $part_pkg->reset_usage($cust_pkg);
2152 warn " bill recur\n" if $DEBUG > 1;
2154 # XXX shared with $recur_prog
2155 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2157 #over two params! lets at least switch to a hashref for the rest...
2158 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2160 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2162 $dbh->rollback if $oldAutoCommit;
2163 return "$@ running calc_recur for $cust_pkg\n";
2166 #change this bit to use Date::Manip? CAREFUL with timezones (see
2167 # mailing list archive)
2168 my ($sec,$min,$hour,$mday,$mon,$year) =
2169 (localtime($sdate) )[0,1,2,3,4,5];
2171 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2172 # only for figuring next bill date, nothing else, so, reset $sdate again
2174 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2175 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2176 $cust_pkg->last_bill($sdate);
2178 if ( $part_pkg->freq =~ /^\d+$/ ) {
2179 $mon += $part_pkg->freq;
2180 until ( $mon < 12 ) { $mon -= 12; $year++; }
2181 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2183 $mday += $weeks * 7;
2184 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2187 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2191 $dbh->rollback if $oldAutoCommit;
2192 return "unparsable frequency: ". $part_pkg->freq;
2194 $cust_pkg->setfield('bill',
2195 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2198 warn "\$setup is undefined" unless defined($setup);
2199 warn "\$recur is undefined" unless defined($recur);
2200 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2203 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2206 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2208 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2211 $error=$cust_pkg->replace($old_cust_pkg,
2212 options => { $cust_pkg->options },
2214 if ( $error ) { #just in case
2215 $dbh->rollback if $oldAutoCommit;
2216 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2219 $setup = sprintf( "%.2f", $setup );
2220 $recur = sprintf( "%.2f", $recur );
2221 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2222 $dbh->rollback if $oldAutoCommit;
2223 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2225 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2226 $dbh->rollback if $oldAutoCommit;
2227 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2230 if ( $setup != 0 || $recur != 0 ) {
2232 # Only create a postal charge if:
2233 # - this package has a recurring fee OR postal charges are enabled for non-recurring fees
2234 # - AND there isn't already a postal charge for this invoice.
2235 if ( (!$postal_charge) &&
2236 ( !$conf->exists('postal_invoice-recurring_only') ||
2239 $postal_charge = 1; # try only once
2240 my $postal_pkg = $self->charge_postal_fee();
2241 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2242 $dbh->rollback if $oldAutoCommit;
2243 return "can't charge postal invoice fee for customer ".
2244 $self->custnum. ": $postal_pkg";
2246 if ( $postal_pkg ) {
2247 push @cust_pkgs, $postal_pkg;
2251 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2254 push @details, map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2256 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2257 'invnum' => $invnum,
2258 'pkgnum' => $cust_pkg->pkgnum,
2260 'unitsetup' => $unitsetup,
2262 'unitrecur' => $unitrecur,
2263 'quantity' => $cust_pkg->quantity,
2264 'details' => \@details,
2267 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2268 $cust_bill_pkg->sdate( $hash{last_bill} );
2269 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2270 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2271 $cust_bill_pkg->sdate( $sdate );
2272 $cust_bill_pkg->edate( $cust_pkg->bill );
2275 $error = $cust_bill_pkg->insert;
2277 $dbh->rollback if $oldAutoCommit;
2278 return "can't create invoice line item for invoice #$invnum: $error";
2280 $total_setup += $setup;
2281 $total_recur += $recur;
2287 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2290 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2293 my %taxhash = map { $_ => $self->get("$prefix$_") }
2294 qw( state county country );
2296 $taxhash{'taxclass'} = $part_pkg->taxclass;
2298 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2301 $taxhash{'taxclass'} = '';
2302 @taxes = qsearch( 'cust_main_county', \%taxhash );
2305 #one more try at a whole-country tax rate
2307 $taxhash{$_} = '' foreach qw( state county );
2308 @taxes = qsearch( 'cust_main_county', \%taxhash );
2311 # maybe eliminate this entirely, along with all the 0% records
2313 $dbh->rollback if $oldAutoCommit;
2315 "fatal: can't find tax rate for state/county/country/taxclass ".
2316 join('/', ( map $self->get("$prefix$_"),
2317 qw(state county country)
2319 $part_pkg->taxclass ). "\n";
2322 foreach my $tax ( @taxes ) {
2324 my $taxable_charged = 0;
2325 $taxable_charged += $setup
2326 unless $part_pkg->setuptax =~ /^Y$/i
2327 || $tax->setuptax =~ /^Y$/i;
2328 $taxable_charged += $recur
2329 unless $part_pkg->recurtax =~ /^Y$/i
2330 || $tax->recurtax =~ /^Y$/i;
2331 next unless $taxable_charged;
2333 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2334 #my ($mon,$year) = (localtime($sdate) )[4,5];
2335 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2337 my $freq = $part_pkg->freq || 1;
2338 if ( $freq !~ /(\d+)$/ ) {
2339 $dbh->rollback if $oldAutoCommit;
2340 return "daily/weekly package definitions not (yet?)".
2341 " compatible with monthly tax exemptions";
2343 my $taxable_per_month =
2344 sprintf("%.2f", $taxable_charged / $freq );
2346 #call the whole thing off if this customer has any old
2347 #exemption records...
2348 my @cust_tax_exempt =
2349 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2350 if ( @cust_tax_exempt ) {
2351 $dbh->rollback if $oldAutoCommit;
2353 'this customer still has old-style tax exemption records; '.
2354 'run bin/fs-migrate-cust_tax_exempt?';
2357 foreach my $which_month ( 1 .. $freq ) {
2359 #maintain the new exemption table now
2362 FROM cust_tax_exempt_pkg
2363 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2364 LEFT JOIN cust_bill USING ( invnum )
2370 my $sth = dbh->prepare($sql) or do {
2371 $dbh->rollback if $oldAutoCommit;
2372 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2380 $dbh->rollback if $oldAutoCommit;
2381 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2383 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2385 my $remaining_exemption =
2386 $tax->exempt_amount - $existing_exemption;
2387 if ( $remaining_exemption > 0 ) {
2388 my $addl = $remaining_exemption > $taxable_per_month
2389 ? $taxable_per_month
2390 : $remaining_exemption;
2391 $taxable_charged -= $addl;
2393 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2394 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2395 'taxnum' => $tax->taxnum,
2396 'year' => 1900+$year,
2398 'amount' => sprintf("%.2f", $addl ),
2400 $error = $cust_tax_exempt_pkg->insert;
2402 $dbh->rollback if $oldAutoCommit;
2403 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2405 } # if $remaining_exemption > 0
2409 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2410 until ( $mon < 13 ) { $mon -= 12; $year++; }
2412 } #foreach $which_month
2414 } #if $tax->exempt_amount
2416 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2418 #$tax += $taxable_charged * $cust_main_county->tax / 100
2419 $tax{ $tax->taxname || 'Tax' } +=
2420 $taxable_charged * $tax->tax / 100
2422 } #foreach my $tax ( @taxes )
2424 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2426 } #if $setup != 0 || $recur != 0
2428 } #if $cust_pkg->modified
2430 } #foreach my $cust_pkg
2432 unless ( $cust_bill->cust_bill_pkg ) {
2433 $cust_bill->delete; #don't create an invoice w/o line items
2434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2438 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2440 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2441 my $tax = sprintf("%.2f", $tax{$taxname} );
2442 $charged = sprintf( "%.2f", $charged+$tax );
2444 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2445 'invnum' => $invnum,
2451 'itemdesc' => $taxname,
2453 $error = $cust_bill_pkg->insert;
2455 $dbh->rollback if $oldAutoCommit;
2456 return "can't create invoice line item for invoice #$invnum: $error";
2458 $total_setup += $tax;
2462 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2463 $error = $cust_bill->replace;
2465 $dbh->rollback if $oldAutoCommit;
2466 return "can't update charged for invoice #$invnum: $error";
2469 foreach my $hook ( @precommit_hooks ) {
2471 &{$hook}; #($self) ?
2474 $dbh->rollback if $oldAutoCommit;
2475 return "$@ running precommit hook $hook\n";
2479 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2483 =item collect OPTIONS
2485 (Attempt to) collect money for this customer's outstanding invoices (see
2486 L<FS::cust_bill>). Usually used after the bill method.
2488 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2489 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2490 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2492 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2493 and the invoice events web interface.
2495 If there is an error, returns the error, otherwise returns false.
2497 Options are passed as name-value pairs.
2499 Currently available options are:
2501 invoice_time - Use this time when deciding when to print invoices and
2502 late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse>
2503 for conversion functions.
2505 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2508 quiet - set true to surpress email card/ACH decline notices.
2510 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2513 payby - allows for one time override of normal customer billing method
2518 my( $self, %options ) = @_;
2519 my $invoice_time = $options{'invoice_time'} || time;
2522 local $SIG{HUP} = 'IGNORE';
2523 local $SIG{INT} = 'IGNORE';
2524 local $SIG{QUIT} = 'IGNORE';
2525 local $SIG{TERM} = 'IGNORE';
2526 local $SIG{TSTP} = 'IGNORE';
2527 local $SIG{PIPE} = 'IGNORE';
2529 my $oldAutoCommit = $FS::UID::AutoCommit;
2530 local $FS::UID::AutoCommit = 0;
2533 $self->select_for_update; #mutex
2535 my $balance = $self->balance;
2536 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2538 unless ( $balance > 0 ) { #redundant?????
2539 $dbh->rollback if $oldAutoCommit; #hmm
2543 if ( exists($options{'retry_card'}) ) {
2544 carp 'retry_card option passed to collect is deprecated; use retry';
2545 $options{'retry'} ||= $options{'retry_card'};
2547 if ( exists($options{'retry'}) && $options{'retry'} ) {
2548 my $error = $self->retry_realtime;
2550 $dbh->rollback if $oldAutoCommit;
2556 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2557 $extra_sql = " AND freq = '1m' ";
2559 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2562 foreach my $cust_bill ( $self->open_cust_bill ) {
2564 # don't try to charge for the same invoice if it's already in a batch
2565 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2567 last if $self->balance <= 0;
2569 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2572 foreach my $part_bill_event ( due_events ( $cust_bill,
2573 exists($options{'payby'})
2579 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2580 || $self->balance <= 0; # or if balance<=0
2583 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2584 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2587 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2588 # gah, even with transactions.
2589 $dbh->commit if $oldAutoCommit; #well.
2598 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2603 =item retry_realtime
2605 Schedules realtime / batch credit card / electronic check / LEC billing
2606 events for for retry. Useful if card information has changed or manual
2607 retry is desired. The 'collect' method must be called to actually retry
2610 Implementation details: For each of this customer's open invoices, changes
2611 the status of the first "done" (with statustext error) realtime processing
2616 sub retry_realtime {
2619 local $SIG{HUP} = 'IGNORE';
2620 local $SIG{INT} = 'IGNORE';
2621 local $SIG{QUIT} = 'IGNORE';
2622 local $SIG{TERM} = 'IGNORE';
2623 local $SIG{TSTP} = 'IGNORE';
2624 local $SIG{PIPE} = 'IGNORE';
2626 my $oldAutoCommit = $FS::UID::AutoCommit;
2627 local $FS::UID::AutoCommit = 0;
2630 foreach my $cust_bill (
2631 grep { $_->cust_bill_event }
2632 $self->open_cust_bill
2634 my @cust_bill_event =
2635 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2637 #$_->part_bill_event->plan eq 'realtime-card'
2638 $_->part_bill_event->eventcode =~
2639 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2640 && $_->status eq 'done'
2643 $cust_bill->cust_bill_event;
2644 next unless @cust_bill_event;
2645 my $error = $cust_bill_event[0]->retry;
2647 $dbh->rollback if $oldAutoCommit;
2648 return "error scheduling invoice event for retry: $error";
2653 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2658 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2660 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2661 via a Business::OnlinePayment realtime gateway. See
2662 L<http://420.am/business-onlinepayment> for supported gateways.
2664 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2666 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2668 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2669 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2670 if set, will override the value from the customer record.
2672 I<description> is a free-text field passed to the gateway. It defaults to
2673 "Internet services".
2675 If an I<invnum> is specified, this payment (if successful) is applied to the
2676 specified invoice. If you don't specify an I<invnum> you might want to
2677 call the B<apply_payments> method or set the I<apply> option.
2679 I<apply> can be set to true to apply a resulting payment.
2681 I<quiet> can be set true to surpress email decline notices.
2683 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2684 resulting paynum, if any.
2686 I<payunique> is a unique identifier for this payment.
2688 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2697 my($method, $amount);
2699 if (ref($_[0]) eq 'HASH') {
2700 %options = %{$_[0]};
2701 $method = $options{method};
2702 $amount = $options{amount};
2704 ( $method, $amount ) = ( shift, shift );
2708 warn "$me realtime_bop: $method $amount\n";
2709 warn " $_ => $options{$_}\n" foreach keys %options;
2712 $options{'description'} ||= 'Internet services';
2714 eval "use Business::OnlinePayment";
2717 my $payinfo = exists($options{'payinfo'})
2718 ? $options{'payinfo'}
2721 my %method2payby = (
2728 # set taxclass and trans_is_recur based on invnum if there is one
2732 my $trans_is_recur = 0;
2733 if ( $options{'invnum'} ) {
2735 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2736 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2739 map { $_->part_pkg }
2741 map { $_->cust_pkg }
2742 $cust_bill->cust_bill_pkg;
2744 my @taxclasses = map $_->taxclass, @part_pkg;
2745 $taxclass = $taxclasses[0]
2746 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
2747 #different taxclasses
2749 if grep { $_->freq ne '0' } @part_pkg;
2757 #look for an agent gateway override first
2759 if ( $method eq 'CC' ) {
2760 $cardtype = cardtype($payinfo);
2761 } elsif ( $method eq 'ECHECK' ) {
2764 $cardtype = $method;
2768 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2769 cardtype => $cardtype,
2770 taxclass => $taxclass, } )
2771 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2773 taxclass => $taxclass, } )
2774 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2775 cardtype => $cardtype,
2777 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2779 taxclass => '', } );
2781 my $payment_gateway = '';
2782 my( $processor, $login, $password, $action, @bop_options );
2783 if ( $override ) { #use a payment gateway override
2785 $payment_gateway = $override->payment_gateway;
2787 $processor = $payment_gateway->gateway_module;
2788 $login = $payment_gateway->gateway_username;
2789 $password = $payment_gateway->gateway_password;
2790 $action = $payment_gateway->gateway_action;
2791 @bop_options = $payment_gateway->options;
2793 } else { #use the standard settings from the config
2795 ( $processor, $login, $password, $action, @bop_options ) =
2796 $self->default_payment_gateway($method);
2804 my $address = exists($options{'address1'})
2805 ? $options{'address1'}
2807 my $address2 = exists($options{'address2'})
2808 ? $options{'address2'}
2810 $address .= ", ". $address2 if length($address2);
2812 my $o_payname = exists($options{'payname'})
2813 ? $options{'payname'}
2815 my($payname, $payfirst, $paylast);
2816 if ( $o_payname && $method ne 'ECHECK' ) {
2817 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2818 or return "Illegal payname $payname";
2819 ($payfirst, $paylast) = ($1, $2);
2821 $payfirst = $self->getfield('first');
2822 $paylast = $self->getfield('last');
2823 $payname = "$payfirst $paylast";
2826 my @invoicing_list = $self->invoicing_list_emailonly;
2827 if ( $conf->exists('emailinvoiceautoalways')
2828 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2829 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2830 push @invoicing_list, $self->all_emails;
2833 my $email = ($conf->exists('business-onlinepayment-email-override'))
2834 ? $conf->config('business-onlinepayment-email-override')
2835 : $invoicing_list[0];
2839 my $payip = exists($options{'payip'})
2842 $content{customer_ip} = $payip
2845 $content{invoice_number} = $options{'invnum'}
2846 if exists($options{'invnum'}) && length($options{'invnum'});
2848 $content{email_customer} =
2849 ( $conf->exists('business-onlinepayment-email_customer')
2850 || $conf->exists('business-onlinepayment-email-override') );
2853 if ( $method eq 'CC' ) {
2855 $content{card_number} = $payinfo;
2856 $paydate = exists($options{'paydate'})
2857 ? $options{'paydate'}
2859 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2860 $content{expiration} = "$2/$1";
2862 my $paycvv = exists($options{'paycvv'})
2863 ? $options{'paycvv'}
2865 $content{cvv2} = $paycvv
2868 my $paystart_month = exists($options{'paystart_month'})
2869 ? $options{'paystart_month'}
2870 : $self->paystart_month;
2872 my $paystart_year = exists($options{'paystart_year'})
2873 ? $options{'paystart_year'}
2874 : $self->paystart_year;
2876 $content{card_start} = "$paystart_month/$paystart_year"
2877 if $paystart_month && $paystart_year;
2879 my $payissue = exists($options{'payissue'})
2880 ? $options{'payissue'}
2882 $content{issue_number} = $payissue if $payissue;
2884 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
2885 'trans_is_recur' => $trans_is_recur,
2889 $content{recurring_billing} = 'YES';
2890 $content{acct_code} = 'rebill'
2891 if $conf->exists('credit_card-recurring_billing_acct_code');
2894 } elsif ( $method eq 'ECHECK' ) {
2895 ( $content{account_number}, $content{routing_code} ) =
2896 split('@', $payinfo);
2897 $content{bank_name} = $o_payname;
2898 $content{bank_state} = exists($options{'paystate'})
2899 ? $options{'paystate'}
2900 : $self->getfield('paystate');
2901 $content{account_type} = exists($options{'paytype'})
2902 ? uc($options{'paytype'}) || 'CHECKING'
2903 : uc($self->getfield('paytype')) || 'CHECKING';
2904 $content{account_name} = $payname;
2905 $content{customer_org} = $self->company ? 'B' : 'I';
2906 $content{state_id} = exists($options{'stateid'})
2907 ? $options{'stateid'}
2908 : $self->getfield('stateid');
2909 $content{state_id_state} = exists($options{'stateid_state'})
2910 ? $options{'stateid_state'}
2911 : $self->getfield('stateid_state');
2912 $content{customer_ssn} = exists($options{'ss'})
2915 } elsif ( $method eq 'LEC' ) {
2916 $content{phone} = $payinfo;
2920 # run transaction(s)
2923 my $balance = exists( $options{'balance'} )
2924 ? $options{'balance'}
2927 $self->select_for_update; #mutex ... just until we get our pending record in
2929 #the checks here are intended to catch concurrent payments
2930 #double-form-submission prevention is taken care of in cust_pay_pending::check
2933 return "The customer's balance has changed; $method transaction aborted."
2934 if $self->balance < $balance;
2935 #&& $self->balance < $amount; #might as well anyway?
2937 #also check and make sure there aren't *other* pending payments for this cust
2939 my @pending = qsearch('cust_pay_pending', {
2940 'custnum' => $self->custnum,
2941 'status' => { op=>'!=', value=>'done' }
2943 return "A payment is already being processed for this customer (".
2944 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2945 "); $method transaction aborted."
2946 if scalar(@pending);
2948 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2950 my $cust_pay_pending = new FS::cust_pay_pending {
2951 'custnum' => $self->custnum,
2952 #'invnum' => $options{'invnum'},
2955 'payby' => $method2payby{$method},
2956 'payinfo' => $payinfo,
2957 'paydate' => $paydate,
2958 'recurring_billing' => $content{recurring_billing},
2960 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2962 $cust_pay_pending->payunique( $options{payunique} )
2963 if defined($options{payunique}) && length($options{payunique});
2964 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2965 return $cpp_new_err if $cpp_new_err;
2967 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2969 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2970 $transaction->content(
2973 'password' => $password,
2974 'action' => $action1,
2975 'description' => $options{'description'},
2976 'amount' => $amount,
2977 #'invoice_number' => $options{'invnum'},
2978 'customer_id' => $self->custnum,
2979 'last_name' => $paylast,
2980 'first_name' => $payfirst,
2982 'address' => $address,
2983 'city' => ( exists($options{'city'})
2986 'state' => ( exists($options{'state'})
2989 'zip' => ( exists($options{'zip'})
2992 'country' => ( exists($options{'country'})
2993 ? $options{'country'}
2995 'referer' => 'http://cleanwhisker.420.am/',
2997 'phone' => $self->daytime || $self->night,
3001 $cust_pay_pending->status('pending');
3002 my $cpp_pending_err = $cust_pay_pending->replace;
3003 return $cpp_pending_err if $cpp_pending_err;
3005 $transaction->submit();
3007 if ( $transaction->is_success() && $action2 ) {
3009 $cust_pay_pending->status('authorized');
3010 my $cpp_authorized_err = $cust_pay_pending->replace;
3011 return $cpp_authorized_err if $cpp_authorized_err;
3013 my $auth = $transaction->authorization;
3014 my $ordernum = $transaction->can('order_number')
3015 ? $transaction->order_number
3019 new Business::OnlinePayment( $processor, @bop_options );
3026 password => $password,
3027 order_number => $ordernum,
3029 authorization => $auth,
3030 description => $options{'description'},
3033 foreach my $field (qw( authorization_source_code returned_ACI
3034 transaction_identifier validation_code
3035 transaction_sequence_num local_transaction_date
3036 local_transaction_time AVS_result_code )) {
3037 $capture{$field} = $transaction->$field() if $transaction->can($field);
3040 $capture->content( %capture );
3044 unless ( $capture->is_success ) {
3045 my $e = "Authorization successful but capture failed, custnum #".
3046 $self->custnum. ': '. $capture->result_code.
3047 ": ". $capture->error_message;
3054 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3055 my $cpp_captured_err = $cust_pay_pending->replace;
3056 return $cpp_captured_err if $cpp_captured_err;
3059 # remove paycvv after initial transaction
3062 #false laziness w/misc/process/payment.cgi - check both to make sure working
3064 if ( defined $self->dbdef_table->column('paycvv')
3065 && length($self->paycvv)
3066 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3068 my $error = $self->remove_cvv;
3070 warn "WARNING: error removing cvv: $error\n";
3078 if ( $transaction->is_success() ) {
3081 if ( $payment_gateway ) { # agent override
3082 $paybatch = $payment_gateway->gatewaynum. '-';
3085 $paybatch .= "$processor:". $transaction->authorization;
3087 $paybatch .= ':'. $transaction->order_number
3088 if $transaction->can('order_number')
3089 && length($transaction->order_number);
3091 my $cust_pay = new FS::cust_pay ( {
3092 'custnum' => $self->custnum,
3093 'invnum' => $options{'invnum'},
3096 'payby' => $method2payby{$method},
3097 'payinfo' => $payinfo,
3098 'paybatch' => $paybatch,
3099 'paydate' => $paydate,
3101 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3102 $cust_pay->payunique( $options{payunique} )
3103 if defined($options{payunique}) && length($options{payunique});
3105 my $oldAutoCommit = $FS::UID::AutoCommit;
3106 local $FS::UID::AutoCommit = 0;
3109 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3111 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3114 $cust_pay->invnum(''); #try again with no specific invnum
3115 my $error2 = $cust_pay->insert( $options{'manual'} ?
3116 ( 'manual' => 1 ) : ()
3119 # gah. but at least we have a record of the state we had to abort in
3120 # from cust_pay_pending now.
3121 my $e = "WARNING: $method captured but payment not recorded - ".
3122 "error inserting payment ($processor): $error2".
3123 " (previously tried insert with invnum #$options{'invnum'}" .
3124 ": $error ) - pending payment saved as paypendingnum ".
3125 $cust_pay_pending->paypendingnum. "\n";
3131 if ( $options{'paynum_ref'} ) {
3132 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3135 $cust_pay_pending->status('done');
3136 $cust_pay_pending->statustext('captured');
3137 my $cpp_done_err = $cust_pay_pending->replace;
3139 if ( $cpp_done_err ) {
3141 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3142 my $e = "WARNING: $method captured but payment not recorded - ".
3143 "error updating status for paypendingnum ".
3144 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3150 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3152 if ( $options{'apply'} ) {
3153 my $apply_error = $self->apply_payments_and_credits;
3154 if ( $apply_error ) {
3155 warn "WARNING: error applying payment: $apply_error\n";
3156 #but we still should return no error cause the payment otherwise went
3161 return ''; #no error
3167 my $perror = "$processor error: ". $transaction->error_message;
3169 unless ( $transaction->error_message ) {
3172 #this should be normalized :/
3174 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
3175 if ( $transaction->can('param')
3176 && $transaction->param('transaction_response') ) {
3177 $t_response = $transaction->param('transaction_response')
3179 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
3180 } elsif ( $transaction->can('response_page') ) {
3182 'page' => ( $transaction->can('response_page')
3183 ? $transaction->response_page
3186 'code' => ( $transaction->can('response_code')
3187 ? $transaction->response_code
3190 'headers' => ( $transaction->can('response_headers')
3191 ? $transaction->response_headers
3197 "No additional debugging information available for $processor";
3200 $perror .= "No error_message returned from $processor -- ".
3201 ( ref($t_response) ? Dumper($t_response) : $t_response );
3205 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3206 && $conf->exists('emaildecline')
3207 && grep { $_ ne 'POST' } $self->invoicing_list
3208 && ! grep { $transaction->error_message =~ /$_/ }
3209 $conf->config('emaildecline-exclude')
3211 my @templ = $conf->config('declinetemplate');
3212 my $template = new Text::Template (
3214 SOURCE => [ map "$_\n", @templ ],
3215 ) or return "($perror) can't create template: $Text::Template::ERROR";
3216 $template->compile()
3217 or return "($perror) can't compile template: $Text::Template::ERROR";
3219 my $templ_hash = { error => $transaction->error_message };
3221 my $error = send_email(
3222 'from' => $conf->config('invoice_from'),
3223 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3224 'subject' => 'Your payment could not be processed',
3225 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3228 $perror .= " (also received error sending decline notification: $error)"
3233 $cust_pay_pending->status('done');
3234 $cust_pay_pending->statustext("declined: $perror");
3235 my $cpp_done_err = $cust_pay_pending->replace;
3236 if ( $cpp_done_err ) {
3237 my $e = "WARNING: $method declined but pending payment not resolved - ".
3238 "error updating status for paypendingnum ".
3239 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3241 $perror = "$e ($perror)";
3249 =item default_payment_gateway
3253 sub default_payment_gateway {
3254 my( $self, $method ) = @_;
3256 die "Real-time processing not enabled\n"
3257 unless $conf->exists('business-onlinepayment');
3260 my $bop_config = 'business-onlinepayment';
3261 $bop_config .= '-ach'
3262 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3263 my ( $processor, $login, $password, $action, @bop_options ) =
3264 $conf->config($bop_config);
3265 $action ||= 'normal authorization';
3266 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3267 die "No real-time processor is enabled - ".
3268 "did you set the business-onlinepayment configuration value?\n"
3271 ( $processor, $login, $password, $action, @bop_options )
3276 Removes the I<paycvv> field from the database directly.
3278 If there is an error, returns the error, otherwise returns false.
3284 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3285 or return dbh->errstr;
3286 $sth->execute($self->custnum)
3287 or return $sth->errstr;
3292 sub _bop_recurring_billing {
3293 my( $self, %opt ) = @_;
3295 my $method = $conf->config('credit_card-recurring_billing_flag');
3297 if ( $method eq 'transaction_is_recur' ) {
3299 return 1 if $opt{'trans_is_recur'};
3303 my %hash = ( 'custnum' => $self->custnum,
3308 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
3309 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
3320 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3322 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3323 via a Business::OnlinePayment realtime gateway. See
3324 L<http://420.am/business-onlinepayment> for supported gateways.
3326 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3328 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3330 Most gateways require a reference to an original payment transaction to refund,
3331 so you probably need to specify a I<paynum>.
3333 I<amount> defaults to the original amount of the payment if not specified.
3335 I<reason> specifies a reason for the refund.
3337 I<paydate> specifies the expiration date for a credit card overriding the
3338 value from the customer record or the payment record. Specified as yyyy-mm-dd
3340 Implementation note: If I<amount> is unspecified or equal to the amount of the
3341 orignal payment, first an attempt is made to "void" the transaction via
3342 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3343 the normal attempt is made to "refund" ("credit") the transaction via the
3344 gateway is attempted.
3346 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3347 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3348 #if set, will override the value from the customer record.
3350 #If an I<invnum> is specified, this payment (if successful) is applied to the
3351 #specified invoice. If you don't specify an I<invnum> you might want to
3352 #call the B<apply_payments> method.
3356 #some false laziness w/realtime_bop, not enough to make it worth merging
3357 #but some useful small subs should be pulled out
3358 sub realtime_refund_bop {
3359 my( $self, $method, %options ) = @_;
3361 warn "$me realtime_refund_bop: $method refund\n";
3362 warn " $_ => $options{$_}\n" foreach keys %options;
3365 eval "use Business::OnlinePayment";
3369 # look up the original payment and optionally a gateway for that payment
3373 my $amount = $options{'amount'};
3375 my( $processor, $login, $password, @bop_options ) ;
3376 my( $auth, $order_number ) = ( '', '', '' );
3378 if ( $options{'paynum'} ) {
3380 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3381 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3382 or return "Unknown paynum $options{'paynum'}";
3383 $amount ||= $cust_pay->paid;
3385 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3386 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3387 $cust_pay->paybatch;
3388 my $gatewaynum = '';
3389 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3391 if ( $gatewaynum ) { #gateway for the payment to be refunded
3393 my $payment_gateway =
3394 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3395 die "payment gateway $gatewaynum not found"
3396 unless $payment_gateway;
3398 $processor = $payment_gateway->gateway_module;
3399 $login = $payment_gateway->gateway_username;
3400 $password = $payment_gateway->gateway_password;
3401 @bop_options = $payment_gateway->options;
3403 } else { #try the default gateway
3405 my( $conf_processor, $unused_action );
3406 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3407 $self->default_payment_gateway($method);
3409 return "processor of payment $options{'paynum'} $processor does not".
3410 " match default processor $conf_processor"
3411 unless $processor eq $conf_processor;
3416 } else { # didn't specify a paynum, so look for agent gateway overrides
3417 # like a normal transaction
3420 if ( $method eq 'CC' ) {
3421 $cardtype = cardtype($self->payinfo);
3422 } elsif ( $method eq 'ECHECK' ) {
3425 $cardtype = $method;
3428 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3429 cardtype => $cardtype,
3431 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3433 taxclass => '', } );
3435 if ( $override ) { #use a payment gateway override
3437 my $payment_gateway = $override->payment_gateway;
3439 $processor = $payment_gateway->gateway_module;
3440 $login = $payment_gateway->gateway_username;
3441 $password = $payment_gateway->gateway_password;
3442 #$action = $payment_gateway->gateway_action;
3443 @bop_options = $payment_gateway->options;
3445 } else { #use the standard settings from the config
3448 ( $processor, $login, $password, $unused_action, @bop_options ) =
3449 $self->default_payment_gateway($method);
3454 return "neither amount nor paynum specified" unless $amount;
3459 'password' => $password,
3460 'order_number' => $order_number,
3461 'amount' => $amount,
3462 'referer' => 'http://cleanwhisker.420.am/',
3464 $content{authorization} = $auth
3465 if length($auth); #echeck/ACH transactions have an order # but no auth
3466 #(at least with authorize.net)
3468 my $disable_void_after;
3469 if ($conf->exists('disable_void_after')
3470 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3471 $disable_void_after = $1;
3474 #first try void if applicable
3475 if ( $cust_pay && $cust_pay->paid == $amount
3477 ( not defined($disable_void_after) )
3478 || ( time < ($cust_pay->_date + $disable_void_after ) )
3481 warn " attempting void\n" if $DEBUG > 1;
3482 my $void = new Business::OnlinePayment( $processor, @bop_options );
3483 $void->content( 'action' => 'void', %content );
3485 if ( $void->is_success ) {
3486 my $error = $cust_pay->void($options{'reason'});
3488 # gah, even with transactions.
3489 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3490 "error voiding payment: $error";
3494 warn " void successful\n" if $DEBUG > 1;
3499 warn " void unsuccessful, trying refund\n"
3503 my $address = $self->address1;
3504 $address .= ", ". $self->address2 if $self->address2;
3506 my($payname, $payfirst, $paylast);
3507 if ( $self->payname && $method ne 'ECHECK' ) {
3508 $payname = $self->payname;
3509 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3510 or return "Illegal payname $payname";
3511 ($payfirst, $paylast) = ($1, $2);
3513 $payfirst = $self->getfield('first');
3514 $paylast = $self->getfield('last');
3515 $payname = "$payfirst $paylast";
3518 my @invoicing_list = $self->invoicing_list_emailonly;
3519 if ( $conf->exists('emailinvoiceautoalways')
3520 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3521 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3522 push @invoicing_list, $self->all_emails;
3525 my $email = ($conf->exists('business-onlinepayment-email-override'))
3526 ? $conf->config('business-onlinepayment-email-override')
3527 : $invoicing_list[0];
3529 my $payip = exists($options{'payip'})
3532 $content{customer_ip} = $payip
3536 if ( $method eq 'CC' ) {
3539 $content{card_number} = $payinfo = $cust_pay->payinfo;
3540 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3541 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3542 ($content{expiration} = "$2/$1"); # where available
3544 $content{card_number} = $payinfo = $self->payinfo;
3545 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3546 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3547 $content{expiration} = "$2/$1";
3550 } elsif ( $method eq 'ECHECK' ) {
3553 $payinfo = $cust_pay->payinfo;
3555 $payinfo = $self->payinfo;
3557 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3558 $content{bank_name} = $self->payname;
3559 $content{account_type} = 'CHECKING';
3560 $content{account_name} = $payname;
3561 $content{customer_org} = $self->company ? 'B' : 'I';
3562 $content{customer_ssn} = $self->ss;
3563 } elsif ( $method eq 'LEC' ) {
3564 $content{phone} = $payinfo = $self->payinfo;
3568 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3569 my %sub_content = $refund->content(
3570 'action' => 'credit',
3571 'customer_id' => $self->custnum,
3572 'last_name' => $paylast,
3573 'first_name' => $payfirst,
3575 'address' => $address,
3576 'city' => $self->city,
3577 'state' => $self->state,
3578 'zip' => $self->zip,
3579 'country' => $self->country,
3581 'phone' => $self->daytime || $self->night,
3584 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3588 return "$processor error: ". $refund->error_message
3589 unless $refund->is_success();
3591 my %method2payby = (
3597 my $paybatch = "$processor:". $refund->authorization;
3598 $paybatch .= ':'. $refund->order_number
3599 if $refund->can('order_number') && $refund->order_number;
3601 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3602 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3603 last unless @cust_bill_pay;
3604 my $cust_bill_pay = pop @cust_bill_pay;
3605 my $error = $cust_bill_pay->delete;
3609 my $cust_refund = new FS::cust_refund ( {
3610 'custnum' => $self->custnum,
3611 'paynum' => $options{'paynum'},
3612 'refund' => $amount,
3614 'payby' => $method2payby{$method},
3615 'payinfo' => $payinfo,
3616 'paybatch' => $paybatch,
3617 'reason' => $options{'reason'} || 'card or ACH refund',
3619 my $error = $cust_refund->insert;
3621 $cust_refund->paynum(''); #try again with no specific paynum
3622 my $error2 = $cust_refund->insert;
3624 # gah, even with transactions.
3625 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3626 "error inserting refund ($processor): $error2".
3627 " (previously tried insert with paynum #$options{'paynum'}" .
3638 =item realtime_collect [ OPTION => VALUE ... ]
3640 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3641 via a Business::OnlinePayment realtime gateway. See
3642 L<http://420.am/business-onlinepayment> for supported gateways.
3644 If there is an error, returns the error, otherwise returns false.
3646 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3648 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
3649 then it is deduced from the customer record.
3651 If no I<amount> is specified, then the customer balance is used.
3653 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3654 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3655 if set, will override the value from the customer record.
3657 I<description> is a free-text field passed to the gateway. It defaults to
3658 "Internet services".
3660 If an I<invnum> is specified, this payment (if successful) is applied to the
3661 specified invoice. If you don't specify an I<invnum> you might want to
3662 call the B<apply_payments> method or set the I<apply> option.
3664 I<apply> can be set to true to apply a resulting payment.
3666 I<quiet> can be set true to surpress email decline notices.
3668 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3669 resulting paynum, if any.
3671 I<payunique> is a unique identifier for this payment.
3673 I<depend_jobnum> allows payment capture to unlock export jobs
3677 sub realtime_collect {
3678 my( $self, %options ) = @_;
3681 warn "$me realtime_collect:\n";
3682 warn " $_ => $options{$_}\n" foreach keys %options;
3685 $options{amount} = $self->balance unless exists( $options{amount} );
3686 $options{method} = FS::payby->payby2bop($self->payby)
3687 unless exists( $options{method} );
3689 return $self->realtime_bop({%options});
3693 =item batch_card OPTION => VALUE...
3695 Adds a payment for this invoice to the pending credit card batch (see
3696 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3697 runs the payment using a realtime gateway.
3702 my ($self, %options) = @_;
3705 if (exists($options{amount})) {
3706 $amount = $options{amount};
3708 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3710 return '' unless $amount > 0;
3712 my $invnum = delete $options{invnum};
3713 my $payby = $options{invnum} || $self->payby; #dubious
3715 if ($options{'realtime'}) {
3716 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3722 my $oldAutoCommit = $FS::UID::AutoCommit;
3723 local $FS::UID::AutoCommit = 0;
3726 #this needs to handle mysql as well as Pg, like svc_acct.pm
3727 #(make it into a common function if folks need to do batching with mysql)
3728 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3729 or return "Cannot lock pay_batch: " . $dbh->errstr;
3733 'payby' => FS::payby->payby2payment($payby),
3736 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3738 unless ( $pay_batch ) {
3739 $pay_batch = new FS::pay_batch \%pay_batch;
3740 my $error = $pay_batch->insert;
3742 $dbh->rollback if $oldAutoCommit;
3743 die "error creating new batch: $error\n";
3747 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3748 'batchnum' => $pay_batch->batchnum,
3749 'custnum' => $self->custnum,
3752 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3754 $options{$_} = '' unless exists($options{$_});
3757 my $cust_pay_batch = new FS::cust_pay_batch ( {
3758 'batchnum' => $pay_batch->batchnum,
3759 'invnum' => $invnum || 0, # is there a better value?
3760 # this field should be
3762 # cust_bill_pay_batch now
3763 'custnum' => $self->custnum,
3764 'last' => $self->getfield('last'),
3765 'first' => $self->getfield('first'),
3766 'address1' => $options{address1} || $self->address1,
3767 'address2' => $options{address2} || $self->address2,
3768 'city' => $options{city} || $self->city,
3769 'state' => $options{state} || $self->state,
3770 'zip' => $options{zip} || $self->zip,
3771 'country' => $options{country} || $self->country,
3772 'payby' => $options{payby} || $self->payby,
3773 'payinfo' => $options{payinfo} || $self->payinfo,
3774 'exp' => $options{paydate} || $self->paydate,
3775 'payname' => $options{payname} || $self->payname,
3776 'amount' => $amount, # consolidating
3779 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3780 if $old_cust_pay_batch;
3783 if ($old_cust_pay_batch) {
3784 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3786 $error = $cust_pay_batch->insert;
3790 $dbh->rollback if $oldAutoCommit;
3794 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3795 foreach my $cust_bill ($self->open_cust_bill) {
3796 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3797 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3798 'invnum' => $cust_bill->invnum,
3799 'paybatchnum' => $cust_pay_batch->paybatchnum,
3800 'amount' => $cust_bill->owed,
3803 if ($unapplied >= $cust_bill_pay_batch->amount){
3804 $unapplied -= $cust_bill_pay_batch->amount;
3807 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3808 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3810 $error = $cust_bill_pay_batch->insert;
3812 $dbh->rollback if $oldAutoCommit;
3817 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3823 Returns the total owed for this customer on all invoices
3824 (see L<FS::cust_bill/owed>).
3830 $self->total_owed_date(2145859200); #12/31/2037
3833 =item total_owed_date TIME
3835 Returns the total owed for this customer on all invoices with date earlier than
3836 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3837 see L<Time::Local> and L<Date::Parse> for conversion functions.
3841 sub total_owed_date {
3845 foreach my $cust_bill (
3846 grep { $_->_date <= $time }
3847 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3849 $total_bill += $cust_bill->owed;
3851 sprintf( "%.2f", $total_bill );
3854 =item apply_payments_and_credits
3856 Applies unapplied payments and credits.
3858 In most cases, this new method should be used in place of sequential
3859 apply_payments and apply_credits methods.
3861 If there is an error, returns the error, otherwise returns false.
3865 sub apply_payments_and_credits {
3868 local $SIG{HUP} = 'IGNORE';
3869 local $SIG{INT} = 'IGNORE';
3870 local $SIG{QUIT} = 'IGNORE';
3871 local $SIG{TERM} = 'IGNORE';
3872 local $SIG{TSTP} = 'IGNORE';
3873 local $SIG{PIPE} = 'IGNORE';
3875 my $oldAutoCommit = $FS::UID::AutoCommit;
3876 local $FS::UID::AutoCommit = 0;
3879 $self->select_for_update; #mutex
3881 foreach my $cust_bill ( $self->open_cust_bill ) {
3882 my $error = $cust_bill->apply_payments_and_credits;
3884 $dbh->rollback if $oldAutoCommit;
3885 return "Error applying: $error";
3889 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3894 =item apply_credits OPTION => VALUE ...
3896 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3897 to outstanding invoice balances in chronological order (or reverse
3898 chronological order if the I<order> option is set to B<newest>) and returns the
3899 value of any remaining unapplied credits available for refund (see
3900 L<FS::cust_refund>).
3902 Dies if there is an error.
3910 local $SIG{HUP} = 'IGNORE';
3911 local $SIG{INT} = 'IGNORE';
3912 local $SIG{QUIT} = 'IGNORE';
3913 local $SIG{TERM} = 'IGNORE';
3914 local $SIG{TSTP} = 'IGNORE';
3915 local $SIG{PIPE} = 'IGNORE';
3917 my $oldAutoCommit = $FS::UID::AutoCommit;
3918 local $FS::UID::AutoCommit = 0;
3921 $self->select_for_update; #mutex
3923 unless ( $self->total_credited ) {
3924 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3928 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3929 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3931 my @invoices = $self->open_cust_bill;
3932 @invoices = sort { $b->_date <=> $a->_date } @invoices
3933 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3936 foreach my $cust_bill ( @invoices ) {
3939 if ( !defined($credit) || $credit->credited == 0) {
3940 $credit = pop @credits or last;
3943 if ($cust_bill->owed >= $credit->credited) {
3944 $amount=$credit->credited;
3946 $amount=$cust_bill->owed;
3949 my $cust_credit_bill = new FS::cust_credit_bill ( {
3950 'crednum' => $credit->crednum,
3951 'invnum' => $cust_bill->invnum,
3952 'amount' => $amount,
3954 my $error = $cust_credit_bill->insert;
3956 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3960 redo if ($cust_bill->owed > 0);
3964 my $total_credited = $self->total_credited;
3966 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3968 return $total_credited;
3971 =item apply_payments
3973 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3974 to outstanding invoice balances in chronological order.
3976 #and returns the value of any remaining unapplied payments.
3978 Dies if there is an error.
3982 sub apply_payments {
3985 local $SIG{HUP} = 'IGNORE';
3986 local $SIG{INT} = 'IGNORE';
3987 local $SIG{QUIT} = 'IGNORE';
3988 local $SIG{TERM} = 'IGNORE';
3989 local $SIG{TSTP} = 'IGNORE';
3990 local $SIG{PIPE} = 'IGNORE';
3992 my $oldAutoCommit = $FS::UID::AutoCommit;
3993 local $FS::UID::AutoCommit = 0;
3996 $self->select_for_update; #mutex
4000 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
4001 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
4003 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
4004 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
4008 foreach my $cust_bill ( @invoices ) {
4011 if ( !defined($payment) || $payment->unapplied == 0 ) {
4012 $payment = pop @payments or last;
4015 if ( $cust_bill->owed >= $payment->unapplied ) {
4016 $amount = $payment->unapplied;
4018 $amount = $cust_bill->owed;
4021 my $cust_bill_pay = new FS::cust_bill_pay ( {
4022 'paynum' => $payment->paynum,
4023 'invnum' => $cust_bill->invnum,
4024 'amount' => $amount,
4026 my $error = $cust_bill_pay->insert;
4028 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4032 redo if ( $cust_bill->owed > 0);
4036 my $total_unapplied_payments = $self->total_unapplied_payments;
4038 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4040 return $total_unapplied_payments;
4043 =item total_credited
4045 Returns the total outstanding credit (see L<FS::cust_credit>) for this
4046 customer. See L<FS::cust_credit/credited>.
4050 sub total_credited {
4052 my $total_credit = 0;
4053 foreach my $cust_credit ( qsearch('cust_credit', {
4054 'custnum' => $self->custnum,
4056 $total_credit += $cust_credit->credited;
4058 sprintf( "%.2f", $total_credit );
4061 =item total_unapplied_payments
4063 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
4064 See L<FS::cust_pay/unapplied>.
4068 sub total_unapplied_payments {
4070 my $total_unapplied = 0;
4071 foreach my $cust_pay ( qsearch('cust_pay', {
4072 'custnum' => $self->custnum,
4074 $total_unapplied += $cust_pay->unapplied;
4076 sprintf( "%.2f", $total_unapplied );
4079 =item total_unapplied_refunds
4081 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
4082 customer. See L<FS::cust_refund/unapplied>.
4086 sub total_unapplied_refunds {
4088 my $total_unapplied = 0;
4089 foreach my $cust_refund ( qsearch('cust_refund', {
4090 'custnum' => $self->custnum,
4092 $total_unapplied += $cust_refund->unapplied;
4094 sprintf( "%.2f", $total_unapplied );
4099 Returns the balance for this customer (total_owed plus total_unrefunded, minus
4100 total_credited minus total_unapplied_payments).
4108 + $self->total_unapplied_refunds
4109 - $self->total_credited
4110 - $self->total_unapplied_payments
4114 =item balance_date TIME
4116 Returns the balance for this customer, only considering invoices with date
4117 earlier than TIME (total_owed_date minus total_credited minus
4118 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
4119 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
4128 $self->total_owed_date($time)
4129 + $self->total_unapplied_refunds
4130 - $self->total_credited
4131 - $self->total_unapplied_payments
4135 =item in_transit_payments
4137 Returns the total of requests for payments for this customer pending in
4138 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
4142 sub in_transit_payments {
4144 my $in_transit_payments = 0;
4145 foreach my $pay_batch ( qsearch('pay_batch', {
4148 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
4149 'batchnum' => $pay_batch->batchnum,
4150 'custnum' => $self->custnum,
4152 $in_transit_payments += $cust_pay_batch->amount;
4155 sprintf( "%.2f", $in_transit_payments );
4158 =item paydate_monthyear
4160 Returns a two-element list consisting of the month and year of this customer's
4161 paydate (credit card expiration date for CARD customers)
4165 sub paydate_monthyear {
4167 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
4169 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
4176 =item invoicing_list [ ARRAYREF ]
4178 If an arguement is given, sets these email addresses as invoice recipients
4179 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
4180 (except as warnings), so use check_invoicing_list first.
4182 Returns a list of email addresses (with svcnum entries expanded).
4184 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
4185 check it without disturbing anything by passing nothing.
4187 This interface may change in the future.
4191 sub invoicing_list {
4192 my( $self, $arrayref ) = @_;
4195 my @cust_main_invoice;
4196 if ( $self->custnum ) {
4197 @cust_main_invoice =
4198 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4200 @cust_main_invoice = ();
4202 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4203 #warn $cust_main_invoice->destnum;
4204 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4205 #warn $cust_main_invoice->destnum;
4206 my $error = $cust_main_invoice->delete;
4207 warn $error if $error;
4210 if ( $self->custnum ) {
4211 @cust_main_invoice =
4212 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4214 @cust_main_invoice = ();
4216 my %seen = map { $_->address => 1 } @cust_main_invoice;
4217 foreach my $address ( @{$arrayref} ) {
4218 next if exists $seen{$address} && $seen{$address};
4219 $seen{$address} = 1;
4220 my $cust_main_invoice = new FS::cust_main_invoice ( {
4221 'custnum' => $self->custnum,
4224 my $error = $cust_main_invoice->insert;
4225 warn $error if $error;
4229 if ( $self->custnum ) {
4231 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4238 =item check_invoicing_list ARRAYREF
4240 Checks these arguements as valid input for the invoicing_list method. If there
4241 is an error, returns the error, otherwise returns false.
4245 sub check_invoicing_list {
4246 my( $self, $arrayref ) = @_;
4248 foreach my $address ( @$arrayref ) {
4250 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4251 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4254 my $cust_main_invoice = new FS::cust_main_invoice ( {
4255 'custnum' => $self->custnum,
4258 my $error = $self->custnum
4259 ? $cust_main_invoice->check
4260 : $cust_main_invoice->checkdest
4262 return $error if $error;
4266 return "Email address required"
4267 if $conf->exists('cust_main-require_invoicing_list_email')
4268 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4273 =item set_default_invoicing_list
4275 Sets the invoicing list to all accounts associated with this customer,
4276 overwriting any previous invoicing list.
4280 sub set_default_invoicing_list {
4282 $self->invoicing_list($self->all_emails);
4287 Returns the email addresses of all accounts provisioned for this customer.
4294 foreach my $cust_pkg ( $self->all_pkgs ) {
4295 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4297 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4298 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4300 $list{$_}=1 foreach map { $_->email } @svc_acct;
4305 =item invoicing_list_addpost
4307 Adds postal invoicing to this customer. If this customer is already configured
4308 to receive postal invoices, does nothing.
4312 sub invoicing_list_addpost {
4314 return if grep { $_ eq 'POST' } $self->invoicing_list;
4315 my @invoicing_list = $self->invoicing_list;
4316 push @invoicing_list, 'POST';
4317 $self->invoicing_list(\@invoicing_list);
4320 =item invoicing_list_emailonly
4322 Returns the list of email invoice recipients (invoicing_list without non-email
4323 destinations such as POST and FAX).
4327 sub invoicing_list_emailonly {
4329 warn "$me invoicing_list_emailonly called"
4331 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4334 =item invoicing_list_emailonly_scalar
4336 Returns the list of email invoice recipients (invoicing_list without non-email
4337 destinations such as POST and FAX) as a comma-separated scalar.
4341 sub invoicing_list_emailonly_scalar {
4343 warn "$me invoicing_list_emailonly_scalar called"
4345 join(', ', $self->invoicing_list_emailonly);
4348 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4350 Returns an array of customers referred by this customer (referral_custnum set
4351 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4352 customers referred by customers referred by this customer and so on, inclusive.
4353 The default behavior is DEPTH 1 (no recursion).
4357 sub referral_cust_main {
4359 my $depth = @_ ? shift : 1;
4360 my $exclude = @_ ? shift : {};
4363 map { $exclude->{$_->custnum}++; $_; }
4364 grep { ! $exclude->{ $_->custnum } }
4365 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4369 map { $_->referral_cust_main($depth-1, $exclude) }
4376 =item referral_cust_main_ncancelled
4378 Same as referral_cust_main, except only returns customers with uncancelled
4383 sub referral_cust_main_ncancelled {
4385 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4388 =item referral_cust_pkg [ DEPTH ]
4390 Like referral_cust_main, except returns a flat list of all unsuspended (and
4391 uncancelled) packages for each customer. The number of items in this list may
4392 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4396 sub referral_cust_pkg {
4398 my $depth = @_ ? shift : 1;
4400 map { $_->unsuspended_pkgs }
4401 grep { $_->unsuspended_pkgs }
4402 $self->referral_cust_main($depth);
4405 =item referring_cust_main
4407 Returns the single cust_main record for the customer who referred this customer
4408 (referral_custnum), or false.
4412 sub referring_cust_main {
4414 return '' unless $self->referral_custnum;
4415 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4418 =item credit AMOUNT, REASON
4420 Applies a credit to this customer. If there is an error, returns the error,
4421 otherwise returns false.
4426 my( $self, $amount, $reason, %options ) = @_;
4427 my $cust_credit = new FS::cust_credit {
4428 'custnum' => $self->custnum,
4429 'amount' => $amount,
4430 'reason' => $reason,
4432 $cust_credit->insert(%options);
4435 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4437 Creates a one-time charge for this customer. If there is an error, returns
4438 the error, otherwise returns false.
4444 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4445 if ( ref( $_[0] ) ) {
4446 $amount = $_[0]->{amount};
4447 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4448 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4449 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4450 : '$'. sprintf("%.2f",$amount);
4451 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4452 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4453 $additional = $_[0]->{additional};
4457 $pkg = @_ ? shift : 'One-time charge';
4458 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4459 $taxclass = @_ ? shift : '';
4463 local $SIG{HUP} = 'IGNORE';
4464 local $SIG{INT} = 'IGNORE';
4465 local $SIG{QUIT} = 'IGNORE';
4466 local $SIG{TERM} = 'IGNORE';
4467 local $SIG{TSTP} = 'IGNORE';
4468 local $SIG{PIPE} = 'IGNORE';
4470 my $oldAutoCommit = $FS::UID::AutoCommit;
4471 local $FS::UID::AutoCommit = 0;
4474 my $part_pkg = new FS::part_pkg ( {
4476 'comment' => $comment,
4480 'classnum' => $classnum ? $classnum : '',
4481 'taxclass' => $taxclass,
4484 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4485 ( 0 .. @$additional - 1 )
4487 'additional_count' => scalar(@$additional),
4488 'setup_fee' => $amount,
4491 my $error = $part_pkg->insert( options => \%options );
4493 $dbh->rollback if $oldAutoCommit;
4497 my $pkgpart = $part_pkg->pkgpart;
4498 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4499 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4500 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4501 $error = $type_pkgs->insert;
4503 $dbh->rollback if $oldAutoCommit;
4508 my $cust_pkg = new FS::cust_pkg ( {
4509 'custnum' => $self->custnum,
4510 'pkgpart' => $pkgpart,
4511 'quantity' => $quantity,
4514 $error = $cust_pkg->insert;
4516 $dbh->rollback if $oldAutoCommit;
4520 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4525 #=item charge_postal_fee
4527 #Applies a one time charge this customer. If there is an error,
4528 #returns the error, returns the cust_pkg charge object or false
4529 #if there was no charge.
4533 # This should be a customer event. For that to work requires that bill
4534 # also be a customer event.
4536 sub charge_postal_fee {
4539 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4540 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4542 my $cust_pkg = new FS::cust_pkg ( {
4543 'custnum' => $self->custnum,
4544 'pkgpart' => $pkgpart,
4548 my $error = $cust_pkg->insert;
4549 $error ? $error : $cust_pkg;
4554 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4560 sort { $a->_date <=> $b->_date }
4561 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4564 =item open_cust_bill
4566 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4571 sub open_cust_bill {
4573 grep { $_->owed > 0 } $self->cust_bill;
4578 Returns all the credits (see L<FS::cust_credit>) for this customer.
4584 sort { $a->_date <=> $b->_date }
4585 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4590 Returns all the payments (see L<FS::cust_pay>) for this customer.
4596 sort { $a->_date <=> $b->_date }
4597 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4602 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4608 sort { $a->_date <=> $b->_date }
4609 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4615 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4621 sort { $a->_date <=> $b->_date }
4622 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4627 Returns a name string for this customer, either "Company (Last, First)" or
4634 my $name = $self->contact;
4635 $name = $self->company. " ($name)" if $self->company;
4641 Returns a name string for this (service/shipping) contact, either
4642 "Company (Last, First)" or "Last, First".
4648 if ( $self->get('ship_last') ) {
4649 my $name = $self->ship_contact;
4650 $name = $self->ship_company. " ($name)" if $self->ship_company;
4659 Returns a name string for this customer, either "Company" or "First Last".
4665 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4668 =item ship_name_short
4670 Returns a name string for this (service/shipping) contact, either "Company"
4675 sub ship_name_short {
4677 if ( $self->get('ship_last') ) {
4678 $self->ship_company !~ /^\s*$/
4679 ? $self->ship_company
4680 : $self->ship_contact_firstlast;
4682 $self->name_company_or_firstlast;
4688 Returns this customer's full (billing) contact name only, "Last, First"
4694 $self->get('last'). ', '. $self->first;
4699 Returns this customer's full (shipping) contact name only, "Last, First"
4705 $self->get('ship_last')
4706 ? $self->get('ship_last'). ', '. $self->ship_first
4710 =item contact_firstlast
4712 Returns this customers full (billing) contact name only, "First Last".
4716 sub contact_firstlast {
4718 $self->first. ' '. $self->get('last');
4721 =item ship_contact_firstlast
4723 Returns this customer's full (shipping) contact name only, "First Last".
4727 sub ship_contact_firstlast {
4729 $self->get('ship_last')
4730 ? $self->first. ' '. $self->get('ship_last')
4731 : $self->contact_firstlast;
4736 Returns this customer's full country name
4742 code2country($self->country);
4749 Returns a status string for this customer, currently:
4753 =item prospect - No packages have ever been ordered
4755 =item active - One or more recurring packages is active
4757 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4759 =item suspended - All non-cancelled recurring packages are suspended
4761 =item cancelled - All recurring packages are cancelled
4767 sub status { shift->cust_status(@_); }
4771 for my $status (qw( prospect active inactive suspended cancelled )) {
4772 my $method = $status.'_sql';
4773 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4774 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4775 $sth->execute( ($self->custnum) x $numnum )
4776 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4777 return $status if $sth->fetchrow_arrayref->[0];
4781 =item ucfirst_cust_status
4783 =item ucfirst_status
4785 Returns the status with the first character capitalized.
4789 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4791 sub ucfirst_cust_status {
4793 ucfirst($self->cust_status);
4798 Returns a hex triplet color string for this customer's status.
4802 use vars qw(%statuscolor);
4803 tie %statuscolor, 'Tie::IxHash',
4804 'prospect' => '7e0079', #'000000', #black? naw, purple
4805 'active' => '00CC00', #green
4806 'inactive' => '0000CC', #blue
4807 'suspended' => 'FF9900', #yellow
4808 'cancelled' => 'FF0000', #red
4811 sub statuscolor { shift->cust_statuscolor(@_); }
4813 sub cust_statuscolor {
4815 $statuscolor{$self->cust_status};
4820 =head1 CLASS METHODS
4826 Class method that returns the list of possible status strings for customers
4827 (see L<the status method|/status>). For example:
4829 @statuses = FS::cust_main->statuses();
4834 #my $self = shift; #could be class...
4840 Returns an SQL expression identifying prospective cust_main records (customers
4841 with no packages ever ordered)
4845 use vars qw($select_count_pkgs);
4846 $select_count_pkgs =
4847 "SELECT COUNT(*) FROM cust_pkg
4848 WHERE cust_pkg.custnum = cust_main.custnum";
4850 sub select_count_pkgs_sql {
4854 sub prospect_sql { "
4855 0 = ( $select_count_pkgs )
4860 Returns an SQL expression identifying active cust_main records (customers with
4861 active recurring packages).
4866 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4872 Returns an SQL expression identifying inactive cust_main records (customers with
4873 no active recurring packages, but otherwise unsuspended/uncancelled).
4877 sub inactive_sql { "
4878 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4880 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4886 Returns an SQL expression identifying suspended cust_main records.
4891 sub suspended_sql { susp_sql(@_); }
4893 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4895 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4901 Returns an SQL expression identifying cancelled cust_main records.
4905 sub cancelled_sql { cancel_sql(@_); }
4908 my $recurring_sql = FS::cust_pkg->recurring_sql;
4909 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4912 0 < ( $select_count_pkgs )
4913 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4914 AND 0 = ( $select_count_pkgs AND $recurring_sql
4915 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4917 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4923 =item uncancelled_sql
4925 Returns an SQL expression identifying un-cancelled cust_main records.
4929 sub uncancelled_sql { uncancel_sql(@_); }
4930 sub uncancel_sql { "
4931 ( 0 < ( $select_count_pkgs
4932 AND ( cust_pkg.cancel IS NULL
4933 OR cust_pkg.cancel = 0
4936 OR 0 = ( $select_count_pkgs )
4942 Returns an SQL fragment to retreive the balance.
4947 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4948 WHERE cust_bill.custnum = cust_main.custnum )
4949 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4950 WHERE cust_pay.custnum = cust_main.custnum )
4951 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4952 WHERE cust_credit.custnum = cust_main.custnum )
4953 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4954 WHERE cust_refund.custnum = cust_main.custnum )
4957 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4959 Returns an SQL fragment to retreive the balance for this customer, only
4960 considering invoices with date earlier than START_TIME, and optionally not
4961 later than END_TIME (total_owed_date minus total_credited minus
4962 total_unapplied_payments).
4964 Times are specified as SQL fragments or numeric
4965 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4966 L<Date::Parse> for conversion functions. The empty string can be passed
4967 to disable that time constraint completely.
4969 Available options are:
4973 =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)
4975 =item total - set to true to remove all customer comparison clauses, for totals
4977 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4979 =item join - JOIN clause (typically used with the total option)
4987 sub balance_date_sql {
4988 my( $class, $start, $end, %opt ) = @_;
4990 my $owed = FS::cust_bill->owed_sql;
4991 my $unapp_refund = FS::cust_refund->unapplied_sql;
4992 my $unapp_credit = FS::cust_credit->unapplied_sql;
4993 my $unapp_pay = FS::cust_pay->unapplied_sql;
4995 my $j = $opt{'join'} || '';
4997 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4998 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4999 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5000 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5002 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5003 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5004 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5005 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5010 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5012 Helper method for balance_date_sql; name (and usage) subject to change
5013 (suggestions welcome).
5015 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5016 cust_refund, cust_credit or cust_pay).
5018 If TABLE is "cust_bill" or the unapplied_date option is true, only
5019 considers records with date earlier than START_TIME, and optionally not
5020 later than END_TIME .
5024 sub _money_table_where {
5025 my( $class, $table, $start, $end, %opt ) = @_;
5028 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5029 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5030 push @where, "$table._date <= $start" if defined($start) && length($start);
5031 push @where, "$table._date > $end" if defined($end) && length($end);
5033 push @where, @{$opt{'where'}} if $opt{'where'};
5034 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5040 =item search_sql HASHREF
5044 Returns a qsearch hash expression to search for parameters specified in HREF.
5045 Valid parameters are
5053 =item cancelled_pkgs
5059 listref of start date, end date
5065 =item current_balance
5067 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
5071 =item flattened_pkgs
5080 my ($class, $params) = @_;
5091 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
5093 "cust_main.agentnum = $1";
5100 #prospect active inactive suspended cancelled
5101 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
5102 my $method = $params->{'status'}. '_sql';
5103 #push @where, $class->$method();
5104 push @where, FS::cust_main->$method();
5108 # parse cancelled package checkbox
5113 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
5114 unless $params->{'cancelled_pkgs'};
5120 foreach my $field (qw( signupdate )) {
5122 next unless exists($params->{$field});
5124 my($beginning, $ending) = @{$params->{$field}};
5127 "cust_main.$field IS NOT NULL",
5128 "cust_main.$field >= $beginning",
5129 "cust_main.$field <= $ending";
5131 $orderby ||= "ORDER BY cust_main.$field";
5139 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
5141 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
5148 #my $balance_sql = $class->balance_sql();
5149 my $balance_sql = FS::cust_main->balance_sql();
5151 push @where, map { s/current_balance/$balance_sql/; $_ }
5152 @{ $params->{'current_balance'} };
5158 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
5160 "cust_main.custbatch = '$1'";
5164 # setup queries, subs, etc. for the search
5167 $orderby ||= 'ORDER BY custnum';
5169 # here is the agent virtualization
5170 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
5172 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
5174 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
5176 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
5178 my $select = join(', ',
5179 'cust_main.custnum',
5180 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
5183 my(@extra_headers) = ();
5184 my(@extra_fields) = ();
5186 if ($params->{'flattened_pkgs'}) {
5188 if ($dbh->{Driver}->{Name} eq 'Pg') {
5190 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
5192 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
5193 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
5194 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
5196 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
5197 "omitting packing information from report.";
5200 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
5202 my $sth = dbh->prepare($header_query) or die dbh->errstr;
5203 $sth->execute() or die $sth->errstr;
5204 my $headerrow = $sth->fetchrow_arrayref;
5205 my $headercount = $headerrow ? $headerrow->[0] : 0;
5206 while($headercount) {
5207 unshift @extra_headers, "Package ". $headercount;
5208 unshift @extra_fields, eval q!sub {my $c = shift;
5209 my @a = split '\|', $c->magic;
5210 my $p = $a[!.--$headercount. q!];
5218 'table' => 'cust_main',
5219 'select' => $select,
5221 'extra_sql' => $extra_sql,
5222 'order_by' => $orderby,
5223 'count_query' => $count_query,
5224 'extra_headers' => \@extra_headers,
5225 'extra_fields' => \@extra_fields,
5230 =item email_search_sql HASHREF
5234 Emails a notice to the specified customers.
5236 Valid parameters are those of the L<search_sql> method, plus the following:
5258 Optional job queue job for status updates.
5262 Returns an error message, or false for success.
5264 If an error occurs during any email, stops the enture send and returns that
5265 error. Presumably if you're getting SMTP errors aborting is better than
5266 retrying everything.
5270 sub email_search_sql {
5271 my($class, $params) = @_;
5273 my $from = delete $params->{from};
5274 my $subject = delete $params->{subject};
5275 my $html_body = delete $params->{html_body};
5276 my $text_body = delete $params->{text_body};
5278 my $job = delete $params->{'job'};
5280 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
5281 unless ref($params->{'payby'});
5283 my $sql_query = $class->search_sql($params);
5285 my $count_query = delete($sql_query->{'count_query'});
5286 my $count_sth = dbh->prepare($count_query)
5287 or die "Error preparing $count_query: ". dbh->errstr;
5289 or die "Error executing $count_query: ". $count_sth->errstr;
5290 my $count_arrayref = $count_sth->fetchrow_arrayref;
5291 my $num_cust = $count_arrayref->[0];
5293 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5294 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5297 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5299 #eventually order+limit magic to reduce memory use?
5300 foreach my $cust_main ( qsearch($sql_query) ) {
5302 my $to = $cust_main->invoicing_list_emailonly_scalar;
5305 my $error = send_email(
5309 'subject' => $subject,
5310 'html_body' => $html_body,
5311 'text_body' => $text_body,
5314 return $error if $error;
5316 if ( $job ) { #progressbar foo
5318 if ( time - $min_sec > $last ) {
5319 my $error = $job->update_statustext(
5320 int( 100 * $num / $num_cust )
5322 die $error if $error;
5332 use Storable qw(thaw);
5335 sub process_email_search_sql {
5337 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5339 my $param = thaw(decode_base64(shift));
5340 warn Dumper($param) if $DEBUG;
5342 $param->{'job'} = $job;
5344 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
5345 unless ref($param->{'payby'});
5347 my $error = FS::cust_main->email_search_sql( $param );
5348 die $error if $error;
5352 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5354 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5355 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5356 appropriate ship_ field is also searched).
5358 Additional options are the same as FS::Record::qsearch
5363 my( $self, $fuzzy, $hash, @opt) = @_;
5368 check_and_rebuild_fuzzyfiles();
5369 foreach my $field ( keys %$fuzzy ) {
5371 my $all = $self->all_X($field);
5372 next unless scalar(@$all);
5375 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5378 foreach ( keys %match ) {
5379 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5380 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5383 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5386 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5388 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5396 Returns a masked version of the named field
5401 my ($self, $field) = @_;
5405 'x'x(length($self->getfield($field))-4).
5406 substr($self->getfield($field), (length($self->getfield($field))-4));
5416 =item smart_search OPTION => VALUE ...
5418 Accepts the following options: I<search>, the string to search for. The string
5419 will be searched for as a customer number, phone number, name or company name,
5420 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5421 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5422 skip fuzzy matching when an exact match is found.
5424 Any additional options are treated as an additional qualifier on the search
5427 Returns a (possibly empty) array of FS::cust_main objects.
5434 #here is the agent virtualization
5435 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5439 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5440 my $search = delete $options{'search'};
5441 ( my $alphanum_search = $search ) =~ s/\W//g;
5443 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5445 #false laziness w/Record::ut_phone
5446 my $phonen = "$1-$2-$3";
5447 $phonen .= " x$4" if $4;
5449 push @cust_main, qsearch( {
5450 'table' => 'cust_main',
5451 'hashref' => { %options },
5452 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5454 join(' OR ', map "$_ = '$phonen'",
5455 qw( daytime night fax
5456 ship_daytime ship_night ship_fax )
5459 " AND $agentnums_sql", #agent virtualization
5462 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5463 #try looking for matches with extensions unless one was specified
5465 push @cust_main, qsearch( {
5466 'table' => 'cust_main',
5467 'hashref' => { %options },
5468 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5470 join(' OR ', map "$_ LIKE '$phonen\%'",
5472 ship_daytime ship_night )
5475 " AND $agentnums_sql", #agent virtualization
5480 # custnum search (also try agent_custid), with some tweaking options if your
5481 # legacy cust "numbers" have letters
5482 } elsif ( $search =~ /^\s*(\d+)\s*$/
5483 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5484 && $search =~ /^\s*(\w\w?\d+)\s*$/
5489 push @cust_main, qsearch( {
5490 'table' => 'cust_main',
5491 'hashref' => { 'custnum' => $1, %options },
5492 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5495 push @cust_main, qsearch( {
5496 'table' => 'cust_main',
5497 'hashref' => { 'agent_custid' => $1, %options },
5498 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5501 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5503 my($company, $last, $first) = ( $1, $2, $3 );
5505 # "Company (Last, First)"
5506 #this is probably something a browser remembered,
5507 #so just do an exact search
5509 foreach my $prefix ( '', 'ship_' ) {
5510 push @cust_main, qsearch( {
5511 'table' => 'cust_main',
5512 'hashref' => { $prefix.'first' => $first,
5513 $prefix.'last' => $last,
5514 $prefix.'company' => $company,
5517 'extra_sql' => " AND $agentnums_sql",
5521 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5522 # try (ship_){last,company}
5526 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5527 # # full strings the browser remembers won't work
5528 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5530 use Lingua::EN::NameParse;
5531 my $NameParse = new Lingua::EN::NameParse(
5533 allow_reversed => 1,
5536 my($last, $first) = ( '', '' );
5537 #maybe disable this too and just rely on NameParse?
5538 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5540 ($last, $first) = ( $1, $2 );
5542 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5543 } elsif ( ! $NameParse->parse($value) ) {
5545 my %name = $NameParse->components;
5546 $first = $name{'given_name_1'};
5547 $last = $name{'surname_1'};
5551 if ( $first && $last ) {
5553 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5556 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5558 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5559 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5562 push @cust_main, qsearch( {
5563 'table' => 'cust_main',
5564 'hashref' => \%options,
5565 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5568 # or it just be something that was typed in... (try that in a sec)
5572 my $q_value = dbh->quote($value);
5575 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5576 $sql .= " ( LOWER(last) = $q_value
5577 OR LOWER(company) = $q_value
5578 OR LOWER(ship_last) = $q_value
5579 OR LOWER(ship_company) = $q_value
5582 push @cust_main, qsearch( {
5583 'table' => 'cust_main',
5584 'hashref' => \%options,
5585 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5588 #always do substring & fuzzy,
5589 #getting complains searches are not returning enough
5590 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5592 #still some false laziness w/search_sql (was search/cust_main.cgi)
5597 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5598 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5601 if ( $first && $last ) {
5604 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5605 'last' => { op=>'ILIKE', value=>"%$last%" },
5607 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5608 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5615 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5616 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5620 foreach my $hashref ( @hashrefs ) {
5622 push @cust_main, qsearch( {
5623 'table' => 'cust_main',
5624 'hashref' => { %$hashref,
5627 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5636 " AND $agentnums_sql", #extra_sql #agent virtualization
5639 if ( $first && $last ) {
5640 push @cust_main, FS::cust_main->fuzzy_search(
5641 { 'last' => $last, #fuzzy hashref
5642 'first' => $first }, #
5646 foreach my $field ( 'last', 'company' ) {
5648 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5655 #eliminate duplicates
5657 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5665 Accepts the following options: I<email>, the email address to search for. The
5666 email address will be searched for as an email invoice destination and as an
5669 #Any additional options are treated as an additional qualifier on the search
5670 #(i.e. I<agentnum>).
5672 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5682 my $email = delete $options{'email'};
5684 #we're only being used by RT at the moment... no agent virtualization yet
5685 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5689 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5691 my ( $user, $domain ) = ( $1, $2 );
5693 warn "$me smart_search: searching for $user in domain $domain"
5699 'table' => 'cust_main_invoice',
5700 'hashref' => { 'dest' => $email },
5707 map $_->cust_svc->cust_pkg,
5709 'table' => 'svc_acct',
5710 'hashref' => { 'username' => $user, },
5712 'AND ( SELECT domain FROM svc_domain
5713 WHERE svc_acct.domsvc = svc_domain.svcnum
5714 ) = '. dbh->quote($domain),
5720 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5722 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5729 =item check_and_rebuild_fuzzyfiles
5733 use vars qw(@fuzzyfields);
5734 @fuzzyfields = ( 'last', 'first', 'company' );
5736 sub check_and_rebuild_fuzzyfiles {
5737 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5738 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5741 =item rebuild_fuzzyfiles
5745 sub rebuild_fuzzyfiles {
5747 use Fcntl qw(:flock);
5749 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5750 mkdir $dir, 0700 unless -d $dir;
5752 foreach my $fuzzy ( @fuzzyfields ) {
5754 open(LOCK,">>$dir/cust_main.$fuzzy")
5755 or die "can't open $dir/cust_main.$fuzzy: $!";
5757 or die "can't lock $dir/cust_main.$fuzzy: $!";
5759 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5760 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5762 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5763 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5764 " WHERE $field != '' AND $field IS NOT NULL");
5765 $sth->execute or die $sth->errstr;
5767 while ( my $row = $sth->fetchrow_arrayref ) {
5768 print CACHE $row->[0]. "\n";
5773 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5775 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5786 my( $self, $field ) = @_;
5787 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5788 open(CACHE,"<$dir/cust_main.$field")
5789 or die "can't open $dir/cust_main.$field: $!";
5790 my @array = map { chomp; $_; } <CACHE>;
5795 =item append_fuzzyfiles LASTNAME COMPANY
5799 sub append_fuzzyfiles {
5800 #my( $first, $last, $company ) = @_;
5802 &check_and_rebuild_fuzzyfiles;
5804 use Fcntl qw(:flock);
5806 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5808 foreach my $field (qw( first last company )) {
5813 open(CACHE,">>$dir/cust_main.$field")
5814 or die "can't open $dir/cust_main.$field: $!";
5815 flock(CACHE,LOCK_EX)
5816 or die "can't lock $dir/cust_main.$field: $!";
5818 print CACHE "$value\n";
5820 flock(CACHE,LOCK_UN)
5821 or die "can't unlock $dir/cust_main.$field: $!";
5830 =item process_batch_import
5832 Load a batch import as a queued JSRPC job
5836 use Storable qw(thaw);
5839 sub process_batch_import {
5842 my $param = thaw(decode_base64(shift));
5843 warn Dumper($param) if $DEBUG;
5845 my $files = $param->{'uploaded_files'}
5846 or die "No files provided.\n";
5848 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
5850 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
5851 my $file = $dir. $files{'file'};
5854 if ( $file =~ /\.(\w+)$/i ) {
5858 warn "can't parse file type from filename $file; defaulting to CSV";
5863 FS::cust_main::batch_import( {
5867 custbatch => $param->{custbatch},
5868 agentnum => $param->{'agentnum'},
5869 refnum => $param->{'refnum'},
5870 pkgpart => $param->{'pkgpart'},
5871 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
5872 # city state zip comments )],
5873 'format' => $param->{'format'},
5878 die "$error\n" if $error;
5886 #some false laziness w/cdr.pm now
5890 my $job = $param->{job};
5892 my $filename = $param->{file};
5893 my $type = $param->{type} || 'csv';
5895 my $custbatch = $param->{custbatch};
5897 my $agentnum = $param->{agentnum};
5898 my $refnum = $param->{refnum};
5899 my $pkgpart = $param->{pkgpart};
5901 my $format = $param->{'format'};
5905 if ( $format eq 'simple' ) {
5906 @fields = qw( cust_pkg.setup dayphone first last
5907 address1 address2 city state zip comments );
5909 } elsif ( $format eq 'extended' ) {
5910 @fields = qw( agent_custid refnum
5911 last first address1 address2 city state zip country
5913 ship_last ship_first ship_address1 ship_address2
5914 ship_city ship_state ship_zip ship_country
5915 payinfo paycvv paydate
5918 svc_acct.username svc_acct._password
5921 } elsif ( $format eq 'extended-plus_company' ) {
5922 @fields = qw( agent_custid refnum
5923 last first company address1 address2 city state zip country
5925 ship_last ship_first ship_company ship_address1 ship_address2
5926 ship_city ship_state ship_zip ship_country
5927 payinfo paycvv paydate
5930 svc_acct.username svc_acct._password
5934 die "unknown format $format";
5940 if ( $type eq 'csv' ) {
5942 eval "use Text::CSV_XS;";
5945 $parser = new Text::CSV_XS;
5947 @buffer = split(/\r?\n/, slurp($filename) );
5948 $count = scalar(@buffer);
5950 } elsif ( $type eq 'xls' ) {
5952 eval "use Spreadsheet::ParseExcel;";
5955 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
5956 $parser = $excel->{Worksheet}[0]; #first sheet
5958 $count = $parser->{MaxRow} || $parser->{MinRow};
5962 die "Unknown file type $type\n";
5967 local $SIG{HUP} = 'IGNORE';
5968 local $SIG{INT} = 'IGNORE';
5969 local $SIG{QUIT} = 'IGNORE';
5970 local $SIG{TERM} = 'IGNORE';
5971 local $SIG{TSTP} = 'IGNORE';
5972 local $SIG{PIPE} = 'IGNORE';
5974 my $oldAutoCommit = $FS::UID::AutoCommit;
5975 local $FS::UID::AutoCommit = 0;
5980 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
5984 if ( $type eq 'csv' ) {
5986 last unless scalar(@buffer);
5987 $line = shift(@buffer);
5989 $parser->parse($line) or do {
5990 $dbh->rollback if $oldAutoCommit;
5991 return "can't parse: ". $parser->error_input();
5993 @columns = $parser->fields();
5995 } elsif ( $type eq 'xls' ) {
5997 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
5999 my @row = @{ $parser->{Cells}[$row] };
6000 @columns = map $_->{Val}, @row;
6003 #warn $z++. ": $_\n" for @columns;
6006 die "Unknown file type $type\n";
6009 #warn join('-',@columns);
6012 custbatch => $custbatch,
6013 agentnum => $agentnum,
6015 country => $conf->config('countrydefault') || 'US',
6016 payby => $payby, #default
6017 paydate => '12/2037', #default
6019 my $billtime = time;
6020 my %cust_pkg = ( pkgpart => $pkgpart );
6022 foreach my $field ( @fields ) {
6024 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
6026 #$cust_pkg{$1} = str2time( shift @$columns );
6027 if ( $1 eq 'pkgpart' ) {
6028 $cust_pkg{$1} = shift @columns;
6029 } elsif ( $1 eq 'setup' ) {
6030 $billtime = str2time(shift @columns);
6032 $cust_pkg{$1} = str2time( shift @columns );
6035 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
6037 $svc_acct{$1} = shift @columns;
6041 #refnum interception
6042 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
6044 my $referral = $columns[0];
6045 my %hash = ( 'referral' => $referral,
6046 'agentnum' => $agentnum,
6050 my $part_referral = qsearchs('part_referral', \%hash )
6051 || new FS::part_referral \%hash;
6053 unless ( $part_referral->refnum ) {
6054 my $error = $part_referral->insert;
6056 $dbh->rollback if $oldAutoCommit;
6057 return "can't auto-insert advertising source: $referral: $error";
6061 $columns[0] = $part_referral->refnum;
6064 my $value = shift @columns;
6065 $cust_main{$field} = $value if length($value);
6069 $cust_main{'payby'} = 'CARD'
6070 if defined $cust_main{'payinfo'}
6071 && length $cust_main{'payinfo'};
6073 my $invoicing_list = $cust_main{'invoicing_list'}
6074 ? [ delete $cust_main{'invoicing_list'} ]
6077 my $cust_main = new FS::cust_main ( \%cust_main );
6080 tie my %hash, 'Tie::RefHash'; #this part is important
6082 if ( $cust_pkg{'pkgpart'} ) {
6083 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
6086 if ( $svc_acct{'username'} ) {
6087 my $part_pkg = $cust_pkg->part_pkg;
6088 unless ( $part_pkg ) {
6089 $dbh->rollback if $oldAutoCommit;
6090 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
6092 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
6093 push @svc_acct, new FS::svc_acct ( \%svc_acct )
6096 $hash{$cust_pkg} = \@svc_acct;
6099 my $error = $cust_main->insert( \%hash, $invoicing_list );
6102 $dbh->rollback if $oldAutoCommit;
6103 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
6106 if ( $format eq 'simple' ) {
6108 #false laziness w/bill.cgi
6109 $error = $cust_main->bill( 'time' => $billtime );
6111 $dbh->rollback if $oldAutoCommit;
6112 return "can't bill customer for $line: $error";
6115 $error = $cust_main->apply_payments_and_credits;
6117 $dbh->rollback if $oldAutoCommit;
6118 return "can't bill customer for $line: $error";
6121 $error = $cust_main->collect();
6123 $dbh->rollback if $oldAutoCommit;
6124 return "can't collect customer for $line: $error";
6131 if ( $job && time - $min_sec > $last ) { #progress bar
6132 $job->update_statustext( int(100 * $row / $count) );
6138 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
6140 return "Empty file!" unless $row;
6152 #warn join('-',keys %$param);
6153 my $fh = $param->{filehandle};
6154 my @fields = @{$param->{fields}};
6156 eval "use Text::CSV_XS;";
6159 my $csv = new Text::CSV_XS;
6166 local $SIG{HUP} = 'IGNORE';
6167 local $SIG{INT} = 'IGNORE';
6168 local $SIG{QUIT} = 'IGNORE';
6169 local $SIG{TERM} = 'IGNORE';
6170 local $SIG{TSTP} = 'IGNORE';
6171 local $SIG{PIPE} = 'IGNORE';
6173 my $oldAutoCommit = $FS::UID::AutoCommit;
6174 local $FS::UID::AutoCommit = 0;
6177 #while ( $columns = $csv->getline($fh) ) {
6179 while ( defined($line=<$fh>) ) {
6181 $csv->parse($line) or do {
6182 $dbh->rollback if $oldAutoCommit;
6183 return "can't parse: ". $csv->error_input();
6186 my @columns = $csv->fields();
6187 #warn join('-',@columns);
6190 foreach my $field ( @fields ) {
6191 $row{$field} = shift @columns;
6194 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
6195 unless ( $cust_main ) {
6196 $dbh->rollback if $oldAutoCommit;
6197 return "unknown custnum $row{'custnum'}";
6200 if ( $row{'amount'} > 0 ) {
6201 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
6203 $dbh->rollback if $oldAutoCommit;
6207 } elsif ( $row{'amount'} < 0 ) {
6208 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
6211 $dbh->rollback if $oldAutoCommit;
6221 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6223 return "Empty file!" unless $imported;
6229 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6231 Sends a templated email notification to the customer (see L<Text::Template>).
6233 OPTIONS is a hash and may include
6235 I<from> - the email sender (default is invoice_from)
6237 I<to> - comma-separated scalar or arrayref of recipients
6238 (default is invoicing_list)
6240 I<subject> - The subject line of the sent email notification
6241 (default is "Notice from company_name")
6243 I<extra_fields> - a hashref of name/value pairs which will be substituted
6246 The following variables are vavailable in the template.
6248 I<$first> - the customer first name
6249 I<$last> - the customer last name
6250 I<$company> - the customer company
6251 I<$payby> - a description of the method of payment for the customer
6252 # would be nice to use FS::payby::shortname
6253 I<$payinfo> - the account information used to collect for this customer
6254 I<$expdate> - the expiration of the customer payment in seconds from epoch
6259 my ($customer, $template, %options) = @_;
6261 return unless $conf->exists($template);
6263 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6264 $from = $options{from} if exists($options{from});
6266 my $to = join(',', $customer->invoicing_list_emailonly);
6267 $to = $options{to} if exists($options{to});
6269 my $subject = "Notice from " . $conf->config('company_name')
6270 if $conf->exists('company_name');
6271 $subject = $options{subject} if exists($options{subject});
6273 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6274 SOURCE => [ map "$_\n",
6275 $conf->config($template)]
6277 or die "can't create new Text::Template object: Text::Template::ERROR";
6278 $notify_template->compile()
6279 or die "can't compile template: Text::Template::ERROR";
6281 my $paydate = $customer->paydate || '2037-12-31';
6282 $FS::notify_template::_template::first = $customer->first;
6283 $FS::notify_template::_template::last = $customer->last;
6284 $FS::notify_template::_template::company = $customer->company;
6285 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6286 my $payby = $customer->payby;
6287 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6288 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6290 #credit cards expire at the end of the month/year of their exp date
6291 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6292 $FS::notify_template::_template::payby = 'credit card';
6293 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6294 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6296 }elsif ($payby eq 'COMP') {
6297 $FS::notify_template::_template::payby = 'complimentary account';
6299 $FS::notify_template::_template::payby = 'current method';
6301 $FS::notify_template::_template::expdate = $expire_time;
6303 for (keys %{$options{extra_fields}}){
6305 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6308 send_email(from => $from,
6310 subject => $subject,
6311 body => $notify_template->fill_in( PACKAGE =>
6312 'FS::notify_template::_template' ),
6317 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6319 Generates a templated notification to the customer (see L<Text::Template>).
6321 OPTIONS is a hash and may include
6323 I<extra_fields> - a hashref of name/value pairs which will be substituted
6324 into the template. These values may override values mentioned below
6325 and those from the customer record.
6327 The following variables are available in the template instead of or in addition
6328 to the fields of the customer record.
6330 I<$payby> - a description of the method of payment for the customer
6331 # would be nice to use FS::payby::shortname
6332 I<$payinfo> - the masked account information used to collect for this customer
6333 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6334 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
6338 sub generate_letter {
6339 my ($self, $template, %options) = @_;
6341 return unless $conf->exists($template);
6343 my $letter_template = new Text::Template
6345 SOURCE => [ map "$_\n", $conf->config($template)],
6346 DELIMITERS => [ '[@--', '--@]' ],
6348 or die "can't create new Text::Template object: Text::Template::ERROR";
6350 $letter_template->compile()
6351 or die "can't compile template: Text::Template::ERROR";
6353 my %letter_data = map { $_ => $self->$_ } $self->fields;
6354 $letter_data{payinfo} = $self->mask_payinfo;
6356 my $paydate = $self->paydate || '2037-12-31';
6357 my $payby = $self->payby;
6358 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6359 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6361 #credit cards expire at the end of the month/year of their exp date
6362 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6363 $letter_data{payby} = 'credit card';
6364 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6365 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6367 }elsif ($payby eq 'COMP') {
6368 $letter_data{payby} = 'complimentary account';
6370 $letter_data{payby} = 'current method';
6372 $letter_data{expdate} = $expire_time;
6374 for (keys %{$options{extra_fields}}){
6375 $letter_data{$_} = $options{extra_fields}->{$_};
6378 unless(exists($letter_data{returnaddress})){
6379 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6380 $self->_agent_template)
6383 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
6386 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6388 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6389 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6393 ) or die "can't open temp file: $!\n";
6395 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6397 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6401 =item print_ps TEMPLATE
6403 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6409 my $file = $self->generate_letter(@_);
6410 FS::Misc::generate_ps($file);
6413 =item print TEMPLATE
6415 Prints the filled in template.
6417 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6421 sub queueable_print {
6424 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6425 or die "invalid customer number: " . $opt{custvnum};
6427 my $error = $self->print( $opt{template} );
6428 die $error if $error;
6432 my ($self, $template) = (shift, shift);
6433 do_print [ $self->print_ps($template) ];
6436 sub agent_template {
6438 $self->_agent_plandata('agent_templatename');
6441 sub agent_invoice_from {
6443 $self->_agent_plandata('agent_invoice_from');
6446 sub _agent_plandata {
6447 my( $self, $option ) = @_;
6450 if ( driver_name =~ /^Pg/i ) {
6452 } elsif ( driver_name =~ /^mysql/i ) {
6455 die "don't know how to use regular expressions in ". driver_name. " databases";
6458 my $part_bill_event = qsearchs( 'part_bill_event',
6460 'payby' => $self->payby,
6461 'plan' => 'send_agent',
6462 'plandata' => { 'op' => $regexp,
6463 'value' => "(^|\n)agentnum ".
6471 'ORDER BY seconds LIMIT 1'
6474 return '' unless $part_bill_event;
6476 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6479 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6480 " plandata for $option";
6487 ## actual sub, not a method, designed to be called from the queue.
6488 ## sets up the customer, and calls the bill_and_collect
6489 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
6490 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
6491 $cust_main->bill_and_collect(
6496 sub _upgrade_data { #class method
6497 my ($class, %opts) = @_;
6499 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
6500 my $sth = dbh->prepare($sql) or die dbh->errstr;
6501 $sth->execute or die $sth->errstr;
6511 The delete method should possibly take an FS::cust_main object reference
6512 instead of a scalar customer number.
6514 Bill and collect options should probably be passed as references instead of a
6517 There should probably be a configuration file with a list of allowed credit
6520 No multiple currency support (probably a larger project than just this module).
6522 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6524 Birthdates rely on negative epoch values.
6526 The payby for card/check batches is broken. With mixed batching, bad
6531 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6532 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6533 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.