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 || $recur != 0 ) {
2232 unless ($postal_charge) {
2233 $postal_charge = 1; # try only once
2234 my $postal_pkg = $self->charge_postal_fee();
2235 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2236 $dbh->rollback if $oldAutoCommit;
2237 return "can't charge postal invoice fee for customer ".
2238 $self->custnum. ": $postal_pkg";
2240 push @cust_pkgs, $postal_pkg if $postal_pkg;
2243 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2246 push @details, map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2248 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2249 'invnum' => $invnum,
2250 'pkgnum' => $cust_pkg->pkgnum,
2252 'unitsetup' => $unitsetup,
2254 'unitrecur' => $unitrecur,
2255 'quantity' => $cust_pkg->quantity,
2256 'details' => \@details,
2259 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2260 $cust_bill_pkg->sdate( $hash{last_bill} );
2261 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2262 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2263 $cust_bill_pkg->sdate( $sdate );
2264 $cust_bill_pkg->edate( $cust_pkg->bill );
2267 $error = $cust_bill_pkg->insert;
2269 $dbh->rollback if $oldAutoCommit;
2270 return "can't create invoice line item for invoice #$invnum: $error";
2272 $total_setup += $setup;
2273 $total_recur += $recur;
2279 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2282 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2285 my %taxhash = map { $_ => $self->get("$prefix$_") }
2286 qw( state county country );
2288 $taxhash{'taxclass'} = $part_pkg->taxclass;
2290 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2293 $taxhash{'taxclass'} = '';
2294 @taxes = qsearch( 'cust_main_county', \%taxhash );
2297 #one more try at a whole-country tax rate
2299 $taxhash{$_} = '' foreach qw( state county );
2300 @taxes = qsearch( 'cust_main_county', \%taxhash );
2303 # maybe eliminate this entirely, along with all the 0% records
2305 $dbh->rollback if $oldAutoCommit;
2307 "fatal: can't find tax rate for state/county/country/taxclass ".
2308 join('/', ( map $self->get("$prefix$_"),
2309 qw(state county country)
2311 $part_pkg->taxclass ). "\n";
2314 foreach my $tax ( @taxes ) {
2316 my $taxable_charged = 0;
2317 $taxable_charged += $setup
2318 unless $part_pkg->setuptax =~ /^Y$/i
2319 || $tax->setuptax =~ /^Y$/i;
2320 $taxable_charged += $recur
2321 unless $part_pkg->recurtax =~ /^Y$/i
2322 || $tax->recurtax =~ /^Y$/i;
2323 next unless $taxable_charged;
2325 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2326 #my ($mon,$year) = (localtime($sdate) )[4,5];
2327 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2329 my $freq = $part_pkg->freq || 1;
2330 if ( $freq !~ /(\d+)$/ ) {
2331 $dbh->rollback if $oldAutoCommit;
2332 return "daily/weekly package definitions not (yet?)".
2333 " compatible with monthly tax exemptions";
2335 my $taxable_per_month =
2336 sprintf("%.2f", $taxable_charged / $freq );
2338 #call the whole thing off if this customer has any old
2339 #exemption records...
2340 my @cust_tax_exempt =
2341 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2342 if ( @cust_tax_exempt ) {
2343 $dbh->rollback if $oldAutoCommit;
2345 'this customer still has old-style tax exemption records; '.
2346 'run bin/fs-migrate-cust_tax_exempt?';
2349 foreach my $which_month ( 1 .. $freq ) {
2351 #maintain the new exemption table now
2354 FROM cust_tax_exempt_pkg
2355 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2356 LEFT JOIN cust_bill USING ( invnum )
2362 my $sth = dbh->prepare($sql) or do {
2363 $dbh->rollback if $oldAutoCommit;
2364 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2372 $dbh->rollback if $oldAutoCommit;
2373 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2375 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2377 my $remaining_exemption =
2378 $tax->exempt_amount - $existing_exemption;
2379 if ( $remaining_exemption > 0 ) {
2380 my $addl = $remaining_exemption > $taxable_per_month
2381 ? $taxable_per_month
2382 : $remaining_exemption;
2383 $taxable_charged -= $addl;
2385 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2386 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2387 'taxnum' => $tax->taxnum,
2388 'year' => 1900+$year,
2390 'amount' => sprintf("%.2f", $addl ),
2392 $error = $cust_tax_exempt_pkg->insert;
2394 $dbh->rollback if $oldAutoCommit;
2395 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2397 } # if $remaining_exemption > 0
2401 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2402 until ( $mon < 13 ) { $mon -= 12; $year++; }
2404 } #foreach $which_month
2406 } #if $tax->exempt_amount
2408 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2410 #$tax += $taxable_charged * $cust_main_county->tax / 100
2411 $tax{ $tax->taxname || 'Tax' } +=
2412 $taxable_charged * $tax->tax / 100
2414 } #foreach my $tax ( @taxes )
2416 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2418 } #if $setup != 0 || $recur != 0
2420 } #if $cust_pkg->modified
2422 } #foreach my $cust_pkg
2424 unless ( $cust_bill->cust_bill_pkg ) {
2425 $cust_bill->delete; #don't create an invoice w/o line items
2426 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2430 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2432 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2433 my $tax = sprintf("%.2f", $tax{$taxname} );
2434 $charged = sprintf( "%.2f", $charged+$tax );
2436 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2437 'invnum' => $invnum,
2443 'itemdesc' => $taxname,
2445 $error = $cust_bill_pkg->insert;
2447 $dbh->rollback if $oldAutoCommit;
2448 return "can't create invoice line item for invoice #$invnum: $error";
2450 $total_setup += $tax;
2454 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2455 $error = $cust_bill->replace;
2457 $dbh->rollback if $oldAutoCommit;
2458 return "can't update charged for invoice #$invnum: $error";
2461 foreach my $hook ( @precommit_hooks ) {
2463 &{$hook}; #($self) ?
2466 $dbh->rollback if $oldAutoCommit;
2467 return "$@ running precommit hook $hook\n";
2471 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2475 =item collect OPTIONS
2477 (Attempt to) collect money for this customer's outstanding invoices (see
2478 L<FS::cust_bill>). Usually used after the bill method.
2480 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2481 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2482 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2484 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2485 and the invoice events web interface.
2487 If there is an error, returns the error, otherwise returns false.
2489 Options are passed as name-value pairs.
2491 Currently available options are:
2493 invoice_time - Use this time when deciding when to print invoices and
2494 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>
2495 for conversion functions.
2497 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2500 quiet - set true to surpress email card/ACH decline notices.
2502 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2505 payby - allows for one time override of normal customer billing method
2510 my( $self, %options ) = @_;
2511 my $invoice_time = $options{'invoice_time'} || time;
2514 local $SIG{HUP} = 'IGNORE';
2515 local $SIG{INT} = 'IGNORE';
2516 local $SIG{QUIT} = 'IGNORE';
2517 local $SIG{TERM} = 'IGNORE';
2518 local $SIG{TSTP} = 'IGNORE';
2519 local $SIG{PIPE} = 'IGNORE';
2521 my $oldAutoCommit = $FS::UID::AutoCommit;
2522 local $FS::UID::AutoCommit = 0;
2525 $self->select_for_update; #mutex
2527 my $balance = $self->balance;
2528 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2530 unless ( $balance > 0 ) { #redundant?????
2531 $dbh->rollback if $oldAutoCommit; #hmm
2535 if ( exists($options{'retry_card'}) ) {
2536 carp 'retry_card option passed to collect is deprecated; use retry';
2537 $options{'retry'} ||= $options{'retry_card'};
2539 if ( exists($options{'retry'}) && $options{'retry'} ) {
2540 my $error = $self->retry_realtime;
2542 $dbh->rollback if $oldAutoCommit;
2548 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2549 $extra_sql = " AND freq = '1m' ";
2551 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2554 foreach my $cust_bill ( $self->open_cust_bill ) {
2556 # don't try to charge for the same invoice if it's already in a batch
2557 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2559 last if $self->balance <= 0;
2561 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2564 foreach my $part_bill_event ( due_events ( $cust_bill,
2565 exists($options{'payby'})
2571 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2572 || $self->balance <= 0; # or if balance<=0
2575 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2576 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2579 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2580 # gah, even with transactions.
2581 $dbh->commit if $oldAutoCommit; #well.
2590 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2595 =item retry_realtime
2597 Schedules realtime / batch credit card / electronic check / LEC billing
2598 events for for retry. Useful if card information has changed or manual
2599 retry is desired. The 'collect' method must be called to actually retry
2602 Implementation details: For each of this customer's open invoices, changes
2603 the status of the first "done" (with statustext error) realtime processing
2608 sub retry_realtime {
2611 local $SIG{HUP} = 'IGNORE';
2612 local $SIG{INT} = 'IGNORE';
2613 local $SIG{QUIT} = 'IGNORE';
2614 local $SIG{TERM} = 'IGNORE';
2615 local $SIG{TSTP} = 'IGNORE';
2616 local $SIG{PIPE} = 'IGNORE';
2618 my $oldAutoCommit = $FS::UID::AutoCommit;
2619 local $FS::UID::AutoCommit = 0;
2622 foreach my $cust_bill (
2623 grep { $_->cust_bill_event }
2624 $self->open_cust_bill
2626 my @cust_bill_event =
2627 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2629 #$_->part_bill_event->plan eq 'realtime-card'
2630 $_->part_bill_event->eventcode =~
2631 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2632 && $_->status eq 'done'
2635 $cust_bill->cust_bill_event;
2636 next unless @cust_bill_event;
2637 my $error = $cust_bill_event[0]->retry;
2639 $dbh->rollback if $oldAutoCommit;
2640 return "error scheduling invoice event for retry: $error";
2645 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2650 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2652 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2653 via a Business::OnlinePayment realtime gateway. See
2654 L<http://420.am/business-onlinepayment> for supported gateways.
2656 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2658 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2660 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2661 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2662 if set, will override the value from the customer record.
2664 I<description> is a free-text field passed to the gateway. It defaults to
2665 "Internet services".
2667 If an I<invnum> is specified, this payment (if successful) is applied to the
2668 specified invoice. If you don't specify an I<invnum> you might want to
2669 call the B<apply_payments> method.
2671 I<quiet> can be set true to surpress email decline notices.
2673 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2674 resulting paynum, if any.
2676 I<payunique> is a unique identifier for this payment.
2678 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2685 my( $self, $method, $amount, %options ) = @_;
2687 warn "$me realtime_bop: $method $amount\n";
2688 warn " $_ => $options{$_}\n" foreach keys %options;
2691 $options{'description'} ||= 'Internet services';
2693 eval "use Business::OnlinePayment";
2696 my $payinfo = exists($options{'payinfo'})
2697 ? $options{'payinfo'}
2700 my %method2payby = (
2707 # set taxclass and trans_is_recur based on invnum if there is one
2711 my $trans_is_recur = 0;
2712 if ( $options{'invnum'} ) {
2714 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2715 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2718 map { $_->part_pkg }
2720 map { $_->cust_pkg }
2721 $cust_bill->cust_bill_pkg;
2723 my @taxclasses = map $_->taxclass, @part_pkg;
2724 $taxclass = $taxclasses[0]
2725 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
2726 #different taxclasses
2728 if grep { $_->freq ne '0' } @part_pkg;
2736 #look for an agent gateway override first
2738 if ( $method eq 'CC' ) {
2739 $cardtype = cardtype($payinfo);
2740 } elsif ( $method eq 'ECHECK' ) {
2743 $cardtype = $method;
2747 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2748 cardtype => $cardtype,
2749 taxclass => $taxclass, } )
2750 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2752 taxclass => $taxclass, } )
2753 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2754 cardtype => $cardtype,
2756 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2758 taxclass => '', } );
2760 my $payment_gateway = '';
2761 my( $processor, $login, $password, $action, @bop_options );
2762 if ( $override ) { #use a payment gateway override
2764 $payment_gateway = $override->payment_gateway;
2766 $processor = $payment_gateway->gateway_module;
2767 $login = $payment_gateway->gateway_username;
2768 $password = $payment_gateway->gateway_password;
2769 $action = $payment_gateway->gateway_action;
2770 @bop_options = $payment_gateway->options;
2772 } else { #use the standard settings from the config
2774 ( $processor, $login, $password, $action, @bop_options ) =
2775 $self->default_payment_gateway($method);
2783 my $address = exists($options{'address1'})
2784 ? $options{'address1'}
2786 my $address2 = exists($options{'address2'})
2787 ? $options{'address2'}
2789 $address .= ", ". $address2 if length($address2);
2791 my $o_payname = exists($options{'payname'})
2792 ? $options{'payname'}
2794 my($payname, $payfirst, $paylast);
2795 if ( $o_payname && $method ne 'ECHECK' ) {
2796 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2797 or return "Illegal payname $payname";
2798 ($payfirst, $paylast) = ($1, $2);
2800 $payfirst = $self->getfield('first');
2801 $paylast = $self->getfield('last');
2802 $payname = "$payfirst $paylast";
2805 my @invoicing_list = $self->invoicing_list_emailonly;
2806 if ( $conf->exists('emailinvoiceautoalways')
2807 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2808 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2809 push @invoicing_list, $self->all_emails;
2812 my $email = ($conf->exists('business-onlinepayment-email-override'))
2813 ? $conf->config('business-onlinepayment-email-override')
2814 : $invoicing_list[0];
2818 my $payip = exists($options{'payip'})
2821 $content{customer_ip} = $payip
2824 $content{invoice_number} = $options{'invnum'}
2825 if exists($options{'invnum'}) && length($options{'invnum'});
2827 $content{email_customer} =
2828 ( $conf->exists('business-onlinepayment-email_customer')
2829 || $conf->exists('business-onlinepayment-email-override') );
2832 if ( $method eq 'CC' ) {
2834 $content{card_number} = $payinfo;
2835 $paydate = exists($options{'paydate'})
2836 ? $options{'paydate'}
2838 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2839 $content{expiration} = "$2/$1";
2841 my $paycvv = exists($options{'paycvv'})
2842 ? $options{'paycvv'}
2844 $content{cvv2} = $paycvv
2847 my $paystart_month = exists($options{'paystart_month'})
2848 ? $options{'paystart_month'}
2849 : $self->paystart_month;
2851 my $paystart_year = exists($options{'paystart_year'})
2852 ? $options{'paystart_year'}
2853 : $self->paystart_year;
2855 $content{card_start} = "$paystart_month/$paystart_year"
2856 if $paystart_month && $paystart_year;
2858 my $payissue = exists($options{'payissue'})
2859 ? $options{'payissue'}
2861 $content{issue_number} = $payissue if $payissue;
2863 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
2864 'trans_is_recur' => $trans_is_recur,
2868 $content{recurring_billing} = 'YES';
2869 $content{acct_code} = 'rebill'
2870 if $conf->exists('credit_card-recurring_billing_acct_code');
2873 } elsif ( $method eq 'ECHECK' ) {
2874 ( $content{account_number}, $content{routing_code} ) =
2875 split('@', $payinfo);
2876 $content{bank_name} = $o_payname;
2877 $content{bank_state} = exists($options{'paystate'})
2878 ? $options{'paystate'}
2879 : $self->getfield('paystate');
2880 $content{account_type} = exists($options{'paytype'})
2881 ? uc($options{'paytype'}) || 'CHECKING'
2882 : uc($self->getfield('paytype')) || 'CHECKING';
2883 $content{account_name} = $payname;
2884 $content{customer_org} = $self->company ? 'B' : 'I';
2885 $content{state_id} = exists($options{'stateid'})
2886 ? $options{'stateid'}
2887 : $self->getfield('stateid');
2888 $content{state_id_state} = exists($options{'stateid_state'})
2889 ? $options{'stateid_state'}
2890 : $self->getfield('stateid_state');
2891 $content{customer_ssn} = exists($options{'ss'})
2894 } elsif ( $method eq 'LEC' ) {
2895 $content{phone} = $payinfo;
2899 # run transaction(s)
2902 my $balance = exists( $options{'balance'} )
2903 ? $options{'balance'}
2906 $self->select_for_update; #mutex ... just until we get our pending record in
2908 #the checks here are intended to catch concurrent payments
2909 #double-form-submission prevention is taken care of in cust_pay_pending::check
2912 return "The customer's balance has changed; $method transaction aborted."
2913 if $self->balance < $balance;
2914 #&& $self->balance < $amount; #might as well anyway?
2916 #also check and make sure there aren't *other* pending payments for this cust
2918 my @pending = qsearch('cust_pay_pending', {
2919 'custnum' => $self->custnum,
2920 'status' => { op=>'!=', value=>'done' }
2922 return "A payment is already being processed for this customer (".
2923 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2924 "); $method transaction aborted."
2925 if scalar(@pending);
2927 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2929 my $cust_pay_pending = new FS::cust_pay_pending {
2930 'custnum' => $self->custnum,
2931 #'invnum' => $options{'invnum'},
2934 'payby' => $method2payby{$method},
2935 'payinfo' => $payinfo,
2936 'paydate' => $paydate,
2937 'recurring_billing' => $content{recurring_billing},
2939 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2941 $cust_pay_pending->payunique( $options{payunique} )
2942 if defined($options{payunique}) && length($options{payunique});
2943 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2944 return $cpp_new_err if $cpp_new_err;
2946 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2948 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2949 $transaction->content(
2952 'password' => $password,
2953 'action' => $action1,
2954 'description' => $options{'description'},
2955 'amount' => $amount,
2956 #'invoice_number' => $options{'invnum'},
2957 'customer_id' => $self->custnum,
2958 'last_name' => $paylast,
2959 'first_name' => $payfirst,
2961 'address' => $address,
2962 'city' => ( exists($options{'city'})
2965 'state' => ( exists($options{'state'})
2968 'zip' => ( exists($options{'zip'})
2971 'country' => ( exists($options{'country'})
2972 ? $options{'country'}
2974 'referer' => 'http://cleanwhisker.420.am/',
2976 'phone' => $self->daytime || $self->night,
2980 $cust_pay_pending->status('pending');
2981 my $cpp_pending_err = $cust_pay_pending->replace;
2982 return $cpp_pending_err if $cpp_pending_err;
2984 $transaction->submit();
2986 if ( $transaction->is_success() && $action2 ) {
2988 $cust_pay_pending->status('authorized');
2989 my $cpp_authorized_err = $cust_pay_pending->replace;
2990 return $cpp_authorized_err if $cpp_authorized_err;
2992 my $auth = $transaction->authorization;
2993 my $ordernum = $transaction->can('order_number')
2994 ? $transaction->order_number
2998 new Business::OnlinePayment( $processor, @bop_options );
3005 password => $password,
3006 order_number => $ordernum,
3008 authorization => $auth,
3009 description => $options{'description'},
3012 foreach my $field (qw( authorization_source_code returned_ACI
3013 transaction_identifier validation_code
3014 transaction_sequence_num local_transaction_date
3015 local_transaction_time AVS_result_code )) {
3016 $capture{$field} = $transaction->$field() if $transaction->can($field);
3019 $capture->content( %capture );
3023 unless ( $capture->is_success ) {
3024 my $e = "Authorization successful but capture failed, custnum #".
3025 $self->custnum. ': '. $capture->result_code.
3026 ": ". $capture->error_message;
3033 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3034 my $cpp_captured_err = $cust_pay_pending->replace;
3035 return $cpp_captured_err if $cpp_captured_err;
3038 # remove paycvv after initial transaction
3041 #false laziness w/misc/process/payment.cgi - check both to make sure working
3043 if ( defined $self->dbdef_table->column('paycvv')
3044 && length($self->paycvv)
3045 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3047 my $error = $self->remove_cvv;
3049 warn "WARNING: error removing cvv: $error\n";
3057 if ( $transaction->is_success() ) {
3060 if ( $payment_gateway ) { # agent override
3061 $paybatch = $payment_gateway->gatewaynum. '-';
3064 $paybatch .= "$processor:". $transaction->authorization;
3066 $paybatch .= ':'. $transaction->order_number
3067 if $transaction->can('order_number')
3068 && length($transaction->order_number);
3070 my $cust_pay = new FS::cust_pay ( {
3071 'custnum' => $self->custnum,
3072 'invnum' => $options{'invnum'},
3075 'payby' => $method2payby{$method},
3076 'payinfo' => $payinfo,
3077 'paybatch' => $paybatch,
3078 'paydate' => $paydate,
3080 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3081 $cust_pay->payunique( $options{payunique} )
3082 if defined($options{payunique}) && length($options{payunique});
3084 my $oldAutoCommit = $FS::UID::AutoCommit;
3085 local $FS::UID::AutoCommit = 0;
3088 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3090 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3093 $cust_pay->invnum(''); #try again with no specific invnum
3094 my $error2 = $cust_pay->insert( $options{'manual'} ?
3095 ( 'manual' => 1 ) : ()
3098 # gah. but at least we have a record of the state we had to abort in
3099 # from cust_pay_pending now.
3100 my $e = "WARNING: $method captured but payment not recorded - ".
3101 "error inserting payment ($processor): $error2".
3102 " (previously tried insert with invnum #$options{'invnum'}" .
3103 ": $error ) - pending payment saved as paypendingnum ".
3104 $cust_pay_pending->paypendingnum. "\n";
3110 if ( $options{'paynum_ref'} ) {
3111 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3114 $cust_pay_pending->status('done');
3115 $cust_pay_pending->statustext('captured');
3116 my $cpp_done_err = $cust_pay_pending->replace;
3118 if ( $cpp_done_err ) {
3120 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3121 my $e = "WARNING: $method captured but payment not recorded - ".
3122 "error updating status for paypendingnum ".
3123 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3129 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3130 return ''; #no error
3136 my $perror = "$processor error: ". $transaction->error_message;
3138 unless ( $transaction->error_message ) {
3141 #this should be normalized :/
3143 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
3144 if ( $transaction->can('param')
3145 && $transaction->param('transaction_response') ) {
3146 $t_response = $transaction->param('transaction_response')
3148 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
3149 } elsif ( $transaction->can('response_page') ) {
3151 'page' => ( $transaction->can('response_page')
3152 ? $transaction->response_page
3155 'code' => ( $transaction->can('response_code')
3156 ? $transaction->response_code
3159 'headers' => ( $transaction->can('response_headers')
3160 ? $transaction->response_headers
3166 "No additional debugging information available for $processor";
3169 $perror .= "No error_message returned from $processor -- ".
3170 ( ref($t_response) ? Dumper($t_response) : $t_response );
3174 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3175 && $conf->exists('emaildecline')
3176 && grep { $_ ne 'POST' } $self->invoicing_list
3177 && ! grep { $transaction->error_message =~ /$_/ }
3178 $conf->config('emaildecline-exclude')
3180 my @templ = $conf->config('declinetemplate');
3181 my $template = new Text::Template (
3183 SOURCE => [ map "$_\n", @templ ],
3184 ) or return "($perror) can't create template: $Text::Template::ERROR";
3185 $template->compile()
3186 or return "($perror) can't compile template: $Text::Template::ERROR";
3188 my $templ_hash = { error => $transaction->error_message };
3190 my $error = send_email(
3191 'from' => $conf->config('invoice_from'),
3192 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3193 'subject' => 'Your payment could not be processed',
3194 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3197 $perror .= " (also received error sending decline notification: $error)"
3202 $cust_pay_pending->status('done');
3203 $cust_pay_pending->statustext("declined: $perror");
3204 my $cpp_done_err = $cust_pay_pending->replace;
3205 if ( $cpp_done_err ) {
3206 my $e = "WARNING: $method declined but pending payment not resolved - ".
3207 "error updating status for paypendingnum ".
3208 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3210 $perror = "$e ($perror)";
3218 =item default_payment_gateway
3222 sub default_payment_gateway {
3223 my( $self, $method ) = @_;
3225 die "Real-time processing not enabled\n"
3226 unless $conf->exists('business-onlinepayment');
3229 my $bop_config = 'business-onlinepayment';
3230 $bop_config .= '-ach'
3231 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3232 my ( $processor, $login, $password, $action, @bop_options ) =
3233 $conf->config($bop_config);
3234 $action ||= 'normal authorization';
3235 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3236 die "No real-time processor is enabled - ".
3237 "did you set the business-onlinepayment configuration value?\n"
3240 ( $processor, $login, $password, $action, @bop_options )
3245 Removes the I<paycvv> field from the database directly.
3247 If there is an error, returns the error, otherwise returns false.
3253 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3254 or return dbh->errstr;
3255 $sth->execute($self->custnum)
3256 or return $sth->errstr;
3261 sub _bop_recurring_billing {
3262 my( $self, %opt ) = @_;
3264 my $method = $conf->config('credit_card-recurring_billing_flag');
3266 if ( $method eq 'transaction_is_recur' ) {
3268 return 1 if $opt{'trans_is_recur'};
3272 my %hash = ( 'custnum' => $self->custnum,
3277 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
3278 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
3289 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3291 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3292 via a Business::OnlinePayment realtime gateway. See
3293 L<http://420.am/business-onlinepayment> for supported gateways.
3295 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3297 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3299 Most gateways require a reference to an original payment transaction to refund,
3300 so you probably need to specify a I<paynum>.
3302 I<amount> defaults to the original amount of the payment if not specified.
3304 I<reason> specifies a reason for the refund.
3306 I<paydate> specifies the expiration date for a credit card overriding the
3307 value from the customer record or the payment record. Specified as yyyy-mm-dd
3309 Implementation note: If I<amount> is unspecified or equal to the amount of the
3310 orignal payment, first an attempt is made to "void" the transaction via
3311 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3312 the normal attempt is made to "refund" ("credit") the transaction via the
3313 gateway is attempted.
3315 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3316 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3317 #if set, will override the value from the customer record.
3319 #If an I<invnum> is specified, this payment (if successful) is applied to the
3320 #specified invoice. If you don't specify an I<invnum> you might want to
3321 #call the B<apply_payments> method.
3325 #some false laziness w/realtime_bop, not enough to make it worth merging
3326 #but some useful small subs should be pulled out
3327 sub realtime_refund_bop {
3328 my( $self, $method, %options ) = @_;
3330 warn "$me realtime_refund_bop: $method refund\n";
3331 warn " $_ => $options{$_}\n" foreach keys %options;
3334 eval "use Business::OnlinePayment";
3338 # look up the original payment and optionally a gateway for that payment
3342 my $amount = $options{'amount'};
3344 my( $processor, $login, $password, @bop_options ) ;
3345 my( $auth, $order_number ) = ( '', '', '' );
3347 if ( $options{'paynum'} ) {
3349 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3350 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3351 or return "Unknown paynum $options{'paynum'}";
3352 $amount ||= $cust_pay->paid;
3354 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3355 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3356 $cust_pay->paybatch;
3357 my $gatewaynum = '';
3358 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3360 if ( $gatewaynum ) { #gateway for the payment to be refunded
3362 my $payment_gateway =
3363 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3364 die "payment gateway $gatewaynum not found"
3365 unless $payment_gateway;
3367 $processor = $payment_gateway->gateway_module;
3368 $login = $payment_gateway->gateway_username;
3369 $password = $payment_gateway->gateway_password;
3370 @bop_options = $payment_gateway->options;
3372 } else { #try the default gateway
3374 my( $conf_processor, $unused_action );
3375 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3376 $self->default_payment_gateway($method);
3378 return "processor of payment $options{'paynum'} $processor does not".
3379 " match default processor $conf_processor"
3380 unless $processor eq $conf_processor;
3385 } else { # didn't specify a paynum, so look for agent gateway overrides
3386 # like a normal transaction
3389 if ( $method eq 'CC' ) {
3390 $cardtype = cardtype($self->payinfo);
3391 } elsif ( $method eq 'ECHECK' ) {
3394 $cardtype = $method;
3397 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3398 cardtype => $cardtype,
3400 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3402 taxclass => '', } );
3404 if ( $override ) { #use a payment gateway override
3406 my $payment_gateway = $override->payment_gateway;
3408 $processor = $payment_gateway->gateway_module;
3409 $login = $payment_gateway->gateway_username;
3410 $password = $payment_gateway->gateway_password;
3411 #$action = $payment_gateway->gateway_action;
3412 @bop_options = $payment_gateway->options;
3414 } else { #use the standard settings from the config
3417 ( $processor, $login, $password, $unused_action, @bop_options ) =
3418 $self->default_payment_gateway($method);
3423 return "neither amount nor paynum specified" unless $amount;
3428 'password' => $password,
3429 'order_number' => $order_number,
3430 'amount' => $amount,
3431 'referer' => 'http://cleanwhisker.420.am/',
3433 $content{authorization} = $auth
3434 if length($auth); #echeck/ACH transactions have an order # but no auth
3435 #(at least with authorize.net)
3437 my $disable_void_after;
3438 if ($conf->exists('disable_void_after')
3439 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3440 $disable_void_after = $1;
3443 #first try void if applicable
3444 if ( $cust_pay && $cust_pay->paid == $amount
3446 ( not defined($disable_void_after) )
3447 || ( time < ($cust_pay->_date + $disable_void_after ) )
3450 warn " attempting void\n" if $DEBUG > 1;
3451 my $void = new Business::OnlinePayment( $processor, @bop_options );
3452 $void->content( 'action' => 'void', %content );
3454 if ( $void->is_success ) {
3455 my $error = $cust_pay->void($options{'reason'});
3457 # gah, even with transactions.
3458 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3459 "error voiding payment: $error";
3463 warn " void successful\n" if $DEBUG > 1;
3468 warn " void unsuccessful, trying refund\n"
3472 my $address = $self->address1;
3473 $address .= ", ". $self->address2 if $self->address2;
3475 my($payname, $payfirst, $paylast);
3476 if ( $self->payname && $method ne 'ECHECK' ) {
3477 $payname = $self->payname;
3478 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3479 or return "Illegal payname $payname";
3480 ($payfirst, $paylast) = ($1, $2);
3482 $payfirst = $self->getfield('first');
3483 $paylast = $self->getfield('last');
3484 $payname = "$payfirst $paylast";
3487 my @invoicing_list = $self->invoicing_list_emailonly;
3488 if ( $conf->exists('emailinvoiceautoalways')
3489 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3490 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3491 push @invoicing_list, $self->all_emails;
3494 my $email = ($conf->exists('business-onlinepayment-email-override'))
3495 ? $conf->config('business-onlinepayment-email-override')
3496 : $invoicing_list[0];
3498 my $payip = exists($options{'payip'})
3501 $content{customer_ip} = $payip
3505 if ( $method eq 'CC' ) {
3508 $content{card_number} = $payinfo = $cust_pay->payinfo;
3509 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3510 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3511 ($content{expiration} = "$2/$1"); # where available
3513 $content{card_number} = $payinfo = $self->payinfo;
3514 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3515 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3516 $content{expiration} = "$2/$1";
3519 } elsif ( $method eq 'ECHECK' ) {
3522 $payinfo = $cust_pay->payinfo;
3524 $payinfo = $self->payinfo;
3526 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3527 $content{bank_name} = $self->payname;
3528 $content{account_type} = 'CHECKING';
3529 $content{account_name} = $payname;
3530 $content{customer_org} = $self->company ? 'B' : 'I';
3531 $content{customer_ssn} = $self->ss;
3532 } elsif ( $method eq 'LEC' ) {
3533 $content{phone} = $payinfo = $self->payinfo;
3537 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3538 my %sub_content = $refund->content(
3539 'action' => 'credit',
3540 'customer_id' => $self->custnum,
3541 'last_name' => $paylast,
3542 'first_name' => $payfirst,
3544 'address' => $address,
3545 'city' => $self->city,
3546 'state' => $self->state,
3547 'zip' => $self->zip,
3548 'country' => $self->country,
3550 'phone' => $self->daytime || $self->night,
3553 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3557 return "$processor error: ". $refund->error_message
3558 unless $refund->is_success();
3560 my %method2payby = (
3566 my $paybatch = "$processor:". $refund->authorization;
3567 $paybatch .= ':'. $refund->order_number
3568 if $refund->can('order_number') && $refund->order_number;
3570 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3571 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3572 last unless @cust_bill_pay;
3573 my $cust_bill_pay = pop @cust_bill_pay;
3574 my $error = $cust_bill_pay->delete;
3578 my $cust_refund = new FS::cust_refund ( {
3579 'custnum' => $self->custnum,
3580 'paynum' => $options{'paynum'},
3581 'refund' => $amount,
3583 'payby' => $method2payby{$method},
3584 'payinfo' => $payinfo,
3585 'paybatch' => $paybatch,
3586 'reason' => $options{'reason'} || 'card or ACH refund',
3588 my $error = $cust_refund->insert;
3590 $cust_refund->paynum(''); #try again with no specific paynum
3591 my $error2 = $cust_refund->insert;
3593 # gah, even with transactions.
3594 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3595 "error inserting refund ($processor): $error2".
3596 " (previously tried insert with paynum #$options{'paynum'}" .
3607 =item batch_card OPTION => VALUE...
3609 Adds a payment for this invoice to the pending credit card batch (see
3610 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3611 runs the payment using a realtime gateway.
3616 my ($self, %options) = @_;
3619 if (exists($options{amount})) {
3620 $amount = $options{amount};
3622 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3624 return '' unless $amount > 0;
3626 my $invnum = delete $options{invnum};
3627 my $payby = $options{invnum} || $self->payby; #dubious
3629 if ($options{'realtime'}) {
3630 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3636 my $oldAutoCommit = $FS::UID::AutoCommit;
3637 local $FS::UID::AutoCommit = 0;
3640 #this needs to handle mysql as well as Pg, like svc_acct.pm
3641 #(make it into a common function if folks need to do batching with mysql)
3642 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3643 or return "Cannot lock pay_batch: " . $dbh->errstr;
3647 'payby' => FS::payby->payby2payment($payby),
3650 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3652 unless ( $pay_batch ) {
3653 $pay_batch = new FS::pay_batch \%pay_batch;
3654 my $error = $pay_batch->insert;
3656 $dbh->rollback if $oldAutoCommit;
3657 die "error creating new batch: $error\n";
3661 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3662 'batchnum' => $pay_batch->batchnum,
3663 'custnum' => $self->custnum,
3666 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3668 $options{$_} = '' unless exists($options{$_});
3671 my $cust_pay_batch = new FS::cust_pay_batch ( {
3672 'batchnum' => $pay_batch->batchnum,
3673 'invnum' => $invnum || 0, # is there a better value?
3674 # this field should be
3676 # cust_bill_pay_batch now
3677 'custnum' => $self->custnum,
3678 'last' => $self->getfield('last'),
3679 'first' => $self->getfield('first'),
3680 'address1' => $options{address1} || $self->address1,
3681 'address2' => $options{address2} || $self->address2,
3682 'city' => $options{city} || $self->city,
3683 'state' => $options{state} || $self->state,
3684 'zip' => $options{zip} || $self->zip,
3685 'country' => $options{country} || $self->country,
3686 'payby' => $options{payby} || $self->payby,
3687 'payinfo' => $options{payinfo} || $self->payinfo,
3688 'exp' => $options{paydate} || $self->paydate,
3689 'payname' => $options{payname} || $self->payname,
3690 'amount' => $amount, # consolidating
3693 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3694 if $old_cust_pay_batch;
3697 if ($old_cust_pay_batch) {
3698 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3700 $error = $cust_pay_batch->insert;
3704 $dbh->rollback if $oldAutoCommit;
3708 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3709 foreach my $cust_bill ($self->open_cust_bill) {
3710 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3711 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3712 'invnum' => $cust_bill->invnum,
3713 'paybatchnum' => $cust_pay_batch->paybatchnum,
3714 'amount' => $cust_bill->owed,
3717 if ($unapplied >= $cust_bill_pay_batch->amount){
3718 $unapplied -= $cust_bill_pay_batch->amount;
3721 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3722 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3724 $error = $cust_bill_pay_batch->insert;
3726 $dbh->rollback if $oldAutoCommit;
3731 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3737 Returns the total owed for this customer on all invoices
3738 (see L<FS::cust_bill/owed>).
3744 $self->total_owed_date(2145859200); #12/31/2037
3747 =item total_owed_date TIME
3749 Returns the total owed for this customer on all invoices with date earlier than
3750 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3751 see L<Time::Local> and L<Date::Parse> for conversion functions.
3755 sub total_owed_date {
3759 foreach my $cust_bill (
3760 grep { $_->_date <= $time }
3761 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3763 $total_bill += $cust_bill->owed;
3765 sprintf( "%.2f", $total_bill );
3768 =item apply_payments_and_credits
3770 Applies unapplied payments and credits.
3772 In most cases, this new method should be used in place of sequential
3773 apply_payments and apply_credits methods.
3775 If there is an error, returns the error, otherwise returns false.
3779 sub apply_payments_and_credits {
3782 local $SIG{HUP} = 'IGNORE';
3783 local $SIG{INT} = 'IGNORE';
3784 local $SIG{QUIT} = 'IGNORE';
3785 local $SIG{TERM} = 'IGNORE';
3786 local $SIG{TSTP} = 'IGNORE';
3787 local $SIG{PIPE} = 'IGNORE';
3789 my $oldAutoCommit = $FS::UID::AutoCommit;
3790 local $FS::UID::AutoCommit = 0;
3793 $self->select_for_update; #mutex
3795 foreach my $cust_bill ( $self->open_cust_bill ) {
3796 my $error = $cust_bill->apply_payments_and_credits;
3798 $dbh->rollback if $oldAutoCommit;
3799 return "Error applying: $error";
3803 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3808 =item apply_credits OPTION => VALUE ...
3810 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3811 to outstanding invoice balances in chronological order (or reverse
3812 chronological order if the I<order> option is set to B<newest>) and returns the
3813 value of any remaining unapplied credits available for refund (see
3814 L<FS::cust_refund>).
3816 Dies if there is an error.
3824 local $SIG{HUP} = 'IGNORE';
3825 local $SIG{INT} = 'IGNORE';
3826 local $SIG{QUIT} = 'IGNORE';
3827 local $SIG{TERM} = 'IGNORE';
3828 local $SIG{TSTP} = 'IGNORE';
3829 local $SIG{PIPE} = 'IGNORE';
3831 my $oldAutoCommit = $FS::UID::AutoCommit;
3832 local $FS::UID::AutoCommit = 0;
3835 $self->select_for_update; #mutex
3837 unless ( $self->total_credited ) {
3838 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3842 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3843 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3845 my @invoices = $self->open_cust_bill;
3846 @invoices = sort { $b->_date <=> $a->_date } @invoices
3847 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3850 foreach my $cust_bill ( @invoices ) {
3853 if ( !defined($credit) || $credit->credited == 0) {
3854 $credit = pop @credits or last;
3857 if ($cust_bill->owed >= $credit->credited) {
3858 $amount=$credit->credited;
3860 $amount=$cust_bill->owed;
3863 my $cust_credit_bill = new FS::cust_credit_bill ( {
3864 'crednum' => $credit->crednum,
3865 'invnum' => $cust_bill->invnum,
3866 'amount' => $amount,
3868 my $error = $cust_credit_bill->insert;
3870 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3874 redo if ($cust_bill->owed > 0);
3878 my $total_credited = $self->total_credited;
3880 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3882 return $total_credited;
3885 =item apply_payments
3887 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3888 to outstanding invoice balances in chronological order.
3890 #and returns the value of any remaining unapplied payments.
3892 Dies if there is an error.
3896 sub apply_payments {
3899 local $SIG{HUP} = 'IGNORE';
3900 local $SIG{INT} = 'IGNORE';
3901 local $SIG{QUIT} = 'IGNORE';
3902 local $SIG{TERM} = 'IGNORE';
3903 local $SIG{TSTP} = 'IGNORE';
3904 local $SIG{PIPE} = 'IGNORE';
3906 my $oldAutoCommit = $FS::UID::AutoCommit;
3907 local $FS::UID::AutoCommit = 0;
3910 $self->select_for_update; #mutex
3914 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3915 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3917 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3918 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3922 foreach my $cust_bill ( @invoices ) {
3925 if ( !defined($payment) || $payment->unapplied == 0 ) {
3926 $payment = pop @payments or last;
3929 if ( $cust_bill->owed >= $payment->unapplied ) {
3930 $amount = $payment->unapplied;
3932 $amount = $cust_bill->owed;
3935 my $cust_bill_pay = new FS::cust_bill_pay ( {
3936 'paynum' => $payment->paynum,
3937 'invnum' => $cust_bill->invnum,
3938 'amount' => $amount,
3940 my $error = $cust_bill_pay->insert;
3942 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3946 redo if ( $cust_bill->owed > 0);
3950 my $total_unapplied_payments = $self->total_unapplied_payments;
3952 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3954 return $total_unapplied_payments;
3957 =item total_credited
3959 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3960 customer. See L<FS::cust_credit/credited>.
3964 sub total_credited {
3966 my $total_credit = 0;
3967 foreach my $cust_credit ( qsearch('cust_credit', {
3968 'custnum' => $self->custnum,
3970 $total_credit += $cust_credit->credited;
3972 sprintf( "%.2f", $total_credit );
3975 =item total_unapplied_payments
3977 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3978 See L<FS::cust_pay/unapplied>.
3982 sub total_unapplied_payments {
3984 my $total_unapplied = 0;
3985 foreach my $cust_pay ( qsearch('cust_pay', {
3986 'custnum' => $self->custnum,
3988 $total_unapplied += $cust_pay->unapplied;
3990 sprintf( "%.2f", $total_unapplied );
3993 =item total_unapplied_refunds
3995 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3996 customer. See L<FS::cust_refund/unapplied>.
4000 sub total_unapplied_refunds {
4002 my $total_unapplied = 0;
4003 foreach my $cust_refund ( qsearch('cust_refund', {
4004 'custnum' => $self->custnum,
4006 $total_unapplied += $cust_refund->unapplied;
4008 sprintf( "%.2f", $total_unapplied );
4013 Returns the balance for this customer (total_owed plus total_unrefunded, minus
4014 total_credited minus total_unapplied_payments).
4022 + $self->total_unapplied_refunds
4023 - $self->total_credited
4024 - $self->total_unapplied_payments
4028 =item balance_date TIME
4030 Returns the balance for this customer, only considering invoices with date
4031 earlier than TIME (total_owed_date minus total_credited minus
4032 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
4033 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
4042 $self->total_owed_date($time)
4043 + $self->total_unapplied_refunds
4044 - $self->total_credited
4045 - $self->total_unapplied_payments
4049 =item in_transit_payments
4051 Returns the total of requests for payments for this customer pending in
4052 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
4056 sub in_transit_payments {
4058 my $in_transit_payments = 0;
4059 foreach my $pay_batch ( qsearch('pay_batch', {
4062 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
4063 'batchnum' => $pay_batch->batchnum,
4064 'custnum' => $self->custnum,
4066 $in_transit_payments += $cust_pay_batch->amount;
4069 sprintf( "%.2f", $in_transit_payments );
4072 =item paydate_monthyear
4074 Returns a two-element list consisting of the month and year of this customer's
4075 paydate (credit card expiration date for CARD customers)
4079 sub paydate_monthyear {
4081 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
4083 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
4090 =item invoicing_list [ ARRAYREF ]
4092 If an arguement is given, sets these email addresses as invoice recipients
4093 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
4094 (except as warnings), so use check_invoicing_list first.
4096 Returns a list of email addresses (with svcnum entries expanded).
4098 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
4099 check it without disturbing anything by passing nothing.
4101 This interface may change in the future.
4105 sub invoicing_list {
4106 my( $self, $arrayref ) = @_;
4109 my @cust_main_invoice;
4110 if ( $self->custnum ) {
4111 @cust_main_invoice =
4112 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4114 @cust_main_invoice = ();
4116 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4117 #warn $cust_main_invoice->destnum;
4118 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4119 #warn $cust_main_invoice->destnum;
4120 my $error = $cust_main_invoice->delete;
4121 warn $error if $error;
4124 if ( $self->custnum ) {
4125 @cust_main_invoice =
4126 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4128 @cust_main_invoice = ();
4130 my %seen = map { $_->address => 1 } @cust_main_invoice;
4131 foreach my $address ( @{$arrayref} ) {
4132 next if exists $seen{$address} && $seen{$address};
4133 $seen{$address} = 1;
4134 my $cust_main_invoice = new FS::cust_main_invoice ( {
4135 'custnum' => $self->custnum,
4138 my $error = $cust_main_invoice->insert;
4139 warn $error if $error;
4143 if ( $self->custnum ) {
4145 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4152 =item check_invoicing_list ARRAYREF
4154 Checks these arguements as valid input for the invoicing_list method. If there
4155 is an error, returns the error, otherwise returns false.
4159 sub check_invoicing_list {
4160 my( $self, $arrayref ) = @_;
4162 foreach my $address ( @$arrayref ) {
4164 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4165 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4168 my $cust_main_invoice = new FS::cust_main_invoice ( {
4169 'custnum' => $self->custnum,
4172 my $error = $self->custnum
4173 ? $cust_main_invoice->check
4174 : $cust_main_invoice->checkdest
4176 return $error if $error;
4180 return "Email address required"
4181 if $conf->exists('cust_main-require_invoicing_list_email')
4182 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4187 =item set_default_invoicing_list
4189 Sets the invoicing list to all accounts associated with this customer,
4190 overwriting any previous invoicing list.
4194 sub set_default_invoicing_list {
4196 $self->invoicing_list($self->all_emails);
4201 Returns the email addresses of all accounts provisioned for this customer.
4208 foreach my $cust_pkg ( $self->all_pkgs ) {
4209 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4211 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4212 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4214 $list{$_}=1 foreach map { $_->email } @svc_acct;
4219 =item invoicing_list_addpost
4221 Adds postal invoicing to this customer. If this customer is already configured
4222 to receive postal invoices, does nothing.
4226 sub invoicing_list_addpost {
4228 return if grep { $_ eq 'POST' } $self->invoicing_list;
4229 my @invoicing_list = $self->invoicing_list;
4230 push @invoicing_list, 'POST';
4231 $self->invoicing_list(\@invoicing_list);
4234 =item invoicing_list_emailonly
4236 Returns the list of email invoice recipients (invoicing_list without non-email
4237 destinations such as POST and FAX).
4241 sub invoicing_list_emailonly {
4243 warn "$me invoicing_list_emailonly called"
4245 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4248 =item invoicing_list_emailonly_scalar
4250 Returns the list of email invoice recipients (invoicing_list without non-email
4251 destinations such as POST and FAX) as a comma-separated scalar.
4255 sub invoicing_list_emailonly_scalar {
4257 warn "$me invoicing_list_emailonly_scalar called"
4259 join(', ', $self->invoicing_list_emailonly);
4262 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4264 Returns an array of customers referred by this customer (referral_custnum set
4265 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4266 customers referred by customers referred by this customer and so on, inclusive.
4267 The default behavior is DEPTH 1 (no recursion).
4271 sub referral_cust_main {
4273 my $depth = @_ ? shift : 1;
4274 my $exclude = @_ ? shift : {};
4277 map { $exclude->{$_->custnum}++; $_; }
4278 grep { ! $exclude->{ $_->custnum } }
4279 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4283 map { $_->referral_cust_main($depth-1, $exclude) }
4290 =item referral_cust_main_ncancelled
4292 Same as referral_cust_main, except only returns customers with uncancelled
4297 sub referral_cust_main_ncancelled {
4299 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4302 =item referral_cust_pkg [ DEPTH ]
4304 Like referral_cust_main, except returns a flat list of all unsuspended (and
4305 uncancelled) packages for each customer. The number of items in this list may
4306 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4310 sub referral_cust_pkg {
4312 my $depth = @_ ? shift : 1;
4314 map { $_->unsuspended_pkgs }
4315 grep { $_->unsuspended_pkgs }
4316 $self->referral_cust_main($depth);
4319 =item referring_cust_main
4321 Returns the single cust_main record for the customer who referred this customer
4322 (referral_custnum), or false.
4326 sub referring_cust_main {
4328 return '' unless $self->referral_custnum;
4329 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4332 =item credit AMOUNT, REASON
4334 Applies a credit to this customer. If there is an error, returns the error,
4335 otherwise returns false.
4340 my( $self, $amount, $reason, %options ) = @_;
4341 my $cust_credit = new FS::cust_credit {
4342 'custnum' => $self->custnum,
4343 'amount' => $amount,
4344 'reason' => $reason,
4346 $cust_credit->insert(%options);
4349 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4351 Creates a one-time charge for this customer. If there is an error, returns
4352 the error, otherwise returns false.
4358 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4359 if ( ref( $_[0] ) ) {
4360 $amount = $_[0]->{amount};
4361 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4362 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4363 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4364 : '$'. sprintf("%.2f",$amount);
4365 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4366 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4367 $additional = $_[0]->{additional};
4371 $pkg = @_ ? shift : 'One-time charge';
4372 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4373 $taxclass = @_ ? shift : '';
4377 local $SIG{HUP} = 'IGNORE';
4378 local $SIG{INT} = 'IGNORE';
4379 local $SIG{QUIT} = 'IGNORE';
4380 local $SIG{TERM} = 'IGNORE';
4381 local $SIG{TSTP} = 'IGNORE';
4382 local $SIG{PIPE} = 'IGNORE';
4384 my $oldAutoCommit = $FS::UID::AutoCommit;
4385 local $FS::UID::AutoCommit = 0;
4388 my $part_pkg = new FS::part_pkg ( {
4390 'comment' => $comment,
4394 'classnum' => $classnum ? $classnum : '',
4395 'taxclass' => $taxclass,
4398 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4399 ( 0 .. @$additional - 1 )
4401 'additional_count' => scalar(@$additional),
4402 'setup_fee' => $amount,
4405 my $error = $part_pkg->insert( options => \%options );
4407 $dbh->rollback if $oldAutoCommit;
4411 my $pkgpart = $part_pkg->pkgpart;
4412 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4413 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4414 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4415 $error = $type_pkgs->insert;
4417 $dbh->rollback if $oldAutoCommit;
4422 my $cust_pkg = new FS::cust_pkg ( {
4423 'custnum' => $self->custnum,
4424 'pkgpart' => $pkgpart,
4425 'quantity' => $quantity,
4428 $error = $cust_pkg->insert;
4430 $dbh->rollback if $oldAutoCommit;
4434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4439 #=item charge_postal_fee
4441 #Applies a one time charge this customer. If there is an error,
4442 #returns the error, returns the cust_pkg charge object or false
4443 #if there was no charge.
4447 # This should be a customer event. For that to work requires that bill
4448 # also be a customer event.
4450 sub charge_postal_fee {
4453 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4454 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4456 my $cust_pkg = new FS::cust_pkg ( {
4457 'custnum' => $self->custnum,
4458 'pkgpart' => $pkgpart,
4462 my $error = $cust_pkg->insert;
4463 $error ? $error : $cust_pkg;
4468 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4474 sort { $a->_date <=> $b->_date }
4475 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4478 =item open_cust_bill
4480 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4485 sub open_cust_bill {
4487 grep { $_->owed > 0 } $self->cust_bill;
4492 Returns all the credits (see L<FS::cust_credit>) for this customer.
4498 sort { $a->_date <=> $b->_date }
4499 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4504 Returns all the payments (see L<FS::cust_pay>) for this customer.
4510 sort { $a->_date <=> $b->_date }
4511 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4516 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4522 sort { $a->_date <=> $b->_date }
4523 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4529 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4535 sort { $a->_date <=> $b->_date }
4536 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4541 Returns a name string for this customer, either "Company (Last, First)" or
4548 my $name = $self->contact;
4549 $name = $self->company. " ($name)" if $self->company;
4555 Returns a name string for this (service/shipping) contact, either
4556 "Company (Last, First)" or "Last, First".
4562 if ( $self->get('ship_last') ) {
4563 my $name = $self->ship_contact;
4564 $name = $self->ship_company. " ($name)" if $self->ship_company;
4573 Returns a name string for this customer, either "Company" or "First Last".
4579 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4582 =item ship_name_short
4584 Returns a name string for this (service/shipping) contact, either "Company"
4589 sub ship_name_short {
4591 if ( $self->get('ship_last') ) {
4592 $self->ship_company !~ /^\s*$/
4593 ? $self->ship_company
4594 : $self->ship_contact_firstlast;
4596 $self->name_company_or_firstlast;
4602 Returns this customer's full (billing) contact name only, "Last, First"
4608 $self->get('last'). ', '. $self->first;
4613 Returns this customer's full (shipping) contact name only, "Last, First"
4619 $self->get('ship_last')
4620 ? $self->get('ship_last'). ', '. $self->ship_first
4624 =item contact_firstlast
4626 Returns this customers full (billing) contact name only, "First Last".
4630 sub contact_firstlast {
4632 $self->first. ' '. $self->get('last');
4635 =item ship_contact_firstlast
4637 Returns this customer's full (shipping) contact name only, "First Last".
4641 sub ship_contact_firstlast {
4643 $self->get('ship_last')
4644 ? $self->first. ' '. $self->get('ship_last')
4645 : $self->contact_firstlast;
4650 Returns this customer's full country name
4656 code2country($self->country);
4663 Returns a status string for this customer, currently:
4667 =item prospect - No packages have ever been ordered
4669 =item active - One or more recurring packages is active
4671 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4673 =item suspended - All non-cancelled recurring packages are suspended
4675 =item cancelled - All recurring packages are cancelled
4681 sub status { shift->cust_status(@_); }
4685 for my $status (qw( prospect active inactive suspended cancelled )) {
4686 my $method = $status.'_sql';
4687 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4688 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4689 $sth->execute( ($self->custnum) x $numnum )
4690 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4691 return $status if $sth->fetchrow_arrayref->[0];
4695 =item ucfirst_cust_status
4697 =item ucfirst_status
4699 Returns the status with the first character capitalized.
4703 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4705 sub ucfirst_cust_status {
4707 ucfirst($self->cust_status);
4712 Returns a hex triplet color string for this customer's status.
4716 use vars qw(%statuscolor);
4717 tie %statuscolor, 'Tie::IxHash',
4718 'prospect' => '7e0079', #'000000', #black? naw, purple
4719 'active' => '00CC00', #green
4720 'inactive' => '0000CC', #blue
4721 'suspended' => 'FF9900', #yellow
4722 'cancelled' => 'FF0000', #red
4725 sub statuscolor { shift->cust_statuscolor(@_); }
4727 sub cust_statuscolor {
4729 $statuscolor{$self->cust_status};
4734 =head1 CLASS METHODS
4740 Class method that returns the list of possible status strings for customers
4741 (see L<the status method|/status>). For example:
4743 @statuses = FS::cust_main->statuses();
4748 #my $self = shift; #could be class...
4754 Returns an SQL expression identifying prospective cust_main records (customers
4755 with no packages ever ordered)
4759 use vars qw($select_count_pkgs);
4760 $select_count_pkgs =
4761 "SELECT COUNT(*) FROM cust_pkg
4762 WHERE cust_pkg.custnum = cust_main.custnum";
4764 sub select_count_pkgs_sql {
4768 sub prospect_sql { "
4769 0 = ( $select_count_pkgs )
4774 Returns an SQL expression identifying active cust_main records (customers with
4775 active recurring packages).
4780 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4786 Returns an SQL expression identifying inactive cust_main records (customers with
4787 no active recurring packages, but otherwise unsuspended/uncancelled).
4791 sub inactive_sql { "
4792 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4794 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4800 Returns an SQL expression identifying suspended cust_main records.
4805 sub suspended_sql { susp_sql(@_); }
4807 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4809 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4815 Returns an SQL expression identifying cancelled cust_main records.
4819 sub cancelled_sql { cancel_sql(@_); }
4822 my $recurring_sql = FS::cust_pkg->recurring_sql;
4823 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4826 0 < ( $select_count_pkgs )
4827 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4828 AND 0 = ( $select_count_pkgs AND $recurring_sql
4829 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4831 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4837 =item uncancelled_sql
4839 Returns an SQL expression identifying un-cancelled cust_main records.
4843 sub uncancelled_sql { uncancel_sql(@_); }
4844 sub uncancel_sql { "
4845 ( 0 < ( $select_count_pkgs
4846 AND ( cust_pkg.cancel IS NULL
4847 OR cust_pkg.cancel = 0
4850 OR 0 = ( $select_count_pkgs )
4856 Returns an SQL fragment to retreive the balance.
4861 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4862 WHERE cust_bill.custnum = cust_main.custnum )
4863 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4864 WHERE cust_pay.custnum = cust_main.custnum )
4865 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4866 WHERE cust_credit.custnum = cust_main.custnum )
4867 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4868 WHERE cust_refund.custnum = cust_main.custnum )
4871 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4873 Returns an SQL fragment to retreive the balance for this customer, only
4874 considering invoices with date earlier than START_TIME, and optionally not
4875 later than END_TIME (total_owed_date minus total_credited minus
4876 total_unapplied_payments).
4878 Times are specified as SQL fragments or numeric
4879 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4880 L<Date::Parse> for conversion functions. The empty string can be passed
4881 to disable that time constraint completely.
4883 Available options are:
4887 =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)
4889 =item total - set to true to remove all customer comparison clauses, for totals
4891 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4893 =item join - JOIN clause (typically used with the total option)
4901 sub balance_date_sql {
4902 my( $class, $start, $end, %opt ) = @_;
4904 my $owed = FS::cust_bill->owed_sql;
4905 my $unapp_refund = FS::cust_refund->unapplied_sql;
4906 my $unapp_credit = FS::cust_credit->unapplied_sql;
4907 my $unapp_pay = FS::cust_pay->unapplied_sql;
4909 my $j = $opt{'join'} || '';
4911 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4912 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4913 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4914 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4916 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4917 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4918 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4919 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4924 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4926 Helper method for balance_date_sql; name (and usage) subject to change
4927 (suggestions welcome).
4929 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4930 cust_refund, cust_credit or cust_pay).
4932 If TABLE is "cust_bill" or the unapplied_date option is true, only
4933 considers records with date earlier than START_TIME, and optionally not
4934 later than END_TIME .
4938 sub _money_table_where {
4939 my( $class, $table, $start, $end, %opt ) = @_;
4942 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4943 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4944 push @where, "$table._date <= $start" if defined($start) && length($start);
4945 push @where, "$table._date > $end" if defined($end) && length($end);
4947 push @where, @{$opt{'where'}} if $opt{'where'};
4948 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4954 =item search_sql HASHREF
4958 Returns a qsearch hash expression to search for parameters specified in HREF.
4959 Valid parameters are
4967 =item cancelled_pkgs
4973 listref of start date, end date
4979 =item current_balance
4981 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
4985 =item flattened_pkgs
4994 my ($class, $params) = @_;
5005 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
5007 "cust_main.agentnum = $1";
5014 #prospect active inactive suspended cancelled
5015 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
5016 my $method = $params->{'status'}. '_sql';
5017 #push @where, $class->$method();
5018 push @where, FS::cust_main->$method();
5022 # parse cancelled package checkbox
5027 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
5028 unless $params->{'cancelled_pkgs'};
5034 foreach my $field (qw( signupdate )) {
5036 next unless exists($params->{$field});
5038 my($beginning, $ending) = @{$params->{$field}};
5041 "cust_main.$field IS NOT NULL",
5042 "cust_main.$field >= $beginning",
5043 "cust_main.$field <= $ending";
5045 $orderby ||= "ORDER BY cust_main.$field";
5053 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
5055 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
5062 #my $balance_sql = $class->balance_sql();
5063 my $balance_sql = FS::cust_main->balance_sql();
5065 push @where, map { s/current_balance/$balance_sql/; $_ }
5066 @{ $params->{'current_balance'} };
5072 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
5074 "cust_main.custbatch = '$1'";
5078 # setup queries, subs, etc. for the search
5081 $orderby ||= 'ORDER BY custnum';
5083 # here is the agent virtualization
5084 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
5086 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
5088 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
5090 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
5092 my $select = join(', ',
5093 'cust_main.custnum',
5094 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
5097 my(@extra_headers) = ();
5098 my(@extra_fields) = ();
5100 if ($params->{'flattened_pkgs'}) {
5102 if ($dbh->{Driver}->{Name} eq 'Pg') {
5104 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
5106 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
5107 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
5108 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
5110 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
5111 "omitting packing information from report.";
5114 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";
5116 my $sth = dbh->prepare($header_query) or die dbh->errstr;
5117 $sth->execute() or die $sth->errstr;
5118 my $headerrow = $sth->fetchrow_arrayref;
5119 my $headercount = $headerrow ? $headerrow->[0] : 0;
5120 while($headercount) {
5121 unshift @extra_headers, "Package ". $headercount;
5122 unshift @extra_fields, eval q!sub {my $c = shift;
5123 my @a = split '\|', $c->magic;
5124 my $p = $a[!.--$headercount. q!];
5132 'table' => 'cust_main',
5133 'select' => $select,
5135 'extra_sql' => $extra_sql,
5136 'order_by' => $orderby,
5137 'count_query' => $count_query,
5138 'extra_headers' => \@extra_headers,
5139 'extra_fields' => \@extra_fields,
5144 =item email_search_sql HASHREF
5148 Emails a notice to the specified customers.
5150 Valid parameters are those of the L<search_sql> method, plus the following:
5172 Optional job queue job for status updates.
5176 Returns an error message, or false for success.
5178 If an error occurs during any email, stops the enture send and returns that
5179 error. Presumably if you're getting SMTP errors aborting is better than
5180 retrying everything.
5184 sub email_search_sql {
5185 my($class, $params) = @_;
5187 my $from = delete $params->{from};
5188 my $subject = delete $params->{subject};
5189 my $html_body = delete $params->{html_body};
5190 my $text_body = delete $params->{text_body};
5192 my $job = delete $params->{'job'};
5194 my $sql_query = $class->search_sql($params);
5196 my $count_query = delete($sql_query->{'count_query'});
5197 my $count_sth = dbh->prepare($count_query)
5198 or die "Error preparing $count_query: ". dbh->errstr;
5200 or die "Error executing $count_query: ". $count_sth->errstr;
5201 my $count_arrayref = $count_sth->fetchrow_arrayref;
5202 my $num_cust = $count_arrayref->[0];
5204 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5205 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5208 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5210 #eventually order+limit magic to reduce memory use?
5211 foreach my $cust_main ( qsearch($sql_query) ) {
5213 my $to = $cust_main->invoicing_list_emailonly_scalar;
5216 my $error = send_email(
5220 'subject' => $subject,
5221 'html_body' => $html_body,
5222 'text_body' => $text_body,
5225 return $error if $error;
5227 if ( $job ) { #progressbar foo
5229 if ( time - $min_sec > $last ) {
5230 my $error = $job->update_statustext(
5231 int( 100 * $num / $num_cust )
5233 die $error if $error;
5243 use Storable qw(thaw);
5246 sub process_email_search_sql {
5248 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5250 my $param = thaw(decode_base64(shift));
5251 warn Dumper($param) if $DEBUG;
5253 $param->{'job'} = $job;
5255 my $error = FS::cust_main->email_search_sql( $param );
5256 die $error if $error;
5260 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5262 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5263 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5264 appropriate ship_ field is also searched).
5266 Additional options are the same as FS::Record::qsearch
5271 my( $self, $fuzzy, $hash, @opt) = @_;
5276 check_and_rebuild_fuzzyfiles();
5277 foreach my $field ( keys %$fuzzy ) {
5279 my $all = $self->all_X($field);
5280 next unless scalar(@$all);
5283 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5286 foreach ( keys %match ) {
5287 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5288 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5291 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5294 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5296 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5304 Returns a masked version of the named field
5309 my ($self, $field) = @_;
5313 'x'x(length($self->getfield($field))-4).
5314 substr($self->getfield($field), (length($self->getfield($field))-4));
5324 =item smart_search OPTION => VALUE ...
5326 Accepts the following options: I<search>, the string to search for. The string
5327 will be searched for as a customer number, phone number, name or company name,
5328 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5329 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5330 skip fuzzy matching when an exact match is found.
5332 Any additional options are treated as an additional qualifier on the search
5335 Returns a (possibly empty) array of FS::cust_main objects.
5342 #here is the agent virtualization
5343 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5347 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5348 my $search = delete $options{'search'};
5349 ( my $alphanum_search = $search ) =~ s/\W//g;
5351 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5353 #false laziness w/Record::ut_phone
5354 my $phonen = "$1-$2-$3";
5355 $phonen .= " x$4" if $4;
5357 push @cust_main, qsearch( {
5358 'table' => 'cust_main',
5359 'hashref' => { %options },
5360 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5362 join(' OR ', map "$_ = '$phonen'",
5363 qw( daytime night fax
5364 ship_daytime ship_night ship_fax )
5367 " AND $agentnums_sql", #agent virtualization
5370 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5371 #try looking for matches with extensions unless one was specified
5373 push @cust_main, qsearch( {
5374 'table' => 'cust_main',
5375 'hashref' => { %options },
5376 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5378 join(' OR ', map "$_ LIKE '$phonen\%'",
5380 ship_daytime ship_night )
5383 " AND $agentnums_sql", #agent virtualization
5388 # custnum search (also try agent_custid), with some tweaking options if your
5389 # legacy cust "numbers" have letters
5390 } elsif ( $search =~ /^\s*(\d+)\s*$/
5391 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5392 && $search =~ /^\s*(\w\w?\d+)\s*$/
5397 push @cust_main, qsearch( {
5398 'table' => 'cust_main',
5399 'hashref' => { 'custnum' => $1, %options },
5400 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5403 push @cust_main, qsearch( {
5404 'table' => 'cust_main',
5405 'hashref' => { 'agent_custid' => $1, %options },
5406 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5409 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5411 my($company, $last, $first) = ( $1, $2, $3 );
5413 # "Company (Last, First)"
5414 #this is probably something a browser remembered,
5415 #so just do an exact search
5417 foreach my $prefix ( '', 'ship_' ) {
5418 push @cust_main, qsearch( {
5419 'table' => 'cust_main',
5420 'hashref' => { $prefix.'first' => $first,
5421 $prefix.'last' => $last,
5422 $prefix.'company' => $company,
5425 'extra_sql' => " AND $agentnums_sql",
5429 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5430 # try (ship_){last,company}
5434 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5435 # # full strings the browser remembers won't work
5436 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5438 use Lingua::EN::NameParse;
5439 my $NameParse = new Lingua::EN::NameParse(
5441 allow_reversed => 1,
5444 my($last, $first) = ( '', '' );
5445 #maybe disable this too and just rely on NameParse?
5446 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5448 ($last, $first) = ( $1, $2 );
5450 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5451 } elsif ( ! $NameParse->parse($value) ) {
5453 my %name = $NameParse->components;
5454 $first = $name{'given_name_1'};
5455 $last = $name{'surname_1'};
5459 if ( $first && $last ) {
5461 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5464 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5466 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5467 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5470 push @cust_main, qsearch( {
5471 'table' => 'cust_main',
5472 'hashref' => \%options,
5473 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5476 # or it just be something that was typed in... (try that in a sec)
5480 my $q_value = dbh->quote($value);
5483 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5484 $sql .= " ( LOWER(last) = $q_value
5485 OR LOWER(company) = $q_value
5486 OR LOWER(ship_last) = $q_value
5487 OR LOWER(ship_company) = $q_value
5490 push @cust_main, qsearch( {
5491 'table' => 'cust_main',
5492 'hashref' => \%options,
5493 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5496 #always do substring & fuzzy,
5497 #getting complains searches are not returning enough
5498 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5500 #still some false laziness w/search_sql (was search/cust_main.cgi)
5505 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5506 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5509 if ( $first && $last ) {
5512 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5513 'last' => { op=>'ILIKE', value=>"%$last%" },
5515 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5516 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5523 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5524 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5528 foreach my $hashref ( @hashrefs ) {
5530 push @cust_main, qsearch( {
5531 'table' => 'cust_main',
5532 'hashref' => { %$hashref,
5535 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5544 " AND $agentnums_sql", #extra_sql #agent virtualization
5547 if ( $first && $last ) {
5548 push @cust_main, FS::cust_main->fuzzy_search(
5549 { 'last' => $last, #fuzzy hashref
5550 'first' => $first }, #
5554 foreach my $field ( 'last', 'company' ) {
5556 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5561 #eliminate duplicates
5563 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5573 Accepts the following options: I<email>, the email address to search for. The
5574 email address will be searched for as an email invoice destination and as an
5577 #Any additional options are treated as an additional qualifier on the search
5578 #(i.e. I<agentnum>).
5580 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5590 my $email = delete $options{'email'};
5592 #we're only being used by RT at the moment... no agent virtualization yet
5593 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5597 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5599 my ( $user, $domain ) = ( $1, $2 );
5601 warn "$me smart_search: searching for $user in domain $domain"
5607 'table' => 'cust_main_invoice',
5608 'hashref' => { 'dest' => $email },
5615 map $_->cust_svc->cust_pkg,
5617 'table' => 'svc_acct',
5618 'hashref' => { 'username' => $user, },
5620 'AND ( SELECT domain FROM svc_domain
5621 WHERE svc_acct.domsvc = svc_domain.svcnum
5622 ) = '. dbh->quote($domain),
5628 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5630 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5637 =item check_and_rebuild_fuzzyfiles
5641 use vars qw(@fuzzyfields);
5642 @fuzzyfields = ( 'last', 'first', 'company' );
5644 sub check_and_rebuild_fuzzyfiles {
5645 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5646 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5649 =item rebuild_fuzzyfiles
5653 sub rebuild_fuzzyfiles {
5655 use Fcntl qw(:flock);
5657 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5658 mkdir $dir, 0700 unless -d $dir;
5660 foreach my $fuzzy ( @fuzzyfields ) {
5662 open(LOCK,">>$dir/cust_main.$fuzzy")
5663 or die "can't open $dir/cust_main.$fuzzy: $!";
5665 or die "can't lock $dir/cust_main.$fuzzy: $!";
5667 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5668 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5670 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5671 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5672 " WHERE $field != '' AND $field IS NOT NULL");
5673 $sth->execute or die $sth->errstr;
5675 while ( my $row = $sth->fetchrow_arrayref ) {
5676 print CACHE $row->[0]. "\n";
5681 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5683 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5694 my( $self, $field ) = @_;
5695 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5696 open(CACHE,"<$dir/cust_main.$field")
5697 or die "can't open $dir/cust_main.$field: $!";
5698 my @array = map { chomp; $_; } <CACHE>;
5703 =item append_fuzzyfiles LASTNAME COMPANY
5707 sub append_fuzzyfiles {
5708 #my( $first, $last, $company ) = @_;
5710 &check_and_rebuild_fuzzyfiles;
5712 use Fcntl qw(:flock);
5714 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5716 foreach my $field (qw( first last company )) {
5721 open(CACHE,">>$dir/cust_main.$field")
5722 or die "can't open $dir/cust_main.$field: $!";
5723 flock(CACHE,LOCK_EX)
5724 or die "can't lock $dir/cust_main.$field: $!";
5726 print CACHE "$value\n";
5728 flock(CACHE,LOCK_UN)
5729 or die "can't unlock $dir/cust_main.$field: $!";
5738 =item process_batch_import
5740 Load a batch import as a queued JSRPC job
5744 use Storable qw(thaw);
5747 sub process_batch_import {
5750 my $param = thaw(decode_base64(shift));
5751 warn Dumper($param) if $DEBUG;
5753 my $files = $param->{'uploaded_files'}
5754 or die "No files provided.\n";
5756 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
5758 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
5759 my $file = $dir. $files{'file'};
5762 if ( $file =~ /\.(\w+)$/i ) {
5766 warn "can't parse file type from filename $file; defaulting to CSV";
5771 FS::cust_main::batch_import( {
5775 custbatch => $param->{custbatch},
5776 agentnum => $param->{'agentnum'},
5777 refnum => $param->{'refnum'},
5778 pkgpart => $param->{'pkgpart'},
5779 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
5780 # city state zip comments )],
5781 'format' => $param->{'format'},
5786 die "$error\n" if $error;
5794 #some false laziness w/cdr.pm now
5798 my $job = $param->{job};
5800 my $filename = $param->{file};
5801 my $type = $param->{type} || 'csv';
5803 my $custbatch = $param->{custbatch};
5805 my $agentnum = $param->{agentnum};
5806 my $refnum = $param->{refnum};
5807 my $pkgpart = $param->{pkgpart};
5809 my $format = $param->{'format'};
5813 if ( $format eq 'simple' ) {
5814 @fields = qw( cust_pkg.setup dayphone first last
5815 address1 address2 city state zip comments );
5817 } elsif ( $format eq 'extended' ) {
5818 @fields = qw( agent_custid refnum
5819 last first address1 address2 city state zip country
5821 ship_last ship_first ship_address1 ship_address2
5822 ship_city ship_state ship_zip ship_country
5823 payinfo paycvv paydate
5826 svc_acct.username svc_acct._password
5829 } elsif ( $format eq 'extended-plus_company' ) {
5830 @fields = qw( agent_custid refnum
5831 last first company address1 address2 city state zip country
5833 ship_last ship_first ship_company ship_address1 ship_address2
5834 ship_city ship_state ship_zip ship_country
5835 payinfo paycvv paydate
5838 svc_acct.username svc_acct._password
5842 die "unknown format $format";
5848 if ( $type eq 'csv' ) {
5850 eval "use Text::CSV_XS;";
5853 $parser = new Text::CSV_XS;
5855 @buffer = split(/\r?\n/, slurp($filename) );
5856 $count = scalar(@buffer);
5858 } elsif ( $type eq 'xls' ) {
5860 eval "use Spreadsheet::ParseExcel;";
5863 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
5864 $parser = $excel->{Worksheet}[0]; #first sheet
5866 $count = $parser->{MaxRow} || $parser->{MinRow};
5870 die "Unknown file type $type\n";
5875 local $SIG{HUP} = 'IGNORE';
5876 local $SIG{INT} = 'IGNORE';
5877 local $SIG{QUIT} = 'IGNORE';
5878 local $SIG{TERM} = 'IGNORE';
5879 local $SIG{TSTP} = 'IGNORE';
5880 local $SIG{PIPE} = 'IGNORE';
5882 my $oldAutoCommit = $FS::UID::AutoCommit;
5883 local $FS::UID::AutoCommit = 0;
5888 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
5892 if ( $type eq 'csv' ) {
5894 last unless scalar(@buffer);
5895 $line = shift(@buffer);
5897 $parser->parse($line) or do {
5898 $dbh->rollback if $oldAutoCommit;
5899 return "can't parse: ". $parser->error_input();
5901 @columns = $parser->fields();
5903 } elsif ( $type eq 'xls' ) {
5905 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
5907 my @row = @{ $parser->{Cells}[$row] };
5908 @columns = map $_->{Val}, @row;
5911 #warn $z++. ": $_\n" for @columns;
5914 die "Unknown file type $type\n";
5917 #warn join('-',@columns);
5920 custbatch => $custbatch,
5921 agentnum => $agentnum,
5923 country => $conf->config('countrydefault') || 'US',
5924 payby => $payby, #default
5925 paydate => '12/2037', #default
5927 my $billtime = time;
5928 my %cust_pkg = ( pkgpart => $pkgpart );
5930 foreach my $field ( @fields ) {
5932 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5934 #$cust_pkg{$1} = str2time( shift @$columns );
5935 if ( $1 eq 'pkgpart' ) {
5936 $cust_pkg{$1} = shift @columns;
5937 } elsif ( $1 eq 'setup' ) {
5938 $billtime = str2time(shift @columns);
5940 $cust_pkg{$1} = str2time( shift @columns );
5943 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5945 $svc_acct{$1} = shift @columns;
5949 #refnum interception
5950 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5952 my $referral = $columns[0];
5953 my %hash = ( 'referral' => $referral,
5954 'agentnum' => $agentnum,
5958 my $part_referral = qsearchs('part_referral', \%hash )
5959 || new FS::part_referral \%hash;
5961 unless ( $part_referral->refnum ) {
5962 my $error = $part_referral->insert;
5964 $dbh->rollback if $oldAutoCommit;
5965 return "can't auto-insert advertising source: $referral: $error";
5969 $columns[0] = $part_referral->refnum;
5972 my $value = shift @columns;
5973 $cust_main{$field} = $value if length($value);
5977 $cust_main{'payby'} = 'CARD'
5978 if defined $cust_main{'payinfo'}
5979 && length $cust_main{'payinfo'};
5981 my $invoicing_list = $cust_main{'invoicing_list'}
5982 ? [ delete $cust_main{'invoicing_list'} ]
5985 my $cust_main = new FS::cust_main ( \%cust_main );
5988 tie my %hash, 'Tie::RefHash'; #this part is important
5990 if ( $cust_pkg{'pkgpart'} ) {
5991 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5994 if ( $svc_acct{'username'} ) {
5995 my $part_pkg = $cust_pkg->part_pkg;
5996 unless ( $part_pkg ) {
5997 $dbh->rollback if $oldAutoCommit;
5998 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
6000 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
6001 push @svc_acct, new FS::svc_acct ( \%svc_acct )
6004 $hash{$cust_pkg} = \@svc_acct;
6007 my $error = $cust_main->insert( \%hash, $invoicing_list );
6010 $dbh->rollback if $oldAutoCommit;
6011 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
6014 if ( $format eq 'simple' ) {
6016 #false laziness w/bill.cgi
6017 $error = $cust_main->bill( 'time' => $billtime );
6019 $dbh->rollback if $oldAutoCommit;
6020 return "can't bill customer for $line: $error";
6023 $error = $cust_main->apply_payments_and_credits;
6025 $dbh->rollback if $oldAutoCommit;
6026 return "can't bill customer for $line: $error";
6029 $error = $cust_main->collect();
6031 $dbh->rollback if $oldAutoCommit;
6032 return "can't collect customer for $line: $error";
6039 if ( $job && time - $min_sec > $last ) { #progress bar
6040 $job->update_statustext( int(100 * $row / $count) );
6046 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
6048 return "Empty file!" unless $row;
6060 #warn join('-',keys %$param);
6061 my $fh = $param->{filehandle};
6062 my @fields = @{$param->{fields}};
6064 eval "use Text::CSV_XS;";
6067 my $csv = new Text::CSV_XS;
6074 local $SIG{HUP} = 'IGNORE';
6075 local $SIG{INT} = 'IGNORE';
6076 local $SIG{QUIT} = 'IGNORE';
6077 local $SIG{TERM} = 'IGNORE';
6078 local $SIG{TSTP} = 'IGNORE';
6079 local $SIG{PIPE} = 'IGNORE';
6081 my $oldAutoCommit = $FS::UID::AutoCommit;
6082 local $FS::UID::AutoCommit = 0;
6085 #while ( $columns = $csv->getline($fh) ) {
6087 while ( defined($line=<$fh>) ) {
6089 $csv->parse($line) or do {
6090 $dbh->rollback if $oldAutoCommit;
6091 return "can't parse: ". $csv->error_input();
6094 my @columns = $csv->fields();
6095 #warn join('-',@columns);
6098 foreach my $field ( @fields ) {
6099 $row{$field} = shift @columns;
6102 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
6103 unless ( $cust_main ) {
6104 $dbh->rollback if $oldAutoCommit;
6105 return "unknown custnum $row{'custnum'}";
6108 if ( $row{'amount'} > 0 ) {
6109 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
6111 $dbh->rollback if $oldAutoCommit;
6115 } elsif ( $row{'amount'} < 0 ) {
6116 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
6119 $dbh->rollback if $oldAutoCommit;
6129 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6131 return "Empty file!" unless $imported;
6137 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6139 Sends a templated email notification to the customer (see L<Text::Template>).
6141 OPTIONS is a hash and may include
6143 I<from> - the email sender (default is invoice_from)
6145 I<to> - comma-separated scalar or arrayref of recipients
6146 (default is invoicing_list)
6148 I<subject> - The subject line of the sent email notification
6149 (default is "Notice from company_name")
6151 I<extra_fields> - a hashref of name/value pairs which will be substituted
6154 The following variables are vavailable in the template.
6156 I<$first> - the customer first name
6157 I<$last> - the customer last name
6158 I<$company> - the customer company
6159 I<$payby> - a description of the method of payment for the customer
6160 # would be nice to use FS::payby::shortname
6161 I<$payinfo> - the account information used to collect for this customer
6162 I<$expdate> - the expiration of the customer payment in seconds from epoch
6167 my ($customer, $template, %options) = @_;
6169 return unless $conf->exists($template);
6171 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6172 $from = $options{from} if exists($options{from});
6174 my $to = join(',', $customer->invoicing_list_emailonly);
6175 $to = $options{to} if exists($options{to});
6177 my $subject = "Notice from " . $conf->config('company_name')
6178 if $conf->exists('company_name');
6179 $subject = $options{subject} if exists($options{subject});
6181 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6182 SOURCE => [ map "$_\n",
6183 $conf->config($template)]
6185 or die "can't create new Text::Template object: Text::Template::ERROR";
6186 $notify_template->compile()
6187 or die "can't compile template: Text::Template::ERROR";
6189 my $paydate = $customer->paydate || '2037-12-31';
6190 $FS::notify_template::_template::first = $customer->first;
6191 $FS::notify_template::_template::last = $customer->last;
6192 $FS::notify_template::_template::company = $customer->company;
6193 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6194 my $payby = $customer->payby;
6195 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6196 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6198 #credit cards expire at the end of the month/year of their exp date
6199 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6200 $FS::notify_template::_template::payby = 'credit card';
6201 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6202 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6204 }elsif ($payby eq 'COMP') {
6205 $FS::notify_template::_template::payby = 'complimentary account';
6207 $FS::notify_template::_template::payby = 'current method';
6209 $FS::notify_template::_template::expdate = $expire_time;
6211 for (keys %{$options{extra_fields}}){
6213 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6216 send_email(from => $from,
6218 subject => $subject,
6219 body => $notify_template->fill_in( PACKAGE =>
6220 'FS::notify_template::_template' ),
6225 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6227 Generates a templated notification to the customer (see L<Text::Template>).
6229 OPTIONS is a hash and may include
6231 I<extra_fields> - a hashref of name/value pairs which will be substituted
6232 into the template. These values may override values mentioned below
6233 and those from the customer record.
6235 The following variables are available in the template instead of or in addition
6236 to the fields of the customer record.
6238 I<$payby> - a description of the method of payment for the customer
6239 # would be nice to use FS::payby::shortname
6240 I<$payinfo> - the masked account information used to collect for this customer
6241 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6242 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
6246 sub generate_letter {
6247 my ($self, $template, %options) = @_;
6249 return unless $conf->exists($template);
6251 my $letter_template = new Text::Template
6253 SOURCE => [ map "$_\n", $conf->config($template)],
6254 DELIMITERS => [ '[@--', '--@]' ],
6256 or die "can't create new Text::Template object: Text::Template::ERROR";
6258 $letter_template->compile()
6259 or die "can't compile template: Text::Template::ERROR";
6261 my %letter_data = map { $_ => $self->$_ } $self->fields;
6262 $letter_data{payinfo} = $self->mask_payinfo;
6264 my $paydate = $self->paydate || '2037-12-31';
6265 my $payby = $self->payby;
6266 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6267 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6269 #credit cards expire at the end of the month/year of their exp date
6270 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6271 $letter_data{payby} = 'credit card';
6272 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6273 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6275 }elsif ($payby eq 'COMP') {
6276 $letter_data{payby} = 'complimentary account';
6278 $letter_data{payby} = 'current method';
6280 $letter_data{expdate} = $expire_time;
6282 for (keys %{$options{extra_fields}}){
6283 $letter_data{$_} = $options{extra_fields}->{$_};
6286 unless(exists($letter_data{returnaddress})){
6287 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6288 $self->_agent_template)
6291 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
6294 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6296 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6297 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6301 ) or die "can't open temp file: $!\n";
6303 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6305 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6309 =item print_ps TEMPLATE
6311 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6317 my $file = $self->generate_letter(@_);
6318 FS::Misc::generate_ps($file);
6321 =item print TEMPLATE
6323 Prints the filled in template.
6325 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6329 sub queueable_print {
6332 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6333 or die "invalid customer number: " . $opt{custvnum};
6335 my $error = $self->print( $opt{template} );
6336 die $error if $error;
6340 my ($self, $template) = (shift, shift);
6341 do_print [ $self->print_ps($template) ];
6344 sub agent_template {
6346 $self->_agent_plandata('agent_templatename');
6349 sub agent_invoice_from {
6351 $self->_agent_plandata('agent_invoice_from');
6354 sub _agent_plandata {
6355 my( $self, $option ) = @_;
6358 if ( driver_name =~ /^Pg/i ) {
6360 } elsif ( driver_name =~ /^mysql/i ) {
6363 die "don't know how to use regular expressions in ". driver_name. " databases";
6366 my $part_bill_event = qsearchs( 'part_bill_event',
6368 'payby' => $self->payby,
6369 'plan' => 'send_agent',
6370 'plandata' => { 'op' => $regexp,
6371 'value' => "(^|\n)agentnum ".
6379 'ORDER BY seconds LIMIT 1'
6382 return '' unless $part_bill_event;
6384 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6387 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6388 " plandata for $option";
6395 ## actual sub, not a method, designed to be called from the queue.
6396 ## sets up the customer, and calls the bill_and_collect
6397 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
6398 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
6399 $cust_main->bill_and_collect(
6404 sub _upgrade_data { #class method
6405 my ($class, %opts) = @_;
6407 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
6408 my $sth = dbh->prepare($sql) or die dbh->errstr;
6409 $sth->execute or die $sth->errstr;
6419 The delete method should possibly take an FS::cust_main object reference
6420 instead of a scalar customer number.
6422 Bill and collect options should probably be passed as references instead of a
6425 There should probably be a configuration file with a list of allowed credit
6428 No multiple currency support (probably a larger project than just this module).
6430 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6432 Birthdates rely on negative epoch values.
6434 The payby for card/check batches is broken. With mixed batching, bad
6439 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6440 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6441 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.