4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use File::Slurp qw( slurp );
22 use File::Temp qw( tempfile );
23 use String::Approx qw(amatch);
24 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
37 use FS::cust_pay_pending;
38 use FS::cust_pay_void;
41 use FS::part_referral;
42 use FS::cust_main_county;
44 use FS::cust_main_invoice;
45 use FS::cust_credit_bill;
46 use FS::cust_bill_pay;
47 use FS::prepay_credit;
50 use FS::part_bill_event qw(due_events);
51 use FS::cust_bill_event;
52 use FS::cust_tax_exempt;
53 use FS::cust_tax_exempt_pkg;
55 use FS::payment_gateway;
56 use FS::agent_payment_gateway;
58 use FS::payinfo_Mixin;
60 @ISA = qw( FS::Record FS::payinfo_Mixin );
62 @EXPORT_OK = qw( smart_search );
64 $realtime_bop_decline_quiet = 0;
66 # 1 is mostly method/subroutine entry and options
67 # 2 traces progress of some operations
68 # 3 is even more information including possibly sensitive data
70 $me = '[FS::cust_main]';
74 $ignore_expired_card = 0;
76 @encrypted_fields = ('payinfo', 'paycvv');
77 sub nohistory_fields { ('paycvv'); }
79 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
81 #ask FS::UID to run this stuff for us later
82 #$FS::UID::callback{'FS::cust_main'} = sub {
83 install_callback FS::UID sub {
85 #yes, need it for stuff below (prolly should be cached)
90 my ( $hashref, $cache ) = @_;
91 if ( exists $hashref->{'pkgnum'} ) {
92 #@{ $self->{'_pkgnum'} } = ();
93 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
94 $self->{'_pkgnum'} = $subcache;
95 #push @{ $self->{'_pkgnum'} },
96 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
102 FS::cust_main - Object methods for cust_main records
108 $record = new FS::cust_main \%hash;
109 $record = new FS::cust_main { 'column' => 'value' };
111 $error = $record->insert;
113 $error = $new_record->replace($old_record);
115 $error = $record->delete;
117 $error = $record->check;
119 @cust_pkg = $record->all_pkgs;
121 @cust_pkg = $record->ncancelled_pkgs;
123 @cust_pkg = $record->suspended_pkgs;
125 $error = $record->bill;
126 $error = $record->bill %options;
127 $error = $record->bill 'time' => $time;
129 $error = $record->collect;
130 $error = $record->collect %options;
131 $error = $record->collect 'invoice_time' => $time,
136 An FS::cust_main object represents a customer. FS::cust_main inherits from
137 FS::Record. The following fields are currently supported:
141 =item custnum - primary key (assigned automatically for new customers)
143 =item agentnum - agent (see L<FS::agent>)
145 =item refnum - Advertising source (see L<FS::part_referral>)
151 =item ss - social security number (optional)
153 =item company - (optional)
157 =item address2 - (optional)
161 =item county - (optional, see L<FS::cust_main_county>)
163 =item state - (see L<FS::cust_main_county>)
167 =item country - (see L<FS::cust_main_county>)
169 =item daytime - phone (optional)
171 =item night - phone (optional)
173 =item fax - phone (optional)
175 =item ship_first - name
177 =item ship_last - name
179 =item ship_company - (optional)
183 =item ship_address2 - (optional)
187 =item ship_county - (optional, see L<FS::cust_main_county>)
189 =item ship_state - (see L<FS::cust_main_county>)
193 =item ship_country - (see L<FS::cust_main_county>)
195 =item ship_daytime - phone (optional)
197 =item ship_night - phone (optional)
199 =item ship_fax - phone (optional)
201 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
203 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
205 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
209 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
211 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
213 =item paystart_month - start date month (maestro/solo cards only)
215 =item paystart_year - start date year (maestro/solo cards only)
217 =item payissue - issue number (maestro/solo cards only)
219 =item payname - name on card or billing name
221 =item payip - IP address from which payment information was received
223 =item tax - tax exempt, empty or `Y'
225 =item otaker - order taker (assigned automatically, see L<FS::UID>)
227 =item comments - comments (optional)
229 =item referral_custnum - referring customer number
231 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
233 =item dundate - a suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
243 Creates a new customer. To add the customer to the database, see L<"insert">.
245 Note that this stores the hash reference, not a distinct copy of the hash it
246 points to. You can ask the object for a copy with the I<hash> method.
250 sub table { 'cust_main'; }
252 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
254 Adds this customer to the database. If there is an error, returns the error,
255 otherwise returns false.
257 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
258 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
259 are inserted atomicly, or the transaction is rolled back. Passing an empty
260 hash reference is equivalent to not supplying this parameter. There should be
261 a better explanation of this, but until then, here's an example:
264 tie %hash, 'Tie::RefHash'; #this part is important
266 $cust_pkg => [ $svc_acct ],
269 $cust_main->insert( \%hash );
271 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
272 be set as the invoicing list (see L<"invoicing_list">). Errors return as
273 expected and rollback the entire transaction; it is not necessary to call
274 check_invoicing_list first. The invoicing_list is set after the records in the
275 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
276 invoicing_list destination to the newly-created svc_acct. Here's an example:
278 $cust_main->insert( {}, [ $email, 'POST' ] );
280 Currently available options are: I<depend_jobnum> and I<noexport>.
282 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
283 on the supplied jobnum (they will not run until the specific job completes).
284 This can be used to defer provisioning until some action completes (such
285 as running the customer's credit card successfully).
287 The I<noexport> option is deprecated. If I<noexport> is set true, no
288 provisioning jobs (exports) are scheduled. (You can schedule them later with
289 the B<reexport> method.)
295 my $cust_pkgs = @_ ? shift : {};
296 my $invoicing_list = @_ ? shift : '';
298 warn "$me insert called with options ".
299 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
302 local $SIG{HUP} = 'IGNORE';
303 local $SIG{INT} = 'IGNORE';
304 local $SIG{QUIT} = 'IGNORE';
305 local $SIG{TERM} = 'IGNORE';
306 local $SIG{TSTP} = 'IGNORE';
307 local $SIG{PIPE} = 'IGNORE';
309 my $oldAutoCommit = $FS::UID::AutoCommit;
310 local $FS::UID::AutoCommit = 0;
313 my $prepay_identifier = '';
314 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
316 if ( $self->payby eq 'PREPAY' ) {
318 $self->payby('BILL');
319 $prepay_identifier = $self->payinfo;
322 warn " looking up prepaid card $prepay_identifier\n"
325 my $error = $self->get_prepay( $prepay_identifier,
326 'amount_ref' => \$amount,
327 'seconds_ref' => \$seconds,
328 'upbytes_ref' => \$upbytes,
329 'downbytes_ref' => \$downbytes,
330 'totalbytes_ref' => \$totalbytes,
333 $dbh->rollback if $oldAutoCommit;
334 #return "error applying prepaid card (transaction rolled back): $error";
338 $payby = 'PREP' if $amount;
340 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
343 $self->payby('BILL');
344 $amount = $self->paid;
348 warn " inserting $self\n"
351 $self->signupdate(time) unless $self->signupdate;
353 my $error = $self->SUPER::insert;
355 $dbh->rollback if $oldAutoCommit;
356 #return "inserting cust_main record (transaction rolled back): $error";
360 warn " setting invoicing list\n"
363 if ( $invoicing_list ) {
364 $error = $self->check_invoicing_list( $invoicing_list );
366 $dbh->rollback if $oldAutoCommit;
367 #return "checking invoicing_list (transaction rolled back): $error";
370 $self->invoicing_list( $invoicing_list );
373 if ( $conf->config('cust_main-skeleton_tables')
374 && $conf->config('cust_main-skeleton_custnum') ) {
376 warn " inserting skeleton records\n"
379 my $error = $self->start_copy_skel;
381 $dbh->rollback if $oldAutoCommit;
387 warn " ordering packages\n"
390 $error = $self->order_pkgs( $cust_pkgs,
392 'seconds_ref' => \$seconds,
393 'upbytes_ref' => \$upbytes,
394 'downbytes_ref' => \$downbytes,
395 'totalbytes_ref' => \$totalbytes,
398 $dbh->rollback if $oldAutoCommit;
403 $dbh->rollback if $oldAutoCommit;
404 return "No svc_acct record to apply pre-paid time";
406 if ( $upbytes || $downbytes || $totalbytes ) {
407 $dbh->rollback if $oldAutoCommit;
408 return "No svc_acct record to apply pre-paid data";
412 warn " inserting initial $payby payment of $amount\n"
414 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
416 $dbh->rollback if $oldAutoCommit;
417 return "inserting payment (transaction rolled back): $error";
421 unless ( $import || $skip_fuzzyfiles ) {
422 warn " queueing fuzzyfiles update\n"
424 $error = $self->queue_fuzzyfiles_update;
426 $dbh->rollback if $oldAutoCommit;
427 return "updating fuzzy search cache: $error";
431 warn " insert complete; committing transaction\n"
434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
439 sub start_copy_skel {
442 #'mg_user_preference' => {},
443 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
444 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
445 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
446 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
447 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
450 _copy_skel( 'cust_main', #tablename
451 $conf->config('cust_main-skeleton_custnum'), #sourceid
452 $self->custnum, #destid
453 @tables, #child tables
457 #recursive subroutine, not a method
459 my( $table, $sourceid, $destid, %child_tables ) = @_;
462 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
463 ( $table, $primary_key ) = ( $1, $2 );
465 my $dbdef_table = dbdef->table($table);
466 $primary_key = $dbdef_table->primary_key
467 or return "$table has no primary key".
468 " (or do you need to run dbdef-create?)";
471 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
472 join (', ', keys %child_tables). "\n"
475 foreach my $child_table_def ( keys %child_tables ) {
479 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
480 ( $child_table, $child_pkey ) = ( $1, $2 );
482 $child_table = $child_table_def;
484 $child_pkey = dbdef->table($child_table)->primary_key;
485 # or return "$table has no primary key".
486 # " (or do you need to run dbdef-create?)\n";
490 if ( keys %{ $child_tables{$child_table_def} } ) {
492 return "$child_table has no primary key".
493 " (run dbdef-create or try specifying it?)\n"
496 #false laziness w/Record::insert and only works on Pg
497 #refactor the proper last-inserted-id stuff out of Record::insert if this
498 # ever gets use for anything besides a quick kludge for one customer
499 my $default = dbdef->table($child_table)->column($child_pkey)->default;
500 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
501 or return "can't parse $child_table.$child_pkey default value ".
502 " for sequence name: $default";
507 my @sel_columns = grep { $_ ne $primary_key }
508 dbdef->table($child_table)->columns;
509 my $sel_columns = join(', ', @sel_columns );
511 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
512 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
513 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
515 my $sel_st = "SELECT $sel_columns FROM $child_table".
516 " WHERE $primary_key = $sourceid";
519 my $sel_sth = dbh->prepare( $sel_st )
520 or return dbh->errstr;
522 $sel_sth->execute or return $sel_sth->errstr;
524 while ( my $row = $sel_sth->fetchrow_hashref ) {
526 warn " selected row: ".
527 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
531 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
532 my $ins_sth =dbh->prepare($statement)
533 or return dbh->errstr;
534 my @param = ( $destid, map $row->{$_}, @ins_columns );
535 warn " $statement: [ ". join(', ', @param). " ]\n"
537 $ins_sth->execute( @param )
538 or return $ins_sth->errstr;
540 #next unless keys %{ $child_tables{$child_table} };
541 next unless $sequence;
543 #another section of that laziness
544 my $seq_sql = "SELECT currval('$sequence')";
545 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
546 $seq_sth->execute or return $seq_sth->errstr;
547 my $insertid = $seq_sth->fetchrow_arrayref->[0];
549 # don't drink soap! recurse! recurse! okay!
551 _copy_skel( $child_table_def,
552 $row->{$child_pkey}, #sourceid
554 %{ $child_tables{$child_table_def} },
556 return $error if $error;
566 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
567 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
569 Like the insert method on an existing record, this method orders a package
570 and included services atomicaly. Pass a Tie::RefHash data structure to this
571 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
572 be a better explanation of this, but until then, here's an example:
575 tie %hash, 'Tie::RefHash'; #this part is important
577 $cust_pkg => [ $svc_acct ],
580 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
582 Services can be new, in which case they are inserted, or existing unaudited
583 services, in which case they are linked to the newly-created package.
585 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
586 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
588 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
589 on the supplied jobnum (they will not run until the specific job completes).
590 This can be used to defer provisioning until some action completes (such
591 as running the customer's credit card successfully).
593 The I<noexport> option is deprecated. If I<noexport> is set true, no
594 provisioning jobs (exports) are scheduled. (You can schedule them later with
595 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
596 on the cust_main object is not recommended, as existing services will also be
599 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
600 provided, the scalars (provided by references) will be incremented by the
601 values of the prepaid card.`
607 my $cust_pkgs = shift;
608 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
610 $seconds_ref ||= $options{'seconds_ref'};
612 my %svc_options = ();
613 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
614 if exists $options{'depend_jobnum'};
615 warn "$me order_pkgs called with options ".
616 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
619 local $SIG{HUP} = 'IGNORE';
620 local $SIG{INT} = 'IGNORE';
621 local $SIG{QUIT} = 'IGNORE';
622 local $SIG{TERM} = 'IGNORE';
623 local $SIG{TSTP} = 'IGNORE';
624 local $SIG{PIPE} = 'IGNORE';
626 my $oldAutoCommit = $FS::UID::AutoCommit;
627 local $FS::UID::AutoCommit = 0;
630 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
632 foreach my $cust_pkg ( keys %$cust_pkgs ) {
633 $cust_pkg->custnum( $self->custnum );
634 my $error = $cust_pkg->insert;
636 $dbh->rollback if $oldAutoCommit;
637 return "inserting cust_pkg (transaction rolled back): $error";
639 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
640 if ( $svc_something->svcnum ) {
641 my $old_cust_svc = $svc_something->cust_svc;
642 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
643 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
644 $error = $new_cust_svc->replace($old_cust_svc);
646 $svc_something->pkgnum( $cust_pkg->pkgnum );
647 if ( $svc_something->isa('FS::svc_acct') ) {
648 foreach ( grep { $options{$_.'_ref'} && ${ $options{$_.'_ref'} } }
649 qw( seconds upbytes downbytes totalbytes )
651 $svc_something->$_( $svc_something->$_() + ${$options{$_.'_ref'}} );
652 ${ $options{$_.'_ref'} } = 0;
655 $error = $svc_something->insert(%svc_options);
658 $dbh->rollback if $oldAutoCommit;
659 #return "inserting svc_ (transaction rolled back): $error";
665 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
669 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
671 Recharges this (existing) customer with the specified prepaid card (see
672 L<FS::prepay_credit>), specified either by I<identifier> or as an
673 FS::prepay_credit object. If there is an error, returns the error, otherwise
676 Optionally, five scalar references can be passed as well. They will have their
677 values filled in with the amount, number of seconds, and number of upload,
678 download, and total bytes applied by this prepaid card.
682 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
683 #the only place that uses these args
684 sub recharge_prepay {
685 my( $self, $prepay_credit, $amountref, $secondsref,
686 $upbytesref, $downbytesref, $totalbytesref ) = @_;
688 local $SIG{HUP} = 'IGNORE';
689 local $SIG{INT} = 'IGNORE';
690 local $SIG{QUIT} = 'IGNORE';
691 local $SIG{TERM} = 'IGNORE';
692 local $SIG{TSTP} = 'IGNORE';
693 local $SIG{PIPE} = 'IGNORE';
695 my $oldAutoCommit = $FS::UID::AutoCommit;
696 local $FS::UID::AutoCommit = 0;
699 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
701 my $error = $self->get_prepay( $prepay_credit,
702 'amount_ref' => \$amount,
703 'seconds_ref' => \$seconds,
704 'upbytes_ref' => \$upbytes,
705 'downbytes_ref' => \$downbytes,
706 'totalbytes_ref' => \$totalbytes,
708 || $self->increment_seconds($seconds)
709 || $self->increment_upbytes($upbytes)
710 || $self->increment_downbytes($downbytes)
711 || $self->increment_totalbytes($totalbytes)
712 || $self->insert_cust_pay_prepay( $amount,
714 ? $prepay_credit->identifier
719 $dbh->rollback if $oldAutoCommit;
723 if ( defined($amountref) ) { $$amountref = $amount; }
724 if ( defined($secondsref) ) { $$secondsref = $seconds; }
725 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
726 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
727 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
729 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
734 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
736 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
737 specified either by I<identifier> or as an FS::prepay_credit object.
739 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
740 incremented by the values of the prepaid card.
742 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
743 check or set this customer's I<agentnum>.
745 If there is an error, returns the error, otherwise returns false.
751 my( $self, $prepay_credit, %opt ) = @_;
753 local $SIG{HUP} = 'IGNORE';
754 local $SIG{INT} = 'IGNORE';
755 local $SIG{QUIT} = 'IGNORE';
756 local $SIG{TERM} = 'IGNORE';
757 local $SIG{TSTP} = 'IGNORE';
758 local $SIG{PIPE} = 'IGNORE';
760 my $oldAutoCommit = $FS::UID::AutoCommit;
761 local $FS::UID::AutoCommit = 0;
764 unless ( ref($prepay_credit) ) {
766 my $identifier = $prepay_credit;
768 $prepay_credit = qsearchs(
770 { 'identifier' => $prepay_credit },
775 unless ( $prepay_credit ) {
776 $dbh->rollback if $oldAutoCommit;
777 return "Invalid prepaid card: ". $identifier;
782 if ( $prepay_credit->agentnum ) {
783 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
784 $dbh->rollback if $oldAutoCommit;
785 return "prepaid card not valid for agent ". $self->agentnum;
787 $self->agentnum($prepay_credit->agentnum);
790 my $error = $prepay_credit->delete;
792 $dbh->rollback if $oldAutoCommit;
793 return "removing prepay_credit (transaction rolled back): $error";
796 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
797 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
799 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
804 =item increment_upbytes SECONDS
806 Updates this customer's single or primary account (see L<FS::svc_acct>) by
807 the specified number of upbytes. If there is an error, returns the error,
808 otherwise returns false.
812 sub increment_upbytes {
813 _increment_column( shift, 'upbytes', @_);
816 =item increment_downbytes SECONDS
818 Updates this customer's single or primary account (see L<FS::svc_acct>) by
819 the specified number of downbytes. If there is an error, returns the error,
820 otherwise returns false.
824 sub increment_downbytes {
825 _increment_column( shift, 'downbytes', @_);
828 =item increment_totalbytes SECONDS
830 Updates this customer's single or primary account (see L<FS::svc_acct>) by
831 the specified number of totalbytes. If there is an error, returns the error,
832 otherwise returns false.
836 sub increment_totalbytes {
837 _increment_column( shift, 'totalbytes', @_);
840 =item increment_seconds SECONDS
842 Updates this customer's single or primary account (see L<FS::svc_acct>) by
843 the specified number of seconds. If there is an error, returns the error,
844 otherwise returns false.
848 sub increment_seconds {
849 _increment_column( shift, 'seconds', @_);
852 =item _increment_column AMOUNT
854 Updates this customer's single or primary account (see L<FS::svc_acct>) by
855 the specified number of seconds or bytes. If there is an error, returns
856 the error, otherwise returns false.
860 sub _increment_column {
861 my( $self, $column, $amount ) = @_;
862 warn "$me increment_column called: $column, $amount\n"
865 return '' unless $amount;
867 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
868 $self->ncancelled_pkgs;
871 return 'No packages with primary or single services found'.
872 ' to apply pre-paid time';
873 } elsif ( scalar(@cust_pkg) > 1 ) {
874 #maybe have a way to specify the package/account?
875 return 'Multiple packages found to apply pre-paid time';
878 my $cust_pkg = $cust_pkg[0];
879 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
883 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
886 return 'No account found to apply pre-paid time';
887 } elsif ( scalar(@cust_svc) > 1 ) {
888 return 'Multiple accounts found to apply pre-paid time';
891 my $svc_acct = $cust_svc[0]->svc_x;
892 warn " found service svcnum ". $svc_acct->pkgnum.
893 ' ('. $svc_acct->email. ")\n"
896 $column = "increment_$column";
897 $svc_acct->$column($amount);
901 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
903 Inserts a prepayment in the specified amount for this customer. An optional
904 second argument can specify the prepayment identifier for tracking purposes.
905 If there is an error, returns the error, otherwise returns false.
909 sub insert_cust_pay_prepay {
910 shift->insert_cust_pay('PREP', @_);
913 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
915 Inserts a cash payment in the specified amount for this customer. An optional
916 second argument can specify the payment identifier for tracking purposes.
917 If there is an error, returns the error, otherwise returns false.
921 sub insert_cust_pay_cash {
922 shift->insert_cust_pay('CASH', @_);
925 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
927 Inserts a Western Union payment in the specified amount for this customer. An
928 optional second argument can specify the prepayment identifier for tracking
929 purposes. If there is an error, returns the error, otherwise returns false.
933 sub insert_cust_pay_west {
934 shift->insert_cust_pay('WEST', @_);
937 sub insert_cust_pay {
938 my( $self, $payby, $amount ) = splice(@_, 0, 3);
939 my $payinfo = scalar(@_) ? shift : '';
941 my $cust_pay = new FS::cust_pay {
942 'custnum' => $self->custnum,
943 'paid' => sprintf('%.2f', $amount),
944 #'_date' => #date the prepaid card was purchased???
946 'payinfo' => $payinfo,
954 This method is deprecated. See the I<depend_jobnum> option to the insert and
955 order_pkgs methods for a better way to defer provisioning.
957 Re-schedules all exports by calling the B<reexport> method of all associated
958 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
959 otherwise returns false.
966 carp "WARNING: FS::cust_main::reexport is deprectated; ".
967 "use the depend_jobnum option to insert or order_pkgs to delay export";
969 local $SIG{HUP} = 'IGNORE';
970 local $SIG{INT} = 'IGNORE';
971 local $SIG{QUIT} = 'IGNORE';
972 local $SIG{TERM} = 'IGNORE';
973 local $SIG{TSTP} = 'IGNORE';
974 local $SIG{PIPE} = 'IGNORE';
976 my $oldAutoCommit = $FS::UID::AutoCommit;
977 local $FS::UID::AutoCommit = 0;
980 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
981 my $error = $cust_pkg->reexport;
983 $dbh->rollback if $oldAutoCommit;
988 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
993 =item delete NEW_CUSTNUM
995 This deletes the customer. If there is an error, returns the error, otherwise
998 This will completely remove all traces of the customer record. This is not
999 what you want when a customer cancels service; for that, cancel all of the
1000 customer's packages (see L</cancel>).
1002 If the customer has any uncancelled packages, you need to pass a new (valid)
1003 customer number for those packages to be transferred to. Cancelled packages
1004 will be deleted. Did I mention that this is NOT what you want when a customer
1005 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1007 You can't delete a customer with invoices (see L<FS::cust_bill>),
1008 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1009 refunds (see L<FS::cust_refund>).
1016 local $SIG{HUP} = 'IGNORE';
1017 local $SIG{INT} = 'IGNORE';
1018 local $SIG{QUIT} = 'IGNORE';
1019 local $SIG{TERM} = 'IGNORE';
1020 local $SIG{TSTP} = 'IGNORE';
1021 local $SIG{PIPE} = 'IGNORE';
1023 my $oldAutoCommit = $FS::UID::AutoCommit;
1024 local $FS::UID::AutoCommit = 0;
1027 if ( $self->cust_bill ) {
1028 $dbh->rollback if $oldAutoCommit;
1029 return "Can't delete a customer with invoices";
1031 if ( $self->cust_credit ) {
1032 $dbh->rollback if $oldAutoCommit;
1033 return "Can't delete a customer with credits";
1035 if ( $self->cust_pay ) {
1036 $dbh->rollback if $oldAutoCommit;
1037 return "Can't delete a customer with payments";
1039 if ( $self->cust_refund ) {
1040 $dbh->rollback if $oldAutoCommit;
1041 return "Can't delete a customer with refunds";
1044 my @cust_pkg = $self->ncancelled_pkgs;
1046 my $new_custnum = shift;
1047 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1048 $dbh->rollback if $oldAutoCommit;
1049 return "Invalid new customer number: $new_custnum";
1051 foreach my $cust_pkg ( @cust_pkg ) {
1052 my %hash = $cust_pkg->hash;
1053 $hash{'custnum'} = $new_custnum;
1054 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1055 my $error = $new_cust_pkg->replace($cust_pkg,
1056 options => { $cust_pkg->options },
1059 $dbh->rollback if $oldAutoCommit;
1064 my @cancelled_cust_pkg = $self->all_pkgs;
1065 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1066 my $error = $cust_pkg->delete;
1068 $dbh->rollback if $oldAutoCommit;
1073 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1074 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1076 my $error = $cust_main_invoice->delete;
1078 $dbh->rollback if $oldAutoCommit;
1083 my $error = $self->SUPER::delete;
1085 $dbh->rollback if $oldAutoCommit;
1089 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1094 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1096 Replaces the OLD_RECORD with this one in the database. If there is an error,
1097 returns the error, otherwise returns false.
1099 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1100 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1101 expected and rollback the entire transaction; it is not necessary to call
1102 check_invoicing_list first. Here's an example:
1104 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1112 warn "$me replace called\n"
1115 local $SIG{HUP} = 'IGNORE';
1116 local $SIG{INT} = 'IGNORE';
1117 local $SIG{QUIT} = 'IGNORE';
1118 local $SIG{TERM} = 'IGNORE';
1119 local $SIG{TSTP} = 'IGNORE';
1120 local $SIG{PIPE} = 'IGNORE';
1122 # We absolutely have to have an old vs. new record to make this work.
1123 if (!defined($old)) {
1124 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1127 my $curuser = $FS::CurrentUser::CurrentUser;
1128 if ( $self->payby eq 'COMP'
1129 && $self->payby ne $old->payby
1130 && ! $curuser->access_right('Complimentary customer')
1133 return "You are not permitted to create complimentary accounts.";
1136 local($ignore_expired_card) = 1
1137 if $old->payby =~ /^(CARD|DCRD)$/
1138 && $self->payby =~ /^(CARD|DCRD)$/
1139 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1141 my $oldAutoCommit = $FS::UID::AutoCommit;
1142 local $FS::UID::AutoCommit = 0;
1145 my $error = $self->SUPER::replace($old);
1148 $dbh->rollback if $oldAutoCommit;
1152 if ( @param ) { # INVOICING_LIST_ARYREF
1153 my $invoicing_list = shift @param;
1154 $error = $self->check_invoicing_list( $invoicing_list );
1156 $dbh->rollback if $oldAutoCommit;
1159 $self->invoicing_list( $invoicing_list );
1162 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1163 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1164 # card/check/lec info has changed, want to retry realtime_ invoice events
1165 my $error = $self->retry_realtime;
1167 $dbh->rollback if $oldAutoCommit;
1172 unless ( $import || $skip_fuzzyfiles ) {
1173 $error = $self->queue_fuzzyfiles_update;
1175 $dbh->rollback if $oldAutoCommit;
1176 return "updating fuzzy search cache: $error";
1180 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1185 =item queue_fuzzyfiles_update
1187 Used by insert & replace to update the fuzzy search cache
1191 sub queue_fuzzyfiles_update {
1194 local $SIG{HUP} = 'IGNORE';
1195 local $SIG{INT} = 'IGNORE';
1196 local $SIG{QUIT} = 'IGNORE';
1197 local $SIG{TERM} = 'IGNORE';
1198 local $SIG{TSTP} = 'IGNORE';
1199 local $SIG{PIPE} = 'IGNORE';
1201 my $oldAutoCommit = $FS::UID::AutoCommit;
1202 local $FS::UID::AutoCommit = 0;
1205 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1206 my $error = $queue->insert( map $self->getfield($_),
1207 qw(first last company)
1210 $dbh->rollback if $oldAutoCommit;
1211 return "queueing job (transaction rolled back): $error";
1214 if ( $self->ship_last ) {
1215 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1216 $error = $queue->insert( map $self->getfield("ship_$_"),
1217 qw(first last company)
1220 $dbh->rollback if $oldAutoCommit;
1221 return "queueing job (transaction rolled back): $error";
1225 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1232 Checks all fields to make sure this is a valid customer record. If there is
1233 an error, returns the error, otherwise returns false. Called by the insert
1234 and replace methods.
1241 warn "$me check BEFORE: \n". $self->_dump
1245 $self->ut_numbern('custnum')
1246 || $self->ut_number('agentnum')
1247 || $self->ut_textn('agent_custid')
1248 || $self->ut_number('refnum')
1249 || $self->ut_textn('custbatch')
1250 || $self->ut_name('last')
1251 || $self->ut_name('first')
1252 || $self->ut_snumbern('birthdate')
1253 || $self->ut_snumbern('signupdate')
1254 || $self->ut_textn('company')
1255 || $self->ut_text('address1')
1256 || $self->ut_textn('address2')
1257 || $self->ut_text('city')
1258 || $self->ut_textn('county')
1259 || $self->ut_textn('state')
1260 || $self->ut_country('country')
1261 || $self->ut_anything('comments')
1262 || $self->ut_numbern('referral_custnum')
1263 || $self->ut_textn('stateid')
1264 || $self->ut_textn('stateid_state')
1266 #barf. need message catalogs. i18n. etc.
1267 $error .= "Please select an advertising source."
1268 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1269 return $error if $error;
1271 return "Unknown agent"
1272 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1274 return "Unknown refnum"
1275 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1277 return "Unknown referring custnum: ". $self->referral_custnum
1278 unless ! $self->referral_custnum
1279 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1281 if ( $self->ss eq '' ) {
1286 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1287 or return "Illegal social security number: ". $self->ss;
1288 $self->ss("$1-$2-$3");
1292 # bad idea to disable, causes billing to fail because of no tax rates later
1293 # unless ( $import ) {
1294 unless ( qsearch('cust_main_county', {
1295 'country' => $self->country,
1298 return "Unknown state/county/country: ".
1299 $self->state. "/". $self->county. "/". $self->country
1300 unless qsearch('cust_main_county',{
1301 'state' => $self->state,
1302 'county' => $self->county,
1303 'country' => $self->country,
1309 $self->ut_phonen('daytime', $self->country)
1310 || $self->ut_phonen('night', $self->country)
1311 || $self->ut_phonen('fax', $self->country)
1312 || $self->ut_zip('zip', $self->country)
1314 return $error if $error;
1316 if ( $conf->exists('cust_main-require_phone')
1317 && ! length($self->daytime) && ! length($self->night)
1320 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1322 : FS::Msgcat::_gettext('daytime');
1323 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1325 : FS::Msgcat::_gettext('night');
1327 return "$daytime_label or $night_label is required"
1331 if ( $self->has_ship_address
1332 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1333 $self->addr_fields )
1337 $self->ut_name('ship_last')
1338 || $self->ut_name('ship_first')
1339 || $self->ut_textn('ship_company')
1340 || $self->ut_text('ship_address1')
1341 || $self->ut_textn('ship_address2')
1342 || $self->ut_text('ship_city')
1343 || $self->ut_textn('ship_county')
1344 || $self->ut_textn('ship_state')
1345 || $self->ut_country('ship_country')
1347 return $error if $error;
1349 #false laziness with above
1350 unless ( qsearchs('cust_main_county', {
1351 'country' => $self->ship_country,
1354 return "Unknown ship_state/ship_county/ship_country: ".
1355 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1356 unless qsearch('cust_main_county',{
1357 'state' => $self->ship_state,
1358 'county' => $self->ship_county,
1359 'country' => $self->ship_country,
1365 $self->ut_phonen('ship_daytime', $self->ship_country)
1366 || $self->ut_phonen('ship_night', $self->ship_country)
1367 || $self->ut_phonen('ship_fax', $self->ship_country)
1368 || $self->ut_zip('ship_zip', $self->ship_country)
1370 return $error if $error;
1372 return "Unit # is required."
1373 if $self->ship_address2 =~ /^\s*$/
1374 && $conf->exists('cust_main-require_address2');
1376 } else { # ship_ info eq billing info, so don't store dup info in database
1378 $self->setfield("ship_$_", '')
1379 foreach $self->addr_fields;
1381 return "Unit # is required."
1382 if $self->address2 =~ /^\s*$/
1383 && $conf->exists('cust_main-require_address2');
1387 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1388 # or return "Illegal payby: ". $self->payby;
1390 FS::payby->can_payby($self->table, $self->payby)
1391 or return "Illegal payby: ". $self->payby;
1393 $error = $self->ut_numbern('paystart_month')
1394 || $self->ut_numbern('paystart_year')
1395 || $self->ut_numbern('payissue')
1396 || $self->ut_textn('paytype')
1398 return $error if $error;
1400 if ( $self->payip eq '' ) {
1403 $error = $self->ut_ip('payip');
1404 return $error if $error;
1407 # If it is encrypted and the private key is not availaible then we can't
1408 # check the credit card.
1410 my $check_payinfo = 1;
1412 if ($self->is_encrypted($self->payinfo)) {
1416 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1418 my $payinfo = $self->payinfo;
1419 $payinfo =~ s/\D//g;
1420 $payinfo =~ /^(\d{13,16})$/
1421 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1423 $self->payinfo($payinfo);
1425 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1427 return gettext('unknown_card_type')
1428 if cardtype($self->payinfo) eq "Unknown";
1430 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1432 return 'Banned credit card: banned on '.
1433 time2str('%a %h %o at %r', $ban->_date).
1434 ' by '. $ban->otaker.
1435 ' (ban# '. $ban->bannum. ')';
1438 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1439 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1440 $self->paycvv =~ /^(\d{4})$/
1441 or return "CVV2 (CID) for American Express cards is four digits.";
1444 $self->paycvv =~ /^(\d{3})$/
1445 or return "CVV2 (CVC2/CID) is three digits.";
1452 my $cardtype = cardtype($payinfo);
1453 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1455 return "Start date or issue number is required for $cardtype cards"
1456 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1458 return "Start month must be between 1 and 12"
1459 if $self->paystart_month
1460 and $self->paystart_month < 1 || $self->paystart_month > 12;
1462 return "Start year must be 1990 or later"
1463 if $self->paystart_year
1464 and $self->paystart_year < 1990;
1466 return "Issue number must be beween 1 and 99"
1468 and $self->payissue < 1 || $self->payissue > 99;
1471 $self->paystart_month('');
1472 $self->paystart_year('');
1473 $self->payissue('');
1476 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1478 my $payinfo = $self->payinfo;
1479 $payinfo =~ s/[^\d\@]//g;
1480 if ( $conf->exists('echeck-nonus') ) {
1481 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1482 $payinfo = "$1\@$2";
1484 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1485 $payinfo = "$1\@$2";
1487 $self->payinfo($payinfo);
1490 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1492 return 'Banned ACH account: banned on '.
1493 time2str('%a %h %o at %r', $ban->_date).
1494 ' by '. $ban->otaker.
1495 ' (ban# '. $ban->bannum. ')';
1498 } elsif ( $self->payby eq 'LECB' ) {
1500 my $payinfo = $self->payinfo;
1501 $payinfo =~ s/\D//g;
1502 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1504 $self->payinfo($payinfo);
1507 } elsif ( $self->payby eq 'BILL' ) {
1509 $error = $self->ut_textn('payinfo');
1510 return "Illegal P.O. number: ". $self->payinfo if $error;
1513 } elsif ( $self->payby eq 'COMP' ) {
1515 my $curuser = $FS::CurrentUser::CurrentUser;
1516 if ( ! $self->custnum
1517 && ! $curuser->access_right('Complimentary customer')
1520 return "You are not permitted to create complimentary accounts."
1523 $error = $self->ut_textn('payinfo');
1524 return "Illegal comp account issuer: ". $self->payinfo if $error;
1527 } elsif ( $self->payby eq 'PREPAY' ) {
1529 my $payinfo = $self->payinfo;
1530 $payinfo =~ s/\W//g; #anything else would just confuse things
1531 $self->payinfo($payinfo);
1532 $error = $self->ut_alpha('payinfo');
1533 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1534 return "Unknown prepayment identifier"
1535 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1540 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1541 return "Expiration date required"
1542 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1546 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1547 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1548 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1549 ( $m, $y ) = ( $3, "20$2" );
1551 return "Illegal expiration date: ". $self->paydate;
1553 $self->paydate("$y-$m-01");
1554 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1555 return gettext('expired_card')
1557 && !$ignore_expired_card
1558 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1561 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1562 ( ! $conf->exists('require_cardname')
1563 || $self->payby !~ /^(CARD|DCRD)$/ )
1565 $self->payname( $self->first. " ". $self->getfield('last') );
1567 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1568 or return gettext('illegal_name'). " payname: ". $self->payname;
1572 foreach my $flag (qw( tax spool_cdr archived )) {
1573 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1577 $self->otaker(getotaker) unless $self->otaker;
1579 warn "$me check AFTER: \n". $self->_dump
1582 $self->SUPER::check;
1587 Returns a list of fields which have ship_ duplicates.
1592 qw( last first company
1593 address1 address2 city county state zip country
1598 =item has_ship_address
1600 Returns true if this customer record has a separate shipping address.
1604 sub has_ship_address {
1606 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1611 Returns all packages (see L<FS::cust_pkg>) for this customer.
1618 return $self->num_pkgs unless wantarray;
1621 if ( $self->{'_pkgnum'} ) {
1622 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1624 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1627 sort sort_packages @cust_pkg;
1630 =item ncancelled_pkgs
1632 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1636 sub ncancelled_pkgs {
1639 return $self->num_ncancelled_pkgs unless wantarray;
1642 if ( $self->{'_pkgnum'} ) {
1644 @cust_pkg = grep { ! $_->getfield('cancel') }
1645 values %{ $self->{'_pkgnum'}->cache };
1650 qsearch( 'cust_pkg', {
1651 'custnum' => $self->custnum,
1655 qsearch( 'cust_pkg', {
1656 'custnum' => $self->custnum,
1661 sort sort_packages @cust_pkg;
1665 # This should be generalized to use config options to determine order.
1668 if ( $a->get('cancel') xor $b->get('cancel') ) {
1669 return -1 if $b->get('cancel');
1670 return 1 if $a->get('cancel');
1671 #shouldn't get here...
1674 my @a_cust_svc = $a->cust_svc;
1675 my @b_cust_svc = $b->cust_svc;
1676 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1677 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1678 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
1679 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1684 =item suspended_pkgs
1686 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1690 sub suspended_pkgs {
1692 grep { $_->susp } $self->ncancelled_pkgs;
1695 =item unflagged_suspended_pkgs
1697 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1698 customer (thouse packages without the `manual_flag' set).
1702 sub unflagged_suspended_pkgs {
1704 return $self->suspended_pkgs
1705 unless dbdef->table('cust_pkg')->column('manual_flag');
1706 grep { ! $_->manual_flag } $self->suspended_pkgs;
1709 =item unsuspended_pkgs
1711 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1716 sub unsuspended_pkgs {
1718 grep { ! $_->susp } $self->ncancelled_pkgs;
1721 =item num_cancelled_pkgs
1723 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1728 sub num_cancelled_pkgs {
1729 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1732 sub num_ncancelled_pkgs {
1733 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1737 my( $self ) = shift;
1738 my $sql = scalar(@_) ? shift : '';
1739 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1740 my $sth = dbh->prepare(
1741 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1742 ) or die dbh->errstr;
1743 $sth->execute($self->custnum) or die $sth->errstr;
1744 $sth->fetchrow_arrayref->[0];
1749 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1750 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1751 on success or a list of errors.
1757 grep { $_->unsuspend } $self->suspended_pkgs;
1762 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1764 Returns a list: an empty list on success or a list of errors.
1770 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1773 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1775 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1776 PKGPARTs (see L<FS::part_pkg>).
1778 Returns a list: an empty list on success or a list of errors.
1782 sub suspend_if_pkgpart {
1784 my (@pkgparts, %opt);
1785 if (ref($_[0]) eq 'HASH'){
1786 @pkgparts = @{$_[0]{pkgparts}};
1791 grep { $_->suspend(%opt) }
1792 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1793 $self->unsuspended_pkgs;
1796 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1798 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1799 listed PKGPARTs (see L<FS::part_pkg>).
1801 Returns a list: an empty list on success or a list of errors.
1805 sub suspend_unless_pkgpart {
1807 my (@pkgparts, %opt);
1808 if (ref($_[0]) eq 'HASH'){
1809 @pkgparts = @{$_[0]{pkgparts}};
1814 grep { $_->suspend(%opt) }
1815 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1816 $self->unsuspended_pkgs;
1819 =item cancel [ OPTION => VALUE ... ]
1821 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1823 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1825 I<quiet> can be set true to supress email cancellation notices.
1827 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1829 I<ban> can be set true to ban this customer's credit card or ACH information,
1832 Always returns a list: an empty list on success or a list of errors.
1840 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1842 #should try decryption (we might have the private key)
1843 # and if not maybe queue a job for the server that does?
1844 return ( "Can't (yet) ban encrypted credit cards" )
1845 if $self->is_encrypted($self->payinfo);
1847 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1848 my $error = $ban->insert;
1849 return ( $error ) if $error;
1853 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1856 sub _banned_pay_hashref {
1867 'payby' => $payby2ban{$self->payby},
1868 'payinfo' => md5_base64($self->payinfo),
1869 #don't ever *search* on reason! #'reason' =>
1875 Returns all notes (see L<FS::cust_main_note>) for this customer.
1882 qsearch( 'cust_main_note',
1883 { 'custnum' => $self->custnum },
1885 'ORDER BY _DATE DESC'
1891 Returns the agent (see L<FS::agent>) for this customer.
1897 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1900 =item bill_and_collect
1902 Cancels and suspends any packages due, generates bills, applies payments and
1905 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
1907 Options are passed as name-value pairs. Currently available options are:
1913 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1917 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1921 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1925 If set true, re-charges setup fees.
1929 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1935 sub bill_and_collect {
1936 my( $self, %options ) = @_;
1938 #$options{actual_time} not $options{time} because freeside-daily -d is for
1939 #pre-printing invoices
1940 $self->cancel_expired_pkgs( $options{actual_time} );
1941 $self->suspend_adjourned_pkgs( $options{actual_time} );
1943 my $error = $self->bill( %options );
1944 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
1946 $self->apply_payments_and_credits;
1948 unless ( $conf->exists('cancelled_cust-noevents')
1949 && ! $self->num_ncancelled_pkgs
1952 $error = $self->collect( %options );
1953 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
1959 sub cancel_expired_pkgs {
1960 my ( $self, $time ) = @_;
1962 my @cancel_pkgs = grep { $_->expire && $_->expire <= $time }
1963 $self->ncancelled_pkgs;
1965 foreach my $cust_pkg ( @cancel_pkgs ) {
1966 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
1967 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
1968 'reason_otaker' => $cpr->otaker
1972 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
1973 " for custnum ". $self->custnum. ": $error"
1979 sub suspend_adjourned_pkgs {
1980 my ( $self, $time ) = @_;
1984 && ( ( $_->part_pkg->is_prepaid
1989 && $_->adjourn <= $time
1993 $self->ncancelled_pkgs;
1995 foreach my $cust_pkg ( @susp_pkgs ) {
1996 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
1997 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
1998 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
1999 'reason_otaker' => $cpr->otaker
2004 warn "Error suspending package ". $cust_pkg->pkgnum.
2005 " for custnum ". $self->custnum. ": $error"
2013 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2014 conjunction with the collect method.
2016 If there is an error, returns the error, otherwise returns false.
2018 Options are passed as name-value pairs. Currently available options are:
2022 =item resetup - if set true, re-charges setup fees.
2024 =item time - bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2028 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2030 =item invoice_time - used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2037 my( $self, %options ) = @_;
2038 return '' if $self->payby eq 'COMP';
2039 warn "$me bill customer ". $self->custnum. "\n"
2042 my $time = $options{'time'} || time;
2047 local $SIG{HUP} = 'IGNORE';
2048 local $SIG{INT} = 'IGNORE';
2049 local $SIG{QUIT} = 'IGNORE';
2050 local $SIG{TERM} = 'IGNORE';
2051 local $SIG{TSTP} = 'IGNORE';
2052 local $SIG{PIPE} = 'IGNORE';
2054 my $oldAutoCommit = $FS::UID::AutoCommit;
2055 local $FS::UID::AutoCommit = 0;
2058 $self->select_for_update; #mutex
2060 #create a new invoice
2061 #(we'll remove it later if it doesn't actually need to be generated [contains
2062 # no line items] and we're inside a transaciton so nothing else will see it)
2063 my $cust_bill = new FS::cust_bill ( {
2064 'custnum' => $self->custnum,
2065 '_date' => ( $options{'invoice_time'} || $time ),
2066 #'charged' => $charged,
2069 $error = $cust_bill->insert;
2071 $dbh->rollback if $oldAutoCommit;
2072 return "can't create invoice for customer #". $self->custnum. ": $error";
2074 my $invnum = $cust_bill->invnum;
2077 # find the packages which are due for billing, find out how much they are
2078 # & generate invoice database.
2081 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2083 my @precommit_hooks = ();
2085 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2086 foreach my $cust_pkg (@cust_pkgs) {
2088 #NO!! next if $cust_pkg->cancel;
2089 next if $cust_pkg->getfield('cancel');
2091 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2093 #? to avoid use of uninitialized value errors... ?
2094 $cust_pkg->setfield('bill', '')
2095 unless defined($cust_pkg->bill);
2097 my $part_pkg = $cust_pkg->part_pkg;
2099 my %hash = $cust_pkg->hash;
2100 my $old_cust_pkg = new FS::cust_pkg \%hash;
2110 if ( ! $cust_pkg->setup &&
2112 ( $conf->exists('disable_setup_suspended_pkgs') &&
2113 ! $cust_pkg->getfield('susp')
2114 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2116 || $options{'resetup'}
2119 warn " bill setup\n" if $DEBUG > 1;
2121 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2123 $dbh->rollback if $oldAutoCommit;
2124 return "$@ running calc_setup for $cust_pkg\n";
2127 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2129 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
2133 # bill recurring fee
2136 #XXX unit stuff here too
2140 if ( $part_pkg->getfield('freq') ne '0' &&
2141 ! $cust_pkg->getfield('susp') &&
2142 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2145 # XXX should this be a package event? probably. events are called
2146 # at collection time at the moment, though...
2147 if ( $part_pkg->can('reset_usage') ) {
2148 warn " resetting usage counters" if $DEBUG > 1;
2149 $part_pkg->reset_usage($cust_pkg);
2152 warn " bill recur\n" if $DEBUG > 1;
2154 # XXX shared with $recur_prog
2155 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2157 #over two params! lets at least switch to a hashref for the rest...
2158 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2160 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2162 $dbh->rollback if $oldAutoCommit;
2163 return "$@ running calc_recur for $cust_pkg\n";
2166 #change this bit to use Date::Manip? CAREFUL with timezones (see
2167 # mailing list archive)
2168 my ($sec,$min,$hour,$mday,$mon,$year) =
2169 (localtime($sdate) )[0,1,2,3,4,5];
2171 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2172 # only for figuring next bill date, nothing else, so, reset $sdate again
2174 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2175 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2176 $cust_pkg->last_bill($sdate);
2178 if ( $part_pkg->freq =~ /^\d+$/ ) {
2179 $mon += $part_pkg->freq;
2180 until ( $mon < 12 ) { $mon -= 12; $year++; }
2181 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2183 $mday += $weeks * 7;
2184 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2187 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2191 $dbh->rollback if $oldAutoCommit;
2192 return "unparsable frequency: ". $part_pkg->freq;
2194 $cust_pkg->setfield('bill',
2195 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2198 warn "\$setup is undefined" unless defined($setup);
2199 warn "\$recur is undefined" unless defined($recur);
2200 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2203 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2206 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2208 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2211 $error=$cust_pkg->replace($old_cust_pkg,
2212 options => { $cust_pkg->options },
2214 if ( $error ) { #just in case
2215 $dbh->rollback if $oldAutoCommit;
2216 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2219 $setup = sprintf( "%.2f", $setup );
2220 $recur = sprintf( "%.2f", $recur );
2221 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2222 $dbh->rollback if $oldAutoCommit;
2223 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2225 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2226 $dbh->rollback if $oldAutoCommit;
2227 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2230 if ( $setup != 0 || $recur != 0 ) {
2232 # Only create a postal charge if:
2233 # - this package has a recurring fee OR postal charges are enabled for non-recurring fees
2234 # - AND there isn't already a postal charge for this invoice.
2235 if ( (!$postal_charge) &&
2236 ( !$conf->exists('postal_invoice-recurring_only') ||
2239 $postal_charge = 1; # try only once
2240 my $postal_pkg = $self->charge_postal_fee();
2241 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2242 $dbh->rollback if $oldAutoCommit;
2243 return "can't charge postal invoice fee for customer ".
2244 $self->custnum. ": $postal_pkg";
2246 if ( $postal_pkg ) {
2247 push @cust_pkgs, $postal_pkg;
2251 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2254 push @details, map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2256 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2257 'invnum' => $invnum,
2258 'pkgnum' => $cust_pkg->pkgnum,
2260 'unitsetup' => $unitsetup,
2262 'unitrecur' => $unitrecur,
2263 'quantity' => $cust_pkg->quantity,
2264 'details' => \@details,
2267 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2268 $cust_bill_pkg->sdate( $hash{last_bill} );
2269 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2270 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2271 $cust_bill_pkg->sdate( $sdate );
2272 $cust_bill_pkg->edate( $cust_pkg->bill );
2275 $error = $cust_bill_pkg->insert;
2277 $dbh->rollback if $oldAutoCommit;
2278 return "can't create invoice line item for invoice #$invnum: $error";
2280 $total_setup += $setup;
2281 $total_recur += $recur;
2287 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2290 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2293 my %taxhash = map { $_ => $self->get("$prefix$_") }
2294 qw( state county country );
2296 $taxhash{'taxclass'} = $part_pkg->taxclass;
2298 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2301 $taxhash{'taxclass'} = '';
2302 @taxes = qsearch( 'cust_main_county', \%taxhash );
2305 #one more try at a whole-country tax rate
2307 $taxhash{$_} = '' foreach qw( state county );
2308 @taxes = qsearch( 'cust_main_county', \%taxhash );
2311 # maybe eliminate this entirely, along with all the 0% records
2313 $dbh->rollback if $oldAutoCommit;
2315 "fatal: can't find tax rate for state/county/country/taxclass ".
2316 join('/', ( map $self->get("$prefix$_"),
2317 qw(state county country)
2319 $part_pkg->taxclass ). "\n";
2322 foreach my $tax ( @taxes ) {
2324 my $taxable_charged = 0;
2325 $taxable_charged += $setup
2326 unless $part_pkg->setuptax =~ /^Y$/i
2327 || $tax->setuptax =~ /^Y$/i;
2328 $taxable_charged += $recur
2329 unless $part_pkg->recurtax =~ /^Y$/i
2330 || $tax->recurtax =~ /^Y$/i;
2331 next unless $taxable_charged;
2333 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2334 #my ($mon,$year) = (localtime($sdate) )[4,5];
2335 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2337 my $freq = $part_pkg->freq || 1;
2338 if ( $freq !~ /(\d+)$/ ) {
2339 $dbh->rollback if $oldAutoCommit;
2340 return "daily/weekly package definitions not (yet?)".
2341 " compatible with monthly tax exemptions";
2343 my $taxable_per_month =
2344 sprintf("%.2f", $taxable_charged / $freq );
2346 #call the whole thing off if this customer has any old
2347 #exemption records...
2348 my @cust_tax_exempt =
2349 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2350 if ( @cust_tax_exempt ) {
2351 $dbh->rollback if $oldAutoCommit;
2353 'this customer still has old-style tax exemption records; '.
2354 'run bin/fs-migrate-cust_tax_exempt?';
2357 foreach my $which_month ( 1 .. $freq ) {
2359 #maintain the new exemption table now
2362 FROM cust_tax_exempt_pkg
2363 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2364 LEFT JOIN cust_bill USING ( invnum )
2370 my $sth = dbh->prepare($sql) or do {
2371 $dbh->rollback if $oldAutoCommit;
2372 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2380 $dbh->rollback if $oldAutoCommit;
2381 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2383 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2385 my $remaining_exemption =
2386 $tax->exempt_amount - $existing_exemption;
2387 if ( $remaining_exemption > 0 ) {
2388 my $addl = $remaining_exemption > $taxable_per_month
2389 ? $taxable_per_month
2390 : $remaining_exemption;
2391 $taxable_charged -= $addl;
2393 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2394 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2395 'taxnum' => $tax->taxnum,
2396 'year' => 1900+$year,
2398 'amount' => sprintf("%.2f", $addl ),
2400 $error = $cust_tax_exempt_pkg->insert;
2402 $dbh->rollback if $oldAutoCommit;
2403 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2405 } # if $remaining_exemption > 0
2409 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2410 until ( $mon < 13 ) { $mon -= 12; $year++; }
2412 } #foreach $which_month
2414 } #if $tax->exempt_amount
2416 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2418 #$tax += $taxable_charged * $cust_main_county->tax / 100
2419 $tax{ $tax->taxname || 'Tax' } +=
2420 $taxable_charged * $tax->tax / 100
2422 } #foreach my $tax ( @taxes )
2424 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2426 } #if $setup != 0 || $recur != 0
2428 } #if $cust_pkg->modified
2430 } #foreach my $cust_pkg
2432 unless ( $cust_bill->cust_bill_pkg ) {
2433 $cust_bill->delete; #don't create an invoice w/o line items
2434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2438 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2440 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2441 my $tax = sprintf("%.2f", $tax{$taxname} );
2442 $charged = sprintf( "%.2f", $charged+$tax );
2444 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2445 'invnum' => $invnum,
2451 'itemdesc' => $taxname,
2453 $error = $cust_bill_pkg->insert;
2455 $dbh->rollback if $oldAutoCommit;
2456 return "can't create invoice line item for invoice #$invnum: $error";
2458 $total_setup += $tax;
2462 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2463 $error = $cust_bill->replace;
2465 $dbh->rollback if $oldAutoCommit;
2466 return "can't update charged for invoice #$invnum: $error";
2469 foreach my $hook ( @precommit_hooks ) {
2471 &{$hook}; #($self) ?
2474 $dbh->rollback if $oldAutoCommit;
2475 return "$@ running precommit hook $hook\n";
2479 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2483 =item collect OPTIONS
2485 (Attempt to) collect money for this customer's outstanding invoices (see
2486 L<FS::cust_bill>). Usually used after the bill method.
2488 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2489 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2490 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2492 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2493 and the invoice events web interface.
2495 If there is an error, returns the error, otherwise returns false.
2497 Options are passed as name-value pairs.
2499 Currently available options are:
2501 invoice_time - Use this time when deciding when to print invoices and
2502 late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse>
2503 for conversion functions.
2505 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2508 quiet - set true to surpress email card/ACH decline notices.
2510 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2513 payby - allows for one time override of normal customer billing method
2518 my( $self, %options ) = @_;
2519 my $invoice_time = $options{'invoice_time'} || time;
2522 local $SIG{HUP} = 'IGNORE';
2523 local $SIG{INT} = 'IGNORE';
2524 local $SIG{QUIT} = 'IGNORE';
2525 local $SIG{TERM} = 'IGNORE';
2526 local $SIG{TSTP} = 'IGNORE';
2527 local $SIG{PIPE} = 'IGNORE';
2529 my $oldAutoCommit = $FS::UID::AutoCommit;
2530 local $FS::UID::AutoCommit = 0;
2533 $self->select_for_update; #mutex
2535 my $balance = $self->balance;
2536 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2538 unless ( $balance > 0 ) { #redundant?????
2539 $dbh->rollback if $oldAutoCommit; #hmm
2543 if ( exists($options{'retry_card'}) ) {
2544 carp 'retry_card option passed to collect is deprecated; use retry';
2545 $options{'retry'} ||= $options{'retry_card'};
2547 if ( exists($options{'retry'}) && $options{'retry'} ) {
2548 my $error = $self->retry_realtime;
2550 $dbh->rollback if $oldAutoCommit;
2556 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2557 $extra_sql = " AND freq = '1m' ";
2559 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2562 foreach my $cust_bill ( $self->open_cust_bill ) {
2564 # don't try to charge for the same invoice if it's already in a batch
2565 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2567 last if $self->balance <= 0;
2569 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2572 foreach my $part_bill_event ( due_events ( $cust_bill,
2573 exists($options{'payby'})
2579 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2580 || $self->balance <= 0; # or if balance<=0
2583 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2584 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2587 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2588 # gah, even with transactions.
2589 $dbh->commit if $oldAutoCommit; #well.
2598 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2603 =item retry_realtime
2605 Schedules realtime / batch credit card / electronic check / LEC billing
2606 events for for retry. Useful if card information has changed or manual
2607 retry is desired. The 'collect' method must be called to actually retry
2610 Implementation details: For each of this customer's open invoices, changes
2611 the status of the first "done" (with statustext error) realtime processing
2616 sub retry_realtime {
2619 local $SIG{HUP} = 'IGNORE';
2620 local $SIG{INT} = 'IGNORE';
2621 local $SIG{QUIT} = 'IGNORE';
2622 local $SIG{TERM} = 'IGNORE';
2623 local $SIG{TSTP} = 'IGNORE';
2624 local $SIG{PIPE} = 'IGNORE';
2626 my $oldAutoCommit = $FS::UID::AutoCommit;
2627 local $FS::UID::AutoCommit = 0;
2630 foreach my $cust_bill (
2631 grep { $_->cust_bill_event }
2632 $self->open_cust_bill
2634 my @cust_bill_event =
2635 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2637 #$_->part_bill_event->plan eq 'realtime-card'
2638 $_->part_bill_event->eventcode =~
2639 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2640 && $_->status eq 'done'
2643 $cust_bill->cust_bill_event;
2644 next unless @cust_bill_event;
2645 my $error = $cust_bill_event[0]->retry;
2647 $dbh->rollback if $oldAutoCommit;
2648 return "error scheduling invoice event for retry: $error";
2653 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2658 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2660 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2661 via a Business::OnlinePayment realtime gateway. See
2662 L<http://420.am/business-onlinepayment> for supported gateways.
2664 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2666 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2668 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2669 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2670 if set, will override the value from the customer record.
2672 I<description> is a free-text field passed to the gateway. It defaults to
2673 "Internet services".
2675 If an I<invnum> is specified, this payment (if successful) is applied to the
2676 specified invoice. If you don't specify an I<invnum> you might want to
2677 call the B<apply_payments> method.
2679 I<quiet> can be set true to surpress email decline notices.
2681 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2682 resulting paynum, if any.
2684 I<payunique> is a unique identifier for this payment.
2686 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2693 my( $self, $method, $amount, %options ) = @_;
2695 warn "$me realtime_bop: $method $amount\n";
2696 warn " $_ => $options{$_}\n" foreach keys %options;
2699 $options{'description'} ||= 'Internet services';
2701 eval "use Business::OnlinePayment";
2704 my $payinfo = exists($options{'payinfo'})
2705 ? $options{'payinfo'}
2708 my %method2payby = (
2715 # set taxclass and trans_is_recur based on invnum if there is one
2719 my $trans_is_recur = 0;
2720 if ( $options{'invnum'} ) {
2722 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2723 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2726 map { $_->part_pkg }
2728 map { $_->cust_pkg }
2729 $cust_bill->cust_bill_pkg;
2731 my @taxclasses = map $_->taxclass, @part_pkg;
2732 $taxclass = $taxclasses[0]
2733 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
2734 #different taxclasses
2736 if grep { $_->freq ne '0' } @part_pkg;
2744 #look for an agent gateway override first
2746 if ( $method eq 'CC' ) {
2747 $cardtype = cardtype($payinfo);
2748 } elsif ( $method eq 'ECHECK' ) {
2751 $cardtype = $method;
2755 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2756 cardtype => $cardtype,
2757 taxclass => $taxclass, } )
2758 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2760 taxclass => $taxclass, } )
2761 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2762 cardtype => $cardtype,
2764 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2766 taxclass => '', } );
2768 my $payment_gateway = '';
2769 my( $processor, $login, $password, $action, @bop_options );
2770 if ( $override ) { #use a payment gateway override
2772 $payment_gateway = $override->payment_gateway;
2774 $processor = $payment_gateway->gateway_module;
2775 $login = $payment_gateway->gateway_username;
2776 $password = $payment_gateway->gateway_password;
2777 $action = $payment_gateway->gateway_action;
2778 @bop_options = $payment_gateway->options;
2780 } else { #use the standard settings from the config
2782 ( $processor, $login, $password, $action, @bop_options ) =
2783 $self->default_payment_gateway($method);
2791 my $address = exists($options{'address1'})
2792 ? $options{'address1'}
2794 my $address2 = exists($options{'address2'})
2795 ? $options{'address2'}
2797 $address .= ", ". $address2 if length($address2);
2799 my $o_payname = exists($options{'payname'})
2800 ? $options{'payname'}
2802 my($payname, $payfirst, $paylast);
2803 if ( $o_payname && $method ne 'ECHECK' ) {
2804 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2805 or return "Illegal payname $payname";
2806 ($payfirst, $paylast) = ($1, $2);
2808 $payfirst = $self->getfield('first');
2809 $paylast = $self->getfield('last');
2810 $payname = "$payfirst $paylast";
2813 my @invoicing_list = $self->invoicing_list_emailonly;
2814 if ( $conf->exists('emailinvoiceautoalways')
2815 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2816 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2817 push @invoicing_list, $self->all_emails;
2820 my $email = ($conf->exists('business-onlinepayment-email-override'))
2821 ? $conf->config('business-onlinepayment-email-override')
2822 : $invoicing_list[0];
2826 my $payip = exists($options{'payip'})
2829 $content{customer_ip} = $payip
2832 $content{invoice_number} = $options{'invnum'}
2833 if exists($options{'invnum'}) && length($options{'invnum'});
2835 $content{email_customer} =
2836 ( $conf->exists('business-onlinepayment-email_customer')
2837 || $conf->exists('business-onlinepayment-email-override') );
2840 if ( $method eq 'CC' ) {
2842 $content{card_number} = $payinfo;
2843 $paydate = exists($options{'paydate'})
2844 ? $options{'paydate'}
2846 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2847 $content{expiration} = "$2/$1";
2849 my $paycvv = exists($options{'paycvv'})
2850 ? $options{'paycvv'}
2852 $content{cvv2} = $paycvv
2855 my $paystart_month = exists($options{'paystart_month'})
2856 ? $options{'paystart_month'}
2857 : $self->paystart_month;
2859 my $paystart_year = exists($options{'paystart_year'})
2860 ? $options{'paystart_year'}
2861 : $self->paystart_year;
2863 $content{card_start} = "$paystart_month/$paystart_year"
2864 if $paystart_month && $paystart_year;
2866 my $payissue = exists($options{'payissue'})
2867 ? $options{'payissue'}
2869 $content{issue_number} = $payissue if $payissue;
2871 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
2872 'trans_is_recur' => $trans_is_recur,
2876 $content{recurring_billing} = 'YES';
2877 $content{acct_code} = 'rebill'
2878 if $conf->exists('credit_card-recurring_billing_acct_code');
2881 } elsif ( $method eq 'ECHECK' ) {
2882 ( $content{account_number}, $content{routing_code} ) =
2883 split('@', $payinfo);
2884 $content{bank_name} = $o_payname;
2885 $content{bank_state} = exists($options{'paystate'})
2886 ? $options{'paystate'}
2887 : $self->getfield('paystate');
2888 $content{account_type} = exists($options{'paytype'})
2889 ? uc($options{'paytype'}) || 'CHECKING'
2890 : uc($self->getfield('paytype')) || 'CHECKING';
2891 $content{account_name} = $payname;
2892 $content{customer_org} = $self->company ? 'B' : 'I';
2893 $content{state_id} = exists($options{'stateid'})
2894 ? $options{'stateid'}
2895 : $self->getfield('stateid');
2896 $content{state_id_state} = exists($options{'stateid_state'})
2897 ? $options{'stateid_state'}
2898 : $self->getfield('stateid_state');
2899 $content{customer_ssn} = exists($options{'ss'})
2902 } elsif ( $method eq 'LEC' ) {
2903 $content{phone} = $payinfo;
2907 # run transaction(s)
2910 my $balance = exists( $options{'balance'} )
2911 ? $options{'balance'}
2914 $self->select_for_update; #mutex ... just until we get our pending record in
2916 #the checks here are intended to catch concurrent payments
2917 #double-form-submission prevention is taken care of in cust_pay_pending::check
2920 return "The customer's balance has changed; $method transaction aborted."
2921 if $self->balance < $balance;
2922 #&& $self->balance < $amount; #might as well anyway?
2924 #also check and make sure there aren't *other* pending payments for this cust
2926 my @pending = qsearch('cust_pay_pending', {
2927 'custnum' => $self->custnum,
2928 'status' => { op=>'!=', value=>'done' }
2930 return "A payment is already being processed for this customer (".
2931 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2932 "); $method transaction aborted."
2933 if scalar(@pending);
2935 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2937 my $cust_pay_pending = new FS::cust_pay_pending {
2938 'custnum' => $self->custnum,
2939 #'invnum' => $options{'invnum'},
2942 'payby' => $method2payby{$method},
2943 'payinfo' => $payinfo,
2944 'paydate' => $paydate,
2945 'recurring_billing' => $content{recurring_billing},
2947 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2949 $cust_pay_pending->payunique( $options{payunique} )
2950 if defined($options{payunique}) && length($options{payunique});
2951 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2952 return $cpp_new_err if $cpp_new_err;
2954 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2956 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2957 $transaction->content(
2960 'password' => $password,
2961 'action' => $action1,
2962 'description' => $options{'description'},
2963 'amount' => $amount,
2964 #'invoice_number' => $options{'invnum'},
2965 'customer_id' => $self->custnum,
2966 'last_name' => $paylast,
2967 'first_name' => $payfirst,
2969 'address' => $address,
2970 'city' => ( exists($options{'city'})
2973 'state' => ( exists($options{'state'})
2976 'zip' => ( exists($options{'zip'})
2979 'country' => ( exists($options{'country'})
2980 ? $options{'country'}
2982 'referer' => 'http://cleanwhisker.420.am/',
2984 'phone' => $self->daytime || $self->night,
2988 $cust_pay_pending->status('pending');
2989 my $cpp_pending_err = $cust_pay_pending->replace;
2990 return $cpp_pending_err if $cpp_pending_err;
2992 $transaction->submit();
2994 if ( $transaction->is_success() && $action2 ) {
2996 $cust_pay_pending->status('authorized');
2997 my $cpp_authorized_err = $cust_pay_pending->replace;
2998 return $cpp_authorized_err if $cpp_authorized_err;
3000 my $auth = $transaction->authorization;
3001 my $ordernum = $transaction->can('order_number')
3002 ? $transaction->order_number
3006 new Business::OnlinePayment( $processor, @bop_options );
3013 password => $password,
3014 order_number => $ordernum,
3016 authorization => $auth,
3017 description => $options{'description'},
3020 foreach my $field (qw( authorization_source_code returned_ACI
3021 transaction_identifier validation_code
3022 transaction_sequence_num local_transaction_date
3023 local_transaction_time AVS_result_code )) {
3024 $capture{$field} = $transaction->$field() if $transaction->can($field);
3027 $capture->content( %capture );
3031 unless ( $capture->is_success ) {
3032 my $e = "Authorization successful but capture failed, custnum #".
3033 $self->custnum. ': '. $capture->result_code.
3034 ": ". $capture->error_message;
3041 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3042 my $cpp_captured_err = $cust_pay_pending->replace;
3043 return $cpp_captured_err if $cpp_captured_err;
3046 # remove paycvv after initial transaction
3049 #false laziness w/misc/process/payment.cgi - check both to make sure working
3051 if ( defined $self->dbdef_table->column('paycvv')
3052 && length($self->paycvv)
3053 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3055 my $error = $self->remove_cvv;
3057 warn "WARNING: error removing cvv: $error\n";
3065 if ( $transaction->is_success() ) {
3068 if ( $payment_gateway ) { # agent override
3069 $paybatch = $payment_gateway->gatewaynum. '-';
3072 $paybatch .= "$processor:". $transaction->authorization;
3074 $paybatch .= ':'. $transaction->order_number
3075 if $transaction->can('order_number')
3076 && length($transaction->order_number);
3078 my $cust_pay = new FS::cust_pay ( {
3079 'custnum' => $self->custnum,
3080 'invnum' => $options{'invnum'},
3083 'payby' => $method2payby{$method},
3084 'payinfo' => $payinfo,
3085 'paybatch' => $paybatch,
3086 'paydate' => $paydate,
3088 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3089 $cust_pay->payunique( $options{payunique} )
3090 if defined($options{payunique}) && length($options{payunique});
3092 my $oldAutoCommit = $FS::UID::AutoCommit;
3093 local $FS::UID::AutoCommit = 0;
3096 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3098 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3101 $cust_pay->invnum(''); #try again with no specific invnum
3102 my $error2 = $cust_pay->insert( $options{'manual'} ?
3103 ( 'manual' => 1 ) : ()
3106 # gah. but at least we have a record of the state we had to abort in
3107 # from cust_pay_pending now.
3108 my $e = "WARNING: $method captured but payment not recorded - ".
3109 "error inserting payment ($processor): $error2".
3110 " (previously tried insert with invnum #$options{'invnum'}" .
3111 ": $error ) - pending payment saved as paypendingnum ".
3112 $cust_pay_pending->paypendingnum. "\n";
3118 if ( $options{'paynum_ref'} ) {
3119 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3122 $cust_pay_pending->status('done');
3123 $cust_pay_pending->statustext('captured');
3124 my $cpp_done_err = $cust_pay_pending->replace;
3126 if ( $cpp_done_err ) {
3128 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3129 my $e = "WARNING: $method captured but payment not recorded - ".
3130 "error updating status for paypendingnum ".
3131 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3137 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3138 return ''; #no error
3144 my $perror = "$processor error: ". $transaction->error_message;
3146 unless ( $transaction->error_message ) {
3149 #this should be normalized :/
3151 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
3152 if ( $transaction->can('param')
3153 && $transaction->param('transaction_response') ) {
3154 $t_response = $transaction->param('transaction_response')
3156 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
3157 } elsif ( $transaction->can('response_page') ) {
3159 'page' => ( $transaction->can('response_page')
3160 ? $transaction->response_page
3163 'code' => ( $transaction->can('response_code')
3164 ? $transaction->response_code
3167 'headers' => ( $transaction->can('response_headers')
3168 ? $transaction->response_headers
3174 "No additional debugging information available for $processor";
3177 $perror .= "No error_message returned from $processor -- ".
3178 ( ref($t_response) ? Dumper($t_response) : $t_response );
3182 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3183 && $conf->exists('emaildecline')
3184 && grep { $_ ne 'POST' } $self->invoicing_list
3185 && ! grep { $transaction->error_message =~ /$_/ }
3186 $conf->config('emaildecline-exclude')
3188 my @templ = $conf->config('declinetemplate');
3189 my $template = new Text::Template (
3191 SOURCE => [ map "$_\n", @templ ],
3192 ) or return "($perror) can't create template: $Text::Template::ERROR";
3193 $template->compile()
3194 or return "($perror) can't compile template: $Text::Template::ERROR";
3196 my $templ_hash = { error => $transaction->error_message };
3198 my $error = send_email(
3199 'from' => $conf->config('invoice_from'),
3200 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3201 'subject' => 'Your payment could not be processed',
3202 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3205 $perror .= " (also received error sending decline notification: $error)"
3210 $cust_pay_pending->status('done');
3211 $cust_pay_pending->statustext("declined: $perror");
3212 my $cpp_done_err = $cust_pay_pending->replace;
3213 if ( $cpp_done_err ) {
3214 my $e = "WARNING: $method declined but pending payment not resolved - ".
3215 "error updating status for paypendingnum ".
3216 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3218 $perror = "$e ($perror)";
3226 =item default_payment_gateway
3230 sub default_payment_gateway {
3231 my( $self, $method ) = @_;
3233 die "Real-time processing not enabled\n"
3234 unless $conf->exists('business-onlinepayment');
3237 my $bop_config = 'business-onlinepayment';
3238 $bop_config .= '-ach'
3239 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3240 my ( $processor, $login, $password, $action, @bop_options ) =
3241 $conf->config($bop_config);
3242 $action ||= 'normal authorization';
3243 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3244 die "No real-time processor is enabled - ".
3245 "did you set the business-onlinepayment configuration value?\n"
3248 ( $processor, $login, $password, $action, @bop_options )
3253 Removes the I<paycvv> field from the database directly.
3255 If there is an error, returns the error, otherwise returns false.
3261 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3262 or return dbh->errstr;
3263 $sth->execute($self->custnum)
3264 or return $sth->errstr;
3269 sub _bop_recurring_billing {
3270 my( $self, %opt ) = @_;
3272 my $method = $conf->config('credit_card-recurring_billing_flag');
3274 if ( $method eq 'transaction_is_recur' ) {
3276 return 1 if $opt{'trans_is_recur'};
3280 my %hash = ( 'custnum' => $self->custnum,
3285 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
3286 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
3297 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3299 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3300 via a Business::OnlinePayment realtime gateway. See
3301 L<http://420.am/business-onlinepayment> for supported gateways.
3303 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3305 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3307 Most gateways require a reference to an original payment transaction to refund,
3308 so you probably need to specify a I<paynum>.
3310 I<amount> defaults to the original amount of the payment if not specified.
3312 I<reason> specifies a reason for the refund.
3314 I<paydate> specifies the expiration date for a credit card overriding the
3315 value from the customer record or the payment record. Specified as yyyy-mm-dd
3317 Implementation note: If I<amount> is unspecified or equal to the amount of the
3318 orignal payment, first an attempt is made to "void" the transaction via
3319 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3320 the normal attempt is made to "refund" ("credit") the transaction via the
3321 gateway is attempted.
3323 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3324 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3325 #if set, will override the value from the customer record.
3327 #If an I<invnum> is specified, this payment (if successful) is applied to the
3328 #specified invoice. If you don't specify an I<invnum> you might want to
3329 #call the B<apply_payments> method.
3333 #some false laziness w/realtime_bop, not enough to make it worth merging
3334 #but some useful small subs should be pulled out
3335 sub realtime_refund_bop {
3336 my( $self, $method, %options ) = @_;
3338 warn "$me realtime_refund_bop: $method refund\n";
3339 warn " $_ => $options{$_}\n" foreach keys %options;
3342 eval "use Business::OnlinePayment";
3346 # look up the original payment and optionally a gateway for that payment
3350 my $amount = $options{'amount'};
3352 my( $processor, $login, $password, @bop_options ) ;
3353 my( $auth, $order_number ) = ( '', '', '' );
3355 if ( $options{'paynum'} ) {
3357 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3358 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3359 or return "Unknown paynum $options{'paynum'}";
3360 $amount ||= $cust_pay->paid;
3362 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3363 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3364 $cust_pay->paybatch;
3365 my $gatewaynum = '';
3366 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3368 if ( $gatewaynum ) { #gateway for the payment to be refunded
3370 my $payment_gateway =
3371 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3372 die "payment gateway $gatewaynum not found"
3373 unless $payment_gateway;
3375 $processor = $payment_gateway->gateway_module;
3376 $login = $payment_gateway->gateway_username;
3377 $password = $payment_gateway->gateway_password;
3378 @bop_options = $payment_gateway->options;
3380 } else { #try the default gateway
3382 my( $conf_processor, $unused_action );
3383 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3384 $self->default_payment_gateway($method);
3386 return "processor of payment $options{'paynum'} $processor does not".
3387 " match default processor $conf_processor"
3388 unless $processor eq $conf_processor;
3393 } else { # didn't specify a paynum, so look for agent gateway overrides
3394 # like a normal transaction
3397 if ( $method eq 'CC' ) {
3398 $cardtype = cardtype($self->payinfo);
3399 } elsif ( $method eq 'ECHECK' ) {
3402 $cardtype = $method;
3405 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3406 cardtype => $cardtype,
3408 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3410 taxclass => '', } );
3412 if ( $override ) { #use a payment gateway override
3414 my $payment_gateway = $override->payment_gateway;
3416 $processor = $payment_gateway->gateway_module;
3417 $login = $payment_gateway->gateway_username;
3418 $password = $payment_gateway->gateway_password;
3419 #$action = $payment_gateway->gateway_action;
3420 @bop_options = $payment_gateway->options;
3422 } else { #use the standard settings from the config
3425 ( $processor, $login, $password, $unused_action, @bop_options ) =
3426 $self->default_payment_gateway($method);
3431 return "neither amount nor paynum specified" unless $amount;
3436 'password' => $password,
3437 'order_number' => $order_number,
3438 'amount' => $amount,
3439 'referer' => 'http://cleanwhisker.420.am/',
3441 $content{authorization} = $auth
3442 if length($auth); #echeck/ACH transactions have an order # but no auth
3443 #(at least with authorize.net)
3445 my $disable_void_after;
3446 if ($conf->exists('disable_void_after')
3447 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3448 $disable_void_after = $1;
3451 #first try void if applicable
3452 if ( $cust_pay && $cust_pay->paid == $amount
3454 ( not defined($disable_void_after) )
3455 || ( time < ($cust_pay->_date + $disable_void_after ) )
3458 warn " attempting void\n" if $DEBUG > 1;
3459 my $void = new Business::OnlinePayment( $processor, @bop_options );
3460 $void->content( 'action' => 'void', %content );
3462 if ( $void->is_success ) {
3463 my $error = $cust_pay->void($options{'reason'});
3465 # gah, even with transactions.
3466 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3467 "error voiding payment: $error";
3471 warn " void successful\n" if $DEBUG > 1;
3476 warn " void unsuccessful, trying refund\n"
3480 my $address = $self->address1;
3481 $address .= ", ". $self->address2 if $self->address2;
3483 my($payname, $payfirst, $paylast);
3484 if ( $self->payname && $method ne 'ECHECK' ) {
3485 $payname = $self->payname;
3486 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3487 or return "Illegal payname $payname";
3488 ($payfirst, $paylast) = ($1, $2);
3490 $payfirst = $self->getfield('first');
3491 $paylast = $self->getfield('last');
3492 $payname = "$payfirst $paylast";
3495 my @invoicing_list = $self->invoicing_list_emailonly;
3496 if ( $conf->exists('emailinvoiceautoalways')
3497 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3498 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3499 push @invoicing_list, $self->all_emails;
3502 my $email = ($conf->exists('business-onlinepayment-email-override'))
3503 ? $conf->config('business-onlinepayment-email-override')
3504 : $invoicing_list[0];
3506 my $payip = exists($options{'payip'})
3509 $content{customer_ip} = $payip
3513 if ( $method eq 'CC' ) {
3516 $content{card_number} = $payinfo = $cust_pay->payinfo;
3517 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3518 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3519 ($content{expiration} = "$2/$1"); # where available
3521 $content{card_number} = $payinfo = $self->payinfo;
3522 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3523 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3524 $content{expiration} = "$2/$1";
3527 } elsif ( $method eq 'ECHECK' ) {
3530 $payinfo = $cust_pay->payinfo;
3532 $payinfo = $self->payinfo;
3534 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3535 $content{bank_name} = $self->payname;
3536 $content{account_type} = 'CHECKING';
3537 $content{account_name} = $payname;
3538 $content{customer_org} = $self->company ? 'B' : 'I';
3539 $content{customer_ssn} = $self->ss;
3540 } elsif ( $method eq 'LEC' ) {
3541 $content{phone} = $payinfo = $self->payinfo;
3545 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3546 my %sub_content = $refund->content(
3547 'action' => 'credit',
3548 'customer_id' => $self->custnum,
3549 'last_name' => $paylast,
3550 'first_name' => $payfirst,
3552 'address' => $address,
3553 'city' => $self->city,
3554 'state' => $self->state,
3555 'zip' => $self->zip,
3556 'country' => $self->country,
3558 'phone' => $self->daytime || $self->night,
3561 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3565 return "$processor error: ". $refund->error_message
3566 unless $refund->is_success();
3568 my %method2payby = (
3574 my $paybatch = "$processor:". $refund->authorization;
3575 $paybatch .= ':'. $refund->order_number
3576 if $refund->can('order_number') && $refund->order_number;
3578 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3579 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3580 last unless @cust_bill_pay;
3581 my $cust_bill_pay = pop @cust_bill_pay;
3582 my $error = $cust_bill_pay->delete;
3586 my $cust_refund = new FS::cust_refund ( {
3587 'custnum' => $self->custnum,
3588 'paynum' => $options{'paynum'},
3589 'refund' => $amount,
3591 'payby' => $method2payby{$method},
3592 'payinfo' => $payinfo,
3593 'paybatch' => $paybatch,
3594 'reason' => $options{'reason'} || 'card or ACH refund',
3596 my $error = $cust_refund->insert;
3598 $cust_refund->paynum(''); #try again with no specific paynum
3599 my $error2 = $cust_refund->insert;
3601 # gah, even with transactions.
3602 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3603 "error inserting refund ($processor): $error2".
3604 " (previously tried insert with paynum #$options{'paynum'}" .
3615 =item realtime_collect [ OPTION => VALUE ... ]
3617 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3618 via a Business::OnlinePayment realtime gateway. See
3619 L<http://420.am/business-onlinepayment> for supported gateways.
3621 If there is an error, returns the error, otherwise returns false.
3623 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3625 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
3626 then it is deduced from the customer record.
3628 If no I<amount> is specified, then the customer balance is used.
3630 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3631 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3632 if set, will override the value from the customer record.
3634 I<description> is a free-text field passed to the gateway. It defaults to
3635 "Internet services".
3637 If an I<invnum> is specified, this payment (if successful) is applied to the
3638 specified invoice. If you don't specify an I<invnum> you might want to
3639 call the B<apply_payments> method.
3641 I<quiet> can be set true to surpress email decline notices.
3643 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3644 resulting paynum, if any.
3646 I<payunique> is a unique identifier for this payment.
3648 I<depend_jobnum> allows payment capture to unlock export jobs
3652 sub realtime_collect {
3653 my( $self, %options ) = @_;
3656 warn "$me realtime_collect:\n";
3657 warn " $_ => $options{$_}\n" foreach keys %options;
3660 $options{amount} = $self->balance unless exists( $options{amount} );
3661 $options{method} = FS::payby->payby2bop($self->payby)
3662 unless exists( $options{method} );
3664 return $self->realtime_bop({%options});
3668 =item batch_card OPTION => VALUE...
3670 Adds a payment for this invoice to the pending credit card batch (see
3671 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3672 runs the payment using a realtime gateway.
3677 my ($self, %options) = @_;
3680 if (exists($options{amount})) {
3681 $amount = $options{amount};
3683 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3685 return '' unless $amount > 0;
3687 my $invnum = delete $options{invnum};
3688 my $payby = $options{invnum} || $self->payby; #dubious
3690 if ($options{'realtime'}) {
3691 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3697 my $oldAutoCommit = $FS::UID::AutoCommit;
3698 local $FS::UID::AutoCommit = 0;
3701 #this needs to handle mysql as well as Pg, like svc_acct.pm
3702 #(make it into a common function if folks need to do batching with mysql)
3703 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3704 or return "Cannot lock pay_batch: " . $dbh->errstr;
3708 'payby' => FS::payby->payby2payment($payby),
3711 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3713 unless ( $pay_batch ) {
3714 $pay_batch = new FS::pay_batch \%pay_batch;
3715 my $error = $pay_batch->insert;
3717 $dbh->rollback if $oldAutoCommit;
3718 die "error creating new batch: $error\n";
3722 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3723 'batchnum' => $pay_batch->batchnum,
3724 'custnum' => $self->custnum,
3727 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3729 $options{$_} = '' unless exists($options{$_});
3732 my $cust_pay_batch = new FS::cust_pay_batch ( {
3733 'batchnum' => $pay_batch->batchnum,
3734 'invnum' => $invnum || 0, # is there a better value?
3735 # this field should be
3737 # cust_bill_pay_batch now
3738 'custnum' => $self->custnum,
3739 'last' => $self->getfield('last'),
3740 'first' => $self->getfield('first'),
3741 'address1' => $options{address1} || $self->address1,
3742 'address2' => $options{address2} || $self->address2,
3743 'city' => $options{city} || $self->city,
3744 'state' => $options{state} || $self->state,
3745 'zip' => $options{zip} || $self->zip,
3746 'country' => $options{country} || $self->country,
3747 'payby' => $options{payby} || $self->payby,
3748 'payinfo' => $options{payinfo} || $self->payinfo,
3749 'exp' => $options{paydate} || $self->paydate,
3750 'payname' => $options{payname} || $self->payname,
3751 'amount' => $amount, # consolidating
3754 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3755 if $old_cust_pay_batch;
3758 if ($old_cust_pay_batch) {
3759 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3761 $error = $cust_pay_batch->insert;
3765 $dbh->rollback if $oldAutoCommit;
3769 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3770 foreach my $cust_bill ($self->open_cust_bill) {
3771 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3772 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3773 'invnum' => $cust_bill->invnum,
3774 'paybatchnum' => $cust_pay_batch->paybatchnum,
3775 'amount' => $cust_bill->owed,
3778 if ($unapplied >= $cust_bill_pay_batch->amount){
3779 $unapplied -= $cust_bill_pay_batch->amount;
3782 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3783 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3785 $error = $cust_bill_pay_batch->insert;
3787 $dbh->rollback if $oldAutoCommit;
3792 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3798 Returns the total owed for this customer on all invoices
3799 (see L<FS::cust_bill/owed>).
3805 $self->total_owed_date(2145859200); #12/31/2037
3808 =item total_owed_date TIME
3810 Returns the total owed for this customer on all invoices with date earlier than
3811 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3812 see L<Time::Local> and L<Date::Parse> for conversion functions.
3816 sub total_owed_date {
3820 foreach my $cust_bill (
3821 grep { $_->_date <= $time }
3822 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3824 $total_bill += $cust_bill->owed;
3826 sprintf( "%.2f", $total_bill );
3829 =item apply_payments_and_credits
3831 Applies unapplied payments and credits.
3833 In most cases, this new method should be used in place of sequential
3834 apply_payments and apply_credits methods.
3836 If there is an error, returns the error, otherwise returns false.
3840 sub apply_payments_and_credits {
3843 local $SIG{HUP} = 'IGNORE';
3844 local $SIG{INT} = 'IGNORE';
3845 local $SIG{QUIT} = 'IGNORE';
3846 local $SIG{TERM} = 'IGNORE';
3847 local $SIG{TSTP} = 'IGNORE';
3848 local $SIG{PIPE} = 'IGNORE';
3850 my $oldAutoCommit = $FS::UID::AutoCommit;
3851 local $FS::UID::AutoCommit = 0;
3854 $self->select_for_update; #mutex
3856 foreach my $cust_bill ( $self->open_cust_bill ) {
3857 my $error = $cust_bill->apply_payments_and_credits;
3859 $dbh->rollback if $oldAutoCommit;
3860 return "Error applying: $error";
3864 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3869 =item apply_credits OPTION => VALUE ...
3871 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3872 to outstanding invoice balances in chronological order (or reverse
3873 chronological order if the I<order> option is set to B<newest>) and returns the
3874 value of any remaining unapplied credits available for refund (see
3875 L<FS::cust_refund>).
3877 Dies if there is an error.
3885 local $SIG{HUP} = 'IGNORE';
3886 local $SIG{INT} = 'IGNORE';
3887 local $SIG{QUIT} = 'IGNORE';
3888 local $SIG{TERM} = 'IGNORE';
3889 local $SIG{TSTP} = 'IGNORE';
3890 local $SIG{PIPE} = 'IGNORE';
3892 my $oldAutoCommit = $FS::UID::AutoCommit;
3893 local $FS::UID::AutoCommit = 0;
3896 $self->select_for_update; #mutex
3898 unless ( $self->total_credited ) {
3899 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3903 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3904 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3906 my @invoices = $self->open_cust_bill;
3907 @invoices = sort { $b->_date <=> $a->_date } @invoices
3908 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3911 foreach my $cust_bill ( @invoices ) {
3914 if ( !defined($credit) || $credit->credited == 0) {
3915 $credit = pop @credits or last;
3918 if ($cust_bill->owed >= $credit->credited) {
3919 $amount=$credit->credited;
3921 $amount=$cust_bill->owed;
3924 my $cust_credit_bill = new FS::cust_credit_bill ( {
3925 'crednum' => $credit->crednum,
3926 'invnum' => $cust_bill->invnum,
3927 'amount' => $amount,
3929 my $error = $cust_credit_bill->insert;
3931 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3935 redo if ($cust_bill->owed > 0);
3939 my $total_credited = $self->total_credited;
3941 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3943 return $total_credited;
3946 =item apply_payments
3948 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3949 to outstanding invoice balances in chronological order.
3951 #and returns the value of any remaining unapplied payments.
3953 Dies if there is an error.
3957 sub apply_payments {
3960 local $SIG{HUP} = 'IGNORE';
3961 local $SIG{INT} = 'IGNORE';
3962 local $SIG{QUIT} = 'IGNORE';
3963 local $SIG{TERM} = 'IGNORE';
3964 local $SIG{TSTP} = 'IGNORE';
3965 local $SIG{PIPE} = 'IGNORE';
3967 my $oldAutoCommit = $FS::UID::AutoCommit;
3968 local $FS::UID::AutoCommit = 0;
3971 $self->select_for_update; #mutex
3975 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3976 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3978 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3979 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3983 foreach my $cust_bill ( @invoices ) {
3986 if ( !defined($payment) || $payment->unapplied == 0 ) {
3987 $payment = pop @payments or last;
3990 if ( $cust_bill->owed >= $payment->unapplied ) {
3991 $amount = $payment->unapplied;
3993 $amount = $cust_bill->owed;
3996 my $cust_bill_pay = new FS::cust_bill_pay ( {
3997 'paynum' => $payment->paynum,
3998 'invnum' => $cust_bill->invnum,
3999 'amount' => $amount,
4001 my $error = $cust_bill_pay->insert;
4003 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4007 redo if ( $cust_bill->owed > 0);
4011 my $total_unapplied_payments = $self->total_unapplied_payments;
4013 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4015 return $total_unapplied_payments;
4018 =item total_credited
4020 Returns the total outstanding credit (see L<FS::cust_credit>) for this
4021 customer. See L<FS::cust_credit/credited>.
4025 sub total_credited {
4027 my $total_credit = 0;
4028 foreach my $cust_credit ( qsearch('cust_credit', {
4029 'custnum' => $self->custnum,
4031 $total_credit += $cust_credit->credited;
4033 sprintf( "%.2f", $total_credit );
4036 =item total_unapplied_payments
4038 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
4039 See L<FS::cust_pay/unapplied>.
4043 sub total_unapplied_payments {
4045 my $total_unapplied = 0;
4046 foreach my $cust_pay ( qsearch('cust_pay', {
4047 'custnum' => $self->custnum,
4049 $total_unapplied += $cust_pay->unapplied;
4051 sprintf( "%.2f", $total_unapplied );
4054 =item total_unapplied_refunds
4056 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
4057 customer. See L<FS::cust_refund/unapplied>.
4061 sub total_unapplied_refunds {
4063 my $total_unapplied = 0;
4064 foreach my $cust_refund ( qsearch('cust_refund', {
4065 'custnum' => $self->custnum,
4067 $total_unapplied += $cust_refund->unapplied;
4069 sprintf( "%.2f", $total_unapplied );
4074 Returns the balance for this customer (total_owed plus total_unrefunded, minus
4075 total_credited minus total_unapplied_payments).
4083 + $self->total_unapplied_refunds
4084 - $self->total_credited
4085 - $self->total_unapplied_payments
4089 =item balance_date TIME
4091 Returns the balance for this customer, only considering invoices with date
4092 earlier than TIME (total_owed_date minus total_credited minus
4093 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
4094 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
4103 $self->total_owed_date($time)
4104 + $self->total_unapplied_refunds
4105 - $self->total_credited
4106 - $self->total_unapplied_payments
4110 =item in_transit_payments
4112 Returns the total of requests for payments for this customer pending in
4113 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
4117 sub in_transit_payments {
4119 my $in_transit_payments = 0;
4120 foreach my $pay_batch ( qsearch('pay_batch', {
4123 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
4124 'batchnum' => $pay_batch->batchnum,
4125 'custnum' => $self->custnum,
4127 $in_transit_payments += $cust_pay_batch->amount;
4130 sprintf( "%.2f", $in_transit_payments );
4133 =item paydate_monthyear
4135 Returns a two-element list consisting of the month and year of this customer's
4136 paydate (credit card expiration date for CARD customers)
4140 sub paydate_monthyear {
4142 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
4144 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
4151 =item invoicing_list [ ARRAYREF ]
4153 If an arguement is given, sets these email addresses as invoice recipients
4154 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
4155 (except as warnings), so use check_invoicing_list first.
4157 Returns a list of email addresses (with svcnum entries expanded).
4159 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
4160 check it without disturbing anything by passing nothing.
4162 This interface may change in the future.
4166 sub invoicing_list {
4167 my( $self, $arrayref ) = @_;
4170 my @cust_main_invoice;
4171 if ( $self->custnum ) {
4172 @cust_main_invoice =
4173 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4175 @cust_main_invoice = ();
4177 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4178 #warn $cust_main_invoice->destnum;
4179 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4180 #warn $cust_main_invoice->destnum;
4181 my $error = $cust_main_invoice->delete;
4182 warn $error if $error;
4185 if ( $self->custnum ) {
4186 @cust_main_invoice =
4187 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4189 @cust_main_invoice = ();
4191 my %seen = map { $_->address => 1 } @cust_main_invoice;
4192 foreach my $address ( @{$arrayref} ) {
4193 next if exists $seen{$address} && $seen{$address};
4194 $seen{$address} = 1;
4195 my $cust_main_invoice = new FS::cust_main_invoice ( {
4196 'custnum' => $self->custnum,
4199 my $error = $cust_main_invoice->insert;
4200 warn $error if $error;
4204 if ( $self->custnum ) {
4206 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4213 =item check_invoicing_list ARRAYREF
4215 Checks these arguements as valid input for the invoicing_list method. If there
4216 is an error, returns the error, otherwise returns false.
4220 sub check_invoicing_list {
4221 my( $self, $arrayref ) = @_;
4223 foreach my $address ( @$arrayref ) {
4225 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4226 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4229 my $cust_main_invoice = new FS::cust_main_invoice ( {
4230 'custnum' => $self->custnum,
4233 my $error = $self->custnum
4234 ? $cust_main_invoice->check
4235 : $cust_main_invoice->checkdest
4237 return $error if $error;
4241 return "Email address required"
4242 if $conf->exists('cust_main-require_invoicing_list_email')
4243 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4248 =item set_default_invoicing_list
4250 Sets the invoicing list to all accounts associated with this customer,
4251 overwriting any previous invoicing list.
4255 sub set_default_invoicing_list {
4257 $self->invoicing_list($self->all_emails);
4262 Returns the email addresses of all accounts provisioned for this customer.
4269 foreach my $cust_pkg ( $self->all_pkgs ) {
4270 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4272 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4273 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4275 $list{$_}=1 foreach map { $_->email } @svc_acct;
4280 =item invoicing_list_addpost
4282 Adds postal invoicing to this customer. If this customer is already configured
4283 to receive postal invoices, does nothing.
4287 sub invoicing_list_addpost {
4289 return if grep { $_ eq 'POST' } $self->invoicing_list;
4290 my @invoicing_list = $self->invoicing_list;
4291 push @invoicing_list, 'POST';
4292 $self->invoicing_list(\@invoicing_list);
4295 =item invoicing_list_emailonly
4297 Returns the list of email invoice recipients (invoicing_list without non-email
4298 destinations such as POST and FAX).
4302 sub invoicing_list_emailonly {
4304 warn "$me invoicing_list_emailonly called"
4306 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4309 =item invoicing_list_emailonly_scalar
4311 Returns the list of email invoice recipients (invoicing_list without non-email
4312 destinations such as POST and FAX) as a comma-separated scalar.
4316 sub invoicing_list_emailonly_scalar {
4318 warn "$me invoicing_list_emailonly_scalar called"
4320 join(', ', $self->invoicing_list_emailonly);
4323 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4325 Returns an array of customers referred by this customer (referral_custnum set
4326 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4327 customers referred by customers referred by this customer and so on, inclusive.
4328 The default behavior is DEPTH 1 (no recursion).
4332 sub referral_cust_main {
4334 my $depth = @_ ? shift : 1;
4335 my $exclude = @_ ? shift : {};
4338 map { $exclude->{$_->custnum}++; $_; }
4339 grep { ! $exclude->{ $_->custnum } }
4340 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4344 map { $_->referral_cust_main($depth-1, $exclude) }
4351 =item referral_cust_main_ncancelled
4353 Same as referral_cust_main, except only returns customers with uncancelled
4358 sub referral_cust_main_ncancelled {
4360 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4363 =item referral_cust_pkg [ DEPTH ]
4365 Like referral_cust_main, except returns a flat list of all unsuspended (and
4366 uncancelled) packages for each customer. The number of items in this list may
4367 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4371 sub referral_cust_pkg {
4373 my $depth = @_ ? shift : 1;
4375 map { $_->unsuspended_pkgs }
4376 grep { $_->unsuspended_pkgs }
4377 $self->referral_cust_main($depth);
4380 =item referring_cust_main
4382 Returns the single cust_main record for the customer who referred this customer
4383 (referral_custnum), or false.
4387 sub referring_cust_main {
4389 return '' unless $self->referral_custnum;
4390 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4393 =item credit AMOUNT, REASON
4395 Applies a credit to this customer. If there is an error, returns the error,
4396 otherwise returns false.
4401 my( $self, $amount, $reason, %options ) = @_;
4402 my $cust_credit = new FS::cust_credit {
4403 'custnum' => $self->custnum,
4404 'amount' => $amount,
4405 'reason' => $reason,
4407 $cust_credit->insert(%options);
4410 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4412 Creates a one-time charge for this customer. If there is an error, returns
4413 the error, otherwise returns false.
4419 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4420 if ( ref( $_[0] ) ) {
4421 $amount = $_[0]->{amount};
4422 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4423 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4424 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4425 : '$'. sprintf("%.2f",$amount);
4426 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4427 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4428 $additional = $_[0]->{additional};
4432 $pkg = @_ ? shift : 'One-time charge';
4433 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4434 $taxclass = @_ ? shift : '';
4438 local $SIG{HUP} = 'IGNORE';
4439 local $SIG{INT} = 'IGNORE';
4440 local $SIG{QUIT} = 'IGNORE';
4441 local $SIG{TERM} = 'IGNORE';
4442 local $SIG{TSTP} = 'IGNORE';
4443 local $SIG{PIPE} = 'IGNORE';
4445 my $oldAutoCommit = $FS::UID::AutoCommit;
4446 local $FS::UID::AutoCommit = 0;
4449 my $part_pkg = new FS::part_pkg ( {
4451 'comment' => $comment,
4455 'classnum' => $classnum ? $classnum : '',
4456 'taxclass' => $taxclass,
4459 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4460 ( 0 .. @$additional - 1 )
4462 'additional_count' => scalar(@$additional),
4463 'setup_fee' => $amount,
4466 my $error = $part_pkg->insert( options => \%options );
4468 $dbh->rollback if $oldAutoCommit;
4472 my $pkgpart = $part_pkg->pkgpart;
4473 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4474 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4475 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4476 $error = $type_pkgs->insert;
4478 $dbh->rollback if $oldAutoCommit;
4483 my $cust_pkg = new FS::cust_pkg ( {
4484 'custnum' => $self->custnum,
4485 'pkgpart' => $pkgpart,
4486 'quantity' => $quantity,
4489 $error = $cust_pkg->insert;
4491 $dbh->rollback if $oldAutoCommit;
4495 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4500 #=item charge_postal_fee
4502 #Applies a one time charge this customer. If there is an error,
4503 #returns the error, returns the cust_pkg charge object or false
4504 #if there was no charge.
4508 # This should be a customer event. For that to work requires that bill
4509 # also be a customer event.
4511 sub charge_postal_fee {
4514 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4515 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4517 my $cust_pkg = new FS::cust_pkg ( {
4518 'custnum' => $self->custnum,
4519 'pkgpart' => $pkgpart,
4523 my $error = $cust_pkg->insert;
4524 $error ? $error : $cust_pkg;
4529 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4535 sort { $a->_date <=> $b->_date }
4536 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4539 =item open_cust_bill
4541 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4546 sub open_cust_bill {
4548 grep { $_->owed > 0 } $self->cust_bill;
4553 Returns all the credits (see L<FS::cust_credit>) for this customer.
4559 sort { $a->_date <=> $b->_date }
4560 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4565 Returns all the payments (see L<FS::cust_pay>) for this customer.
4571 sort { $a->_date <=> $b->_date }
4572 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4577 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4583 sort { $a->_date <=> $b->_date }
4584 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4590 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4596 sort { $a->_date <=> $b->_date }
4597 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4602 Returns a name string for this customer, either "Company (Last, First)" or
4609 my $name = $self->contact;
4610 $name = $self->company. " ($name)" if $self->company;
4616 Returns a name string for this (service/shipping) contact, either
4617 "Company (Last, First)" or "Last, First".
4623 if ( $self->get('ship_last') ) {
4624 my $name = $self->ship_contact;
4625 $name = $self->ship_company. " ($name)" if $self->ship_company;
4634 Returns a name string for this customer, either "Company" or "First Last".
4640 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4643 =item ship_name_short
4645 Returns a name string for this (service/shipping) contact, either "Company"
4650 sub ship_name_short {
4652 if ( $self->get('ship_last') ) {
4653 $self->ship_company !~ /^\s*$/
4654 ? $self->ship_company
4655 : $self->ship_contact_firstlast;
4657 $self->name_company_or_firstlast;
4663 Returns this customer's full (billing) contact name only, "Last, First"
4669 $self->get('last'). ', '. $self->first;
4674 Returns this customer's full (shipping) contact name only, "Last, First"
4680 $self->get('ship_last')
4681 ? $self->get('ship_last'). ', '. $self->ship_first
4685 =item contact_firstlast
4687 Returns this customers full (billing) contact name only, "First Last".
4691 sub contact_firstlast {
4693 $self->first. ' '. $self->get('last');
4696 =item ship_contact_firstlast
4698 Returns this customer's full (shipping) contact name only, "First Last".
4702 sub ship_contact_firstlast {
4704 $self->get('ship_last')
4705 ? $self->first. ' '. $self->get('ship_last')
4706 : $self->contact_firstlast;
4711 Returns this customer's full country name
4717 code2country($self->country);
4724 Returns a status string for this customer, currently:
4728 =item prospect - No packages have ever been ordered
4730 =item active - One or more recurring packages is active
4732 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4734 =item suspended - All non-cancelled recurring packages are suspended
4736 =item cancelled - All recurring packages are cancelled
4742 sub status { shift->cust_status(@_); }
4746 for my $status (qw( prospect active inactive suspended cancelled )) {
4747 my $method = $status.'_sql';
4748 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4749 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4750 $sth->execute( ($self->custnum) x $numnum )
4751 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4752 return $status if $sth->fetchrow_arrayref->[0];
4756 =item ucfirst_cust_status
4758 =item ucfirst_status
4760 Returns the status with the first character capitalized.
4764 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4766 sub ucfirst_cust_status {
4768 ucfirst($self->cust_status);
4773 Returns a hex triplet color string for this customer's status.
4777 use vars qw(%statuscolor);
4778 tie %statuscolor, 'Tie::IxHash',
4779 'prospect' => '7e0079', #'000000', #black? naw, purple
4780 'active' => '00CC00', #green
4781 'inactive' => '0000CC', #blue
4782 'suspended' => 'FF9900', #yellow
4783 'cancelled' => 'FF0000', #red
4786 sub statuscolor { shift->cust_statuscolor(@_); }
4788 sub cust_statuscolor {
4790 $statuscolor{$self->cust_status};
4795 =head1 CLASS METHODS
4801 Class method that returns the list of possible status strings for customers
4802 (see L<the status method|/status>). For example:
4804 @statuses = FS::cust_main->statuses();
4809 #my $self = shift; #could be class...
4815 Returns an SQL expression identifying prospective cust_main records (customers
4816 with no packages ever ordered)
4820 use vars qw($select_count_pkgs);
4821 $select_count_pkgs =
4822 "SELECT COUNT(*) FROM cust_pkg
4823 WHERE cust_pkg.custnum = cust_main.custnum";
4825 sub select_count_pkgs_sql {
4829 sub prospect_sql { "
4830 0 = ( $select_count_pkgs )
4835 Returns an SQL expression identifying active cust_main records (customers with
4836 active recurring packages).
4841 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4847 Returns an SQL expression identifying inactive cust_main records (customers with
4848 no active recurring packages, but otherwise unsuspended/uncancelled).
4852 sub inactive_sql { "
4853 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4855 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4861 Returns an SQL expression identifying suspended cust_main records.
4866 sub suspended_sql { susp_sql(@_); }
4868 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4870 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4876 Returns an SQL expression identifying cancelled cust_main records.
4880 sub cancelled_sql { cancel_sql(@_); }
4883 my $recurring_sql = FS::cust_pkg->recurring_sql;
4884 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4887 0 < ( $select_count_pkgs )
4888 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4889 AND 0 = ( $select_count_pkgs AND $recurring_sql
4890 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4892 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4898 =item uncancelled_sql
4900 Returns an SQL expression identifying un-cancelled cust_main records.
4904 sub uncancelled_sql { uncancel_sql(@_); }
4905 sub uncancel_sql { "
4906 ( 0 < ( $select_count_pkgs
4907 AND ( cust_pkg.cancel IS NULL
4908 OR cust_pkg.cancel = 0
4911 OR 0 = ( $select_count_pkgs )
4917 Returns an SQL fragment to retreive the balance.
4922 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4923 WHERE cust_bill.custnum = cust_main.custnum )
4924 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4925 WHERE cust_pay.custnum = cust_main.custnum )
4926 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4927 WHERE cust_credit.custnum = cust_main.custnum )
4928 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4929 WHERE cust_refund.custnum = cust_main.custnum )
4932 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4934 Returns an SQL fragment to retreive the balance for this customer, only
4935 considering invoices with date earlier than START_TIME, and optionally not
4936 later than END_TIME (total_owed_date minus total_credited minus
4937 total_unapplied_payments).
4939 Times are specified as SQL fragments or numeric
4940 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4941 L<Date::Parse> for conversion functions. The empty string can be passed
4942 to disable that time constraint completely.
4944 Available options are:
4948 =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)
4950 =item total - set to true to remove all customer comparison clauses, for totals
4952 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4954 =item join - JOIN clause (typically used with the total option)
4962 sub balance_date_sql {
4963 my( $class, $start, $end, %opt ) = @_;
4965 my $owed = FS::cust_bill->owed_sql;
4966 my $unapp_refund = FS::cust_refund->unapplied_sql;
4967 my $unapp_credit = FS::cust_credit->unapplied_sql;
4968 my $unapp_pay = FS::cust_pay->unapplied_sql;
4970 my $j = $opt{'join'} || '';
4972 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4973 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4974 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4975 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4977 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4978 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4979 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4980 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4985 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4987 Helper method for balance_date_sql; name (and usage) subject to change
4988 (suggestions welcome).
4990 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4991 cust_refund, cust_credit or cust_pay).
4993 If TABLE is "cust_bill" or the unapplied_date option is true, only
4994 considers records with date earlier than START_TIME, and optionally not
4995 later than END_TIME .
4999 sub _money_table_where {
5000 my( $class, $table, $start, $end, %opt ) = @_;
5003 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5004 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5005 push @where, "$table._date <= $start" if defined($start) && length($start);
5006 push @where, "$table._date > $end" if defined($end) && length($end);
5008 push @where, @{$opt{'where'}} if $opt{'where'};
5009 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5015 =item search_sql HASHREF
5019 Returns a qsearch hash expression to search for parameters specified in HREF.
5020 Valid parameters are
5028 =item cancelled_pkgs
5034 listref of start date, end date
5040 =item current_balance
5042 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
5046 =item flattened_pkgs
5055 my ($class, $params) = @_;
5066 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
5068 "cust_main.agentnum = $1";
5075 #prospect active inactive suspended cancelled
5076 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
5077 my $method = $params->{'status'}. '_sql';
5078 #push @where, $class->$method();
5079 push @where, FS::cust_main->$method();
5083 # parse cancelled package checkbox
5088 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
5089 unless $params->{'cancelled_pkgs'};
5095 foreach my $field (qw( signupdate )) {
5097 next unless exists($params->{$field});
5099 my($beginning, $ending) = @{$params->{$field}};
5102 "cust_main.$field IS NOT NULL",
5103 "cust_main.$field >= $beginning",
5104 "cust_main.$field <= $ending";
5106 $orderby ||= "ORDER BY cust_main.$field";
5114 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
5116 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
5123 #my $balance_sql = $class->balance_sql();
5124 my $balance_sql = FS::cust_main->balance_sql();
5126 push @where, map { s/current_balance/$balance_sql/; $_ }
5127 @{ $params->{'current_balance'} };
5133 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
5135 "cust_main.custbatch = '$1'";
5139 # setup queries, subs, etc. for the search
5142 $orderby ||= 'ORDER BY custnum';
5144 # here is the agent virtualization
5145 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
5147 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
5149 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
5151 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
5153 my $select = join(', ',
5154 'cust_main.custnum',
5155 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
5158 my(@extra_headers) = ();
5159 my(@extra_fields) = ();
5161 if ($params->{'flattened_pkgs'}) {
5163 if ($dbh->{Driver}->{Name} eq 'Pg') {
5165 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
5167 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
5168 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
5169 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
5171 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
5172 "omitting packing information from report.";
5175 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";
5177 my $sth = dbh->prepare($header_query) or die dbh->errstr;
5178 $sth->execute() or die $sth->errstr;
5179 my $headerrow = $sth->fetchrow_arrayref;
5180 my $headercount = $headerrow ? $headerrow->[0] : 0;
5181 while($headercount) {
5182 unshift @extra_headers, "Package ". $headercount;
5183 unshift @extra_fields, eval q!sub {my $c = shift;
5184 my @a = split '\|', $c->magic;
5185 my $p = $a[!.--$headercount. q!];
5193 'table' => 'cust_main',
5194 'select' => $select,
5196 'extra_sql' => $extra_sql,
5197 'order_by' => $orderby,
5198 'count_query' => $count_query,
5199 'extra_headers' => \@extra_headers,
5200 'extra_fields' => \@extra_fields,
5205 =item email_search_sql HASHREF
5209 Emails a notice to the specified customers.
5211 Valid parameters are those of the L<search_sql> method, plus the following:
5233 Optional job queue job for status updates.
5237 Returns an error message, or false for success.
5239 If an error occurs during any email, stops the enture send and returns that
5240 error. Presumably if you're getting SMTP errors aborting is better than
5241 retrying everything.
5245 sub email_search_sql {
5246 my($class, $params) = @_;
5248 my $from = delete $params->{from};
5249 my $subject = delete $params->{subject};
5250 my $html_body = delete $params->{html_body};
5251 my $text_body = delete $params->{text_body};
5253 my $job = delete $params->{'job'};
5255 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
5256 unless ref($params->{'payby'});
5258 my $sql_query = $class->search_sql($params);
5260 my $count_query = delete($sql_query->{'count_query'});
5261 my $count_sth = dbh->prepare($count_query)
5262 or die "Error preparing $count_query: ". dbh->errstr;
5264 or die "Error executing $count_query: ". $count_sth->errstr;
5265 my $count_arrayref = $count_sth->fetchrow_arrayref;
5266 my $num_cust = $count_arrayref->[0];
5268 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5269 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5272 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5274 #eventually order+limit magic to reduce memory use?
5275 foreach my $cust_main ( qsearch($sql_query) ) {
5277 my $to = $cust_main->invoicing_list_emailonly_scalar;
5280 my $error = send_email(
5284 'subject' => $subject,
5285 'html_body' => $html_body,
5286 'text_body' => $text_body,
5289 return $error if $error;
5291 if ( $job ) { #progressbar foo
5293 if ( time - $min_sec > $last ) {
5294 my $error = $job->update_statustext(
5295 int( 100 * $num / $num_cust )
5297 die $error if $error;
5307 use Storable qw(thaw);
5310 sub process_email_search_sql {
5312 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5314 my $param = thaw(decode_base64(shift));
5315 warn Dumper($param) if $DEBUG;
5317 $param->{'job'} = $job;
5319 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
5320 unless ref($param->{'payby'});
5322 my $error = FS::cust_main->email_search_sql( $param );
5323 die $error if $error;
5327 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5329 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5330 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5331 appropriate ship_ field is also searched).
5333 Additional options are the same as FS::Record::qsearch
5338 my( $self, $fuzzy, $hash, @opt) = @_;
5343 check_and_rebuild_fuzzyfiles();
5344 foreach my $field ( keys %$fuzzy ) {
5346 my $all = $self->all_X($field);
5347 next unless scalar(@$all);
5350 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5353 foreach ( keys %match ) {
5354 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5355 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5358 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5361 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5363 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5371 Returns a masked version of the named field
5376 my ($self, $field) = @_;
5380 'x'x(length($self->getfield($field))-4).
5381 substr($self->getfield($field), (length($self->getfield($field))-4));
5391 =item smart_search OPTION => VALUE ...
5393 Accepts the following options: I<search>, the string to search for. The string
5394 will be searched for as a customer number, phone number, name or company name,
5395 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5396 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5397 skip fuzzy matching when an exact match is found.
5399 Any additional options are treated as an additional qualifier on the search
5402 Returns a (possibly empty) array of FS::cust_main objects.
5409 #here is the agent virtualization
5410 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5414 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5415 my $search = delete $options{'search'};
5416 ( my $alphanum_search = $search ) =~ s/\W//g;
5418 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5420 #false laziness w/Record::ut_phone
5421 my $phonen = "$1-$2-$3";
5422 $phonen .= " x$4" if $4;
5424 push @cust_main, qsearch( {
5425 'table' => 'cust_main',
5426 'hashref' => { %options },
5427 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5429 join(' OR ', map "$_ = '$phonen'",
5430 qw( daytime night fax
5431 ship_daytime ship_night ship_fax )
5434 " AND $agentnums_sql", #agent virtualization
5437 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5438 #try looking for matches with extensions unless one was specified
5440 push @cust_main, qsearch( {
5441 'table' => 'cust_main',
5442 'hashref' => { %options },
5443 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5445 join(' OR ', map "$_ LIKE '$phonen\%'",
5447 ship_daytime ship_night )
5450 " AND $agentnums_sql", #agent virtualization
5455 # custnum search (also try agent_custid), with some tweaking options if your
5456 # legacy cust "numbers" have letters
5457 } elsif ( $search =~ /^\s*(\d+)\s*$/
5458 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5459 && $search =~ /^\s*(\w\w?\d+)\s*$/
5464 push @cust_main, qsearch( {
5465 'table' => 'cust_main',
5466 'hashref' => { 'custnum' => $1, %options },
5467 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5470 push @cust_main, qsearch( {
5471 'table' => 'cust_main',
5472 'hashref' => { 'agent_custid' => $1, %options },
5473 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5476 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5478 my($company, $last, $first) = ( $1, $2, $3 );
5480 # "Company (Last, First)"
5481 #this is probably something a browser remembered,
5482 #so just do an exact search
5484 foreach my $prefix ( '', 'ship_' ) {
5485 push @cust_main, qsearch( {
5486 'table' => 'cust_main',
5487 'hashref' => { $prefix.'first' => $first,
5488 $prefix.'last' => $last,
5489 $prefix.'company' => $company,
5492 'extra_sql' => " AND $agentnums_sql",
5496 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5497 # try (ship_){last,company}
5501 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5502 # # full strings the browser remembers won't work
5503 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5505 use Lingua::EN::NameParse;
5506 my $NameParse = new Lingua::EN::NameParse(
5508 allow_reversed => 1,
5511 my($last, $first) = ( '', '' );
5512 #maybe disable this too and just rely on NameParse?
5513 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5515 ($last, $first) = ( $1, $2 );
5517 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5518 } elsif ( ! $NameParse->parse($value) ) {
5520 my %name = $NameParse->components;
5521 $first = $name{'given_name_1'};
5522 $last = $name{'surname_1'};
5526 if ( $first && $last ) {
5528 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5531 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5533 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5534 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5537 push @cust_main, qsearch( {
5538 'table' => 'cust_main',
5539 'hashref' => \%options,
5540 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5543 # or it just be something that was typed in... (try that in a sec)
5547 my $q_value = dbh->quote($value);
5550 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5551 $sql .= " ( LOWER(last) = $q_value
5552 OR LOWER(company) = $q_value
5553 OR LOWER(ship_last) = $q_value
5554 OR LOWER(ship_company) = $q_value
5557 push @cust_main, qsearch( {
5558 'table' => 'cust_main',
5559 'hashref' => \%options,
5560 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5563 #always do substring & fuzzy,
5564 #getting complains searches are not returning enough
5565 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5567 #still some false laziness w/search_sql (was search/cust_main.cgi)
5572 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5573 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5576 if ( $first && $last ) {
5579 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5580 'last' => { op=>'ILIKE', value=>"%$last%" },
5582 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5583 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5590 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5591 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5595 foreach my $hashref ( @hashrefs ) {
5597 push @cust_main, qsearch( {
5598 'table' => 'cust_main',
5599 'hashref' => { %$hashref,
5602 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5611 " AND $agentnums_sql", #extra_sql #agent virtualization
5614 if ( $first && $last ) {
5615 push @cust_main, FS::cust_main->fuzzy_search(
5616 { 'last' => $last, #fuzzy hashref
5617 'first' => $first }, #
5621 foreach my $field ( 'last', 'company' ) {
5623 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5630 #eliminate duplicates
5632 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5640 Accepts the following options: I<email>, the email address to search for. The
5641 email address will be searched for as an email invoice destination and as an
5644 #Any additional options are treated as an additional qualifier on the search
5645 #(i.e. I<agentnum>).
5647 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5657 my $email = delete $options{'email'};
5659 #we're only being used by RT at the moment... no agent virtualization yet
5660 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5664 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5666 my ( $user, $domain ) = ( $1, $2 );
5668 warn "$me smart_search: searching for $user in domain $domain"
5674 'table' => 'cust_main_invoice',
5675 'hashref' => { 'dest' => $email },
5682 map $_->cust_svc->cust_pkg,
5684 'table' => 'svc_acct',
5685 'hashref' => { 'username' => $user, },
5687 'AND ( SELECT domain FROM svc_domain
5688 WHERE svc_acct.domsvc = svc_domain.svcnum
5689 ) = '. dbh->quote($domain),
5695 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5697 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5704 =item check_and_rebuild_fuzzyfiles
5708 use vars qw(@fuzzyfields);
5709 @fuzzyfields = ( 'last', 'first', 'company' );
5711 sub check_and_rebuild_fuzzyfiles {
5712 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5713 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5716 =item rebuild_fuzzyfiles
5720 sub rebuild_fuzzyfiles {
5722 use Fcntl qw(:flock);
5724 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5725 mkdir $dir, 0700 unless -d $dir;
5727 foreach my $fuzzy ( @fuzzyfields ) {
5729 open(LOCK,">>$dir/cust_main.$fuzzy")
5730 or die "can't open $dir/cust_main.$fuzzy: $!";
5732 or die "can't lock $dir/cust_main.$fuzzy: $!";
5734 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5735 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5737 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5738 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5739 " WHERE $field != '' AND $field IS NOT NULL");
5740 $sth->execute or die $sth->errstr;
5742 while ( my $row = $sth->fetchrow_arrayref ) {
5743 print CACHE $row->[0]. "\n";
5748 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5750 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5761 my( $self, $field ) = @_;
5762 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5763 open(CACHE,"<$dir/cust_main.$field")
5764 or die "can't open $dir/cust_main.$field: $!";
5765 my @array = map { chomp; $_; } <CACHE>;
5770 =item append_fuzzyfiles LASTNAME COMPANY
5774 sub append_fuzzyfiles {
5775 #my( $first, $last, $company ) = @_;
5777 &check_and_rebuild_fuzzyfiles;
5779 use Fcntl qw(:flock);
5781 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5783 foreach my $field (qw( first last company )) {
5788 open(CACHE,">>$dir/cust_main.$field")
5789 or die "can't open $dir/cust_main.$field: $!";
5790 flock(CACHE,LOCK_EX)
5791 or die "can't lock $dir/cust_main.$field: $!";
5793 print CACHE "$value\n";
5795 flock(CACHE,LOCK_UN)
5796 or die "can't unlock $dir/cust_main.$field: $!";
5805 =item process_batch_import
5807 Load a batch import as a queued JSRPC job
5811 use Storable qw(thaw);
5814 sub process_batch_import {
5817 my $param = thaw(decode_base64(shift));
5818 warn Dumper($param) if $DEBUG;
5820 my $files = $param->{'uploaded_files'}
5821 or die "No files provided.\n";
5823 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
5825 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
5826 my $file = $dir. $files{'file'};
5829 if ( $file =~ /\.(\w+)$/i ) {
5833 warn "can't parse file type from filename $file; defaulting to CSV";
5838 FS::cust_main::batch_import( {
5842 custbatch => $param->{custbatch},
5843 agentnum => $param->{'agentnum'},
5844 refnum => $param->{'refnum'},
5845 pkgpart => $param->{'pkgpart'},
5846 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
5847 # city state zip comments )],
5848 'format' => $param->{'format'},
5853 die "$error\n" if $error;
5861 #some false laziness w/cdr.pm now
5865 my $job = $param->{job};
5867 my $filename = $param->{file};
5868 my $type = $param->{type} || 'csv';
5870 my $custbatch = $param->{custbatch};
5872 my $agentnum = $param->{agentnum};
5873 my $refnum = $param->{refnum};
5874 my $pkgpart = $param->{pkgpart};
5876 my $format = $param->{'format'};
5880 if ( $format eq 'simple' ) {
5881 @fields = qw( cust_pkg.setup dayphone first last
5882 address1 address2 city state zip comments );
5884 } elsif ( $format eq 'extended' ) {
5885 @fields = qw( agent_custid refnum
5886 last first address1 address2 city state zip country
5888 ship_last ship_first ship_address1 ship_address2
5889 ship_city ship_state ship_zip ship_country
5890 payinfo paycvv paydate
5893 svc_acct.username svc_acct._password
5896 } elsif ( $format eq 'extended-plus_company' ) {
5897 @fields = qw( agent_custid refnum
5898 last first company address1 address2 city state zip country
5900 ship_last ship_first ship_company ship_address1 ship_address2
5901 ship_city ship_state ship_zip ship_country
5902 payinfo paycvv paydate
5905 svc_acct.username svc_acct._password
5909 die "unknown format $format";
5915 if ( $type eq 'csv' ) {
5917 eval "use Text::CSV_XS;";
5920 $parser = new Text::CSV_XS;
5922 @buffer = split(/\r?\n/, slurp($filename) );
5923 $count = scalar(@buffer);
5925 } elsif ( $type eq 'xls' ) {
5927 eval "use Spreadsheet::ParseExcel;";
5930 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
5931 $parser = $excel->{Worksheet}[0]; #first sheet
5933 $count = $parser->{MaxRow} || $parser->{MinRow};
5937 die "Unknown file type $type\n";
5942 local $SIG{HUP} = 'IGNORE';
5943 local $SIG{INT} = 'IGNORE';
5944 local $SIG{QUIT} = 'IGNORE';
5945 local $SIG{TERM} = 'IGNORE';
5946 local $SIG{TSTP} = 'IGNORE';
5947 local $SIG{PIPE} = 'IGNORE';
5949 my $oldAutoCommit = $FS::UID::AutoCommit;
5950 local $FS::UID::AutoCommit = 0;
5955 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
5959 if ( $type eq 'csv' ) {
5961 last unless scalar(@buffer);
5962 $line = shift(@buffer);
5964 $parser->parse($line) or do {
5965 $dbh->rollback if $oldAutoCommit;
5966 return "can't parse: ". $parser->error_input();
5968 @columns = $parser->fields();
5970 } elsif ( $type eq 'xls' ) {
5972 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
5974 my @row = @{ $parser->{Cells}[$row] };
5975 @columns = map $_->{Val}, @row;
5978 #warn $z++. ": $_\n" for @columns;
5981 die "Unknown file type $type\n";
5984 #warn join('-',@columns);
5987 custbatch => $custbatch,
5988 agentnum => $agentnum,
5990 country => $conf->config('countrydefault') || 'US',
5991 payby => $payby, #default
5992 paydate => '12/2037', #default
5994 my $billtime = time;
5995 my %cust_pkg = ( pkgpart => $pkgpart );
5997 foreach my $field ( @fields ) {
5999 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
6001 #$cust_pkg{$1} = str2time( shift @$columns );
6002 if ( $1 eq 'pkgpart' ) {
6003 $cust_pkg{$1} = shift @columns;
6004 } elsif ( $1 eq 'setup' ) {
6005 $billtime = str2time(shift @columns);
6007 $cust_pkg{$1} = str2time( shift @columns );
6010 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
6012 $svc_acct{$1} = shift @columns;
6016 #refnum interception
6017 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
6019 my $referral = $columns[0];
6020 my %hash = ( 'referral' => $referral,
6021 'agentnum' => $agentnum,
6025 my $part_referral = qsearchs('part_referral', \%hash )
6026 || new FS::part_referral \%hash;
6028 unless ( $part_referral->refnum ) {
6029 my $error = $part_referral->insert;
6031 $dbh->rollback if $oldAutoCommit;
6032 return "can't auto-insert advertising source: $referral: $error";
6036 $columns[0] = $part_referral->refnum;
6039 my $value = shift @columns;
6040 $cust_main{$field} = $value if length($value);
6044 $cust_main{'payby'} = 'CARD'
6045 if defined $cust_main{'payinfo'}
6046 && length $cust_main{'payinfo'};
6048 my $invoicing_list = $cust_main{'invoicing_list'}
6049 ? [ delete $cust_main{'invoicing_list'} ]
6052 my $cust_main = new FS::cust_main ( \%cust_main );
6055 tie my %hash, 'Tie::RefHash'; #this part is important
6057 if ( $cust_pkg{'pkgpart'} ) {
6058 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
6061 if ( $svc_acct{'username'} ) {
6062 my $part_pkg = $cust_pkg->part_pkg;
6063 unless ( $part_pkg ) {
6064 $dbh->rollback if $oldAutoCommit;
6065 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
6067 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
6068 push @svc_acct, new FS::svc_acct ( \%svc_acct )
6071 $hash{$cust_pkg} = \@svc_acct;
6074 my $error = $cust_main->insert( \%hash, $invoicing_list );
6077 $dbh->rollback if $oldAutoCommit;
6078 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
6081 if ( $format eq 'simple' ) {
6083 #false laziness w/bill.cgi
6084 $error = $cust_main->bill( 'time' => $billtime );
6086 $dbh->rollback if $oldAutoCommit;
6087 return "can't bill customer for $line: $error";
6090 $error = $cust_main->apply_payments_and_credits;
6092 $dbh->rollback if $oldAutoCommit;
6093 return "can't bill customer for $line: $error";
6096 $error = $cust_main->collect();
6098 $dbh->rollback if $oldAutoCommit;
6099 return "can't collect customer for $line: $error";
6106 if ( $job && time - $min_sec > $last ) { #progress bar
6107 $job->update_statustext( int(100 * $row / $count) );
6113 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
6115 return "Empty file!" unless $row;
6127 #warn join('-',keys %$param);
6128 my $fh = $param->{filehandle};
6129 my @fields = @{$param->{fields}};
6131 eval "use Text::CSV_XS;";
6134 my $csv = new Text::CSV_XS;
6141 local $SIG{HUP} = 'IGNORE';
6142 local $SIG{INT} = 'IGNORE';
6143 local $SIG{QUIT} = 'IGNORE';
6144 local $SIG{TERM} = 'IGNORE';
6145 local $SIG{TSTP} = 'IGNORE';
6146 local $SIG{PIPE} = 'IGNORE';
6148 my $oldAutoCommit = $FS::UID::AutoCommit;
6149 local $FS::UID::AutoCommit = 0;
6152 #while ( $columns = $csv->getline($fh) ) {
6154 while ( defined($line=<$fh>) ) {
6156 $csv->parse($line) or do {
6157 $dbh->rollback if $oldAutoCommit;
6158 return "can't parse: ". $csv->error_input();
6161 my @columns = $csv->fields();
6162 #warn join('-',@columns);
6165 foreach my $field ( @fields ) {
6166 $row{$field} = shift @columns;
6169 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
6170 unless ( $cust_main ) {
6171 $dbh->rollback if $oldAutoCommit;
6172 return "unknown custnum $row{'custnum'}";
6175 if ( $row{'amount'} > 0 ) {
6176 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
6178 $dbh->rollback if $oldAutoCommit;
6182 } elsif ( $row{'amount'} < 0 ) {
6183 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
6186 $dbh->rollback if $oldAutoCommit;
6196 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6198 return "Empty file!" unless $imported;
6204 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6206 Sends a templated email notification to the customer (see L<Text::Template>).
6208 OPTIONS is a hash and may include
6210 I<from> - the email sender (default is invoice_from)
6212 I<to> - comma-separated scalar or arrayref of recipients
6213 (default is invoicing_list)
6215 I<subject> - The subject line of the sent email notification
6216 (default is "Notice from company_name")
6218 I<extra_fields> - a hashref of name/value pairs which will be substituted
6221 The following variables are vavailable in the template.
6223 I<$first> - the customer first name
6224 I<$last> - the customer last name
6225 I<$company> - the customer company
6226 I<$payby> - a description of the method of payment for the customer
6227 # would be nice to use FS::payby::shortname
6228 I<$payinfo> - the account information used to collect for this customer
6229 I<$expdate> - the expiration of the customer payment in seconds from epoch
6234 my ($customer, $template, %options) = @_;
6236 return unless $conf->exists($template);
6238 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6239 $from = $options{from} if exists($options{from});
6241 my $to = join(',', $customer->invoicing_list_emailonly);
6242 $to = $options{to} if exists($options{to});
6244 my $subject = "Notice from " . $conf->config('company_name')
6245 if $conf->exists('company_name');
6246 $subject = $options{subject} if exists($options{subject});
6248 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6249 SOURCE => [ map "$_\n",
6250 $conf->config($template)]
6252 or die "can't create new Text::Template object: Text::Template::ERROR";
6253 $notify_template->compile()
6254 or die "can't compile template: Text::Template::ERROR";
6256 my $paydate = $customer->paydate || '2037-12-31';
6257 $FS::notify_template::_template::first = $customer->first;
6258 $FS::notify_template::_template::last = $customer->last;
6259 $FS::notify_template::_template::company = $customer->company;
6260 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6261 my $payby = $customer->payby;
6262 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6263 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6265 #credit cards expire at the end of the month/year of their exp date
6266 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6267 $FS::notify_template::_template::payby = 'credit card';
6268 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6269 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6271 }elsif ($payby eq 'COMP') {
6272 $FS::notify_template::_template::payby = 'complimentary account';
6274 $FS::notify_template::_template::payby = 'current method';
6276 $FS::notify_template::_template::expdate = $expire_time;
6278 for (keys %{$options{extra_fields}}){
6280 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6283 send_email(from => $from,
6285 subject => $subject,
6286 body => $notify_template->fill_in( PACKAGE =>
6287 'FS::notify_template::_template' ),
6292 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6294 Generates a templated notification to the customer (see L<Text::Template>).
6296 OPTIONS is a hash and may include
6298 I<extra_fields> - a hashref of name/value pairs which will be substituted
6299 into the template. These values may override values mentioned below
6300 and those from the customer record.
6302 The following variables are available in the template instead of or in addition
6303 to the fields of the customer record.
6305 I<$payby> - a description of the method of payment for the customer
6306 # would be nice to use FS::payby::shortname
6307 I<$payinfo> - the masked account information used to collect for this customer
6308 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6309 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
6313 sub generate_letter {
6314 my ($self, $template, %options) = @_;
6316 return unless $conf->exists($template);
6318 my $letter_template = new Text::Template
6320 SOURCE => [ map "$_\n", $conf->config($template)],
6321 DELIMITERS => [ '[@--', '--@]' ],
6323 or die "can't create new Text::Template object: Text::Template::ERROR";
6325 $letter_template->compile()
6326 or die "can't compile template: Text::Template::ERROR";
6328 my %letter_data = map { $_ => $self->$_ } $self->fields;
6329 $letter_data{payinfo} = $self->mask_payinfo;
6331 my $paydate = $self->paydate || '2037-12-31';
6332 my $payby = $self->payby;
6333 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6334 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6336 #credit cards expire at the end of the month/year of their exp date
6337 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6338 $letter_data{payby} = 'credit card';
6339 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6340 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6342 }elsif ($payby eq 'COMP') {
6343 $letter_data{payby} = 'complimentary account';
6345 $letter_data{payby} = 'current method';
6347 $letter_data{expdate} = $expire_time;
6349 for (keys %{$options{extra_fields}}){
6350 $letter_data{$_} = $options{extra_fields}->{$_};
6353 unless(exists($letter_data{returnaddress})){
6354 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6355 $self->_agent_template)
6358 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
6361 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6363 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6364 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6368 ) or die "can't open temp file: $!\n";
6370 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6372 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6376 =item print_ps TEMPLATE
6378 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6384 my $file = $self->generate_letter(@_);
6385 FS::Misc::generate_ps($file);
6388 =item print TEMPLATE
6390 Prints the filled in template.
6392 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6396 sub queueable_print {
6399 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6400 or die "invalid customer number: " . $opt{custvnum};
6402 my $error = $self->print( $opt{template} );
6403 die $error if $error;
6407 my ($self, $template) = (shift, shift);
6408 do_print [ $self->print_ps($template) ];
6411 sub agent_template {
6413 $self->_agent_plandata('agent_templatename');
6416 sub agent_invoice_from {
6418 $self->_agent_plandata('agent_invoice_from');
6421 sub _agent_plandata {
6422 my( $self, $option ) = @_;
6425 if ( driver_name =~ /^Pg/i ) {
6427 } elsif ( driver_name =~ /^mysql/i ) {
6430 die "don't know how to use regular expressions in ". driver_name. " databases";
6433 my $part_bill_event = qsearchs( 'part_bill_event',
6435 'payby' => $self->payby,
6436 'plan' => 'send_agent',
6437 'plandata' => { 'op' => $regexp,
6438 'value' => "(^|\n)agentnum ".
6446 'ORDER BY seconds LIMIT 1'
6449 return '' unless $part_bill_event;
6451 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6454 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6455 " plandata for $option";
6462 ## actual sub, not a method, designed to be called from the queue.
6463 ## sets up the customer, and calls the bill_and_collect
6464 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
6465 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
6466 $cust_main->bill_and_collect(
6471 sub _upgrade_data { #class method
6472 my ($class, %opts) = @_;
6474 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
6475 my $sth = dbh->prepare($sql) or die dbh->errstr;
6476 $sth->execute or die $sth->errstr;
6486 The delete method should possibly take an FS::cust_main object reference
6487 instead of a scalar customer number.
6489 Bill and collect options should probably be passed as references instead of a
6492 There should probably be a configuration file with a list of allowed credit
6495 No multiple currency support (probably a larger project than just this module).
6497 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6499 Birthdates rely on negative epoch values.
6501 The payby for card/check batches is broken. With mixed batching, bad
6506 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6507 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6508 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.