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 )) {
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 } );
1902 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1903 conjunction with the collect method.
1905 If there is an error, returns the error, otherwise returns false.
1907 Options are passed as name-value pairs. Currently available options are:
1911 =item resetup - if set true, re-charges setup fees.
1913 =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:
1917 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1919 =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.
1926 my( $self, %options ) = @_;
1927 return '' if $self->payby eq 'COMP';
1928 warn "$me bill customer ". $self->custnum. "\n"
1931 my $time = $options{'time'} || time;
1936 local $SIG{HUP} = 'IGNORE';
1937 local $SIG{INT} = 'IGNORE';
1938 local $SIG{QUIT} = 'IGNORE';
1939 local $SIG{TERM} = 'IGNORE';
1940 local $SIG{TSTP} = 'IGNORE';
1941 local $SIG{PIPE} = 'IGNORE';
1943 my $oldAutoCommit = $FS::UID::AutoCommit;
1944 local $FS::UID::AutoCommit = 0;
1947 $self->select_for_update; #mutex
1949 #create a new invoice
1950 #(we'll remove it later if it doesn't actually need to be generated [contains
1951 # no line items] and we're inside a transaciton so nothing else will see it)
1952 my $cust_bill = new FS::cust_bill ( {
1953 'custnum' => $self->custnum,
1954 '_date' => ( $options{'invoice_time'} || $time ),
1955 #'charged' => $charged,
1958 $error = $cust_bill->insert;
1960 $dbh->rollback if $oldAutoCommit;
1961 return "can't create invoice for customer #". $self->custnum. ": $error";
1963 my $invnum = $cust_bill->invnum;
1966 # find the packages which are due for billing, find out how much they are
1967 # & generate invoice database.
1970 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
1972 my @precommit_hooks = ();
1974 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
1975 foreach my $cust_pkg (@cust_pkgs) {
1977 #NO!! next if $cust_pkg->cancel;
1978 next if $cust_pkg->getfield('cancel');
1980 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1982 #? to avoid use of uninitialized value errors... ?
1983 $cust_pkg->setfield('bill', '')
1984 unless defined($cust_pkg->bill);
1986 my $part_pkg = $cust_pkg->part_pkg;
1988 my %hash = $cust_pkg->hash;
1989 my $old_cust_pkg = new FS::cust_pkg \%hash;
1999 if ( ! $cust_pkg->setup &&
2001 ( $conf->exists('disable_setup_suspended_pkgs') &&
2002 ! $cust_pkg->getfield('susp')
2003 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2005 || $options{'resetup'}
2008 warn " bill setup\n" if $DEBUG > 1;
2010 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2012 $dbh->rollback if $oldAutoCommit;
2013 return "$@ running calc_setup for $cust_pkg\n";
2016 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2018 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
2022 # bill recurring fee
2025 #XXX unit stuff here too
2029 if ( $part_pkg->getfield('freq') ne '0' &&
2030 ! $cust_pkg->getfield('susp') &&
2031 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2034 # XXX should this be a package event? probably. events are called
2035 # at collection time at the moment, though...
2036 if ( $part_pkg->can('reset_usage') ) {
2037 warn " resetting usage counters" if $DEBUG > 1;
2038 $part_pkg->reset_usage($cust_pkg);
2041 warn " bill recur\n" if $DEBUG > 1;
2043 # XXX shared with $recur_prog
2044 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2046 #over two params! lets at least switch to a hashref for the rest...
2047 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2049 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2051 $dbh->rollback if $oldAutoCommit;
2052 return "$@ running calc_recur for $cust_pkg\n";
2055 #change this bit to use Date::Manip? CAREFUL with timezones (see
2056 # mailing list archive)
2057 my ($sec,$min,$hour,$mday,$mon,$year) =
2058 (localtime($sdate) )[0,1,2,3,4,5];
2060 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2061 # only for figuring next bill date, nothing else, so, reset $sdate again
2063 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2064 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2065 $cust_pkg->last_bill($sdate);
2067 if ( $part_pkg->freq =~ /^\d+$/ ) {
2068 $mon += $part_pkg->freq;
2069 until ( $mon < 12 ) { $mon -= 12; $year++; }
2070 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2072 $mday += $weeks * 7;
2073 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2076 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2080 $dbh->rollback if $oldAutoCommit;
2081 return "unparsable frequency: ". $part_pkg->freq;
2083 $cust_pkg->setfield('bill',
2084 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2087 warn "\$setup is undefined" unless defined($setup);
2088 warn "\$recur is undefined" unless defined($recur);
2089 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2092 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2095 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2097 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2100 $error=$cust_pkg->replace($old_cust_pkg,
2101 options => { $cust_pkg->options },
2103 if ( $error ) { #just in case
2104 $dbh->rollback if $oldAutoCommit;
2105 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2108 $setup = sprintf( "%.2f", $setup );
2109 $recur = sprintf( "%.2f", $recur );
2110 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2111 $dbh->rollback if $oldAutoCommit;
2112 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2114 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2115 $dbh->rollback if $oldAutoCommit;
2116 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2119 if ( $setup != 0 || $recur != 0 ) {
2121 unless ($postal_charge) {
2122 $postal_charge = 1; # try only once
2123 my $postal_pkg = $self->charge_postal_fee();
2124 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2125 $dbh->rollback if $oldAutoCommit;
2126 return "can't charge postal invoice fee for customer ".
2127 $self->custnum. ": $postal_pkg";
2129 push @cust_pkgs, $postal_pkg if $postal_pkg;
2132 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2135 push @details, map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2137 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2138 'invnum' => $invnum,
2139 'pkgnum' => $cust_pkg->pkgnum,
2141 'unitsetup' => $unitsetup,
2143 'unitrecur' => $unitrecur,
2144 'quantity' => $cust_pkg->quantity,
2145 'details' => \@details,
2148 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2149 $cust_bill_pkg->sdate( $hash{last_bill} );
2150 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2151 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2152 $cust_bill_pkg->sdate( $sdate );
2153 $cust_bill_pkg->edate( $cust_pkg->bill );
2156 $error = $cust_bill_pkg->insert;
2158 $dbh->rollback if $oldAutoCommit;
2159 return "can't create invoice line item for invoice #$invnum: $error";
2161 $total_setup += $setup;
2162 $total_recur += $recur;
2168 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2171 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2174 my %taxhash = map { $_ => $self->get("$prefix$_") }
2175 qw( state county country );
2177 $taxhash{'taxclass'} = $part_pkg->taxclass;
2179 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2182 $taxhash{'taxclass'} = '';
2183 @taxes = qsearch( 'cust_main_county', \%taxhash );
2186 #one more try at a whole-country tax rate
2188 $taxhash{$_} = '' foreach qw( state county );
2189 @taxes = qsearch( 'cust_main_county', \%taxhash );
2192 # maybe eliminate this entirely, along with all the 0% records
2194 $dbh->rollback if $oldAutoCommit;
2196 "fatal: can't find tax rate for state/county/country/taxclass ".
2197 join('/', ( map $self->get("$prefix$_"),
2198 qw(state county country)
2200 $part_pkg->taxclass ). "\n";
2203 foreach my $tax ( @taxes ) {
2205 my $taxable_charged = 0;
2206 $taxable_charged += $setup
2207 unless $part_pkg->setuptax =~ /^Y$/i
2208 || $tax->setuptax =~ /^Y$/i;
2209 $taxable_charged += $recur
2210 unless $part_pkg->recurtax =~ /^Y$/i
2211 || $tax->recurtax =~ /^Y$/i;
2212 next unless $taxable_charged;
2214 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2215 #my ($mon,$year) = (localtime($sdate) )[4,5];
2216 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2218 my $freq = $part_pkg->freq || 1;
2219 if ( $freq !~ /(\d+)$/ ) {
2220 $dbh->rollback if $oldAutoCommit;
2221 return "daily/weekly package definitions not (yet?)".
2222 " compatible with monthly tax exemptions";
2224 my $taxable_per_month =
2225 sprintf("%.2f", $taxable_charged / $freq );
2227 #call the whole thing off if this customer has any old
2228 #exemption records...
2229 my @cust_tax_exempt =
2230 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2231 if ( @cust_tax_exempt ) {
2232 $dbh->rollback if $oldAutoCommit;
2234 'this customer still has old-style tax exemption records; '.
2235 'run bin/fs-migrate-cust_tax_exempt?';
2238 foreach my $which_month ( 1 .. $freq ) {
2240 #maintain the new exemption table now
2243 FROM cust_tax_exempt_pkg
2244 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2245 LEFT JOIN cust_bill USING ( invnum )
2251 my $sth = dbh->prepare($sql) or do {
2252 $dbh->rollback if $oldAutoCommit;
2253 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2261 $dbh->rollback if $oldAutoCommit;
2262 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2264 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2266 my $remaining_exemption =
2267 $tax->exempt_amount - $existing_exemption;
2268 if ( $remaining_exemption > 0 ) {
2269 my $addl = $remaining_exemption > $taxable_per_month
2270 ? $taxable_per_month
2271 : $remaining_exemption;
2272 $taxable_charged -= $addl;
2274 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2275 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2276 'taxnum' => $tax->taxnum,
2277 'year' => 1900+$year,
2279 'amount' => sprintf("%.2f", $addl ),
2281 $error = $cust_tax_exempt_pkg->insert;
2283 $dbh->rollback if $oldAutoCommit;
2284 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2286 } # if $remaining_exemption > 0
2290 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2291 until ( $mon < 13 ) { $mon -= 12; $year++; }
2293 } #foreach $which_month
2295 } #if $tax->exempt_amount
2297 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2299 #$tax += $taxable_charged * $cust_main_county->tax / 100
2300 $tax{ $tax->taxname || 'Tax' } +=
2301 $taxable_charged * $tax->tax / 100
2303 } #foreach my $tax ( @taxes )
2305 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2307 } #if $setup != 0 || $recur != 0
2309 } #if $cust_pkg->modified
2311 } #foreach my $cust_pkg
2313 unless ( $cust_bill->cust_bill_pkg ) {
2314 $cust_bill->delete; #don't create an invoice w/o line items
2315 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2319 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2321 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2322 my $tax = sprintf("%.2f", $tax{$taxname} );
2323 $charged = sprintf( "%.2f", $charged+$tax );
2325 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2326 'invnum' => $invnum,
2332 'itemdesc' => $taxname,
2334 $error = $cust_bill_pkg->insert;
2336 $dbh->rollback if $oldAutoCommit;
2337 return "can't create invoice line item for invoice #$invnum: $error";
2339 $total_setup += $tax;
2343 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2344 $error = $cust_bill->replace;
2346 $dbh->rollback if $oldAutoCommit;
2347 return "can't update charged for invoice #$invnum: $error";
2350 foreach my $hook ( @precommit_hooks ) {
2352 &{$hook}; #($self) ?
2355 $dbh->rollback if $oldAutoCommit;
2356 return "$@ running precommit hook $hook\n";
2360 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2364 =item collect OPTIONS
2366 (Attempt to) collect money for this customer's outstanding invoices (see
2367 L<FS::cust_bill>). Usually used after the bill method.
2369 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2370 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2371 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2373 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2374 and the invoice events web interface.
2376 If there is an error, returns the error, otherwise returns false.
2378 Options are passed as name-value pairs.
2380 Currently available options are:
2382 invoice_time - Use this time when deciding when to print invoices and
2383 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>
2384 for conversion functions.
2386 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2389 quiet - set true to surpress email card/ACH decline notices.
2391 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2394 payby - allows for one time override of normal customer billing method
2399 my( $self, %options ) = @_;
2400 my $invoice_time = $options{'invoice_time'} || time;
2403 local $SIG{HUP} = 'IGNORE';
2404 local $SIG{INT} = 'IGNORE';
2405 local $SIG{QUIT} = 'IGNORE';
2406 local $SIG{TERM} = 'IGNORE';
2407 local $SIG{TSTP} = 'IGNORE';
2408 local $SIG{PIPE} = 'IGNORE';
2410 my $oldAutoCommit = $FS::UID::AutoCommit;
2411 local $FS::UID::AutoCommit = 0;
2414 $self->select_for_update; #mutex
2416 my $balance = $self->balance;
2417 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2419 unless ( $balance > 0 ) { #redundant?????
2420 $dbh->rollback if $oldAutoCommit; #hmm
2424 if ( exists($options{'retry_card'}) ) {
2425 carp 'retry_card option passed to collect is deprecated; use retry';
2426 $options{'retry'} ||= $options{'retry_card'};
2428 if ( exists($options{'retry'}) && $options{'retry'} ) {
2429 my $error = $self->retry_realtime;
2431 $dbh->rollback if $oldAutoCommit;
2437 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2438 $extra_sql = " AND freq = '1m' ";
2440 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2443 foreach my $cust_bill ( $self->open_cust_bill ) {
2445 # don't try to charge for the same invoice if it's already in a batch
2446 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2448 last if $self->balance <= 0;
2450 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2453 foreach my $part_bill_event ( due_events ( $cust_bill,
2454 exists($options{'payby'})
2460 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2461 || $self->balance <= 0; # or if balance<=0
2464 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2465 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2468 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2469 # gah, even with transactions.
2470 $dbh->commit if $oldAutoCommit; #well.
2479 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2484 =item retry_realtime
2486 Schedules realtime / batch credit card / electronic check / LEC billing
2487 events for for retry. Useful if card information has changed or manual
2488 retry is desired. The 'collect' method must be called to actually retry
2491 Implementation details: For each of this customer's open invoices, changes
2492 the status of the first "done" (with statustext error) realtime processing
2497 sub retry_realtime {
2500 local $SIG{HUP} = 'IGNORE';
2501 local $SIG{INT} = 'IGNORE';
2502 local $SIG{QUIT} = 'IGNORE';
2503 local $SIG{TERM} = 'IGNORE';
2504 local $SIG{TSTP} = 'IGNORE';
2505 local $SIG{PIPE} = 'IGNORE';
2507 my $oldAutoCommit = $FS::UID::AutoCommit;
2508 local $FS::UID::AutoCommit = 0;
2511 foreach my $cust_bill (
2512 grep { $_->cust_bill_event }
2513 $self->open_cust_bill
2515 my @cust_bill_event =
2516 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2518 #$_->part_bill_event->plan eq 'realtime-card'
2519 $_->part_bill_event->eventcode =~
2520 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2521 && $_->status eq 'done'
2524 $cust_bill->cust_bill_event;
2525 next unless @cust_bill_event;
2526 my $error = $cust_bill_event[0]->retry;
2528 $dbh->rollback if $oldAutoCommit;
2529 return "error scheduling invoice event for retry: $error";
2534 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2539 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2541 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2542 via a Business::OnlinePayment realtime gateway. See
2543 L<http://420.am/business-onlinepayment> for supported gateways.
2545 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2547 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2549 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2550 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2551 if set, will override the value from the customer record.
2553 I<description> is a free-text field passed to the gateway. It defaults to
2554 "Internet services".
2556 If an I<invnum> is specified, this payment (if successful) is applied to the
2557 specified invoice. If you don't specify an I<invnum> you might want to
2558 call the B<apply_payments> method.
2560 I<quiet> can be set true to surpress email decline notices.
2562 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2563 resulting paynum, if any.
2565 I<payunique> is a unique identifier for this payment.
2567 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2574 my( $self, $method, $amount, %options ) = @_;
2576 warn "$me realtime_bop: $method $amount\n";
2577 warn " $_ => $options{$_}\n" foreach keys %options;
2580 $options{'description'} ||= 'Internet services';
2582 eval "use Business::OnlinePayment";
2585 my $payinfo = exists($options{'payinfo'})
2586 ? $options{'payinfo'}
2589 my %method2payby = (
2600 if ( $options{'invnum'} ) {
2601 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2602 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2604 map { $_->part_pkg->taxclass }
2606 map { $_->cust_pkg }
2607 $cust_bill->cust_bill_pkg;
2608 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2609 #different taxclasses
2610 $taxclass = $taxclasses[0];
2614 #look for an agent gateway override first
2616 if ( $method eq 'CC' ) {
2617 $cardtype = cardtype($payinfo);
2618 } elsif ( $method eq 'ECHECK' ) {
2621 $cardtype = $method;
2625 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2626 cardtype => $cardtype,
2627 taxclass => $taxclass, } )
2628 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2630 taxclass => $taxclass, } )
2631 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2632 cardtype => $cardtype,
2634 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2636 taxclass => '', } );
2638 my $payment_gateway = '';
2639 my( $processor, $login, $password, $action, @bop_options );
2640 if ( $override ) { #use a payment gateway override
2642 $payment_gateway = $override->payment_gateway;
2644 $processor = $payment_gateway->gateway_module;
2645 $login = $payment_gateway->gateway_username;
2646 $password = $payment_gateway->gateway_password;
2647 $action = $payment_gateway->gateway_action;
2648 @bop_options = $payment_gateway->options;
2650 } else { #use the standard settings from the config
2652 ( $processor, $login, $password, $action, @bop_options ) =
2653 $self->default_payment_gateway($method);
2661 my $address = exists($options{'address1'})
2662 ? $options{'address1'}
2664 my $address2 = exists($options{'address2'})
2665 ? $options{'address2'}
2667 $address .= ", ". $address2 if length($address2);
2669 my $o_payname = exists($options{'payname'})
2670 ? $options{'payname'}
2672 my($payname, $payfirst, $paylast);
2673 if ( $o_payname && $method ne 'ECHECK' ) {
2674 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2675 or return "Illegal payname $payname";
2676 ($payfirst, $paylast) = ($1, $2);
2678 $payfirst = $self->getfield('first');
2679 $paylast = $self->getfield('last');
2680 $payname = "$payfirst $paylast";
2683 my @invoicing_list = $self->invoicing_list_emailonly;
2684 if ( $conf->exists('emailinvoiceautoalways')
2685 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2686 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2687 push @invoicing_list, $self->all_emails;
2690 my $email = ($conf->exists('business-onlinepayment-email-override'))
2691 ? $conf->config('business-onlinepayment-email-override')
2692 : $invoicing_list[0];
2696 my $payip = exists($options{'payip'})
2699 $content{customer_ip} = $payip
2702 $content{invoice_number} = $options{'invnum'}
2703 if exists($options{'invnum'}) && length($options{'invnum'});
2705 $content{email_customer} =
2706 ( $conf->exists('business-onlinepayment-email_customer')
2707 || $conf->exists('business-onlinepayment-email-override') );
2710 if ( $method eq 'CC' ) {
2712 $content{card_number} = $payinfo;
2713 $paydate = exists($options{'paydate'})
2714 ? $options{'paydate'}
2716 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2717 $content{expiration} = "$2/$1";
2719 my $paycvv = exists($options{'paycvv'})
2720 ? $options{'paycvv'}
2722 $content{cvv2} = $paycvv
2725 my $paystart_month = exists($options{'paystart_month'})
2726 ? $options{'paystart_month'}
2727 : $self->paystart_month;
2729 my $paystart_year = exists($options{'paystart_year'})
2730 ? $options{'paystart_year'}
2731 : $self->paystart_year;
2733 $content{card_start} = "$paystart_month/$paystart_year"
2734 if $paystart_month && $paystart_year;
2736 my $payissue = exists($options{'payissue'})
2737 ? $options{'payissue'}
2739 $content{issue_number} = $payissue if $payissue;
2741 $content{recurring_billing} = 'YES'
2742 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2744 'payinfo' => $payinfo,
2746 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2748 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2752 } elsif ( $method eq 'ECHECK' ) {
2753 ( $content{account_number}, $content{routing_code} ) =
2754 split('@', $payinfo);
2755 $content{bank_name} = $o_payname;
2756 $content{bank_state} = exists($options{'paystate'})
2757 ? $options{'paystate'}
2758 : $self->getfield('paystate');
2759 $content{account_type} = exists($options{'paytype'})
2760 ? uc($options{'paytype'}) || 'CHECKING'
2761 : uc($self->getfield('paytype')) || 'CHECKING';
2762 $content{account_name} = $payname;
2763 $content{customer_org} = $self->company ? 'B' : 'I';
2764 $content{state_id} = exists($options{'stateid'})
2765 ? $options{'stateid'}
2766 : $self->getfield('stateid');
2767 $content{state_id_state} = exists($options{'stateid_state'})
2768 ? $options{'stateid_state'}
2769 : $self->getfield('stateid_state');
2770 $content{customer_ssn} = exists($options{'ss'})
2773 } elsif ( $method eq 'LEC' ) {
2774 $content{phone} = $payinfo;
2778 # run transaction(s)
2781 my $balance = exists( $options{'balance'} )
2782 ? $options{'balance'}
2785 $self->select_for_update; #mutex ... just until we get our pending record in
2787 #the checks here are intended to catch concurrent payments
2788 #double-form-submission prevention is taken care of in cust_pay_pending::check
2791 return "The customer's balance has changed; $method transaction aborted."
2792 if $self->balance < $balance;
2793 #&& $self->balance < $amount; #might as well anyway?
2795 #also check and make sure there aren't *other* pending payments for this cust
2797 my @pending = qsearch('cust_pay_pending', {
2798 'custnum' => $self->custnum,
2799 'status' => { op=>'!=', value=>'done' }
2801 return "A payment is already being processed for this customer (".
2802 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2803 "); $method transaction aborted."
2804 if scalar(@pending);
2806 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2808 my $cust_pay_pending = new FS::cust_pay_pending {
2809 'custnum' => $self->custnum,
2810 #'invnum' => $options{'invnum'},
2813 'payby' => $method2payby{$method},
2814 'payinfo' => $payinfo,
2815 'paydate' => $paydate,
2817 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2819 $cust_pay_pending->payunique( $options{payunique} )
2820 if defined($options{payunique}) && length($options{payunique});
2821 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2822 return $cpp_new_err if $cpp_new_err;
2824 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2826 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2827 $transaction->content(
2830 'password' => $password,
2831 'action' => $action1,
2832 'description' => $options{'description'},
2833 'amount' => $amount,
2834 #'invoice_number' => $options{'invnum'},
2835 'customer_id' => $self->custnum,
2836 'last_name' => $paylast,
2837 'first_name' => $payfirst,
2839 'address' => $address,
2840 'city' => ( exists($options{'city'})
2843 'state' => ( exists($options{'state'})
2846 'zip' => ( exists($options{'zip'})
2849 'country' => ( exists($options{'country'})
2850 ? $options{'country'}
2852 'referer' => 'http://cleanwhisker.420.am/',
2854 'phone' => $self->daytime || $self->night,
2858 $cust_pay_pending->status('pending');
2859 my $cpp_pending_err = $cust_pay_pending->replace;
2860 return $cpp_pending_err if $cpp_pending_err;
2862 $transaction->submit();
2864 if ( $transaction->is_success() && $action2 ) {
2866 $cust_pay_pending->status('authorized');
2867 my $cpp_authorized_err = $cust_pay_pending->replace;
2868 return $cpp_authorized_err if $cpp_authorized_err;
2870 my $auth = $transaction->authorization;
2871 my $ordernum = $transaction->can('order_number')
2872 ? $transaction->order_number
2876 new Business::OnlinePayment( $processor, @bop_options );
2883 password => $password,
2884 order_number => $ordernum,
2886 authorization => $auth,
2887 description => $options{'description'},
2890 foreach my $field (qw( authorization_source_code returned_ACI
2891 transaction_identifier validation_code
2892 transaction_sequence_num local_transaction_date
2893 local_transaction_time AVS_result_code )) {
2894 $capture{$field} = $transaction->$field() if $transaction->can($field);
2897 $capture->content( %capture );
2901 unless ( $capture->is_success ) {
2902 my $e = "Authorization successful but capture failed, custnum #".
2903 $self->custnum. ': '. $capture->result_code.
2904 ": ". $capture->error_message;
2911 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
2912 my $cpp_captured_err = $cust_pay_pending->replace;
2913 return $cpp_captured_err if $cpp_captured_err;
2916 # remove paycvv after initial transaction
2919 #false laziness w/misc/process/payment.cgi - check both to make sure working
2921 if ( defined $self->dbdef_table->column('paycvv')
2922 && length($self->paycvv)
2923 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2925 my $error = $self->remove_cvv;
2927 warn "WARNING: error removing cvv: $error\n";
2935 if ( $transaction->is_success() ) {
2938 if ( $payment_gateway ) { # agent override
2939 $paybatch = $payment_gateway->gatewaynum. '-';
2942 $paybatch .= "$processor:". $transaction->authorization;
2944 $paybatch .= ':'. $transaction->order_number
2945 if $transaction->can('order_number')
2946 && length($transaction->order_number);
2948 my $cust_pay = new FS::cust_pay ( {
2949 'custnum' => $self->custnum,
2950 'invnum' => $options{'invnum'},
2953 'payby' => $method2payby{$method},
2954 'payinfo' => $payinfo,
2955 'paybatch' => $paybatch,
2956 'paydate' => $paydate,
2958 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
2959 $cust_pay->payunique( $options{payunique} )
2960 if defined($options{payunique}) && length($options{payunique});
2962 my $oldAutoCommit = $FS::UID::AutoCommit;
2963 local $FS::UID::AutoCommit = 0;
2966 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
2968 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2971 $cust_pay->invnum(''); #try again with no specific invnum
2972 my $error2 = $cust_pay->insert( $options{'manual'} ?
2973 ( 'manual' => 1 ) : ()
2976 # gah. but at least we have a record of the state we had to abort in
2977 # from cust_pay_pending now.
2978 my $e = "WARNING: $method captured but payment not recorded - ".
2979 "error inserting payment ($processor): $error2".
2980 " (previously tried insert with invnum #$options{'invnum'}" .
2981 ": $error ) - pending payment saved as paypendingnum ".
2982 $cust_pay_pending->paypendingnum. "\n";
2988 if ( $options{'paynum_ref'} ) {
2989 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
2992 $cust_pay_pending->status('done');
2993 $cust_pay_pending->statustext('captured');
2994 my $cpp_done_err = $cust_pay_pending->replace;
2996 if ( $cpp_done_err ) {
2998 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2999 my $e = "WARNING: $method captured but payment not recorded - ".
3000 "error updating status for paypendingnum ".
3001 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3007 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3008 return ''; #no error
3014 my $perror = "$processor error: ". $transaction->error_message;
3016 unless ( $transaction->error_message ) {
3019 #this should be normalized :/
3021 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
3022 if ( $transaction->can('param')
3023 && $transaction->param('transaction_response') ) {
3024 $t_response = $transaction->param('transaction_response')
3026 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
3027 } elsif ( $transaction->can('response_page') ) {
3029 'page' => ( $transaction->can('response_page')
3030 ? $transaction->response_page
3033 'code' => ( $transaction->can('response_code')
3034 ? $transaction->response_code
3037 'headers' => ( $transaction->can('response_headers')
3038 ? $transaction->response_headers
3044 "No additional debugging information available for $processor";
3047 $perror .= "No error_message returned from $processor -- ".
3048 ( ref($t_response) ? Dumper($t_response) : $t_response );
3052 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3053 && $conf->exists('emaildecline')
3054 && grep { $_ ne 'POST' } $self->invoicing_list
3055 && ! grep { $transaction->error_message =~ /$_/ }
3056 $conf->config('emaildecline-exclude')
3058 my @templ = $conf->config('declinetemplate');
3059 my $template = new Text::Template (
3061 SOURCE => [ map "$_\n", @templ ],
3062 ) or return "($perror) can't create template: $Text::Template::ERROR";
3063 $template->compile()
3064 or return "($perror) can't compile template: $Text::Template::ERROR";
3066 my $templ_hash = { error => $transaction->error_message };
3068 my $error = send_email(
3069 'from' => $conf->config('invoice_from'),
3070 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3071 'subject' => 'Your payment could not be processed',
3072 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3075 $perror .= " (also received error sending decline notification: $error)"
3080 $cust_pay_pending->status('done');
3081 $cust_pay_pending->statustext("declined: $perror");
3082 my $cpp_done_err = $cust_pay_pending->replace;
3083 if ( $cpp_done_err ) {
3084 my $e = "WARNING: $method declined but pending payment not resolved - ".
3085 "error updating status for paypendingnum ".
3086 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3088 $perror = "$e ($perror)";
3096 =item default_payment_gateway
3100 sub default_payment_gateway {
3101 my( $self, $method ) = @_;
3103 die "Real-time processing not enabled\n"
3104 unless $conf->exists('business-onlinepayment');
3107 my $bop_config = 'business-onlinepayment';
3108 $bop_config .= '-ach'
3109 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3110 my ( $processor, $login, $password, $action, @bop_options ) =
3111 $conf->config($bop_config);
3112 $action ||= 'normal authorization';
3113 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3114 die "No real-time processor is enabled - ".
3115 "did you set the business-onlinepayment configuration value?\n"
3118 ( $processor, $login, $password, $action, @bop_options )
3123 Removes the I<paycvv> field from the database directly.
3125 If there is an error, returns the error, otherwise returns false.
3131 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3132 or return dbh->errstr;
3133 $sth->execute($self->custnum)
3134 or return $sth->errstr;
3139 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3141 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3142 via a Business::OnlinePayment realtime gateway. See
3143 L<http://420.am/business-onlinepayment> for supported gateways.
3145 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3147 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3149 Most gateways require a reference to an original payment transaction to refund,
3150 so you probably need to specify a I<paynum>.
3152 I<amount> defaults to the original amount of the payment if not specified.
3154 I<reason> specifies a reason for the refund.
3156 I<paydate> specifies the expiration date for a credit card overriding the
3157 value from the customer record or the payment record. Specified as yyyy-mm-dd
3159 Implementation note: If I<amount> is unspecified or equal to the amount of the
3160 orignal payment, first an attempt is made to "void" the transaction via
3161 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3162 the normal attempt is made to "refund" ("credit") the transaction via the
3163 gateway is attempted.
3165 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3166 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3167 #if set, will override the value from the customer record.
3169 #If an I<invnum> is specified, this payment (if successful) is applied to the
3170 #specified invoice. If you don't specify an I<invnum> you might want to
3171 #call the B<apply_payments> method.
3175 #some false laziness w/realtime_bop, not enough to make it worth merging
3176 #but some useful small subs should be pulled out
3177 sub realtime_refund_bop {
3178 my( $self, $method, %options ) = @_;
3180 warn "$me realtime_refund_bop: $method refund\n";
3181 warn " $_ => $options{$_}\n" foreach keys %options;
3184 eval "use Business::OnlinePayment";
3188 # look up the original payment and optionally a gateway for that payment
3192 my $amount = $options{'amount'};
3194 my( $processor, $login, $password, @bop_options ) ;
3195 my( $auth, $order_number ) = ( '', '', '' );
3197 if ( $options{'paynum'} ) {
3199 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3200 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3201 or return "Unknown paynum $options{'paynum'}";
3202 $amount ||= $cust_pay->paid;
3204 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3205 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3206 $cust_pay->paybatch;
3207 my $gatewaynum = '';
3208 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3210 if ( $gatewaynum ) { #gateway for the payment to be refunded
3212 my $payment_gateway =
3213 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3214 die "payment gateway $gatewaynum not found"
3215 unless $payment_gateway;
3217 $processor = $payment_gateway->gateway_module;
3218 $login = $payment_gateway->gateway_username;
3219 $password = $payment_gateway->gateway_password;
3220 @bop_options = $payment_gateway->options;
3222 } else { #try the default gateway
3224 my( $conf_processor, $unused_action );
3225 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3226 $self->default_payment_gateway($method);
3228 return "processor of payment $options{'paynum'} $processor does not".
3229 " match default processor $conf_processor"
3230 unless $processor eq $conf_processor;
3235 } else { # didn't specify a paynum, so look for agent gateway overrides
3236 # like a normal transaction
3239 if ( $method eq 'CC' ) {
3240 $cardtype = cardtype($self->payinfo);
3241 } elsif ( $method eq 'ECHECK' ) {
3244 $cardtype = $method;
3247 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3248 cardtype => $cardtype,
3250 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3252 taxclass => '', } );
3254 if ( $override ) { #use a payment gateway override
3256 my $payment_gateway = $override->payment_gateway;
3258 $processor = $payment_gateway->gateway_module;
3259 $login = $payment_gateway->gateway_username;
3260 $password = $payment_gateway->gateway_password;
3261 #$action = $payment_gateway->gateway_action;
3262 @bop_options = $payment_gateway->options;
3264 } else { #use the standard settings from the config
3267 ( $processor, $login, $password, $unused_action, @bop_options ) =
3268 $self->default_payment_gateway($method);
3273 return "neither amount nor paynum specified" unless $amount;
3278 'password' => $password,
3279 'order_number' => $order_number,
3280 'amount' => $amount,
3281 'referer' => 'http://cleanwhisker.420.am/',
3283 $content{authorization} = $auth
3284 if length($auth); #echeck/ACH transactions have an order # but no auth
3285 #(at least with authorize.net)
3287 my $disable_void_after;
3288 if ($conf->exists('disable_void_after')
3289 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3290 $disable_void_after = $1;
3293 #first try void if applicable
3294 if ( $cust_pay && $cust_pay->paid == $amount
3296 ( not defined($disable_void_after) )
3297 || ( time < ($cust_pay->_date + $disable_void_after ) )
3300 warn " attempting void\n" if $DEBUG > 1;
3301 my $void = new Business::OnlinePayment( $processor, @bop_options );
3302 $void->content( 'action' => 'void', %content );
3304 if ( $void->is_success ) {
3305 my $error = $cust_pay->void($options{'reason'});
3307 # gah, even with transactions.
3308 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3309 "error voiding payment: $error";
3313 warn " void successful\n" if $DEBUG > 1;
3318 warn " void unsuccessful, trying refund\n"
3322 my $address = $self->address1;
3323 $address .= ", ". $self->address2 if $self->address2;
3325 my($payname, $payfirst, $paylast);
3326 if ( $self->payname && $method ne 'ECHECK' ) {
3327 $payname = $self->payname;
3328 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3329 or return "Illegal payname $payname";
3330 ($payfirst, $paylast) = ($1, $2);
3332 $payfirst = $self->getfield('first');
3333 $paylast = $self->getfield('last');
3334 $payname = "$payfirst $paylast";
3337 my @invoicing_list = $self->invoicing_list_emailonly;
3338 if ( $conf->exists('emailinvoiceautoalways')
3339 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3340 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3341 push @invoicing_list, $self->all_emails;
3344 my $email = ($conf->exists('business-onlinepayment-email-override'))
3345 ? $conf->config('business-onlinepayment-email-override')
3346 : $invoicing_list[0];
3348 my $payip = exists($options{'payip'})
3351 $content{customer_ip} = $payip
3355 if ( $method eq 'CC' ) {
3358 $content{card_number} = $payinfo = $cust_pay->payinfo;
3359 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3360 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3361 ($content{expiration} = "$2/$1"); # where available
3363 $content{card_number} = $payinfo = $self->payinfo;
3364 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3365 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3366 $content{expiration} = "$2/$1";
3369 } elsif ( $method eq 'ECHECK' ) {
3372 $payinfo = $cust_pay->payinfo;
3374 $payinfo = $self->payinfo;
3376 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3377 $content{bank_name} = $self->payname;
3378 $content{account_type} = 'CHECKING';
3379 $content{account_name} = $payname;
3380 $content{customer_org} = $self->company ? 'B' : 'I';
3381 $content{customer_ssn} = $self->ss;
3382 } elsif ( $method eq 'LEC' ) {
3383 $content{phone} = $payinfo = $self->payinfo;
3387 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3388 my %sub_content = $refund->content(
3389 'action' => 'credit',
3390 'customer_id' => $self->custnum,
3391 'last_name' => $paylast,
3392 'first_name' => $payfirst,
3394 'address' => $address,
3395 'city' => $self->city,
3396 'state' => $self->state,
3397 'zip' => $self->zip,
3398 'country' => $self->country,
3400 'phone' => $self->daytime || $self->night,
3403 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3407 return "$processor error: ". $refund->error_message
3408 unless $refund->is_success();
3410 my %method2payby = (
3416 my $paybatch = "$processor:". $refund->authorization;
3417 $paybatch .= ':'. $refund->order_number
3418 if $refund->can('order_number') && $refund->order_number;
3420 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3421 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3422 last unless @cust_bill_pay;
3423 my $cust_bill_pay = pop @cust_bill_pay;
3424 my $error = $cust_bill_pay->delete;
3428 my $cust_refund = new FS::cust_refund ( {
3429 'custnum' => $self->custnum,
3430 'paynum' => $options{'paynum'},
3431 'refund' => $amount,
3433 'payby' => $method2payby{$method},
3434 'payinfo' => $payinfo,
3435 'paybatch' => $paybatch,
3436 'reason' => $options{'reason'} || 'card or ACH refund',
3438 my $error = $cust_refund->insert;
3440 $cust_refund->paynum(''); #try again with no specific paynum
3441 my $error2 = $cust_refund->insert;
3443 # gah, even with transactions.
3444 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3445 "error inserting refund ($processor): $error2".
3446 " (previously tried insert with paynum #$options{'paynum'}" .
3457 =item batch_card OPTION => VALUE...
3459 Adds a payment for this invoice to the pending credit card batch (see
3460 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3461 runs the payment using a realtime gateway.
3466 my ($self, %options) = @_;
3469 if (exists($options{amount})) {
3470 $amount = $options{amount};
3472 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3474 return '' unless $amount > 0;
3476 my $invnum = delete $options{invnum};
3477 my $payby = $options{invnum} || $self->payby; #dubious
3479 if ($options{'realtime'}) {
3480 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3486 my $oldAutoCommit = $FS::UID::AutoCommit;
3487 local $FS::UID::AutoCommit = 0;
3490 #this needs to handle mysql as well as Pg, like svc_acct.pm
3491 #(make it into a common function if folks need to do batching with mysql)
3492 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3493 or return "Cannot lock pay_batch: " . $dbh->errstr;
3497 'payby' => FS::payby->payby2payment($payby),
3500 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3502 unless ( $pay_batch ) {
3503 $pay_batch = new FS::pay_batch \%pay_batch;
3504 my $error = $pay_batch->insert;
3506 $dbh->rollback if $oldAutoCommit;
3507 die "error creating new batch: $error\n";
3511 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3512 'batchnum' => $pay_batch->batchnum,
3513 'custnum' => $self->custnum,
3516 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3518 $options{$_} = '' unless exists($options{$_});
3521 my $cust_pay_batch = new FS::cust_pay_batch ( {
3522 'batchnum' => $pay_batch->batchnum,
3523 'invnum' => $invnum || 0, # is there a better value?
3524 # this field should be
3526 # cust_bill_pay_batch now
3527 'custnum' => $self->custnum,
3528 'last' => $self->getfield('last'),
3529 'first' => $self->getfield('first'),
3530 'address1' => $options{address1} || $self->address1,
3531 'address2' => $options{address2} || $self->address2,
3532 'city' => $options{city} || $self->city,
3533 'state' => $options{state} || $self->state,
3534 'zip' => $options{zip} || $self->zip,
3535 'country' => $options{country} || $self->country,
3536 'payby' => $options{payby} || $self->payby,
3537 'payinfo' => $options{payinfo} || $self->payinfo,
3538 'exp' => $options{paydate} || $self->paydate,
3539 'payname' => $options{payname} || $self->payname,
3540 'amount' => $amount, # consolidating
3543 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3544 if $old_cust_pay_batch;
3547 if ($old_cust_pay_batch) {
3548 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3550 $error = $cust_pay_batch->insert;
3554 $dbh->rollback if $oldAutoCommit;
3558 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3559 foreach my $cust_bill ($self->open_cust_bill) {
3560 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3561 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3562 'invnum' => $cust_bill->invnum,
3563 'paybatchnum' => $cust_pay_batch->paybatchnum,
3564 'amount' => $cust_bill->owed,
3567 if ($unapplied >= $cust_bill_pay_batch->amount){
3568 $unapplied -= $cust_bill_pay_batch->amount;
3571 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3572 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3574 $error = $cust_bill_pay_batch->insert;
3576 $dbh->rollback if $oldAutoCommit;
3581 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3587 Returns the total owed for this customer on all invoices
3588 (see L<FS::cust_bill/owed>).
3594 $self->total_owed_date(2145859200); #12/31/2037
3597 =item total_owed_date TIME
3599 Returns the total owed for this customer on all invoices with date earlier than
3600 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3601 see L<Time::Local> and L<Date::Parse> for conversion functions.
3605 sub total_owed_date {
3609 foreach my $cust_bill (
3610 grep { $_->_date <= $time }
3611 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3613 $total_bill += $cust_bill->owed;
3615 sprintf( "%.2f", $total_bill );
3618 =item apply_payments_and_credits
3620 Applies unapplied payments and credits.
3622 In most cases, this new method should be used in place of sequential
3623 apply_payments and apply_credits methods.
3625 If there is an error, returns the error, otherwise returns false.
3629 sub apply_payments_and_credits {
3632 local $SIG{HUP} = 'IGNORE';
3633 local $SIG{INT} = 'IGNORE';
3634 local $SIG{QUIT} = 'IGNORE';
3635 local $SIG{TERM} = 'IGNORE';
3636 local $SIG{TSTP} = 'IGNORE';
3637 local $SIG{PIPE} = 'IGNORE';
3639 my $oldAutoCommit = $FS::UID::AutoCommit;
3640 local $FS::UID::AutoCommit = 0;
3643 $self->select_for_update; #mutex
3645 foreach my $cust_bill ( $self->open_cust_bill ) {
3646 my $error = $cust_bill->apply_payments_and_credits;
3648 $dbh->rollback if $oldAutoCommit;
3649 return "Error applying: $error";
3653 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3658 =item apply_credits OPTION => VALUE ...
3660 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3661 to outstanding invoice balances in chronological order (or reverse
3662 chronological order if the I<order> option is set to B<newest>) and returns the
3663 value of any remaining unapplied credits available for refund (see
3664 L<FS::cust_refund>).
3666 Dies if there is an error.
3674 local $SIG{HUP} = 'IGNORE';
3675 local $SIG{INT} = 'IGNORE';
3676 local $SIG{QUIT} = 'IGNORE';
3677 local $SIG{TERM} = 'IGNORE';
3678 local $SIG{TSTP} = 'IGNORE';
3679 local $SIG{PIPE} = 'IGNORE';
3681 my $oldAutoCommit = $FS::UID::AutoCommit;
3682 local $FS::UID::AutoCommit = 0;
3685 $self->select_for_update; #mutex
3687 unless ( $self->total_credited ) {
3688 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3692 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3693 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3695 my @invoices = $self->open_cust_bill;
3696 @invoices = sort { $b->_date <=> $a->_date } @invoices
3697 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3700 foreach my $cust_bill ( @invoices ) {
3703 if ( !defined($credit) || $credit->credited == 0) {
3704 $credit = pop @credits or last;
3707 if ($cust_bill->owed >= $credit->credited) {
3708 $amount=$credit->credited;
3710 $amount=$cust_bill->owed;
3713 my $cust_credit_bill = new FS::cust_credit_bill ( {
3714 'crednum' => $credit->crednum,
3715 'invnum' => $cust_bill->invnum,
3716 'amount' => $amount,
3718 my $error = $cust_credit_bill->insert;
3720 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3724 redo if ($cust_bill->owed > 0);
3728 my $total_credited = $self->total_credited;
3730 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3732 return $total_credited;
3735 =item apply_payments
3737 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3738 to outstanding invoice balances in chronological order.
3740 #and returns the value of any remaining unapplied payments.
3742 Dies if there is an error.
3746 sub apply_payments {
3749 local $SIG{HUP} = 'IGNORE';
3750 local $SIG{INT} = 'IGNORE';
3751 local $SIG{QUIT} = 'IGNORE';
3752 local $SIG{TERM} = 'IGNORE';
3753 local $SIG{TSTP} = 'IGNORE';
3754 local $SIG{PIPE} = 'IGNORE';
3756 my $oldAutoCommit = $FS::UID::AutoCommit;
3757 local $FS::UID::AutoCommit = 0;
3760 $self->select_for_update; #mutex
3764 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3765 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3767 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3768 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3772 foreach my $cust_bill ( @invoices ) {
3775 if ( !defined($payment) || $payment->unapplied == 0 ) {
3776 $payment = pop @payments or last;
3779 if ( $cust_bill->owed >= $payment->unapplied ) {
3780 $amount = $payment->unapplied;
3782 $amount = $cust_bill->owed;
3785 my $cust_bill_pay = new FS::cust_bill_pay ( {
3786 'paynum' => $payment->paynum,
3787 'invnum' => $cust_bill->invnum,
3788 'amount' => $amount,
3790 my $error = $cust_bill_pay->insert;
3792 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3796 redo if ( $cust_bill->owed > 0);
3800 my $total_unapplied_payments = $self->total_unapplied_payments;
3802 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3804 return $total_unapplied_payments;
3807 =item total_credited
3809 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3810 customer. See L<FS::cust_credit/credited>.
3814 sub total_credited {
3816 my $total_credit = 0;
3817 foreach my $cust_credit ( qsearch('cust_credit', {
3818 'custnum' => $self->custnum,
3820 $total_credit += $cust_credit->credited;
3822 sprintf( "%.2f", $total_credit );
3825 =item total_unapplied_payments
3827 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3828 See L<FS::cust_pay/unapplied>.
3832 sub total_unapplied_payments {
3834 my $total_unapplied = 0;
3835 foreach my $cust_pay ( qsearch('cust_pay', {
3836 'custnum' => $self->custnum,
3838 $total_unapplied += $cust_pay->unapplied;
3840 sprintf( "%.2f", $total_unapplied );
3843 =item total_unapplied_refunds
3845 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3846 customer. See L<FS::cust_refund/unapplied>.
3850 sub total_unapplied_refunds {
3852 my $total_unapplied = 0;
3853 foreach my $cust_refund ( qsearch('cust_refund', {
3854 'custnum' => $self->custnum,
3856 $total_unapplied += $cust_refund->unapplied;
3858 sprintf( "%.2f", $total_unapplied );
3863 Returns the balance for this customer (total_owed plus total_unrefunded, minus
3864 total_credited minus total_unapplied_payments).
3872 + $self->total_unapplied_refunds
3873 - $self->total_credited
3874 - $self->total_unapplied_payments
3878 =item balance_date TIME
3880 Returns the balance for this customer, only considering invoices with date
3881 earlier than TIME (total_owed_date minus total_credited minus
3882 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3883 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3892 $self->total_owed_date($time)
3893 + $self->total_unapplied_refunds
3894 - $self->total_credited
3895 - $self->total_unapplied_payments
3899 =item in_transit_payments
3901 Returns the total of requests for payments for this customer pending in
3902 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3906 sub in_transit_payments {
3908 my $in_transit_payments = 0;
3909 foreach my $pay_batch ( qsearch('pay_batch', {
3912 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3913 'batchnum' => $pay_batch->batchnum,
3914 'custnum' => $self->custnum,
3916 $in_transit_payments += $cust_pay_batch->amount;
3919 sprintf( "%.2f", $in_transit_payments );
3922 =item paydate_monthyear
3924 Returns a two-element list consisting of the month and year of this customer's
3925 paydate (credit card expiration date for CARD customers)
3929 sub paydate_monthyear {
3931 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3933 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3940 =item invoicing_list [ ARRAYREF ]
3942 If an arguement is given, sets these email addresses as invoice recipients
3943 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3944 (except as warnings), so use check_invoicing_list first.
3946 Returns a list of email addresses (with svcnum entries expanded).
3948 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3949 check it without disturbing anything by passing nothing.
3951 This interface may change in the future.
3955 sub invoicing_list {
3956 my( $self, $arrayref ) = @_;
3959 my @cust_main_invoice;
3960 if ( $self->custnum ) {
3961 @cust_main_invoice =
3962 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3964 @cust_main_invoice = ();
3966 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3967 #warn $cust_main_invoice->destnum;
3968 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3969 #warn $cust_main_invoice->destnum;
3970 my $error = $cust_main_invoice->delete;
3971 warn $error if $error;
3974 if ( $self->custnum ) {
3975 @cust_main_invoice =
3976 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3978 @cust_main_invoice = ();
3980 my %seen = map { $_->address => 1 } @cust_main_invoice;
3981 foreach my $address ( @{$arrayref} ) {
3982 next if exists $seen{$address} && $seen{$address};
3983 $seen{$address} = 1;
3984 my $cust_main_invoice = new FS::cust_main_invoice ( {
3985 'custnum' => $self->custnum,
3988 my $error = $cust_main_invoice->insert;
3989 warn $error if $error;
3993 if ( $self->custnum ) {
3995 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4002 =item check_invoicing_list ARRAYREF
4004 Checks these arguements as valid input for the invoicing_list method. If there
4005 is an error, returns the error, otherwise returns false.
4009 sub check_invoicing_list {
4010 my( $self, $arrayref ) = @_;
4012 foreach my $address ( @$arrayref ) {
4014 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4015 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4018 my $cust_main_invoice = new FS::cust_main_invoice ( {
4019 'custnum' => $self->custnum,
4022 my $error = $self->custnum
4023 ? $cust_main_invoice->check
4024 : $cust_main_invoice->checkdest
4026 return $error if $error;
4030 return "Email address required"
4031 if $conf->exists('cust_main-require_invoicing_list_email')
4032 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4037 =item set_default_invoicing_list
4039 Sets the invoicing list to all accounts associated with this customer,
4040 overwriting any previous invoicing list.
4044 sub set_default_invoicing_list {
4046 $self->invoicing_list($self->all_emails);
4051 Returns the email addresses of all accounts provisioned for this customer.
4058 foreach my $cust_pkg ( $self->all_pkgs ) {
4059 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4061 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4062 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4064 $list{$_}=1 foreach map { $_->email } @svc_acct;
4069 =item invoicing_list_addpost
4071 Adds postal invoicing to this customer. If this customer is already configured
4072 to receive postal invoices, does nothing.
4076 sub invoicing_list_addpost {
4078 return if grep { $_ eq 'POST' } $self->invoicing_list;
4079 my @invoicing_list = $self->invoicing_list;
4080 push @invoicing_list, 'POST';
4081 $self->invoicing_list(\@invoicing_list);
4084 =item invoicing_list_emailonly
4086 Returns the list of email invoice recipients (invoicing_list without non-email
4087 destinations such as POST and FAX).
4091 sub invoicing_list_emailonly {
4093 warn "$me invoicing_list_emailonly called"
4095 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4098 =item invoicing_list_emailonly_scalar
4100 Returns the list of email invoice recipients (invoicing_list without non-email
4101 destinations such as POST and FAX) as a comma-separated scalar.
4105 sub invoicing_list_emailonly_scalar {
4107 warn "$me invoicing_list_emailonly_scalar called"
4109 join(', ', $self->invoicing_list_emailonly);
4112 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4114 Returns an array of customers referred by this customer (referral_custnum set
4115 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4116 customers referred by customers referred by this customer and so on, inclusive.
4117 The default behavior is DEPTH 1 (no recursion).
4121 sub referral_cust_main {
4123 my $depth = @_ ? shift : 1;
4124 my $exclude = @_ ? shift : {};
4127 map { $exclude->{$_->custnum}++; $_; }
4128 grep { ! $exclude->{ $_->custnum } }
4129 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4133 map { $_->referral_cust_main($depth-1, $exclude) }
4140 =item referral_cust_main_ncancelled
4142 Same as referral_cust_main, except only returns customers with uncancelled
4147 sub referral_cust_main_ncancelled {
4149 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4152 =item referral_cust_pkg [ DEPTH ]
4154 Like referral_cust_main, except returns a flat list of all unsuspended (and
4155 uncancelled) packages for each customer. The number of items in this list may
4156 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4160 sub referral_cust_pkg {
4162 my $depth = @_ ? shift : 1;
4164 map { $_->unsuspended_pkgs }
4165 grep { $_->unsuspended_pkgs }
4166 $self->referral_cust_main($depth);
4169 =item referring_cust_main
4171 Returns the single cust_main record for the customer who referred this customer
4172 (referral_custnum), or false.
4176 sub referring_cust_main {
4178 return '' unless $self->referral_custnum;
4179 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4182 =item credit AMOUNT, REASON
4184 Applies a credit to this customer. If there is an error, returns the error,
4185 otherwise returns false.
4190 my( $self, $amount, $reason, %options ) = @_;
4191 my $cust_credit = new FS::cust_credit {
4192 'custnum' => $self->custnum,
4193 'amount' => $amount,
4194 'reason' => $reason,
4196 $cust_credit->insert(%options);
4199 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4201 Creates a one-time charge for this customer. If there is an error, returns
4202 the error, otherwise returns false.
4208 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4209 if ( ref( $_[0] ) ) {
4210 $amount = $_[0]->{amount};
4211 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4212 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4213 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4214 : '$'. sprintf("%.2f",$amount);
4215 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4216 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4217 $additional = $_[0]->{additional};
4221 $pkg = @_ ? shift : 'One-time charge';
4222 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4223 $taxclass = @_ ? shift : '';
4227 local $SIG{HUP} = 'IGNORE';
4228 local $SIG{INT} = 'IGNORE';
4229 local $SIG{QUIT} = 'IGNORE';
4230 local $SIG{TERM} = 'IGNORE';
4231 local $SIG{TSTP} = 'IGNORE';
4232 local $SIG{PIPE} = 'IGNORE';
4234 my $oldAutoCommit = $FS::UID::AutoCommit;
4235 local $FS::UID::AutoCommit = 0;
4238 my $part_pkg = new FS::part_pkg ( {
4240 'comment' => $comment,
4244 'classnum' => $classnum ? $classnum : '',
4245 'taxclass' => $taxclass,
4248 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4249 ( 0 .. @$additional - 1 )
4251 'additional_count' => scalar(@$additional),
4252 'setup_fee' => $amount,
4255 my $error = $part_pkg->insert( options => \%options );
4257 $dbh->rollback if $oldAutoCommit;
4261 my $pkgpart = $part_pkg->pkgpart;
4262 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4263 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4264 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4265 $error = $type_pkgs->insert;
4267 $dbh->rollback if $oldAutoCommit;
4272 my $cust_pkg = new FS::cust_pkg ( {
4273 'custnum' => $self->custnum,
4274 'pkgpart' => $pkgpart,
4275 'quantity' => $quantity,
4278 $error = $cust_pkg->insert;
4280 $dbh->rollback if $oldAutoCommit;
4284 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4289 #=item charge_postal_fee
4291 #Applies a one time charge this customer. If there is an error,
4292 #returns the error, returns the cust_pkg charge object or false
4293 #if there was no charge.
4297 # This should be a customer event. For that to work requires that bill
4298 # also be a customer event.
4300 sub charge_postal_fee {
4303 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4304 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4306 my $cust_pkg = new FS::cust_pkg ( {
4307 'custnum' => $self->custnum,
4308 'pkgpart' => $pkgpart,
4312 my $error = $cust_pkg->insert;
4313 $error ? $error : $cust_pkg;
4318 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4324 sort { $a->_date <=> $b->_date }
4325 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4328 =item open_cust_bill
4330 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4335 sub open_cust_bill {
4337 grep { $_->owed > 0 } $self->cust_bill;
4342 Returns all the credits (see L<FS::cust_credit>) for this customer.
4348 sort { $a->_date <=> $b->_date }
4349 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4354 Returns all the payments (see L<FS::cust_pay>) for this customer.
4360 sort { $a->_date <=> $b->_date }
4361 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4366 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4372 sort { $a->_date <=> $b->_date }
4373 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4379 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4385 sort { $a->_date <=> $b->_date }
4386 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4391 Returns a name string for this customer, either "Company (Last, First)" or
4398 my $name = $self->contact;
4399 $name = $self->company. " ($name)" if $self->company;
4405 Returns a name string for this (service/shipping) contact, either
4406 "Company (Last, First)" or "Last, First".
4412 if ( $self->get('ship_last') ) {
4413 my $name = $self->ship_contact;
4414 $name = $self->ship_company. " ($name)" if $self->ship_company;
4423 Returns a name string for this customer, either "Company" or "First Last".
4429 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4432 =item ship_name_short
4434 Returns a name string for this (service/shipping) contact, either "Company"
4439 sub ship_name_short {
4441 if ( $self->get('ship_last') ) {
4442 $self->ship_company !~ /^\s*$/
4443 ? $self->ship_company
4444 : $self->ship_contact_firstlast;
4446 $self->name_company_or_firstlast;
4452 Returns this customer's full (billing) contact name only, "Last, First"
4458 $self->get('last'). ', '. $self->first;
4463 Returns this customer's full (shipping) contact name only, "Last, First"
4469 $self->get('ship_last')
4470 ? $self->get('ship_last'). ', '. $self->ship_first
4474 =item contact_firstlast
4476 Returns this customers full (billing) contact name only, "First Last".
4480 sub contact_firstlast {
4482 $self->first. ' '. $self->get('last');
4485 =item ship_contact_firstlast
4487 Returns this customer's full (shipping) contact name only, "First Last".
4491 sub ship_contact_firstlast {
4493 $self->get('ship_last')
4494 ? $self->first. ' '. $self->get('ship_last')
4495 : $self->contact_firstlast;
4500 Returns this customer's full country name
4506 code2country($self->country);
4513 Returns a status string for this customer, currently:
4517 =item prospect - No packages have ever been ordered
4519 =item active - One or more recurring packages is active
4521 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4523 =item suspended - All non-cancelled recurring packages are suspended
4525 =item cancelled - All recurring packages are cancelled
4531 sub status { shift->cust_status(@_); }
4535 for my $status (qw( prospect active inactive suspended cancelled )) {
4536 my $method = $status.'_sql';
4537 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4538 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4539 $sth->execute( ($self->custnum) x $numnum )
4540 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4541 return $status if $sth->fetchrow_arrayref->[0];
4545 =item ucfirst_cust_status
4547 =item ucfirst_status
4549 Returns the status with the first character capitalized.
4553 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4555 sub ucfirst_cust_status {
4557 ucfirst($self->cust_status);
4562 Returns a hex triplet color string for this customer's status.
4566 use vars qw(%statuscolor);
4567 tie %statuscolor, 'Tie::IxHash',
4568 'prospect' => '7e0079', #'000000', #black? naw, purple
4569 'active' => '00CC00', #green
4570 'inactive' => '0000CC', #blue
4571 'suspended' => 'FF9900', #yellow
4572 'cancelled' => 'FF0000', #red
4575 sub statuscolor { shift->cust_statuscolor(@_); }
4577 sub cust_statuscolor {
4579 $statuscolor{$self->cust_status};
4584 =head1 CLASS METHODS
4590 Class method that returns the list of possible status strings for customers
4591 (see L<the status method|/status>). For example:
4593 @statuses = FS::cust_main->statuses();
4598 #my $self = shift; #could be class...
4604 Returns an SQL expression identifying prospective cust_main records (customers
4605 with no packages ever ordered)
4609 use vars qw($select_count_pkgs);
4610 $select_count_pkgs =
4611 "SELECT COUNT(*) FROM cust_pkg
4612 WHERE cust_pkg.custnum = cust_main.custnum";
4614 sub select_count_pkgs_sql {
4618 sub prospect_sql { "
4619 0 = ( $select_count_pkgs )
4624 Returns an SQL expression identifying active cust_main records (customers with
4625 active recurring packages).
4630 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4636 Returns an SQL expression identifying inactive cust_main records (customers with
4637 no active recurring packages, but otherwise unsuspended/uncancelled).
4641 sub inactive_sql { "
4642 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4644 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4650 Returns an SQL expression identifying suspended cust_main records.
4655 sub suspended_sql { susp_sql(@_); }
4657 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4659 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4665 Returns an SQL expression identifying cancelled cust_main records.
4669 sub cancelled_sql { cancel_sql(@_); }
4672 my $recurring_sql = FS::cust_pkg->recurring_sql;
4673 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4676 0 < ( $select_count_pkgs )
4677 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4678 AND 0 = ( $select_count_pkgs AND $recurring_sql
4679 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4681 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4687 =item uncancelled_sql
4689 Returns an SQL expression identifying un-cancelled cust_main records.
4693 sub uncancelled_sql { uncancel_sql(@_); }
4694 sub uncancel_sql { "
4695 ( 0 < ( $select_count_pkgs
4696 AND ( cust_pkg.cancel IS NULL
4697 OR cust_pkg.cancel = 0
4700 OR 0 = ( $select_count_pkgs )
4706 Returns an SQL fragment to retreive the balance.
4711 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4712 WHERE cust_bill.custnum = cust_main.custnum )
4713 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4714 WHERE cust_pay.custnum = cust_main.custnum )
4715 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4716 WHERE cust_credit.custnum = cust_main.custnum )
4717 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4718 WHERE cust_refund.custnum = cust_main.custnum )
4721 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4723 Returns an SQL fragment to retreive the balance for this customer, only
4724 considering invoices with date earlier than START_TIME, and optionally not
4725 later than END_TIME (total_owed_date minus total_credited minus
4726 total_unapplied_payments).
4728 Times are specified as SQL fragments or numeric
4729 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4730 L<Date::Parse> for conversion functions. The empty string can be passed
4731 to disable that time constraint completely.
4733 Available options are:
4737 =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)
4739 =item total - set to true to remove all customer comparison clauses, for totals
4741 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4743 =item join - JOIN clause (typically used with the total option)
4751 sub balance_date_sql {
4752 my( $class, $start, $end, %opt ) = @_;
4754 my $owed = FS::cust_bill->owed_sql;
4755 my $unapp_refund = FS::cust_refund->unapplied_sql;
4756 my $unapp_credit = FS::cust_credit->unapplied_sql;
4757 my $unapp_pay = FS::cust_pay->unapplied_sql;
4759 my $j = $opt{'join'} || '';
4761 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4762 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4763 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4764 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4766 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4767 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4768 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4769 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4774 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4776 Helper method for balance_date_sql; name (and usage) subject to change
4777 (suggestions welcome).
4779 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4780 cust_refund, cust_credit or cust_pay).
4782 If TABLE is "cust_bill" or the unapplied_date option is true, only
4783 considers records with date earlier than START_TIME, and optionally not
4784 later than END_TIME .
4788 sub _money_table_where {
4789 my( $class, $table, $start, $end, %opt ) = @_;
4792 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4793 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4794 push @where, "$table._date <= $start" if defined($start) && length($start);
4795 push @where, "$table._date > $end" if defined($end) && length($end);
4797 push @where, @{$opt{'where'}} if $opt{'where'};
4798 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4804 =item search_sql HASHREF
4808 Returns a qsearch hash expression to search for parameters specified in HREF.
4809 Valid parameters are
4817 =item cancelled_pkgs
4823 listref of start date, end date
4829 =item current_balance
4831 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
4835 =item flattened_pkgs
4844 my ($class, $params) = @_;
4855 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
4857 "cust_main.agentnum = $1";
4864 #prospect active inactive suspended cancelled
4865 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
4866 my $method = $params->{'status'}. '_sql';
4867 #push @where, $class->$method();
4868 push @where, FS::cust_main->$method();
4872 # parse cancelled package checkbox
4877 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
4878 unless $params->{'cancelled_pkgs'};
4884 foreach my $field (qw( signupdate )) {
4886 next unless exists($params->{$field});
4888 my($beginning, $ending) = @{$params->{$field}};
4891 "cust_main.$field IS NOT NULL",
4892 "cust_main.$field >= $beginning",
4893 "cust_main.$field <= $ending";
4895 $orderby ||= "ORDER BY cust_main.$field";
4903 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
4905 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
4912 #my $balance_sql = $class->balance_sql();
4913 my $balance_sql = FS::cust_main->balance_sql();
4915 push @where, map { s/current_balance/$balance_sql/; $_ }
4916 @{ $params->{'current_balance'} };
4922 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
4924 "cust_main.custbatch = '$1'";
4928 # setup queries, subs, etc. for the search
4931 $orderby ||= 'ORDER BY custnum';
4933 # here is the agent virtualization
4934 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
4936 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
4938 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
4940 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
4942 my $select = join(', ',
4943 'cust_main.custnum',
4944 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
4947 my(@extra_headers) = ();
4948 my(@extra_fields) = ();
4950 if ($params->{'flattened_pkgs'}) {
4952 if ($dbh->{Driver}->{Name} eq 'Pg') {
4954 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
4956 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
4957 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
4958 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
4960 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
4961 "omitting packing information from report.";
4964 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";
4966 my $sth = dbh->prepare($header_query) or die dbh->errstr;
4967 $sth->execute() or die $sth->errstr;
4968 my $headerrow = $sth->fetchrow_arrayref;
4969 my $headercount = $headerrow ? $headerrow->[0] : 0;
4970 while($headercount) {
4971 unshift @extra_headers, "Package ". $headercount;
4972 unshift @extra_fields, eval q!sub {my $c = shift;
4973 my @a = split '\|', $c->magic;
4974 my $p = $a[!.--$headercount. q!];
4982 'table' => 'cust_main',
4983 'select' => $select,
4985 'extra_sql' => $extra_sql,
4986 'order_by' => $orderby,
4987 'count_query' => $count_query,
4988 'extra_headers' => \@extra_headers,
4989 'extra_fields' => \@extra_fields,
4994 =item email_search_sql HASHREF
4998 Emails a notice to the specified customers.
5000 Valid parameters are those of the L<search_sql> method, plus the following:
5022 Optional job queue job for status updates.
5026 Returns an error message, or false for success.
5028 If an error occurs during any email, stops the enture send and returns that
5029 error. Presumably if you're getting SMTP errors aborting is better than
5030 retrying everything.
5034 sub email_search_sql {
5035 my($class, $params) = @_;
5037 my $from = delete $params->{from};
5038 my $subject = delete $params->{subject};
5039 my $html_body = delete $params->{html_body};
5040 my $text_body = delete $params->{text_body};
5042 my $job = delete $params->{'job'};
5044 my $sql_query = $class->search_sql($params);
5046 my $count_query = delete($sql_query->{'count_query'});
5047 my $count_sth = dbh->prepare($count_query)
5048 or die "Error preparing $count_query: ". dbh->errstr;
5050 or die "Error executing $count_query: ". $count_sth->errstr;
5051 my $count_arrayref = $count_sth->fetchrow_arrayref;
5052 my $num_cust = $count_arrayref->[0];
5054 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5055 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5058 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5060 #eventually order+limit magic to reduce memory use?
5061 foreach my $cust_main ( qsearch($sql_query) ) {
5063 my $to = $cust_main->invoicing_list_emailonly_scalar;
5066 my $error = send_email(
5070 'subject' => $subject,
5071 'html_body' => $html_body,
5072 'text_body' => $text_body,
5075 return $error if $error;
5077 if ( $job ) { #progressbar foo
5079 if ( time - $min_sec > $last ) {
5080 my $error = $job->update_statustext(
5081 int( 100 * $num / $num_cust )
5083 die $error if $error;
5093 use Storable qw(thaw);
5096 sub process_email_search_sql {
5098 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5100 my $param = thaw(decode_base64(shift));
5101 warn Dumper($param) if $DEBUG;
5103 $param->{'job'} = $job;
5105 my $error = FS::cust_main->email_search_sql( $param );
5106 die $error if $error;
5110 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5112 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5113 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5114 appropriate ship_ field is also searched).
5116 Additional options are the same as FS::Record::qsearch
5121 my( $self, $fuzzy, $hash, @opt) = @_;
5126 check_and_rebuild_fuzzyfiles();
5127 foreach my $field ( keys %$fuzzy ) {
5129 my $all = $self->all_X($field);
5130 next unless scalar(@$all);
5133 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5136 foreach ( keys %match ) {
5137 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5138 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5141 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5144 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5146 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5154 Returns a masked version of the named field
5159 my ($self, $field) = @_;
5163 'x'x(length($self->getfield($field))-4).
5164 substr($self->getfield($field), (length($self->getfield($field))-4));
5174 =item smart_search OPTION => VALUE ...
5176 Accepts the following options: I<search>, the string to search for. The string
5177 will be searched for as a customer number, phone number, name or company name,
5178 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5179 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5180 skip fuzzy matching when an exact match is found.
5182 Any additional options are treated as an additional qualifier on the search
5185 Returns a (possibly empty) array of FS::cust_main objects.
5192 #here is the agent virtualization
5193 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5197 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5198 my $search = delete $options{'search'};
5199 ( my $alphanum_search = $search ) =~ s/\W//g;
5201 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5203 #false laziness w/Record::ut_phone
5204 my $phonen = "$1-$2-$3";
5205 $phonen .= " x$4" if $4;
5207 push @cust_main, qsearch( {
5208 'table' => 'cust_main',
5209 'hashref' => { %options },
5210 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5212 join(' OR ', map "$_ = '$phonen'",
5213 qw( daytime night fax
5214 ship_daytime ship_night ship_fax )
5217 " AND $agentnums_sql", #agent virtualization
5220 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5221 #try looking for matches with extensions unless one was specified
5223 push @cust_main, qsearch( {
5224 'table' => 'cust_main',
5225 'hashref' => { %options },
5226 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5228 join(' OR ', map "$_ LIKE '$phonen\%'",
5230 ship_daytime ship_night )
5233 " AND $agentnums_sql", #agent virtualization
5238 # custnum search (also try agent_custid), with some tweaking options if your
5239 # legacy cust "numbers" have letters
5240 } elsif ( $search =~ /^\s*(\d+)\s*$/
5241 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5242 && $search =~ /^\s*(\w\w?\d+)\s*$/
5247 push @cust_main, qsearch( {
5248 'table' => 'cust_main',
5249 'hashref' => { 'custnum' => $1, %options },
5250 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5253 push @cust_main, qsearch( {
5254 'table' => 'cust_main',
5255 'hashref' => { 'agent_custid' => $1, %options },
5256 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5259 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5261 my($company, $last, $first) = ( $1, $2, $3 );
5263 # "Company (Last, First)"
5264 #this is probably something a browser remembered,
5265 #so just do an exact search
5267 foreach my $prefix ( '', 'ship_' ) {
5268 push @cust_main, qsearch( {
5269 'table' => 'cust_main',
5270 'hashref' => { $prefix.'first' => $first,
5271 $prefix.'last' => $last,
5272 $prefix.'company' => $company,
5275 'extra_sql' => " AND $agentnums_sql",
5279 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5280 # try (ship_){last,company}
5284 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5285 # # full strings the browser remembers won't work
5286 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5288 use Lingua::EN::NameParse;
5289 my $NameParse = new Lingua::EN::NameParse(
5291 allow_reversed => 1,
5294 my($last, $first) = ( '', '' );
5295 #maybe disable this too and just rely on NameParse?
5296 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5298 ($last, $first) = ( $1, $2 );
5300 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5301 } elsif ( ! $NameParse->parse($value) ) {
5303 my %name = $NameParse->components;
5304 $first = $name{'given_name_1'};
5305 $last = $name{'surname_1'};
5309 if ( $first && $last ) {
5311 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5314 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5316 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5317 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5320 push @cust_main, qsearch( {
5321 'table' => 'cust_main',
5322 'hashref' => \%options,
5323 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5326 # or it just be something that was typed in... (try that in a sec)
5330 my $q_value = dbh->quote($value);
5333 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5334 $sql .= " ( LOWER(last) = $q_value
5335 OR LOWER(company) = $q_value
5336 OR LOWER(ship_last) = $q_value
5337 OR LOWER(ship_company) = $q_value
5340 push @cust_main, qsearch( {
5341 'table' => 'cust_main',
5342 'hashref' => \%options,
5343 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5346 #always do substring & fuzzy,
5347 #getting complains searches are not returning enough
5348 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5350 #still some false laziness w/search_sql (was search/cust_main.cgi)
5355 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5356 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5359 if ( $first && $last ) {
5362 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5363 'last' => { op=>'ILIKE', value=>"%$last%" },
5365 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5366 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5373 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5374 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5378 foreach my $hashref ( @hashrefs ) {
5380 push @cust_main, qsearch( {
5381 'table' => 'cust_main',
5382 'hashref' => { %$hashref,
5385 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5394 " AND $agentnums_sql", #extra_sql #agent virtualization
5397 if ( $first && $last ) {
5398 push @cust_main, FS::cust_main->fuzzy_search(
5399 { 'last' => $last, #fuzzy hashref
5400 'first' => $first }, #
5404 foreach my $field ( 'last', 'company' ) {
5406 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5411 #eliminate duplicates
5413 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5423 Accepts the following options: I<email>, the email address to search for. The
5424 email address will be searched for as an email invoice destination and as an
5427 #Any additional options are treated as an additional qualifier on the search
5428 #(i.e. I<agentnum>).
5430 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5440 my $email = delete $options{'email'};
5442 #we're only being used by RT at the moment... no agent virtualization yet
5443 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5447 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5449 my ( $user, $domain ) = ( $1, $2 );
5451 warn "$me smart_search: searching for $user in domain $domain"
5457 'table' => 'cust_main_invoice',
5458 'hashref' => { 'dest' => $email },
5465 map $_->cust_svc->cust_pkg,
5467 'table' => 'svc_acct',
5468 'hashref' => { 'username' => $user, },
5470 'AND ( SELECT domain FROM svc_domain
5471 WHERE svc_acct.domsvc = svc_domain.svcnum
5472 ) = '. dbh->quote($domain),
5478 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5480 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5487 =item check_and_rebuild_fuzzyfiles
5491 use vars qw(@fuzzyfields);
5492 @fuzzyfields = ( 'last', 'first', 'company' );
5494 sub check_and_rebuild_fuzzyfiles {
5495 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5496 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5499 =item rebuild_fuzzyfiles
5503 sub rebuild_fuzzyfiles {
5505 use Fcntl qw(:flock);
5507 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5508 mkdir $dir, 0700 unless -d $dir;
5510 foreach my $fuzzy ( @fuzzyfields ) {
5512 open(LOCK,">>$dir/cust_main.$fuzzy")
5513 or die "can't open $dir/cust_main.$fuzzy: $!";
5515 or die "can't lock $dir/cust_main.$fuzzy: $!";
5517 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5518 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5520 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5521 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5522 " WHERE $field != '' AND $field IS NOT NULL");
5523 $sth->execute or die $sth->errstr;
5525 while ( my $row = $sth->fetchrow_arrayref ) {
5526 print CACHE $row->[0]. "\n";
5531 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5533 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5544 my( $self, $field ) = @_;
5545 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5546 open(CACHE,"<$dir/cust_main.$field")
5547 or die "can't open $dir/cust_main.$field: $!";
5548 my @array = map { chomp; $_; } <CACHE>;
5553 =item append_fuzzyfiles LASTNAME COMPANY
5557 sub append_fuzzyfiles {
5558 #my( $first, $last, $company ) = @_;
5560 &check_and_rebuild_fuzzyfiles;
5562 use Fcntl qw(:flock);
5564 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5566 foreach my $field (qw( first last company )) {
5571 open(CACHE,">>$dir/cust_main.$field")
5572 or die "can't open $dir/cust_main.$field: $!";
5573 flock(CACHE,LOCK_EX)
5574 or die "can't lock $dir/cust_main.$field: $!";
5576 print CACHE "$value\n";
5578 flock(CACHE,LOCK_UN)
5579 or die "can't unlock $dir/cust_main.$field: $!";
5588 =item process_batch_import
5590 Load a batch import as a queued JSRPC job
5594 use Storable qw(thaw);
5597 sub process_batch_import {
5600 my $param = thaw(decode_base64(shift));
5601 warn Dumper($param) if $DEBUG;
5603 my $files = $param->{'uploaded_files'}
5604 or die "No files provided.\n";
5606 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
5608 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
5609 my $file = $dir. $files{'file'};
5612 if ( $file =~ /\.(\w+)$/i ) {
5616 warn "can't parse file type from filename $file; defaulting to CSV";
5621 FS::cust_main::batch_import( {
5625 custbatch => $param->{custbatch},
5626 agentnum => $param->{'agentnum'},
5627 refnum => $param->{'refnum'},
5628 pkgpart => $param->{'pkgpart'},
5629 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
5630 # city state zip comments )],
5631 'format' => $param->{'format'},
5636 die "$error\n" if $error;
5644 #some false laziness w/cdr.pm now
5648 my $job = $param->{job};
5650 my $filename = $param->{file};
5651 my $type = $param->{type} || 'csv';
5653 my $custbatch = $param->{custbatch};
5655 my $agentnum = $param->{agentnum};
5656 my $refnum = $param->{refnum};
5657 my $pkgpart = $param->{pkgpart};
5659 my $format = $param->{'format'};
5663 if ( $format eq 'simple' ) {
5664 @fields = qw( cust_pkg.setup dayphone first last
5665 address1 address2 city state zip comments );
5667 } elsif ( $format eq 'extended' ) {
5668 @fields = qw( agent_custid refnum
5669 last first address1 address2 city state zip country
5671 ship_last ship_first ship_address1 ship_address2
5672 ship_city ship_state ship_zip ship_country
5673 payinfo paycvv paydate
5676 svc_acct.username svc_acct._password
5679 } elsif ( $format eq 'extended-plus_company' ) {
5680 @fields = qw( agent_custid refnum
5681 last first company address1 address2 city state zip country
5683 ship_last ship_first ship_company ship_address1 ship_address2
5684 ship_city ship_state ship_zip ship_country
5685 payinfo paycvv paydate
5688 svc_acct.username svc_acct._password
5692 die "unknown format $format";
5698 if ( $type eq 'csv' ) {
5700 eval "use Text::CSV_XS;";
5703 $parser = new Text::CSV_XS;
5705 @buffer = split(/\r?\n/, slurp($filename) );
5706 $count = scalar(@buffer);
5708 } elsif ( $type eq 'xls' ) {
5710 eval "use Spreadsheet::ParseExcel;";
5713 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
5714 $parser = $excel->{Worksheet}[0]; #first sheet
5716 $count = $parser->{MaxRow} || $parser->{MinRow};
5720 die "Unknown file type $type\n";
5725 local $SIG{HUP} = 'IGNORE';
5726 local $SIG{INT} = 'IGNORE';
5727 local $SIG{QUIT} = 'IGNORE';
5728 local $SIG{TERM} = 'IGNORE';
5729 local $SIG{TSTP} = 'IGNORE';
5730 local $SIG{PIPE} = 'IGNORE';
5732 my $oldAutoCommit = $FS::UID::AutoCommit;
5733 local $FS::UID::AutoCommit = 0;
5738 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
5742 if ( $type eq 'csv' ) {
5744 last unless scalar(@buffer);
5745 $line = shift(@buffer);
5747 $parser->parse($line) or do {
5748 $dbh->rollback if $oldAutoCommit;
5749 return "can't parse: ". $parser->error_input();
5751 @columns = $parser->fields();
5753 } elsif ( $type eq 'xls' ) {
5755 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
5757 my @row = @{ $parser->{Cells}[$row] };
5758 @columns = map $_->{Val}, @row;
5761 #warn $z++. ": $_\n" for @columns;
5764 die "Unknown file type $type\n";
5767 #warn join('-',@columns);
5770 custbatch => $custbatch,
5771 agentnum => $agentnum,
5773 country => $conf->config('countrydefault') || 'US',
5774 payby => $payby, #default
5775 paydate => '12/2037', #default
5777 my $billtime = time;
5778 my %cust_pkg = ( pkgpart => $pkgpart );
5780 foreach my $field ( @fields ) {
5782 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5784 #$cust_pkg{$1} = str2time( shift @$columns );
5785 if ( $1 eq 'pkgpart' ) {
5786 $cust_pkg{$1} = shift @columns;
5787 } elsif ( $1 eq 'setup' ) {
5788 $billtime = str2time(shift @columns);
5790 $cust_pkg{$1} = str2time( shift @columns );
5793 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5795 $svc_acct{$1} = shift @columns;
5799 #refnum interception
5800 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5802 my $referral = $columns[0];
5803 my %hash = ( 'referral' => $referral,
5804 'agentnum' => $agentnum,
5808 my $part_referral = qsearchs('part_referral', \%hash )
5809 || new FS::part_referral \%hash;
5811 unless ( $part_referral->refnum ) {
5812 my $error = $part_referral->insert;
5814 $dbh->rollback if $oldAutoCommit;
5815 return "can't auto-insert advertising source: $referral: $error";
5819 $columns[0] = $part_referral->refnum;
5822 my $value = shift @columns;
5823 $cust_main{$field} = $value if length($value);
5827 $cust_main{'payby'} = 'CARD'
5828 if defined $cust_main{'payinfo'}
5829 && length $cust_main{'payinfo'};
5831 my $invoicing_list = $cust_main{'invoicing_list'}
5832 ? [ delete $cust_main{'invoicing_list'} ]
5835 my $cust_main = new FS::cust_main ( \%cust_main );
5838 tie my %hash, 'Tie::RefHash'; #this part is important
5840 if ( $cust_pkg{'pkgpart'} ) {
5841 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5844 if ( $svc_acct{'username'} ) {
5845 my $part_pkg = $cust_pkg->part_pkg;
5846 unless ( $part_pkg ) {
5847 $dbh->rollback if $oldAutoCommit;
5848 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
5850 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
5851 push @svc_acct, new FS::svc_acct ( \%svc_acct )
5854 $hash{$cust_pkg} = \@svc_acct;
5857 my $error = $cust_main->insert( \%hash, $invoicing_list );
5860 $dbh->rollback if $oldAutoCommit;
5861 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
5864 if ( $format eq 'simple' ) {
5866 #false laziness w/bill.cgi
5867 $error = $cust_main->bill( 'time' => $billtime );
5869 $dbh->rollback if $oldAutoCommit;
5870 return "can't bill customer for $line: $error";
5873 $error = $cust_main->apply_payments_and_credits;
5875 $dbh->rollback if $oldAutoCommit;
5876 return "can't bill customer for $line: $error";
5879 $error = $cust_main->collect();
5881 $dbh->rollback if $oldAutoCommit;
5882 return "can't collect customer for $line: $error";
5889 if ( $job && time - $min_sec > $last ) { #progress bar
5890 $job->update_statustext( int(100 * $row / $count) );
5896 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
5898 return "Empty file!" unless $row;
5910 #warn join('-',keys %$param);
5911 my $fh = $param->{filehandle};
5912 my @fields = @{$param->{fields}};
5914 eval "use Text::CSV_XS;";
5917 my $csv = new Text::CSV_XS;
5924 local $SIG{HUP} = 'IGNORE';
5925 local $SIG{INT} = 'IGNORE';
5926 local $SIG{QUIT} = 'IGNORE';
5927 local $SIG{TERM} = 'IGNORE';
5928 local $SIG{TSTP} = 'IGNORE';
5929 local $SIG{PIPE} = 'IGNORE';
5931 my $oldAutoCommit = $FS::UID::AutoCommit;
5932 local $FS::UID::AutoCommit = 0;
5935 #while ( $columns = $csv->getline($fh) ) {
5937 while ( defined($line=<$fh>) ) {
5939 $csv->parse($line) or do {
5940 $dbh->rollback if $oldAutoCommit;
5941 return "can't parse: ". $csv->error_input();
5944 my @columns = $csv->fields();
5945 #warn join('-',@columns);
5948 foreach my $field ( @fields ) {
5949 $row{$field} = shift @columns;
5952 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
5953 unless ( $cust_main ) {
5954 $dbh->rollback if $oldAutoCommit;
5955 return "unknown custnum $row{'custnum'}";
5958 if ( $row{'amount'} > 0 ) {
5959 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5961 $dbh->rollback if $oldAutoCommit;
5965 } elsif ( $row{'amount'} < 0 ) {
5966 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5969 $dbh->rollback if $oldAutoCommit;
5979 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5981 return "Empty file!" unless $imported;
5987 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5989 Sends a templated email notification to the customer (see L<Text::Template>).
5991 OPTIONS is a hash and may include
5993 I<from> - the email sender (default is invoice_from)
5995 I<to> - comma-separated scalar or arrayref of recipients
5996 (default is invoicing_list)
5998 I<subject> - The subject line of the sent email notification
5999 (default is "Notice from company_name")
6001 I<extra_fields> - a hashref of name/value pairs which will be substituted
6004 The following variables are vavailable in the template.
6006 I<$first> - the customer first name
6007 I<$last> - the customer last name
6008 I<$company> - the customer company
6009 I<$payby> - a description of the method of payment for the customer
6010 # would be nice to use FS::payby::shortname
6011 I<$payinfo> - the account information used to collect for this customer
6012 I<$expdate> - the expiration of the customer payment in seconds from epoch
6017 my ($customer, $template, %options) = @_;
6019 return unless $conf->exists($template);
6021 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6022 $from = $options{from} if exists($options{from});
6024 my $to = join(',', $customer->invoicing_list_emailonly);
6025 $to = $options{to} if exists($options{to});
6027 my $subject = "Notice from " . $conf->config('company_name')
6028 if $conf->exists('company_name');
6029 $subject = $options{subject} if exists($options{subject});
6031 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6032 SOURCE => [ map "$_\n",
6033 $conf->config($template)]
6035 or die "can't create new Text::Template object: Text::Template::ERROR";
6036 $notify_template->compile()
6037 or die "can't compile template: Text::Template::ERROR";
6039 my $paydate = $customer->paydate || '2037-12-31';
6040 $FS::notify_template::_template::first = $customer->first;
6041 $FS::notify_template::_template::last = $customer->last;
6042 $FS::notify_template::_template::company = $customer->company;
6043 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6044 my $payby = $customer->payby;
6045 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6046 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6048 #credit cards expire at the end of the month/year of their exp date
6049 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6050 $FS::notify_template::_template::payby = 'credit card';
6051 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6052 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6054 }elsif ($payby eq 'COMP') {
6055 $FS::notify_template::_template::payby = 'complimentary account';
6057 $FS::notify_template::_template::payby = 'current method';
6059 $FS::notify_template::_template::expdate = $expire_time;
6061 for (keys %{$options{extra_fields}}){
6063 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6066 send_email(from => $from,
6068 subject => $subject,
6069 body => $notify_template->fill_in( PACKAGE =>
6070 'FS::notify_template::_template' ),
6075 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6077 Generates a templated notification to the customer (see L<Text::Template>).
6079 OPTIONS is a hash and may include
6081 I<extra_fields> - a hashref of name/value pairs which will be substituted
6082 into the template. These values may override values mentioned below
6083 and those from the customer record.
6085 The following variables are available in the template instead of or in addition
6086 to the fields of the customer record.
6088 I<$payby> - a description of the method of payment for the customer
6089 # would be nice to use FS::payby::shortname
6090 I<$payinfo> - the masked account information used to collect for this customer
6091 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6092 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
6096 sub generate_letter {
6097 my ($self, $template, %options) = @_;
6099 return unless $conf->exists($template);
6101 my $letter_template = new Text::Template
6103 SOURCE => [ map "$_\n", $conf->config($template)],
6104 DELIMITERS => [ '[@--', '--@]' ],
6106 or die "can't create new Text::Template object: Text::Template::ERROR";
6108 $letter_template->compile()
6109 or die "can't compile template: Text::Template::ERROR";
6111 my %letter_data = map { $_ => $self->$_ } $self->fields;
6112 $letter_data{payinfo} = $self->mask_payinfo;
6114 my $paydate = $self->paydate || '2037-12-31';
6115 my $payby = $self->payby;
6116 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6117 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6119 #credit cards expire at the end of the month/year of their exp date
6120 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6121 $letter_data{payby} = 'credit card';
6122 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6123 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6125 }elsif ($payby eq 'COMP') {
6126 $letter_data{payby} = 'complimentary account';
6128 $letter_data{payby} = 'current method';
6130 $letter_data{expdate} = $expire_time;
6132 for (keys %{$options{extra_fields}}){
6133 $letter_data{$_} = $options{extra_fields}->{$_};
6136 unless(exists($letter_data{returnaddress})){
6137 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6138 $self->_agent_template)
6141 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
6144 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6146 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6147 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6151 ) or die "can't open temp file: $!\n";
6153 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6155 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6159 =item print_ps TEMPLATE
6161 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6167 my $file = $self->generate_letter(@_);
6168 FS::Misc::generate_ps($file);
6171 =item print TEMPLATE
6173 Prints the filled in template.
6175 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6179 sub queueable_print {
6182 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6183 or die "invalid customer number: " . $opt{custvnum};
6185 my $error = $self->print( $opt{template} );
6186 die $error if $error;
6190 my ($self, $template) = (shift, shift);
6191 do_print [ $self->print_ps($template) ];
6194 sub agent_template {
6196 $self->_agent_plandata('agent_templatename');
6199 sub agent_invoice_from {
6201 $self->_agent_plandata('agent_invoice_from');
6204 sub _agent_plandata {
6205 my( $self, $option ) = @_;
6208 if ( driver_name =~ /^Pg/i ) {
6210 } elsif ( driver_name =~ /^mysql/i ) {
6213 die "don't know how to use regular expressions in ". driver_name. " databases";
6216 my $part_bill_event = qsearchs( 'part_bill_event',
6218 'payby' => $self->payby,
6219 'plan' => 'send_agent',
6220 'plandata' => { 'op' => $regexp,
6221 'value' => "(^|\n)agentnum ".
6229 'ORDER BY seconds LIMIT 1'
6232 return '' unless $part_bill_event;
6234 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6237 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6238 " plandata for $option";
6244 sub _upgrade_data { #class method
6245 my ($class, %opts) = @_;
6247 my $sql = 'UPDATE h_cust_main SET paycvv = NULL';
6248 my $sth = dbh->prepare($sql) or die dbh->errstr;
6249 $sth->execute or die $sth->errstr;
6259 The delete method should possibly take an FS::cust_main object reference
6260 instead of a scalar customer number.
6262 Bill and collect options should probably be passed as references instead of a
6265 There should probably be a configuration file with a list of allowed credit
6268 No multiple currency support (probably a larger project than just this module).
6270 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6272 Birthdates rely on negative epoch values.
6274 The payby for card/check batches is broken. With mixed batching, bad
6279 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6280 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6281 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.