4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use File::Slurp qw( slurp );
22 use File::Temp qw( tempfile );
23 use String::Approx qw(amatch);
24 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
37 use FS::cust_pay_pending;
38 use FS::cust_pay_void;
41 use FS::part_referral;
42 use FS::cust_main_county;
44 use FS::cust_main_invoice;
45 use FS::cust_credit_bill;
46 use FS::cust_bill_pay;
47 use FS::prepay_credit;
50 use FS::part_bill_event qw(due_events);
51 use FS::cust_bill_event;
52 use FS::cust_tax_exempt;
53 use FS::cust_tax_exempt_pkg;
55 use FS::payment_gateway;
56 use FS::agent_payment_gateway;
58 use FS::payinfo_Mixin;
60 @ISA = qw( FS::Record FS::payinfo_Mixin );
62 @EXPORT_OK = qw( smart_search );
64 $realtime_bop_decline_quiet = 0;
66 # 1 is mostly method/subroutine entry and options
67 # 2 traces progress of some operations
68 # 3 is even more information including possibly sensitive data
70 $me = '[FS::cust_main]';
74 $ignore_expired_card = 0;
76 @encrypted_fields = ('payinfo', 'paycvv');
77 sub nohistory_fields { ('paycvv'); }
79 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
81 #ask FS::UID to run this stuff for us later
82 #$FS::UID::callback{'FS::cust_main'} = sub {
83 install_callback FS::UID sub {
85 #yes, need it for stuff below (prolly should be cached)
90 my ( $hashref, $cache ) = @_;
91 if ( exists $hashref->{'pkgnum'} ) {
92 #@{ $self->{'_pkgnum'} } = ();
93 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
94 $self->{'_pkgnum'} = $subcache;
95 #push @{ $self->{'_pkgnum'} },
96 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
102 FS::cust_main - Object methods for cust_main records
108 $record = new FS::cust_main \%hash;
109 $record = new FS::cust_main { 'column' => 'value' };
111 $error = $record->insert;
113 $error = $new_record->replace($old_record);
115 $error = $record->delete;
117 $error = $record->check;
119 @cust_pkg = $record->all_pkgs;
121 @cust_pkg = $record->ncancelled_pkgs;
123 @cust_pkg = $record->suspended_pkgs;
125 $error = $record->bill;
126 $error = $record->bill %options;
127 $error = $record->bill 'time' => $time;
129 $error = $record->collect;
130 $error = $record->collect %options;
131 $error = $record->collect 'invoice_time' => $time,
136 An FS::cust_main object represents a customer. FS::cust_main inherits from
137 FS::Record. The following fields are currently supported:
141 =item custnum - primary key (assigned automatically for new customers)
143 =item agentnum - agent (see L<FS::agent>)
145 =item refnum - Advertising source (see L<FS::part_referral>)
151 =item ss - social security number (optional)
153 =item company - (optional)
157 =item address2 - (optional)
161 =item county - (optional, see L<FS::cust_main_county>)
163 =item state - (see L<FS::cust_main_county>)
167 =item country - (see L<FS::cust_main_county>)
169 =item daytime - phone (optional)
171 =item night - phone (optional)
173 =item fax - phone (optional)
175 =item ship_first - name
177 =item ship_last - name
179 =item ship_company - (optional)
183 =item ship_address2 - (optional)
187 =item ship_county - (optional, see L<FS::cust_main_county>)
189 =item ship_state - (see L<FS::cust_main_county>)
193 =item ship_country - (see L<FS::cust_main_county>)
195 =item ship_daytime - phone (optional)
197 =item ship_night - phone (optional)
199 =item ship_fax - phone (optional)
201 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
203 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
205 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
209 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
211 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
213 =item paystart_month - start date month (maestro/solo cards only)
215 =item paystart_year - start date year (maestro/solo cards only)
217 =item payissue - issue number (maestro/solo cards only)
219 =item payname - name on card or billing name
221 =item payip - IP address from which payment information was received
223 =item tax - tax exempt, empty or `Y'
225 =item otaker - order taker (assigned automatically, see L<FS::UID>)
227 =item comments - comments (optional)
229 =item referral_custnum - referring customer number
231 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
233 =item dundate - a suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
243 Creates a new customer. To add the customer to the database, see L<"insert">.
245 Note that this stores the hash reference, not a distinct copy of the hash it
246 points to. You can ask the object for a copy with the I<hash> method.
250 sub table { 'cust_main'; }
252 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
254 Adds this customer to the database. If there is an error, returns the error,
255 otherwise returns false.
257 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
258 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
259 are inserted atomicly, or the transaction is rolled back. Passing an empty
260 hash reference is equivalent to not supplying this parameter. There should be
261 a better explanation of this, but until then, here's an example:
264 tie %hash, 'Tie::RefHash'; #this part is important
266 $cust_pkg => [ $svc_acct ],
269 $cust_main->insert( \%hash );
271 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
272 be set as the invoicing list (see L<"invoicing_list">). Errors return as
273 expected and rollback the entire transaction; it is not necessary to call
274 check_invoicing_list first. The invoicing_list is set after the records in the
275 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
276 invoicing_list destination to the newly-created svc_acct. Here's an example:
278 $cust_main->insert( {}, [ $email, 'POST' ] );
280 Currently available options are: I<depend_jobnum> and I<noexport>.
282 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
283 on the supplied jobnum (they will not run until the specific job completes).
284 This can be used to defer provisioning until some action completes (such
285 as running the customer's credit card successfully).
287 The I<noexport> option is deprecated. If I<noexport> is set true, no
288 provisioning jobs (exports) are scheduled. (You can schedule them later with
289 the B<reexport> method.)
295 my $cust_pkgs = @_ ? shift : {};
296 my $invoicing_list = @_ ? shift : '';
298 warn "$me insert called with options ".
299 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
302 local $SIG{HUP} = 'IGNORE';
303 local $SIG{INT} = 'IGNORE';
304 local $SIG{QUIT} = 'IGNORE';
305 local $SIG{TERM} = 'IGNORE';
306 local $SIG{TSTP} = 'IGNORE';
307 local $SIG{PIPE} = 'IGNORE';
309 my $oldAutoCommit = $FS::UID::AutoCommit;
310 local $FS::UID::AutoCommit = 0;
313 my $prepay_identifier = '';
314 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
316 if ( $self->payby eq 'PREPAY' ) {
318 $self->payby('BILL');
319 $prepay_identifier = $self->payinfo;
322 warn " looking up prepaid card $prepay_identifier\n"
325 my $error = $self->get_prepay( $prepay_identifier,
326 'amount_ref' => \$amount,
327 'seconds_ref' => \$seconds,
328 'upbytes_ref' => \$upbytes,
329 'downbytes_ref' => \$downbytes,
330 'totalbytes_ref' => \$totalbytes,
333 $dbh->rollback if $oldAutoCommit;
334 #return "error applying prepaid card (transaction rolled back): $error";
338 $payby = 'PREP' if $amount;
340 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
343 $self->payby('BILL');
344 $amount = $self->paid;
348 warn " inserting $self\n"
351 $self->signupdate(time) unless $self->signupdate;
353 my $error = $self->SUPER::insert;
355 $dbh->rollback if $oldAutoCommit;
356 #return "inserting cust_main record (transaction rolled back): $error";
360 warn " setting invoicing list\n"
363 if ( $invoicing_list ) {
364 $error = $self->check_invoicing_list( $invoicing_list );
366 $dbh->rollback if $oldAutoCommit;
367 #return "checking invoicing_list (transaction rolled back): $error";
370 $self->invoicing_list( $invoicing_list );
373 if ( $conf->config('cust_main-skeleton_tables')
374 && $conf->config('cust_main-skeleton_custnum') ) {
376 warn " inserting skeleton records\n"
379 my $error = $self->start_copy_skel;
381 $dbh->rollback if $oldAutoCommit;
387 warn " ordering packages\n"
390 $error = $self->order_pkgs( $cust_pkgs,
392 'seconds_ref' => \$seconds,
393 'upbytes_ref' => \$upbytes,
394 'downbytes_ref' => \$downbytes,
395 'totalbytes_ref' => \$totalbytes,
398 $dbh->rollback if $oldAutoCommit;
403 $dbh->rollback if $oldAutoCommit;
404 return "No svc_acct record to apply pre-paid time";
406 if ( $upbytes || $downbytes || $totalbytes ) {
407 $dbh->rollback if $oldAutoCommit;
408 return "No svc_acct record to apply pre-paid data";
412 warn " inserting initial $payby payment of $amount\n"
414 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
416 $dbh->rollback if $oldAutoCommit;
417 return "inserting payment (transaction rolled back): $error";
421 unless ( $import || $skip_fuzzyfiles ) {
422 warn " queueing fuzzyfiles update\n"
424 $error = $self->queue_fuzzyfiles_update;
426 $dbh->rollback if $oldAutoCommit;
427 return "updating fuzzy search cache: $error";
431 warn " insert complete; committing transaction\n"
434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
439 sub start_copy_skel {
442 #'mg_user_preference' => {},
443 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
444 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
445 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
446 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
447 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
450 _copy_skel( 'cust_main', #tablename
451 $conf->config('cust_main-skeleton_custnum'), #sourceid
452 $self->custnum, #destid
453 @tables, #child tables
457 #recursive subroutine, not a method
459 my( $table, $sourceid, $destid, %child_tables ) = @_;
462 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
463 ( $table, $primary_key ) = ( $1, $2 );
465 my $dbdef_table = dbdef->table($table);
466 $primary_key = $dbdef_table->primary_key
467 or return "$table has no primary key".
468 " (or do you need to run dbdef-create?)";
471 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
472 join (', ', keys %child_tables). "\n"
475 foreach my $child_table_def ( keys %child_tables ) {
479 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
480 ( $child_table, $child_pkey ) = ( $1, $2 );
482 $child_table = $child_table_def;
484 $child_pkey = dbdef->table($child_table)->primary_key;
485 # or return "$table has no primary key".
486 # " (or do you need to run dbdef-create?)\n";
490 if ( keys %{ $child_tables{$child_table_def} } ) {
492 return "$child_table has no primary key".
493 " (run dbdef-create or try specifying it?)\n"
496 #false laziness w/Record::insert and only works on Pg
497 #refactor the proper last-inserted-id stuff out of Record::insert if this
498 # ever gets use for anything besides a quick kludge for one customer
499 my $default = dbdef->table($child_table)->column($child_pkey)->default;
500 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
501 or return "can't parse $child_table.$child_pkey default value ".
502 " for sequence name: $default";
507 my @sel_columns = grep { $_ ne $primary_key }
508 dbdef->table($child_table)->columns;
509 my $sel_columns = join(', ', @sel_columns );
511 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
512 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
513 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
515 my $sel_st = "SELECT $sel_columns FROM $child_table".
516 " WHERE $primary_key = $sourceid";
519 my $sel_sth = dbh->prepare( $sel_st )
520 or return dbh->errstr;
522 $sel_sth->execute or return $sel_sth->errstr;
524 while ( my $row = $sel_sth->fetchrow_hashref ) {
526 warn " selected row: ".
527 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
531 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
532 my $ins_sth =dbh->prepare($statement)
533 or return dbh->errstr;
534 my @param = ( $destid, map $row->{$_}, @ins_columns );
535 warn " $statement: [ ". join(', ', @param). " ]\n"
537 $ins_sth->execute( @param )
538 or return $ins_sth->errstr;
540 #next unless keys %{ $child_tables{$child_table} };
541 next unless $sequence;
543 #another section of that laziness
544 my $seq_sql = "SELECT currval('$sequence')";
545 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
546 $seq_sth->execute or return $seq_sth->errstr;
547 my $insertid = $seq_sth->fetchrow_arrayref->[0];
549 # don't drink soap! recurse! recurse! okay!
551 _copy_skel( $child_table_def,
552 $row->{$child_pkey}, #sourceid
554 %{ $child_tables{$child_table_def} },
556 return $error if $error;
566 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
567 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
569 Like the insert method on an existing record, this method orders a package
570 and included services atomicaly. Pass a Tie::RefHash data structure to this
571 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
572 be a better explanation of this, but until then, here's an example:
575 tie %hash, 'Tie::RefHash'; #this part is important
577 $cust_pkg => [ $svc_acct ],
580 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
582 Services can be new, in which case they are inserted, or existing unaudited
583 services, in which case they are linked to the newly-created package.
585 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
586 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
588 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
589 on the supplied jobnum (they will not run until the specific job completes).
590 This can be used to defer provisioning until some action completes (such
591 as running the customer's credit card successfully).
593 The I<noexport> option is deprecated. If I<noexport> is set true, no
594 provisioning jobs (exports) are scheduled. (You can schedule them later with
595 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
596 on the cust_main object is not recommended, as existing services will also be
599 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
600 provided, the scalars (provided by references) will be incremented by the
601 values of the prepaid card.`
607 my $cust_pkgs = shift;
608 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
610 $seconds_ref ||= $options{'seconds_ref'};
612 my %svc_options = ();
613 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
614 if exists $options{'depend_jobnum'};
615 warn "$me order_pkgs called with options ".
616 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
619 local $SIG{HUP} = 'IGNORE';
620 local $SIG{INT} = 'IGNORE';
621 local $SIG{QUIT} = 'IGNORE';
622 local $SIG{TERM} = 'IGNORE';
623 local $SIG{TSTP} = 'IGNORE';
624 local $SIG{PIPE} = 'IGNORE';
626 my $oldAutoCommit = $FS::UID::AutoCommit;
627 local $FS::UID::AutoCommit = 0;
630 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
632 foreach my $cust_pkg ( keys %$cust_pkgs ) {
633 $cust_pkg->custnum( $self->custnum );
634 my $error = $cust_pkg->insert;
636 $dbh->rollback if $oldAutoCommit;
637 return "inserting cust_pkg (transaction rolled back): $error";
639 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
640 if ( $svc_something->svcnum ) {
641 my $old_cust_svc = $svc_something->cust_svc;
642 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
643 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
644 $error = $new_cust_svc->replace($old_cust_svc);
646 $svc_something->pkgnum( $cust_pkg->pkgnum );
647 if ( $svc_something->isa('FS::svc_acct') ) {
648 foreach ( grep { $options{$_.'_ref'} && ${ $options{$_.'_ref'} } }
649 qw( seconds upbytes downbytes totalbytes )
651 $svc_something->$_( $svc_something->$_() + ${$options{$_.'_ref'}} );
652 ${ $options{$_.'_ref'} } = 0;
655 $error = $svc_something->insert(%svc_options);
658 $dbh->rollback if $oldAutoCommit;
659 #return "inserting svc_ (transaction rolled back): $error";
665 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
669 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
671 Recharges this (existing) customer with the specified prepaid card (see
672 L<FS::prepay_credit>), specified either by I<identifier> or as an
673 FS::prepay_credit object. If there is an error, returns the error, otherwise
676 Optionally, five scalar references can be passed as well. They will have their
677 values filled in with the amount, number of seconds, and number of upload,
678 download, and total bytes applied by this prepaid card.
682 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
683 #the only place that uses these args
684 sub recharge_prepay {
685 my( $self, $prepay_credit, $amountref, $secondsref,
686 $upbytesref, $downbytesref, $totalbytesref ) = @_;
688 local $SIG{HUP} = 'IGNORE';
689 local $SIG{INT} = 'IGNORE';
690 local $SIG{QUIT} = 'IGNORE';
691 local $SIG{TERM} = 'IGNORE';
692 local $SIG{TSTP} = 'IGNORE';
693 local $SIG{PIPE} = 'IGNORE';
695 my $oldAutoCommit = $FS::UID::AutoCommit;
696 local $FS::UID::AutoCommit = 0;
699 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
701 my $error = $self->get_prepay( $prepay_credit,
702 'amount_ref' => \$amount,
703 'seconds_ref' => \$seconds,
704 'upbytes_ref' => \$upbytes,
705 'downbytes_ref' => \$downbytes,
706 'totalbytes_ref' => \$totalbytes,
708 || $self->increment_seconds($seconds)
709 || $self->increment_upbytes($upbytes)
710 || $self->increment_downbytes($downbytes)
711 || $self->increment_totalbytes($totalbytes)
712 || $self->insert_cust_pay_prepay( $amount,
714 ? $prepay_credit->identifier
719 $dbh->rollback if $oldAutoCommit;
723 if ( defined($amountref) ) { $$amountref = $amount; }
724 if ( defined($secondsref) ) { $$secondsref = $seconds; }
725 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
726 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
727 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
729 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
734 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
736 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
737 specified either by I<identifier> or as an FS::prepay_credit object.
739 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
740 incremented by the values of the prepaid card.
742 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
743 check or set this customer's I<agentnum>.
745 If there is an error, returns the error, otherwise returns false.
751 my( $self, $prepay_credit, %opt ) = @_;
753 local $SIG{HUP} = 'IGNORE';
754 local $SIG{INT} = 'IGNORE';
755 local $SIG{QUIT} = 'IGNORE';
756 local $SIG{TERM} = 'IGNORE';
757 local $SIG{TSTP} = 'IGNORE';
758 local $SIG{PIPE} = 'IGNORE';
760 my $oldAutoCommit = $FS::UID::AutoCommit;
761 local $FS::UID::AutoCommit = 0;
764 unless ( ref($prepay_credit) ) {
766 my $identifier = $prepay_credit;
768 $prepay_credit = qsearchs(
770 { 'identifier' => $prepay_credit },
775 unless ( $prepay_credit ) {
776 $dbh->rollback if $oldAutoCommit;
777 return "Invalid prepaid card: ". $identifier;
782 if ( $prepay_credit->agentnum ) {
783 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
784 $dbh->rollback if $oldAutoCommit;
785 return "prepaid card not valid for agent ". $self->agentnum;
787 $self->agentnum($prepay_credit->agentnum);
790 my $error = $prepay_credit->delete;
792 $dbh->rollback if $oldAutoCommit;
793 return "removing prepay_credit (transaction rolled back): $error";
796 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
797 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
799 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
804 =item increment_upbytes SECONDS
806 Updates this customer's single or primary account (see L<FS::svc_acct>) by
807 the specified number of upbytes. If there is an error, returns the error,
808 otherwise returns false.
812 sub increment_upbytes {
813 _increment_column( shift, 'upbytes', @_);
816 =item increment_downbytes SECONDS
818 Updates this customer's single or primary account (see L<FS::svc_acct>) by
819 the specified number of downbytes. If there is an error, returns the error,
820 otherwise returns false.
824 sub increment_downbytes {
825 _increment_column( shift, 'downbytes', @_);
828 =item increment_totalbytes SECONDS
830 Updates this customer's single or primary account (see L<FS::svc_acct>) by
831 the specified number of totalbytes. If there is an error, returns the error,
832 otherwise returns false.
836 sub increment_totalbytes {
837 _increment_column( shift, 'totalbytes', @_);
840 =item increment_seconds SECONDS
842 Updates this customer's single or primary account (see L<FS::svc_acct>) by
843 the specified number of seconds. If there is an error, returns the error,
844 otherwise returns false.
848 sub increment_seconds {
849 _increment_column( shift, 'seconds', @_);
852 =item _increment_column AMOUNT
854 Updates this customer's single or primary account (see L<FS::svc_acct>) by
855 the specified number of seconds or bytes. If there is an error, returns
856 the error, otherwise returns false.
860 sub _increment_column {
861 my( $self, $column, $amount ) = @_;
862 warn "$me increment_column called: $column, $amount\n"
865 return '' unless $amount;
867 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
868 $self->ncancelled_pkgs;
871 return 'No packages with primary or single services found'.
872 ' to apply pre-paid time';
873 } elsif ( scalar(@cust_pkg) > 1 ) {
874 #maybe have a way to specify the package/account?
875 return 'Multiple packages found to apply pre-paid time';
878 my $cust_pkg = $cust_pkg[0];
879 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
883 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
886 return 'No account found to apply pre-paid time';
887 } elsif ( scalar(@cust_svc) > 1 ) {
888 return 'Multiple accounts found to apply pre-paid time';
891 my $svc_acct = $cust_svc[0]->svc_x;
892 warn " found service svcnum ". $svc_acct->pkgnum.
893 ' ('. $svc_acct->email. ")\n"
896 $column = "increment_$column";
897 $svc_acct->$column($amount);
901 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
903 Inserts a prepayment in the specified amount for this customer. An optional
904 second argument can specify the prepayment identifier for tracking purposes.
905 If there is an error, returns the error, otherwise returns false.
909 sub insert_cust_pay_prepay {
910 shift->insert_cust_pay('PREP', @_);
913 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
915 Inserts a cash payment in the specified amount for this customer. An optional
916 second argument can specify the payment identifier for tracking purposes.
917 If there is an error, returns the error, otherwise returns false.
921 sub insert_cust_pay_cash {
922 shift->insert_cust_pay('CASH', @_);
925 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
927 Inserts a Western Union payment in the specified amount for this customer. An
928 optional second argument can specify the prepayment identifier for tracking
929 purposes. If there is an error, returns the error, otherwise returns false.
933 sub insert_cust_pay_west {
934 shift->insert_cust_pay('WEST', @_);
937 sub insert_cust_pay {
938 my( $self, $payby, $amount ) = splice(@_, 0, 3);
939 my $payinfo = scalar(@_) ? shift : '';
941 my $cust_pay = new FS::cust_pay {
942 'custnum' => $self->custnum,
943 'paid' => sprintf('%.2f', $amount),
944 #'_date' => #date the prepaid card was purchased???
946 'payinfo' => $payinfo,
954 This method is deprecated. See the I<depend_jobnum> option to the insert and
955 order_pkgs methods for a better way to defer provisioning.
957 Re-schedules all exports by calling the B<reexport> method of all associated
958 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
959 otherwise returns false.
966 carp "WARNING: FS::cust_main::reexport is deprectated; ".
967 "use the depend_jobnum option to insert or order_pkgs to delay export";
969 local $SIG{HUP} = 'IGNORE';
970 local $SIG{INT} = 'IGNORE';
971 local $SIG{QUIT} = 'IGNORE';
972 local $SIG{TERM} = 'IGNORE';
973 local $SIG{TSTP} = 'IGNORE';
974 local $SIG{PIPE} = 'IGNORE';
976 my $oldAutoCommit = $FS::UID::AutoCommit;
977 local $FS::UID::AutoCommit = 0;
980 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
981 my $error = $cust_pkg->reexport;
983 $dbh->rollback if $oldAutoCommit;
988 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
993 =item delete NEW_CUSTNUM
995 This deletes the customer. If there is an error, returns the error, otherwise
998 This will completely remove all traces of the customer record. This is not
999 what you want when a customer cancels service; for that, cancel all of the
1000 customer's packages (see L</cancel>).
1002 If the customer has any uncancelled packages, you need to pass a new (valid)
1003 customer number for those packages to be transferred to. Cancelled packages
1004 will be deleted. Did I mention that this is NOT what you want when a customer
1005 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1007 You can't delete a customer with invoices (see L<FS::cust_bill>),
1008 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1009 refunds (see L<FS::cust_refund>).
1016 local $SIG{HUP} = 'IGNORE';
1017 local $SIG{INT} = 'IGNORE';
1018 local $SIG{QUIT} = 'IGNORE';
1019 local $SIG{TERM} = 'IGNORE';
1020 local $SIG{TSTP} = 'IGNORE';
1021 local $SIG{PIPE} = 'IGNORE';
1023 my $oldAutoCommit = $FS::UID::AutoCommit;
1024 local $FS::UID::AutoCommit = 0;
1027 if ( $self->cust_bill ) {
1028 $dbh->rollback if $oldAutoCommit;
1029 return "Can't delete a customer with invoices";
1031 if ( $self->cust_credit ) {
1032 $dbh->rollback if $oldAutoCommit;
1033 return "Can't delete a customer with credits";
1035 if ( $self->cust_pay ) {
1036 $dbh->rollback if $oldAutoCommit;
1037 return "Can't delete a customer with payments";
1039 if ( $self->cust_refund ) {
1040 $dbh->rollback if $oldAutoCommit;
1041 return "Can't delete a customer with refunds";
1044 my @cust_pkg = $self->ncancelled_pkgs;
1046 my $new_custnum = shift;
1047 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1048 $dbh->rollback if $oldAutoCommit;
1049 return "Invalid new customer number: $new_custnum";
1051 foreach my $cust_pkg ( @cust_pkg ) {
1052 my %hash = $cust_pkg->hash;
1053 $hash{'custnum'} = $new_custnum;
1054 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1055 my $error = $new_cust_pkg->replace($cust_pkg,
1056 options => { $cust_pkg->options },
1059 $dbh->rollback if $oldAutoCommit;
1064 my @cancelled_cust_pkg = $self->all_pkgs;
1065 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1066 my $error = $cust_pkg->delete;
1068 $dbh->rollback if $oldAutoCommit;
1073 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1074 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1076 my $error = $cust_main_invoice->delete;
1078 $dbh->rollback if $oldAutoCommit;
1083 my $error = $self->SUPER::delete;
1085 $dbh->rollback if $oldAutoCommit;
1089 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1094 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1096 Replaces the OLD_RECORD with this one in the database. If there is an error,
1097 returns the error, otherwise returns false.
1099 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1100 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1101 expected and rollback the entire transaction; it is not necessary to call
1102 check_invoicing_list first. Here's an example:
1104 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1112 warn "$me replace called\n"
1115 local $SIG{HUP} = 'IGNORE';
1116 local $SIG{INT} = 'IGNORE';
1117 local $SIG{QUIT} = 'IGNORE';
1118 local $SIG{TERM} = 'IGNORE';
1119 local $SIG{TSTP} = 'IGNORE';
1120 local $SIG{PIPE} = 'IGNORE';
1122 # We absolutely have to have an old vs. new record to make this work.
1123 if (!defined($old)) {
1124 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1127 my $curuser = $FS::CurrentUser::CurrentUser;
1128 if ( $self->payby eq 'COMP'
1129 && $self->payby ne $old->payby
1130 && ! $curuser->access_right('Complimentary customer')
1133 return "You are not permitted to create complimentary accounts.";
1136 local($ignore_expired_card) = 1
1137 if $old->payby =~ /^(CARD|DCRD)$/
1138 && $self->payby =~ /^(CARD|DCRD)$/
1139 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1141 my $oldAutoCommit = $FS::UID::AutoCommit;
1142 local $FS::UID::AutoCommit = 0;
1145 my $error = $self->SUPER::replace($old);
1148 $dbh->rollback if $oldAutoCommit;
1152 if ( @param ) { # INVOICING_LIST_ARYREF
1153 my $invoicing_list = shift @param;
1154 $error = $self->check_invoicing_list( $invoicing_list );
1156 $dbh->rollback if $oldAutoCommit;
1159 $self->invoicing_list( $invoicing_list );
1162 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1163 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1164 # card/check/lec info has changed, want to retry realtime_ invoice events
1165 my $error = $self->retry_realtime;
1167 $dbh->rollback if $oldAutoCommit;
1172 unless ( $import || $skip_fuzzyfiles ) {
1173 $error = $self->queue_fuzzyfiles_update;
1175 $dbh->rollback if $oldAutoCommit;
1176 return "updating fuzzy search cache: $error";
1180 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1185 =item queue_fuzzyfiles_update
1187 Used by insert & replace to update the fuzzy search cache
1191 sub queue_fuzzyfiles_update {
1194 local $SIG{HUP} = 'IGNORE';
1195 local $SIG{INT} = 'IGNORE';
1196 local $SIG{QUIT} = 'IGNORE';
1197 local $SIG{TERM} = 'IGNORE';
1198 local $SIG{TSTP} = 'IGNORE';
1199 local $SIG{PIPE} = 'IGNORE';
1201 my $oldAutoCommit = $FS::UID::AutoCommit;
1202 local $FS::UID::AutoCommit = 0;
1205 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1206 my $error = $queue->insert( map $self->getfield($_),
1207 qw(first last company)
1210 $dbh->rollback if $oldAutoCommit;
1211 return "queueing job (transaction rolled back): $error";
1214 if ( $self->ship_last ) {
1215 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1216 $error = $queue->insert( map $self->getfield("ship_$_"),
1217 qw(first last company)
1220 $dbh->rollback if $oldAutoCommit;
1221 return "queueing job (transaction rolled back): $error";
1225 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1232 Checks all fields to make sure this is a valid customer record. If there is
1233 an error, returns the error, otherwise returns false. Called by the insert
1234 and replace methods.
1241 warn "$me check BEFORE: \n". $self->_dump
1245 $self->ut_numbern('custnum')
1246 || $self->ut_number('agentnum')
1247 || $self->ut_textn('agent_custid')
1248 || $self->ut_number('refnum')
1249 || $self->ut_textn('custbatch')
1250 || $self->ut_name('last')
1251 || $self->ut_name('first')
1252 || $self->ut_snumbern('birthdate')
1253 || $self->ut_snumbern('signupdate')
1254 || $self->ut_textn('company')
1255 || $self->ut_text('address1')
1256 || $self->ut_textn('address2')
1257 || $self->ut_text('city')
1258 || $self->ut_textn('county')
1259 || $self->ut_textn('state')
1260 || $self->ut_country('country')
1261 || $self->ut_anything('comments')
1262 || $self->ut_numbern('referral_custnum')
1263 || $self->ut_textn('stateid')
1264 || $self->ut_textn('stateid_state')
1266 #barf. need message catalogs. i18n. etc.
1267 $error .= "Please select an advertising source."
1268 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1269 return $error if $error;
1271 return "Unknown agent"
1272 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1274 return "Unknown refnum"
1275 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1277 return "Unknown referring custnum: ". $self->referral_custnum
1278 unless ! $self->referral_custnum
1279 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1281 if ( $self->ss eq '' ) {
1286 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1287 or return "Illegal social security number: ". $self->ss;
1288 $self->ss("$1-$2-$3");
1292 # bad idea to disable, causes billing to fail because of no tax rates later
1293 # unless ( $import ) {
1294 unless ( qsearch('cust_main_county', {
1295 'country' => $self->country,
1298 return "Unknown state/county/country: ".
1299 $self->state. "/". $self->county. "/". $self->country
1300 unless qsearch('cust_main_county',{
1301 'state' => $self->state,
1302 'county' => $self->county,
1303 'country' => $self->country,
1309 $self->ut_phonen('daytime', $self->country)
1310 || $self->ut_phonen('night', $self->country)
1311 || $self->ut_phonen('fax', $self->country)
1312 || $self->ut_zip('zip', $self->country)
1314 return $error if $error;
1316 if ( $conf->exists('cust_main-require_phone')
1317 && ! length($self->daytime) && ! length($self->night)
1320 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1322 : FS::Msgcat::_gettext('daytime');
1323 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1325 : FS::Msgcat::_gettext('night');
1327 return "$daytime_label or $night_label is required"
1331 if ( $self->has_ship_address
1332 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1333 $self->addr_fields )
1337 $self->ut_name('ship_last')
1338 || $self->ut_name('ship_first')
1339 || $self->ut_textn('ship_company')
1340 || $self->ut_text('ship_address1')
1341 || $self->ut_textn('ship_address2')
1342 || $self->ut_text('ship_city')
1343 || $self->ut_textn('ship_county')
1344 || $self->ut_textn('ship_state')
1345 || $self->ut_country('ship_country')
1347 return $error if $error;
1349 #false laziness with above
1350 unless ( qsearchs('cust_main_county', {
1351 'country' => $self->ship_country,
1354 return "Unknown ship_state/ship_county/ship_country: ".
1355 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1356 unless qsearch('cust_main_county',{
1357 'state' => $self->ship_state,
1358 'county' => $self->ship_county,
1359 'country' => $self->ship_country,
1365 $self->ut_phonen('ship_daytime', $self->ship_country)
1366 || $self->ut_phonen('ship_night', $self->ship_country)
1367 || $self->ut_phonen('ship_fax', $self->ship_country)
1368 || $self->ut_zip('ship_zip', $self->ship_country)
1370 return $error if $error;
1372 return "Unit # is required."
1373 if $self->ship_address2 =~ /^\s*$/
1374 && $conf->exists('cust_main-require_address2');
1376 } else { # ship_ info eq billing info, so don't store dup info in database
1378 $self->setfield("ship_$_", '')
1379 foreach $self->addr_fields;
1381 return "Unit # is required."
1382 if $self->address2 =~ /^\s*$/
1383 && $conf->exists('cust_main-require_address2');
1387 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1388 # or return "Illegal payby: ". $self->payby;
1390 FS::payby->can_payby($self->table, $self->payby)
1391 or return "Illegal payby: ". $self->payby;
1393 $error = $self->ut_numbern('paystart_month')
1394 || $self->ut_numbern('paystart_year')
1395 || $self->ut_numbern('payissue')
1396 || $self->ut_textn('paytype')
1398 return $error if $error;
1400 if ( $self->payip eq '' ) {
1403 $error = $self->ut_ip('payip');
1404 return $error if $error;
1407 # If it is encrypted and the private key is not availaible then we can't
1408 # check the credit card.
1410 my $check_payinfo = 1;
1412 if ($self->is_encrypted($self->payinfo)) {
1416 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1418 my $payinfo = $self->payinfo;
1419 $payinfo =~ s/\D//g;
1420 $payinfo =~ /^(\d{13,16})$/
1421 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1423 $self->payinfo($payinfo);
1425 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1427 return gettext('unknown_card_type')
1428 if cardtype($self->payinfo) eq "Unknown";
1430 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1432 return 'Banned credit card: banned on '.
1433 time2str('%a %h %o at %r', $ban->_date).
1434 ' by '. $ban->otaker.
1435 ' (ban# '. $ban->bannum. ')';
1438 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1439 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1440 $self->paycvv =~ /^(\d{4})$/
1441 or return "CVV2 (CID) for American Express cards is four digits.";
1444 $self->paycvv =~ /^(\d{3})$/
1445 or return "CVV2 (CVC2/CID) is three digits.";
1452 my $cardtype = cardtype($payinfo);
1453 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1455 return "Start date or issue number is required for $cardtype cards"
1456 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1458 return "Start month must be between 1 and 12"
1459 if $self->paystart_month
1460 and $self->paystart_month < 1 || $self->paystart_month > 12;
1462 return "Start year must be 1990 or later"
1463 if $self->paystart_year
1464 and $self->paystart_year < 1990;
1466 return "Issue number must be beween 1 and 99"
1468 and $self->payissue < 1 || $self->payissue > 99;
1471 $self->paystart_month('');
1472 $self->paystart_year('');
1473 $self->payissue('');
1476 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1478 my $payinfo = $self->payinfo;
1479 $payinfo =~ s/[^\d\@]//g;
1480 if ( $conf->exists('echeck-nonus') ) {
1481 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1482 $payinfo = "$1\@$2";
1484 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1485 $payinfo = "$1\@$2";
1487 $self->payinfo($payinfo);
1490 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1492 return 'Banned ACH account: banned on '.
1493 time2str('%a %h %o at %r', $ban->_date).
1494 ' by '. $ban->otaker.
1495 ' (ban# '. $ban->bannum. ')';
1498 } elsif ( $self->payby eq 'LECB' ) {
1500 my $payinfo = $self->payinfo;
1501 $payinfo =~ s/\D//g;
1502 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1504 $self->payinfo($payinfo);
1507 } elsif ( $self->payby eq 'BILL' ) {
1509 $error = $self->ut_textn('payinfo');
1510 return "Illegal P.O. number: ". $self->payinfo if $error;
1513 } elsif ( $self->payby eq 'COMP' ) {
1515 my $curuser = $FS::CurrentUser::CurrentUser;
1516 if ( ! $self->custnum
1517 && ! $curuser->access_right('Complimentary customer')
1520 return "You are not permitted to create complimentary accounts."
1523 $error = $self->ut_textn('payinfo');
1524 return "Illegal comp account issuer: ". $self->payinfo if $error;
1527 } elsif ( $self->payby eq 'PREPAY' ) {
1529 my $payinfo = $self->payinfo;
1530 $payinfo =~ s/\W//g; #anything else would just confuse things
1531 $self->payinfo($payinfo);
1532 $error = $self->ut_alpha('payinfo');
1533 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1534 return "Unknown prepayment identifier"
1535 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1540 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1541 return "Expiration date required"
1542 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1546 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1547 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1548 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1549 ( $m, $y ) = ( $3, "20$2" );
1551 return "Illegal expiration date: ". $self->paydate;
1553 $self->paydate("$y-$m-01");
1554 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1555 return gettext('expired_card')
1557 && !$ignore_expired_card
1558 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1561 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1562 ( ! $conf->exists('require_cardname')
1563 || $self->payby !~ /^(CARD|DCRD)$/ )
1565 $self->payname( $self->first. " ". $self->getfield('last') );
1567 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1568 or return gettext('illegal_name'). " payname: ". $self->payname;
1572 foreach my $flag (qw( tax spool_cdr archived )) {
1573 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1577 $self->otaker(getotaker) unless $self->otaker;
1579 warn "$me check AFTER: \n". $self->_dump
1582 $self->SUPER::check;
1587 Returns a list of fields which have ship_ duplicates.
1592 qw( last first company
1593 address1 address2 city county state zip country
1598 =item has_ship_address
1600 Returns true if this customer record has a separate shipping address.
1604 sub has_ship_address {
1606 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1611 Returns all packages (see L<FS::cust_pkg>) for this customer.
1618 return $self->num_pkgs unless wantarray;
1621 if ( $self->{'_pkgnum'} ) {
1622 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1624 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1627 sort sort_packages @cust_pkg;
1630 =item ncancelled_pkgs
1632 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1636 sub ncancelled_pkgs {
1639 return $self->num_ncancelled_pkgs unless wantarray;
1642 if ( $self->{'_pkgnum'} ) {
1644 @cust_pkg = grep { ! $_->getfield('cancel') }
1645 values %{ $self->{'_pkgnum'}->cache };
1650 qsearch( 'cust_pkg', {
1651 'custnum' => $self->custnum,
1655 qsearch( 'cust_pkg', {
1656 'custnum' => $self->custnum,
1661 sort sort_packages @cust_pkg;
1665 # This should be generalized to use config options to determine order.
1668 if ( $a->get('cancel') xor $b->get('cancel') ) {
1669 return -1 if $b->get('cancel');
1670 return 1 if $a->get('cancel');
1671 #shouldn't get here...
1674 my @a_cust_svc = $a->cust_svc;
1675 my @b_cust_svc = $b->cust_svc;
1676 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1677 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1678 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
1679 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1684 =item suspended_pkgs
1686 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1690 sub suspended_pkgs {
1692 grep { $_->susp } $self->ncancelled_pkgs;
1695 =item unflagged_suspended_pkgs
1697 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1698 customer (thouse packages without the `manual_flag' set).
1702 sub unflagged_suspended_pkgs {
1704 return $self->suspended_pkgs
1705 unless dbdef->table('cust_pkg')->column('manual_flag');
1706 grep { ! $_->manual_flag } $self->suspended_pkgs;
1709 =item unsuspended_pkgs
1711 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1716 sub unsuspended_pkgs {
1718 grep { ! $_->susp } $self->ncancelled_pkgs;
1721 =item num_cancelled_pkgs
1723 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1728 sub num_cancelled_pkgs {
1729 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1732 sub num_ncancelled_pkgs {
1733 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1737 my( $self ) = shift;
1738 my $sql = scalar(@_) ? shift : '';
1739 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1740 my $sth = dbh->prepare(
1741 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1742 ) or die dbh->errstr;
1743 $sth->execute($self->custnum) or die $sth->errstr;
1744 $sth->fetchrow_arrayref->[0];
1749 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1750 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1751 on success or a list of errors.
1757 grep { $_->unsuspend } $self->suspended_pkgs;
1762 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1764 Returns a list: an empty list on success or a list of errors.
1770 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1773 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1775 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1776 PKGPARTs (see L<FS::part_pkg>).
1778 Returns a list: an empty list on success or a list of errors.
1782 sub suspend_if_pkgpart {
1784 my (@pkgparts, %opt);
1785 if (ref($_[0]) eq 'HASH'){
1786 @pkgparts = @{$_[0]{pkgparts}};
1791 grep { $_->suspend(%opt) }
1792 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1793 $self->unsuspended_pkgs;
1796 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1798 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1799 listed PKGPARTs (see L<FS::part_pkg>).
1801 Returns a list: an empty list on success or a list of errors.
1805 sub suspend_unless_pkgpart {
1807 my (@pkgparts, %opt);
1808 if (ref($_[0]) eq 'HASH'){
1809 @pkgparts = @{$_[0]{pkgparts}};
1814 grep { $_->suspend(%opt) }
1815 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1816 $self->unsuspended_pkgs;
1819 =item cancel [ OPTION => VALUE ... ]
1821 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1823 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1825 I<quiet> can be set true to supress email cancellation notices.
1827 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1829 I<ban> can be set true to ban this customer's credit card or ACH information,
1832 Always returns a list: an empty list on success or a list of errors.
1840 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1842 #should try decryption (we might have the private key)
1843 # and if not maybe queue a job for the server that does?
1844 return ( "Can't (yet) ban encrypted credit cards" )
1845 if $self->is_encrypted($self->payinfo);
1847 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1848 my $error = $ban->insert;
1849 return ( $error ) if $error;
1853 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1856 sub _banned_pay_hashref {
1867 'payby' => $payby2ban{$self->payby},
1868 'payinfo' => md5_base64($self->payinfo),
1869 #don't ever *search* on reason! #'reason' =>
1875 Returns all notes (see L<FS::cust_main_note>) for this customer.
1882 qsearch( 'cust_main_note',
1883 { 'custnum' => $self->custnum },
1885 'ORDER BY _DATE DESC'
1891 Returns the agent (see L<FS::agent>) for this customer.
1897 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1900 =item bill_and_collect
1902 Cancels and suspends any packages due, generates bills, applies payments and
1905 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
1907 Options are passed as name-value pairs. Currently available options are:
1913 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1917 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1921 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1925 If set true, re-charges setup fees.
1929 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1935 sub bill_and_collect {
1936 my( $self, %options ) = @_;
1942 #$options{actual_time} not $options{time} because freeside-daily -d is for
1943 #pre-printing invoices
1944 my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
1945 $self->ncancelled_pkgs;
1947 foreach my $cust_pkg ( @cancel_pkgs ) {
1948 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
1949 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
1950 'reason_otaker' => $cpr->otaker
1954 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
1955 " for custnum ". $self->custnum. ": $error"
1963 #$options{actual_time} not $options{time} because freeside-daily -d is for
1964 #pre-printing invoices
1967 && ( ( $_->part_pkg->is_prepaid
1969 && $_->bill < $options{actual_time}
1972 && $_->adjourn <= $options{actual_time}
1976 $self->ncancelled_pkgs;
1978 foreach my $cust_pkg ( @susp_pkgs ) {
1979 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
1980 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
1981 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
1982 'reason_otaker' => $cpr->otaker
1987 warn "Error suspending package ". $cust_pkg->pkgnum.
1988 " for custnum ". $self->custnum. ": $error"
1996 my $error = $self->bill( %options );
1997 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
1999 $self->apply_payments_and_credits;
2001 $error = $self->collect( %options );
2002 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2008 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2009 conjunction with the collect method.
2011 If there is an error, returns the error, otherwise returns false.
2013 Options are passed as name-value pairs. Currently available options are:
2017 =item resetup - if set true, re-charges setup fees.
2019 =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:
2023 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2025 =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.
2032 my( $self, %options ) = @_;
2033 return '' if $self->payby eq 'COMP';
2034 warn "$me bill customer ". $self->custnum. "\n"
2037 my $time = $options{'time'} || time;
2042 local $SIG{HUP} = 'IGNORE';
2043 local $SIG{INT} = 'IGNORE';
2044 local $SIG{QUIT} = 'IGNORE';
2045 local $SIG{TERM} = 'IGNORE';
2046 local $SIG{TSTP} = 'IGNORE';
2047 local $SIG{PIPE} = 'IGNORE';
2049 my $oldAutoCommit = $FS::UID::AutoCommit;
2050 local $FS::UID::AutoCommit = 0;
2053 $self->select_for_update; #mutex
2055 #create a new invoice
2056 #(we'll remove it later if it doesn't actually need to be generated [contains
2057 # no line items] and we're inside a transaciton so nothing else will see it)
2058 my $cust_bill = new FS::cust_bill ( {
2059 'custnum' => $self->custnum,
2060 '_date' => ( $options{'invoice_time'} || $time ),
2061 #'charged' => $charged,
2064 $error = $cust_bill->insert;
2066 $dbh->rollback if $oldAutoCommit;
2067 return "can't create invoice for customer #". $self->custnum. ": $error";
2069 my $invnum = $cust_bill->invnum;
2072 # find the packages which are due for billing, find out how much they are
2073 # & generate invoice database.
2076 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2078 my @precommit_hooks = ();
2080 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2081 foreach my $cust_pkg (@cust_pkgs) {
2083 #NO!! next if $cust_pkg->cancel;
2084 next if $cust_pkg->getfield('cancel');
2086 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2088 #? to avoid use of uninitialized value errors... ?
2089 $cust_pkg->setfield('bill', '')
2090 unless defined($cust_pkg->bill);
2092 my $part_pkg = $cust_pkg->part_pkg;
2094 my %hash = $cust_pkg->hash;
2095 my $old_cust_pkg = new FS::cust_pkg \%hash;
2105 if ( ! $cust_pkg->setup &&
2107 ( $conf->exists('disable_setup_suspended_pkgs') &&
2108 ! $cust_pkg->getfield('susp')
2109 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2111 || $options{'resetup'}
2114 warn " bill setup\n" if $DEBUG > 1;
2116 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2118 $dbh->rollback if $oldAutoCommit;
2119 return "$@ running calc_setup for $cust_pkg\n";
2122 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2124 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
2128 # bill recurring fee
2131 #XXX unit stuff here too
2135 if ( $part_pkg->getfield('freq') ne '0' &&
2136 ! $cust_pkg->getfield('susp') &&
2137 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2140 # XXX should this be a package event? probably. events are called
2141 # at collection time at the moment, though...
2142 if ( $part_pkg->can('reset_usage') ) {
2143 warn " resetting usage counters" if $DEBUG > 1;
2144 $part_pkg->reset_usage($cust_pkg);
2147 warn " bill recur\n" if $DEBUG > 1;
2149 # XXX shared with $recur_prog
2150 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2152 #over two params! lets at least switch to a hashref for the rest...
2153 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2155 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2157 $dbh->rollback if $oldAutoCommit;
2158 return "$@ running calc_recur for $cust_pkg\n";
2161 #change this bit to use Date::Manip? CAREFUL with timezones (see
2162 # mailing list archive)
2163 my ($sec,$min,$hour,$mday,$mon,$year) =
2164 (localtime($sdate) )[0,1,2,3,4,5];
2166 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2167 # only for figuring next bill date, nothing else, so, reset $sdate again
2169 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2170 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2171 $cust_pkg->last_bill($sdate);
2173 if ( $part_pkg->freq =~ /^\d+$/ ) {
2174 $mon += $part_pkg->freq;
2175 until ( $mon < 12 ) { $mon -= 12; $year++; }
2176 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2178 $mday += $weeks * 7;
2179 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2182 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2186 $dbh->rollback if $oldAutoCommit;
2187 return "unparsable frequency: ". $part_pkg->freq;
2189 $cust_pkg->setfield('bill',
2190 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2193 warn "\$setup is undefined" unless defined($setup);
2194 warn "\$recur is undefined" unless defined($recur);
2195 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2198 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2201 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2203 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2206 $error=$cust_pkg->replace($old_cust_pkg,
2207 options => { $cust_pkg->options },
2209 if ( $error ) { #just in case
2210 $dbh->rollback if $oldAutoCommit;
2211 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2214 $setup = sprintf( "%.2f", $setup );
2215 $recur = sprintf( "%.2f", $recur );
2216 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2217 $dbh->rollback if $oldAutoCommit;
2218 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2220 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2221 $dbh->rollback if $oldAutoCommit;
2222 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2225 if ( $setup != 0 || $recur != 0 ) {
2227 unless ($postal_charge) {
2228 $postal_charge = 1; # try only once
2229 my $postal_pkg = $self->charge_postal_fee();
2230 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2231 $dbh->rollback if $oldAutoCommit;
2232 return "can't charge postal invoice fee for customer ".
2233 $self->custnum. ": $postal_pkg";
2235 push @cust_pkgs, $postal_pkg if $postal_pkg;
2238 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2241 push @details, map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2243 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2244 'invnum' => $invnum,
2245 'pkgnum' => $cust_pkg->pkgnum,
2247 'unitsetup' => $unitsetup,
2249 'unitrecur' => $unitrecur,
2250 'quantity' => $cust_pkg->quantity,
2251 'details' => \@details,
2254 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2255 $cust_bill_pkg->sdate( $hash{last_bill} );
2256 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2257 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2258 $cust_bill_pkg->sdate( $sdate );
2259 $cust_bill_pkg->edate( $cust_pkg->bill );
2262 $error = $cust_bill_pkg->insert;
2264 $dbh->rollback if $oldAutoCommit;
2265 return "can't create invoice line item for invoice #$invnum: $error";
2267 $total_setup += $setup;
2268 $total_recur += $recur;
2274 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2277 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2280 my %taxhash = map { $_ => $self->get("$prefix$_") }
2281 qw( state county country );
2283 $taxhash{'taxclass'} = $part_pkg->taxclass;
2285 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2288 $taxhash{'taxclass'} = '';
2289 @taxes = qsearch( 'cust_main_county', \%taxhash );
2292 #one more try at a whole-country tax rate
2294 $taxhash{$_} = '' foreach qw( state county );
2295 @taxes = qsearch( 'cust_main_county', \%taxhash );
2298 # maybe eliminate this entirely, along with all the 0% records
2300 $dbh->rollback if $oldAutoCommit;
2302 "fatal: can't find tax rate for state/county/country/taxclass ".
2303 join('/', ( map $self->get("$prefix$_"),
2304 qw(state county country)
2306 $part_pkg->taxclass ). "\n";
2309 foreach my $tax ( @taxes ) {
2311 my $taxable_charged = 0;
2312 $taxable_charged += $setup
2313 unless $part_pkg->setuptax =~ /^Y$/i
2314 || $tax->setuptax =~ /^Y$/i;
2315 $taxable_charged += $recur
2316 unless $part_pkg->recurtax =~ /^Y$/i
2317 || $tax->recurtax =~ /^Y$/i;
2318 next unless $taxable_charged;
2320 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2321 #my ($mon,$year) = (localtime($sdate) )[4,5];
2322 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2324 my $freq = $part_pkg->freq || 1;
2325 if ( $freq !~ /(\d+)$/ ) {
2326 $dbh->rollback if $oldAutoCommit;
2327 return "daily/weekly package definitions not (yet?)".
2328 " compatible with monthly tax exemptions";
2330 my $taxable_per_month =
2331 sprintf("%.2f", $taxable_charged / $freq );
2333 #call the whole thing off if this customer has any old
2334 #exemption records...
2335 my @cust_tax_exempt =
2336 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2337 if ( @cust_tax_exempt ) {
2338 $dbh->rollback if $oldAutoCommit;
2340 'this customer still has old-style tax exemption records; '.
2341 'run bin/fs-migrate-cust_tax_exempt?';
2344 foreach my $which_month ( 1 .. $freq ) {
2346 #maintain the new exemption table now
2349 FROM cust_tax_exempt_pkg
2350 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2351 LEFT JOIN cust_bill USING ( invnum )
2357 my $sth = dbh->prepare($sql) or do {
2358 $dbh->rollback if $oldAutoCommit;
2359 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2367 $dbh->rollback if $oldAutoCommit;
2368 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2370 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2372 my $remaining_exemption =
2373 $tax->exempt_amount - $existing_exemption;
2374 if ( $remaining_exemption > 0 ) {
2375 my $addl = $remaining_exemption > $taxable_per_month
2376 ? $taxable_per_month
2377 : $remaining_exemption;
2378 $taxable_charged -= $addl;
2380 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2381 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2382 'taxnum' => $tax->taxnum,
2383 'year' => 1900+$year,
2385 'amount' => sprintf("%.2f", $addl ),
2387 $error = $cust_tax_exempt_pkg->insert;
2389 $dbh->rollback if $oldAutoCommit;
2390 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2392 } # if $remaining_exemption > 0
2396 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2397 until ( $mon < 13 ) { $mon -= 12; $year++; }
2399 } #foreach $which_month
2401 } #if $tax->exempt_amount
2403 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2405 #$tax += $taxable_charged * $cust_main_county->tax / 100
2406 $tax{ $tax->taxname || 'Tax' } +=
2407 $taxable_charged * $tax->tax / 100
2409 } #foreach my $tax ( @taxes )
2411 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2413 } #if $setup != 0 || $recur != 0
2415 } #if $cust_pkg->modified
2417 } #foreach my $cust_pkg
2419 unless ( $cust_bill->cust_bill_pkg ) {
2420 $cust_bill->delete; #don't create an invoice w/o line items
2421 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2425 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2427 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2428 my $tax = sprintf("%.2f", $tax{$taxname} );
2429 $charged = sprintf( "%.2f", $charged+$tax );
2431 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2432 'invnum' => $invnum,
2438 'itemdesc' => $taxname,
2440 $error = $cust_bill_pkg->insert;
2442 $dbh->rollback if $oldAutoCommit;
2443 return "can't create invoice line item for invoice #$invnum: $error";
2445 $total_setup += $tax;
2449 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2450 $error = $cust_bill->replace;
2452 $dbh->rollback if $oldAutoCommit;
2453 return "can't update charged for invoice #$invnum: $error";
2456 foreach my $hook ( @precommit_hooks ) {
2458 &{$hook}; #($self) ?
2461 $dbh->rollback if $oldAutoCommit;
2462 return "$@ running precommit hook $hook\n";
2466 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2470 =item collect OPTIONS
2472 (Attempt to) collect money for this customer's outstanding invoices (see
2473 L<FS::cust_bill>). Usually used after the bill method.
2475 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2476 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2477 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2479 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2480 and the invoice events web interface.
2482 If there is an error, returns the error, otherwise returns false.
2484 Options are passed as name-value pairs.
2486 Currently available options are:
2488 invoice_time - Use this time when deciding when to print invoices and
2489 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>
2490 for conversion functions.
2492 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2495 quiet - set true to surpress email card/ACH decline notices.
2497 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2500 payby - allows for one time override of normal customer billing method
2505 my( $self, %options ) = @_;
2506 my $invoice_time = $options{'invoice_time'} || time;
2509 local $SIG{HUP} = 'IGNORE';
2510 local $SIG{INT} = 'IGNORE';
2511 local $SIG{QUIT} = 'IGNORE';
2512 local $SIG{TERM} = 'IGNORE';
2513 local $SIG{TSTP} = 'IGNORE';
2514 local $SIG{PIPE} = 'IGNORE';
2516 my $oldAutoCommit = $FS::UID::AutoCommit;
2517 local $FS::UID::AutoCommit = 0;
2520 $self->select_for_update; #mutex
2522 my $balance = $self->balance;
2523 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2525 unless ( $balance > 0 ) { #redundant?????
2526 $dbh->rollback if $oldAutoCommit; #hmm
2530 if ( exists($options{'retry_card'}) ) {
2531 carp 'retry_card option passed to collect is deprecated; use retry';
2532 $options{'retry'} ||= $options{'retry_card'};
2534 if ( exists($options{'retry'}) && $options{'retry'} ) {
2535 my $error = $self->retry_realtime;
2537 $dbh->rollback if $oldAutoCommit;
2543 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2544 $extra_sql = " AND freq = '1m' ";
2546 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2549 foreach my $cust_bill ( $self->open_cust_bill ) {
2551 # don't try to charge for the same invoice if it's already in a batch
2552 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2554 last if $self->balance <= 0;
2556 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2559 foreach my $part_bill_event ( due_events ( $cust_bill,
2560 exists($options{'payby'})
2566 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2567 || $self->balance <= 0; # or if balance<=0
2570 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2571 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2574 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2575 # gah, even with transactions.
2576 $dbh->commit if $oldAutoCommit; #well.
2585 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2590 =item retry_realtime
2592 Schedules realtime / batch credit card / electronic check / LEC billing
2593 events for for retry. Useful if card information has changed or manual
2594 retry is desired. The 'collect' method must be called to actually retry
2597 Implementation details: For each of this customer's open invoices, changes
2598 the status of the first "done" (with statustext error) realtime processing
2603 sub retry_realtime {
2606 local $SIG{HUP} = 'IGNORE';
2607 local $SIG{INT} = 'IGNORE';
2608 local $SIG{QUIT} = 'IGNORE';
2609 local $SIG{TERM} = 'IGNORE';
2610 local $SIG{TSTP} = 'IGNORE';
2611 local $SIG{PIPE} = 'IGNORE';
2613 my $oldAutoCommit = $FS::UID::AutoCommit;
2614 local $FS::UID::AutoCommit = 0;
2617 foreach my $cust_bill (
2618 grep { $_->cust_bill_event }
2619 $self->open_cust_bill
2621 my @cust_bill_event =
2622 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2624 #$_->part_bill_event->plan eq 'realtime-card'
2625 $_->part_bill_event->eventcode =~
2626 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2627 && $_->status eq 'done'
2630 $cust_bill->cust_bill_event;
2631 next unless @cust_bill_event;
2632 my $error = $cust_bill_event[0]->retry;
2634 $dbh->rollback if $oldAutoCommit;
2635 return "error scheduling invoice event for retry: $error";
2640 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2645 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2647 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2648 via a Business::OnlinePayment realtime gateway. See
2649 L<http://420.am/business-onlinepayment> for supported gateways.
2651 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2653 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2655 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2656 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2657 if set, will override the value from the customer record.
2659 I<description> is a free-text field passed to the gateway. It defaults to
2660 "Internet services".
2662 If an I<invnum> is specified, this payment (if successful) is applied to the
2663 specified invoice. If you don't specify an I<invnum> you might want to
2664 call the B<apply_payments> method.
2666 I<quiet> can be set true to surpress email decline notices.
2668 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2669 resulting paynum, if any.
2671 I<payunique> is a unique identifier for this payment.
2673 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2680 my( $self, $method, $amount, %options ) = @_;
2682 warn "$me realtime_bop: $method $amount\n";
2683 warn " $_ => $options{$_}\n" foreach keys %options;
2686 $options{'description'} ||= 'Internet services';
2688 eval "use Business::OnlinePayment";
2691 my $payinfo = exists($options{'payinfo'})
2692 ? $options{'payinfo'}
2695 my %method2payby = (
2702 # set taxclass and trans_is_recur based on invnum if there is one
2706 my $trans_is_recur = 0;
2707 if ( $options{'invnum'} ) {
2709 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2710 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2713 map { $_->part_pkg }
2715 map { $_->cust_pkg }
2716 $cust_bill->cust_bill_pkg;
2718 my @taxclasses = map $_->taxclass, @part_pkg;
2719 $taxclass = $taxclasses[0]
2720 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
2721 #different taxclasses
2723 if grep { $_->freq ne '0' } @part_pkg;
2731 #look for an agent gateway override first
2733 if ( $method eq 'CC' ) {
2734 $cardtype = cardtype($payinfo);
2735 } elsif ( $method eq 'ECHECK' ) {
2738 $cardtype = $method;
2742 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2743 cardtype => $cardtype,
2744 taxclass => $taxclass, } )
2745 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2747 taxclass => $taxclass, } )
2748 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2749 cardtype => $cardtype,
2751 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2753 taxclass => '', } );
2755 my $payment_gateway = '';
2756 my( $processor, $login, $password, $action, @bop_options );
2757 if ( $override ) { #use a payment gateway override
2759 $payment_gateway = $override->payment_gateway;
2761 $processor = $payment_gateway->gateway_module;
2762 $login = $payment_gateway->gateway_username;
2763 $password = $payment_gateway->gateway_password;
2764 $action = $payment_gateway->gateway_action;
2765 @bop_options = $payment_gateway->options;
2767 } else { #use the standard settings from the config
2769 ( $processor, $login, $password, $action, @bop_options ) =
2770 $self->default_payment_gateway($method);
2778 my $address = exists($options{'address1'})
2779 ? $options{'address1'}
2781 my $address2 = exists($options{'address2'})
2782 ? $options{'address2'}
2784 $address .= ", ". $address2 if length($address2);
2786 my $o_payname = exists($options{'payname'})
2787 ? $options{'payname'}
2789 my($payname, $payfirst, $paylast);
2790 if ( $o_payname && $method ne 'ECHECK' ) {
2791 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2792 or return "Illegal payname $payname";
2793 ($payfirst, $paylast) = ($1, $2);
2795 $payfirst = $self->getfield('first');
2796 $paylast = $self->getfield('last');
2797 $payname = "$payfirst $paylast";
2800 my @invoicing_list = $self->invoicing_list_emailonly;
2801 if ( $conf->exists('emailinvoiceautoalways')
2802 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2803 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2804 push @invoicing_list, $self->all_emails;
2807 my $email = ($conf->exists('business-onlinepayment-email-override'))
2808 ? $conf->config('business-onlinepayment-email-override')
2809 : $invoicing_list[0];
2813 my $payip = exists($options{'payip'})
2816 $content{customer_ip} = $payip
2819 $content{invoice_number} = $options{'invnum'}
2820 if exists($options{'invnum'}) && length($options{'invnum'});
2822 $content{email_customer} =
2823 ( $conf->exists('business-onlinepayment-email_customer')
2824 || $conf->exists('business-onlinepayment-email-override') );
2827 if ( $method eq 'CC' ) {
2829 $content{card_number} = $payinfo;
2830 $paydate = exists($options{'paydate'})
2831 ? $options{'paydate'}
2833 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2834 $content{expiration} = "$2/$1";
2836 my $paycvv = exists($options{'paycvv'})
2837 ? $options{'paycvv'}
2839 $content{cvv2} = $paycvv
2842 my $paystart_month = exists($options{'paystart_month'})
2843 ? $options{'paystart_month'}
2844 : $self->paystart_month;
2846 my $paystart_year = exists($options{'paystart_year'})
2847 ? $options{'paystart_year'}
2848 : $self->paystart_year;
2850 $content{card_start} = "$paystart_month/$paystart_year"
2851 if $paystart_month && $paystart_year;
2853 my $payissue = exists($options{'payissue'})
2854 ? $options{'payissue'}
2856 $content{issue_number} = $payissue if $payissue;
2858 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
2859 'trans_is_recur' => $trans_is_recur,
2863 $content{recurring_billing} = 'YES';
2864 $content{acct_code} = 'rebill'
2865 if $conf->exists('credit_card-recurring_billing_acct_code');
2868 } elsif ( $method eq 'ECHECK' ) {
2869 ( $content{account_number}, $content{routing_code} ) =
2870 split('@', $payinfo);
2871 $content{bank_name} = $o_payname;
2872 $content{bank_state} = exists($options{'paystate'})
2873 ? $options{'paystate'}
2874 : $self->getfield('paystate');
2875 $content{account_type} = exists($options{'paytype'})
2876 ? uc($options{'paytype'}) || 'CHECKING'
2877 : uc($self->getfield('paytype')) || 'CHECKING';
2878 $content{account_name} = $payname;
2879 $content{customer_org} = $self->company ? 'B' : 'I';
2880 $content{state_id} = exists($options{'stateid'})
2881 ? $options{'stateid'}
2882 : $self->getfield('stateid');
2883 $content{state_id_state} = exists($options{'stateid_state'})
2884 ? $options{'stateid_state'}
2885 : $self->getfield('stateid_state');
2886 $content{customer_ssn} = exists($options{'ss'})
2889 } elsif ( $method eq 'LEC' ) {
2890 $content{phone} = $payinfo;
2894 # run transaction(s)
2897 my $balance = exists( $options{'balance'} )
2898 ? $options{'balance'}
2901 $self->select_for_update; #mutex ... just until we get our pending record in
2903 #the checks here are intended to catch concurrent payments
2904 #double-form-submission prevention is taken care of in cust_pay_pending::check
2907 return "The customer's balance has changed; $method transaction aborted."
2908 if $self->balance < $balance;
2909 #&& $self->balance < $amount; #might as well anyway?
2911 #also check and make sure there aren't *other* pending payments for this cust
2913 my @pending = qsearch('cust_pay_pending', {
2914 'custnum' => $self->custnum,
2915 'status' => { op=>'!=', value=>'done' }
2917 return "A payment is already being processed for this customer (".
2918 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2919 "); $method transaction aborted."
2920 if scalar(@pending);
2922 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2924 my $cust_pay_pending = new FS::cust_pay_pending {
2925 'custnum' => $self->custnum,
2926 #'invnum' => $options{'invnum'},
2929 'payby' => $method2payby{$method},
2930 'payinfo' => $payinfo,
2931 'paydate' => $paydate,
2932 'recurring_billing' => $content{recurring_billing},
2934 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2936 $cust_pay_pending->payunique( $options{payunique} )
2937 if defined($options{payunique}) && length($options{payunique});
2938 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2939 return $cpp_new_err if $cpp_new_err;
2941 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2943 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2944 $transaction->content(
2947 'password' => $password,
2948 'action' => $action1,
2949 'description' => $options{'description'},
2950 'amount' => $amount,
2951 #'invoice_number' => $options{'invnum'},
2952 'customer_id' => $self->custnum,
2953 'last_name' => $paylast,
2954 'first_name' => $payfirst,
2956 'address' => $address,
2957 'city' => ( exists($options{'city'})
2960 'state' => ( exists($options{'state'})
2963 'zip' => ( exists($options{'zip'})
2966 'country' => ( exists($options{'country'})
2967 ? $options{'country'}
2969 'referer' => 'http://cleanwhisker.420.am/',
2971 'phone' => $self->daytime || $self->night,
2975 $cust_pay_pending->status('pending');
2976 my $cpp_pending_err = $cust_pay_pending->replace;
2977 return $cpp_pending_err if $cpp_pending_err;
2979 $transaction->submit();
2981 if ( $transaction->is_success() && $action2 ) {
2983 $cust_pay_pending->status('authorized');
2984 my $cpp_authorized_err = $cust_pay_pending->replace;
2985 return $cpp_authorized_err if $cpp_authorized_err;
2987 my $auth = $transaction->authorization;
2988 my $ordernum = $transaction->can('order_number')
2989 ? $transaction->order_number
2993 new Business::OnlinePayment( $processor, @bop_options );
3000 password => $password,
3001 order_number => $ordernum,
3003 authorization => $auth,
3004 description => $options{'description'},
3007 foreach my $field (qw( authorization_source_code returned_ACI
3008 transaction_identifier validation_code
3009 transaction_sequence_num local_transaction_date
3010 local_transaction_time AVS_result_code )) {
3011 $capture{$field} = $transaction->$field() if $transaction->can($field);
3014 $capture->content( %capture );
3018 unless ( $capture->is_success ) {
3019 my $e = "Authorization successful but capture failed, custnum #".
3020 $self->custnum. ': '. $capture->result_code.
3021 ": ". $capture->error_message;
3028 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3029 my $cpp_captured_err = $cust_pay_pending->replace;
3030 return $cpp_captured_err if $cpp_captured_err;
3033 # remove paycvv after initial transaction
3036 #false laziness w/misc/process/payment.cgi - check both to make sure working
3038 if ( defined $self->dbdef_table->column('paycvv')
3039 && length($self->paycvv)
3040 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3042 my $error = $self->remove_cvv;
3044 warn "WARNING: error removing cvv: $error\n";
3052 if ( $transaction->is_success() ) {
3055 if ( $payment_gateway ) { # agent override
3056 $paybatch = $payment_gateway->gatewaynum. '-';
3059 $paybatch .= "$processor:". $transaction->authorization;
3061 $paybatch .= ':'. $transaction->order_number
3062 if $transaction->can('order_number')
3063 && length($transaction->order_number);
3065 my $cust_pay = new FS::cust_pay ( {
3066 'custnum' => $self->custnum,
3067 'invnum' => $options{'invnum'},
3070 'payby' => $method2payby{$method},
3071 'payinfo' => $payinfo,
3072 'paybatch' => $paybatch,
3073 'paydate' => $paydate,
3075 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3076 $cust_pay->payunique( $options{payunique} )
3077 if defined($options{payunique}) && length($options{payunique});
3079 my $oldAutoCommit = $FS::UID::AutoCommit;
3080 local $FS::UID::AutoCommit = 0;
3083 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3085 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3088 $cust_pay->invnum(''); #try again with no specific invnum
3089 my $error2 = $cust_pay->insert( $options{'manual'} ?
3090 ( 'manual' => 1 ) : ()
3093 # gah. but at least we have a record of the state we had to abort in
3094 # from cust_pay_pending now.
3095 my $e = "WARNING: $method captured but payment not recorded - ".
3096 "error inserting payment ($processor): $error2".
3097 " (previously tried insert with invnum #$options{'invnum'}" .
3098 ": $error ) - pending payment saved as paypendingnum ".
3099 $cust_pay_pending->paypendingnum. "\n";
3105 if ( $options{'paynum_ref'} ) {
3106 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3109 $cust_pay_pending->status('done');
3110 $cust_pay_pending->statustext('captured');
3111 my $cpp_done_err = $cust_pay_pending->replace;
3113 if ( $cpp_done_err ) {
3115 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3116 my $e = "WARNING: $method captured but payment not recorded - ".
3117 "error updating status for paypendingnum ".
3118 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3124 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3125 return ''; #no error
3131 my $perror = "$processor error: ". $transaction->error_message;
3133 unless ( $transaction->error_message ) {
3136 #this should be normalized :/
3138 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
3139 if ( $transaction->can('param')
3140 && $transaction->param('transaction_response') ) {
3141 $t_response = $transaction->param('transaction_response')
3143 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
3144 } elsif ( $transaction->can('response_page') ) {
3146 'page' => ( $transaction->can('response_page')
3147 ? $transaction->response_page
3150 'code' => ( $transaction->can('response_code')
3151 ? $transaction->response_code
3154 'headers' => ( $transaction->can('response_headers')
3155 ? $transaction->response_headers
3161 "No additional debugging information available for $processor";
3164 $perror .= "No error_message returned from $processor -- ".
3165 ( ref($t_response) ? Dumper($t_response) : $t_response );
3169 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3170 && $conf->exists('emaildecline')
3171 && grep { $_ ne 'POST' } $self->invoicing_list
3172 && ! grep { $transaction->error_message =~ /$_/ }
3173 $conf->config('emaildecline-exclude')
3175 my @templ = $conf->config('declinetemplate');
3176 my $template = new Text::Template (
3178 SOURCE => [ map "$_\n", @templ ],
3179 ) or return "($perror) can't create template: $Text::Template::ERROR";
3180 $template->compile()
3181 or return "($perror) can't compile template: $Text::Template::ERROR";
3183 my $templ_hash = { error => $transaction->error_message };
3185 my $error = send_email(
3186 'from' => $conf->config('invoice_from'),
3187 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3188 'subject' => 'Your payment could not be processed',
3189 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3192 $perror .= " (also received error sending decline notification: $error)"
3197 $cust_pay_pending->status('done');
3198 $cust_pay_pending->statustext("declined: $perror");
3199 my $cpp_done_err = $cust_pay_pending->replace;
3200 if ( $cpp_done_err ) {
3201 my $e = "WARNING: $method declined but pending payment not resolved - ".
3202 "error updating status for paypendingnum ".
3203 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3205 $perror = "$e ($perror)";
3213 =item default_payment_gateway
3217 sub default_payment_gateway {
3218 my( $self, $method ) = @_;
3220 die "Real-time processing not enabled\n"
3221 unless $conf->exists('business-onlinepayment');
3224 my $bop_config = 'business-onlinepayment';
3225 $bop_config .= '-ach'
3226 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3227 my ( $processor, $login, $password, $action, @bop_options ) =
3228 $conf->config($bop_config);
3229 $action ||= 'normal authorization';
3230 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3231 die "No real-time processor is enabled - ".
3232 "did you set the business-onlinepayment configuration value?\n"
3235 ( $processor, $login, $password, $action, @bop_options )
3240 Removes the I<paycvv> field from the database directly.
3242 If there is an error, returns the error, otherwise returns false.
3248 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3249 or return dbh->errstr;
3250 $sth->execute($self->custnum)
3251 or return $sth->errstr;
3256 sub _bop_recurring_billing {
3257 my( $self, %opt ) = @_;
3259 my $method = $conf->config('credit_card-recurring_billing_flag');
3261 if ( $method eq 'transaction_is_recur' ) {
3263 return 1 if $opt{'trans_is_recur'};
3267 my %hash = ( 'custnum' => $self->custnum,
3272 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
3273 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
3284 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3286 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3287 via a Business::OnlinePayment realtime gateway. See
3288 L<http://420.am/business-onlinepayment> for supported gateways.
3290 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3292 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3294 Most gateways require a reference to an original payment transaction to refund,
3295 so you probably need to specify a I<paynum>.
3297 I<amount> defaults to the original amount of the payment if not specified.
3299 I<reason> specifies a reason for the refund.
3301 I<paydate> specifies the expiration date for a credit card overriding the
3302 value from the customer record or the payment record. Specified as yyyy-mm-dd
3304 Implementation note: If I<amount> is unspecified or equal to the amount of the
3305 orignal payment, first an attempt is made to "void" the transaction via
3306 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3307 the normal attempt is made to "refund" ("credit") the transaction via the
3308 gateway is attempted.
3310 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3311 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3312 #if set, will override the value from the customer record.
3314 #If an I<invnum> is specified, this payment (if successful) is applied to the
3315 #specified invoice. If you don't specify an I<invnum> you might want to
3316 #call the B<apply_payments> method.
3320 #some false laziness w/realtime_bop, not enough to make it worth merging
3321 #but some useful small subs should be pulled out
3322 sub realtime_refund_bop {
3323 my( $self, $method, %options ) = @_;
3325 warn "$me realtime_refund_bop: $method refund\n";
3326 warn " $_ => $options{$_}\n" foreach keys %options;
3329 eval "use Business::OnlinePayment";
3333 # look up the original payment and optionally a gateway for that payment
3337 my $amount = $options{'amount'};
3339 my( $processor, $login, $password, @bop_options ) ;
3340 my( $auth, $order_number ) = ( '', '', '' );
3342 if ( $options{'paynum'} ) {
3344 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3345 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3346 or return "Unknown paynum $options{'paynum'}";
3347 $amount ||= $cust_pay->paid;
3349 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3350 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3351 $cust_pay->paybatch;
3352 my $gatewaynum = '';
3353 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3355 if ( $gatewaynum ) { #gateway for the payment to be refunded
3357 my $payment_gateway =
3358 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3359 die "payment gateway $gatewaynum not found"
3360 unless $payment_gateway;
3362 $processor = $payment_gateway->gateway_module;
3363 $login = $payment_gateway->gateway_username;
3364 $password = $payment_gateway->gateway_password;
3365 @bop_options = $payment_gateway->options;
3367 } else { #try the default gateway
3369 my( $conf_processor, $unused_action );
3370 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3371 $self->default_payment_gateway($method);
3373 return "processor of payment $options{'paynum'} $processor does not".
3374 " match default processor $conf_processor"
3375 unless $processor eq $conf_processor;
3380 } else { # didn't specify a paynum, so look for agent gateway overrides
3381 # like a normal transaction
3384 if ( $method eq 'CC' ) {
3385 $cardtype = cardtype($self->payinfo);
3386 } elsif ( $method eq 'ECHECK' ) {
3389 $cardtype = $method;
3392 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3393 cardtype => $cardtype,
3395 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3397 taxclass => '', } );
3399 if ( $override ) { #use a payment gateway override
3401 my $payment_gateway = $override->payment_gateway;
3403 $processor = $payment_gateway->gateway_module;
3404 $login = $payment_gateway->gateway_username;
3405 $password = $payment_gateway->gateway_password;
3406 #$action = $payment_gateway->gateway_action;
3407 @bop_options = $payment_gateway->options;
3409 } else { #use the standard settings from the config
3412 ( $processor, $login, $password, $unused_action, @bop_options ) =
3413 $self->default_payment_gateway($method);
3418 return "neither amount nor paynum specified" unless $amount;
3423 'password' => $password,
3424 'order_number' => $order_number,
3425 'amount' => $amount,
3426 'referer' => 'http://cleanwhisker.420.am/',
3428 $content{authorization} = $auth
3429 if length($auth); #echeck/ACH transactions have an order # but no auth
3430 #(at least with authorize.net)
3432 my $disable_void_after;
3433 if ($conf->exists('disable_void_after')
3434 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3435 $disable_void_after = $1;
3438 #first try void if applicable
3439 if ( $cust_pay && $cust_pay->paid == $amount
3441 ( not defined($disable_void_after) )
3442 || ( time < ($cust_pay->_date + $disable_void_after ) )
3445 warn " attempting void\n" if $DEBUG > 1;
3446 my $void = new Business::OnlinePayment( $processor, @bop_options );
3447 $void->content( 'action' => 'void', %content );
3449 if ( $void->is_success ) {
3450 my $error = $cust_pay->void($options{'reason'});
3452 # gah, even with transactions.
3453 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3454 "error voiding payment: $error";
3458 warn " void successful\n" if $DEBUG > 1;
3463 warn " void unsuccessful, trying refund\n"
3467 my $address = $self->address1;
3468 $address .= ", ". $self->address2 if $self->address2;
3470 my($payname, $payfirst, $paylast);
3471 if ( $self->payname && $method ne 'ECHECK' ) {
3472 $payname = $self->payname;
3473 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3474 or return "Illegal payname $payname";
3475 ($payfirst, $paylast) = ($1, $2);
3477 $payfirst = $self->getfield('first');
3478 $paylast = $self->getfield('last');
3479 $payname = "$payfirst $paylast";
3482 my @invoicing_list = $self->invoicing_list_emailonly;
3483 if ( $conf->exists('emailinvoiceautoalways')
3484 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3485 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3486 push @invoicing_list, $self->all_emails;
3489 my $email = ($conf->exists('business-onlinepayment-email-override'))
3490 ? $conf->config('business-onlinepayment-email-override')
3491 : $invoicing_list[0];
3493 my $payip = exists($options{'payip'})
3496 $content{customer_ip} = $payip
3500 if ( $method eq 'CC' ) {
3503 $content{card_number} = $payinfo = $cust_pay->payinfo;
3504 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3505 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3506 ($content{expiration} = "$2/$1"); # where available
3508 $content{card_number} = $payinfo = $self->payinfo;
3509 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3510 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3511 $content{expiration} = "$2/$1";
3514 } elsif ( $method eq 'ECHECK' ) {
3517 $payinfo = $cust_pay->payinfo;
3519 $payinfo = $self->payinfo;
3521 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3522 $content{bank_name} = $self->payname;
3523 $content{account_type} = 'CHECKING';
3524 $content{account_name} = $payname;
3525 $content{customer_org} = $self->company ? 'B' : 'I';
3526 $content{customer_ssn} = $self->ss;
3527 } elsif ( $method eq 'LEC' ) {
3528 $content{phone} = $payinfo = $self->payinfo;
3532 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3533 my %sub_content = $refund->content(
3534 'action' => 'credit',
3535 'customer_id' => $self->custnum,
3536 'last_name' => $paylast,
3537 'first_name' => $payfirst,
3539 'address' => $address,
3540 'city' => $self->city,
3541 'state' => $self->state,
3542 'zip' => $self->zip,
3543 'country' => $self->country,
3545 'phone' => $self->daytime || $self->night,
3548 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3552 return "$processor error: ". $refund->error_message
3553 unless $refund->is_success();
3555 my %method2payby = (
3561 my $paybatch = "$processor:". $refund->authorization;
3562 $paybatch .= ':'. $refund->order_number
3563 if $refund->can('order_number') && $refund->order_number;
3565 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3566 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3567 last unless @cust_bill_pay;
3568 my $cust_bill_pay = pop @cust_bill_pay;
3569 my $error = $cust_bill_pay->delete;
3573 my $cust_refund = new FS::cust_refund ( {
3574 'custnum' => $self->custnum,
3575 'paynum' => $options{'paynum'},
3576 'refund' => $amount,
3578 'payby' => $method2payby{$method},
3579 'payinfo' => $payinfo,
3580 'paybatch' => $paybatch,
3581 'reason' => $options{'reason'} || 'card or ACH refund',
3583 my $error = $cust_refund->insert;
3585 $cust_refund->paynum(''); #try again with no specific paynum
3586 my $error2 = $cust_refund->insert;
3588 # gah, even with transactions.
3589 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3590 "error inserting refund ($processor): $error2".
3591 " (previously tried insert with paynum #$options{'paynum'}" .
3602 =item batch_card OPTION => VALUE...
3604 Adds a payment for this invoice to the pending credit card batch (see
3605 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3606 runs the payment using a realtime gateway.
3611 my ($self, %options) = @_;
3614 if (exists($options{amount})) {
3615 $amount = $options{amount};
3617 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3619 return '' unless $amount > 0;
3621 my $invnum = delete $options{invnum};
3622 my $payby = $options{invnum} || $self->payby; #dubious
3624 if ($options{'realtime'}) {
3625 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3631 my $oldAutoCommit = $FS::UID::AutoCommit;
3632 local $FS::UID::AutoCommit = 0;
3635 #this needs to handle mysql as well as Pg, like svc_acct.pm
3636 #(make it into a common function if folks need to do batching with mysql)
3637 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3638 or return "Cannot lock pay_batch: " . $dbh->errstr;
3642 'payby' => FS::payby->payby2payment($payby),
3645 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3647 unless ( $pay_batch ) {
3648 $pay_batch = new FS::pay_batch \%pay_batch;
3649 my $error = $pay_batch->insert;
3651 $dbh->rollback if $oldAutoCommit;
3652 die "error creating new batch: $error\n";
3656 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3657 'batchnum' => $pay_batch->batchnum,
3658 'custnum' => $self->custnum,
3661 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3663 $options{$_} = '' unless exists($options{$_});
3666 my $cust_pay_batch = new FS::cust_pay_batch ( {
3667 'batchnum' => $pay_batch->batchnum,
3668 'invnum' => $invnum || 0, # is there a better value?
3669 # this field should be
3671 # cust_bill_pay_batch now
3672 'custnum' => $self->custnum,
3673 'last' => $self->getfield('last'),
3674 'first' => $self->getfield('first'),
3675 'address1' => $options{address1} || $self->address1,
3676 'address2' => $options{address2} || $self->address2,
3677 'city' => $options{city} || $self->city,
3678 'state' => $options{state} || $self->state,
3679 'zip' => $options{zip} || $self->zip,
3680 'country' => $options{country} || $self->country,
3681 'payby' => $options{payby} || $self->payby,
3682 'payinfo' => $options{payinfo} || $self->payinfo,
3683 'exp' => $options{paydate} || $self->paydate,
3684 'payname' => $options{payname} || $self->payname,
3685 'amount' => $amount, # consolidating
3688 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3689 if $old_cust_pay_batch;
3692 if ($old_cust_pay_batch) {
3693 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3695 $error = $cust_pay_batch->insert;
3699 $dbh->rollback if $oldAutoCommit;
3703 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3704 foreach my $cust_bill ($self->open_cust_bill) {
3705 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3706 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3707 'invnum' => $cust_bill->invnum,
3708 'paybatchnum' => $cust_pay_batch->paybatchnum,
3709 'amount' => $cust_bill->owed,
3712 if ($unapplied >= $cust_bill_pay_batch->amount){
3713 $unapplied -= $cust_bill_pay_batch->amount;
3716 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3717 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3719 $error = $cust_bill_pay_batch->insert;
3721 $dbh->rollback if $oldAutoCommit;
3726 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3732 Returns the total owed for this customer on all invoices
3733 (see L<FS::cust_bill/owed>).
3739 $self->total_owed_date(2145859200); #12/31/2037
3742 =item total_owed_date TIME
3744 Returns the total owed for this customer on all invoices with date earlier than
3745 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3746 see L<Time::Local> and L<Date::Parse> for conversion functions.
3750 sub total_owed_date {
3754 foreach my $cust_bill (
3755 grep { $_->_date <= $time }
3756 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3758 $total_bill += $cust_bill->owed;
3760 sprintf( "%.2f", $total_bill );
3763 =item apply_payments_and_credits
3765 Applies unapplied payments and credits.
3767 In most cases, this new method should be used in place of sequential
3768 apply_payments and apply_credits methods.
3770 If there is an error, returns the error, otherwise returns false.
3774 sub apply_payments_and_credits {
3777 local $SIG{HUP} = 'IGNORE';
3778 local $SIG{INT} = 'IGNORE';
3779 local $SIG{QUIT} = 'IGNORE';
3780 local $SIG{TERM} = 'IGNORE';
3781 local $SIG{TSTP} = 'IGNORE';
3782 local $SIG{PIPE} = 'IGNORE';
3784 my $oldAutoCommit = $FS::UID::AutoCommit;
3785 local $FS::UID::AutoCommit = 0;
3788 $self->select_for_update; #mutex
3790 foreach my $cust_bill ( $self->open_cust_bill ) {
3791 my $error = $cust_bill->apply_payments_and_credits;
3793 $dbh->rollback if $oldAutoCommit;
3794 return "Error applying: $error";
3798 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3803 =item apply_credits OPTION => VALUE ...
3805 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3806 to outstanding invoice balances in chronological order (or reverse
3807 chronological order if the I<order> option is set to B<newest>) and returns the
3808 value of any remaining unapplied credits available for refund (see
3809 L<FS::cust_refund>).
3811 Dies if there is an error.
3819 local $SIG{HUP} = 'IGNORE';
3820 local $SIG{INT} = 'IGNORE';
3821 local $SIG{QUIT} = 'IGNORE';
3822 local $SIG{TERM} = 'IGNORE';
3823 local $SIG{TSTP} = 'IGNORE';
3824 local $SIG{PIPE} = 'IGNORE';
3826 my $oldAutoCommit = $FS::UID::AutoCommit;
3827 local $FS::UID::AutoCommit = 0;
3830 $self->select_for_update; #mutex
3832 unless ( $self->total_credited ) {
3833 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3837 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3838 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3840 my @invoices = $self->open_cust_bill;
3841 @invoices = sort { $b->_date <=> $a->_date } @invoices
3842 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3845 foreach my $cust_bill ( @invoices ) {
3848 if ( !defined($credit) || $credit->credited == 0) {
3849 $credit = pop @credits or last;
3852 if ($cust_bill->owed >= $credit->credited) {
3853 $amount=$credit->credited;
3855 $amount=$cust_bill->owed;
3858 my $cust_credit_bill = new FS::cust_credit_bill ( {
3859 'crednum' => $credit->crednum,
3860 'invnum' => $cust_bill->invnum,
3861 'amount' => $amount,
3863 my $error = $cust_credit_bill->insert;
3865 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3869 redo if ($cust_bill->owed > 0);
3873 my $total_credited = $self->total_credited;
3875 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3877 return $total_credited;
3880 =item apply_payments
3882 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3883 to outstanding invoice balances in chronological order.
3885 #and returns the value of any remaining unapplied payments.
3887 Dies if there is an error.
3891 sub apply_payments {
3894 local $SIG{HUP} = 'IGNORE';
3895 local $SIG{INT} = 'IGNORE';
3896 local $SIG{QUIT} = 'IGNORE';
3897 local $SIG{TERM} = 'IGNORE';
3898 local $SIG{TSTP} = 'IGNORE';
3899 local $SIG{PIPE} = 'IGNORE';
3901 my $oldAutoCommit = $FS::UID::AutoCommit;
3902 local $FS::UID::AutoCommit = 0;
3905 $self->select_for_update; #mutex
3909 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3910 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3912 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3913 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3917 foreach my $cust_bill ( @invoices ) {
3920 if ( !defined($payment) || $payment->unapplied == 0 ) {
3921 $payment = pop @payments or last;
3924 if ( $cust_bill->owed >= $payment->unapplied ) {
3925 $amount = $payment->unapplied;
3927 $amount = $cust_bill->owed;
3930 my $cust_bill_pay = new FS::cust_bill_pay ( {
3931 'paynum' => $payment->paynum,
3932 'invnum' => $cust_bill->invnum,
3933 'amount' => $amount,
3935 my $error = $cust_bill_pay->insert;
3937 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3941 redo if ( $cust_bill->owed > 0);
3945 my $total_unapplied_payments = $self->total_unapplied_payments;
3947 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3949 return $total_unapplied_payments;
3952 =item total_credited
3954 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3955 customer. See L<FS::cust_credit/credited>.
3959 sub total_credited {
3961 my $total_credit = 0;
3962 foreach my $cust_credit ( qsearch('cust_credit', {
3963 'custnum' => $self->custnum,
3965 $total_credit += $cust_credit->credited;
3967 sprintf( "%.2f", $total_credit );
3970 =item total_unapplied_payments
3972 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3973 See L<FS::cust_pay/unapplied>.
3977 sub total_unapplied_payments {
3979 my $total_unapplied = 0;
3980 foreach my $cust_pay ( qsearch('cust_pay', {
3981 'custnum' => $self->custnum,
3983 $total_unapplied += $cust_pay->unapplied;
3985 sprintf( "%.2f", $total_unapplied );
3988 =item total_unapplied_refunds
3990 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3991 customer. See L<FS::cust_refund/unapplied>.
3995 sub total_unapplied_refunds {
3997 my $total_unapplied = 0;
3998 foreach my $cust_refund ( qsearch('cust_refund', {
3999 'custnum' => $self->custnum,
4001 $total_unapplied += $cust_refund->unapplied;
4003 sprintf( "%.2f", $total_unapplied );
4008 Returns the balance for this customer (total_owed plus total_unrefunded, minus
4009 total_credited minus total_unapplied_payments).
4017 + $self->total_unapplied_refunds
4018 - $self->total_credited
4019 - $self->total_unapplied_payments
4023 =item balance_date TIME
4025 Returns the balance for this customer, only considering invoices with date
4026 earlier than TIME (total_owed_date minus total_credited minus
4027 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
4028 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
4037 $self->total_owed_date($time)
4038 + $self->total_unapplied_refunds
4039 - $self->total_credited
4040 - $self->total_unapplied_payments
4044 =item in_transit_payments
4046 Returns the total of requests for payments for this customer pending in
4047 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
4051 sub in_transit_payments {
4053 my $in_transit_payments = 0;
4054 foreach my $pay_batch ( qsearch('pay_batch', {
4057 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
4058 'batchnum' => $pay_batch->batchnum,
4059 'custnum' => $self->custnum,
4061 $in_transit_payments += $cust_pay_batch->amount;
4064 sprintf( "%.2f", $in_transit_payments );
4067 =item paydate_monthyear
4069 Returns a two-element list consisting of the month and year of this customer's
4070 paydate (credit card expiration date for CARD customers)
4074 sub paydate_monthyear {
4076 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
4078 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
4085 =item invoicing_list [ ARRAYREF ]
4087 If an arguement is given, sets these email addresses as invoice recipients
4088 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
4089 (except as warnings), so use check_invoicing_list first.
4091 Returns a list of email addresses (with svcnum entries expanded).
4093 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
4094 check it without disturbing anything by passing nothing.
4096 This interface may change in the future.
4100 sub invoicing_list {
4101 my( $self, $arrayref ) = @_;
4104 my @cust_main_invoice;
4105 if ( $self->custnum ) {
4106 @cust_main_invoice =
4107 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4109 @cust_main_invoice = ();
4111 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4112 #warn $cust_main_invoice->destnum;
4113 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4114 #warn $cust_main_invoice->destnum;
4115 my $error = $cust_main_invoice->delete;
4116 warn $error if $error;
4119 if ( $self->custnum ) {
4120 @cust_main_invoice =
4121 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4123 @cust_main_invoice = ();
4125 my %seen = map { $_->address => 1 } @cust_main_invoice;
4126 foreach my $address ( @{$arrayref} ) {
4127 next if exists $seen{$address} && $seen{$address};
4128 $seen{$address} = 1;
4129 my $cust_main_invoice = new FS::cust_main_invoice ( {
4130 'custnum' => $self->custnum,
4133 my $error = $cust_main_invoice->insert;
4134 warn $error if $error;
4138 if ( $self->custnum ) {
4140 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4147 =item check_invoicing_list ARRAYREF
4149 Checks these arguements as valid input for the invoicing_list method. If there
4150 is an error, returns the error, otherwise returns false.
4154 sub check_invoicing_list {
4155 my( $self, $arrayref ) = @_;
4157 foreach my $address ( @$arrayref ) {
4159 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4160 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4163 my $cust_main_invoice = new FS::cust_main_invoice ( {
4164 'custnum' => $self->custnum,
4167 my $error = $self->custnum
4168 ? $cust_main_invoice->check
4169 : $cust_main_invoice->checkdest
4171 return $error if $error;
4175 return "Email address required"
4176 if $conf->exists('cust_main-require_invoicing_list_email')
4177 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4182 =item set_default_invoicing_list
4184 Sets the invoicing list to all accounts associated with this customer,
4185 overwriting any previous invoicing list.
4189 sub set_default_invoicing_list {
4191 $self->invoicing_list($self->all_emails);
4196 Returns the email addresses of all accounts provisioned for this customer.
4203 foreach my $cust_pkg ( $self->all_pkgs ) {
4204 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4206 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4207 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4209 $list{$_}=1 foreach map { $_->email } @svc_acct;
4214 =item invoicing_list_addpost
4216 Adds postal invoicing to this customer. If this customer is already configured
4217 to receive postal invoices, does nothing.
4221 sub invoicing_list_addpost {
4223 return if grep { $_ eq 'POST' } $self->invoicing_list;
4224 my @invoicing_list = $self->invoicing_list;
4225 push @invoicing_list, 'POST';
4226 $self->invoicing_list(\@invoicing_list);
4229 =item invoicing_list_emailonly
4231 Returns the list of email invoice recipients (invoicing_list without non-email
4232 destinations such as POST and FAX).
4236 sub invoicing_list_emailonly {
4238 warn "$me invoicing_list_emailonly called"
4240 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4243 =item invoicing_list_emailonly_scalar
4245 Returns the list of email invoice recipients (invoicing_list without non-email
4246 destinations such as POST and FAX) as a comma-separated scalar.
4250 sub invoicing_list_emailonly_scalar {
4252 warn "$me invoicing_list_emailonly_scalar called"
4254 join(', ', $self->invoicing_list_emailonly);
4257 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4259 Returns an array of customers referred by this customer (referral_custnum set
4260 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4261 customers referred by customers referred by this customer and so on, inclusive.
4262 The default behavior is DEPTH 1 (no recursion).
4266 sub referral_cust_main {
4268 my $depth = @_ ? shift : 1;
4269 my $exclude = @_ ? shift : {};
4272 map { $exclude->{$_->custnum}++; $_; }
4273 grep { ! $exclude->{ $_->custnum } }
4274 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4278 map { $_->referral_cust_main($depth-1, $exclude) }
4285 =item referral_cust_main_ncancelled
4287 Same as referral_cust_main, except only returns customers with uncancelled
4292 sub referral_cust_main_ncancelled {
4294 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4297 =item referral_cust_pkg [ DEPTH ]
4299 Like referral_cust_main, except returns a flat list of all unsuspended (and
4300 uncancelled) packages for each customer. The number of items in this list may
4301 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4305 sub referral_cust_pkg {
4307 my $depth = @_ ? shift : 1;
4309 map { $_->unsuspended_pkgs }
4310 grep { $_->unsuspended_pkgs }
4311 $self->referral_cust_main($depth);
4314 =item referring_cust_main
4316 Returns the single cust_main record for the customer who referred this customer
4317 (referral_custnum), or false.
4321 sub referring_cust_main {
4323 return '' unless $self->referral_custnum;
4324 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4327 =item credit AMOUNT, REASON
4329 Applies a credit to this customer. If there is an error, returns the error,
4330 otherwise returns false.
4335 my( $self, $amount, $reason, %options ) = @_;
4336 my $cust_credit = new FS::cust_credit {
4337 'custnum' => $self->custnum,
4338 'amount' => $amount,
4339 'reason' => $reason,
4341 $cust_credit->insert(%options);
4344 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4346 Creates a one-time charge for this customer. If there is an error, returns
4347 the error, otherwise returns false.
4353 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4354 if ( ref( $_[0] ) ) {
4355 $amount = $_[0]->{amount};
4356 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4357 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4358 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4359 : '$'. sprintf("%.2f",$amount);
4360 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4361 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4362 $additional = $_[0]->{additional};
4366 $pkg = @_ ? shift : 'One-time charge';
4367 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4368 $taxclass = @_ ? shift : '';
4372 local $SIG{HUP} = 'IGNORE';
4373 local $SIG{INT} = 'IGNORE';
4374 local $SIG{QUIT} = 'IGNORE';
4375 local $SIG{TERM} = 'IGNORE';
4376 local $SIG{TSTP} = 'IGNORE';
4377 local $SIG{PIPE} = 'IGNORE';
4379 my $oldAutoCommit = $FS::UID::AutoCommit;
4380 local $FS::UID::AutoCommit = 0;
4383 my $part_pkg = new FS::part_pkg ( {
4385 'comment' => $comment,
4389 'classnum' => $classnum ? $classnum : '',
4390 'taxclass' => $taxclass,
4393 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4394 ( 0 .. @$additional - 1 )
4396 'additional_count' => scalar(@$additional),
4397 'setup_fee' => $amount,
4400 my $error = $part_pkg->insert( options => \%options );
4402 $dbh->rollback if $oldAutoCommit;
4406 my $pkgpart = $part_pkg->pkgpart;
4407 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4408 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4409 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4410 $error = $type_pkgs->insert;
4412 $dbh->rollback if $oldAutoCommit;
4417 my $cust_pkg = new FS::cust_pkg ( {
4418 'custnum' => $self->custnum,
4419 'pkgpart' => $pkgpart,
4420 'quantity' => $quantity,
4423 $error = $cust_pkg->insert;
4425 $dbh->rollback if $oldAutoCommit;
4429 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4434 #=item charge_postal_fee
4436 #Applies a one time charge this customer. If there is an error,
4437 #returns the error, returns the cust_pkg charge object or false
4438 #if there was no charge.
4442 # This should be a customer event. For that to work requires that bill
4443 # also be a customer event.
4445 sub charge_postal_fee {
4448 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4449 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4451 my $cust_pkg = new FS::cust_pkg ( {
4452 'custnum' => $self->custnum,
4453 'pkgpart' => $pkgpart,
4457 my $error = $cust_pkg->insert;
4458 $error ? $error : $cust_pkg;
4463 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4469 sort { $a->_date <=> $b->_date }
4470 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4473 =item open_cust_bill
4475 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4480 sub open_cust_bill {
4482 grep { $_->owed > 0 } $self->cust_bill;
4487 Returns all the credits (see L<FS::cust_credit>) for this customer.
4493 sort { $a->_date <=> $b->_date }
4494 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4499 Returns all the payments (see L<FS::cust_pay>) for this customer.
4505 sort { $a->_date <=> $b->_date }
4506 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4511 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4517 sort { $a->_date <=> $b->_date }
4518 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4524 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4530 sort { $a->_date <=> $b->_date }
4531 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4536 Returns a name string for this customer, either "Company (Last, First)" or
4543 my $name = $self->contact;
4544 $name = $self->company. " ($name)" if $self->company;
4550 Returns a name string for this (service/shipping) contact, either
4551 "Company (Last, First)" or "Last, First".
4557 if ( $self->get('ship_last') ) {
4558 my $name = $self->ship_contact;
4559 $name = $self->ship_company. " ($name)" if $self->ship_company;
4568 Returns a name string for this customer, either "Company" or "First Last".
4574 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4577 =item ship_name_short
4579 Returns a name string for this (service/shipping) contact, either "Company"
4584 sub ship_name_short {
4586 if ( $self->get('ship_last') ) {
4587 $self->ship_company !~ /^\s*$/
4588 ? $self->ship_company
4589 : $self->ship_contact_firstlast;
4591 $self->name_company_or_firstlast;
4597 Returns this customer's full (billing) contact name only, "Last, First"
4603 $self->get('last'). ', '. $self->first;
4608 Returns this customer's full (shipping) contact name only, "Last, First"
4614 $self->get('ship_last')
4615 ? $self->get('ship_last'). ', '. $self->ship_first
4619 =item contact_firstlast
4621 Returns this customers full (billing) contact name only, "First Last".
4625 sub contact_firstlast {
4627 $self->first. ' '. $self->get('last');
4630 =item ship_contact_firstlast
4632 Returns this customer's full (shipping) contact name only, "First Last".
4636 sub ship_contact_firstlast {
4638 $self->get('ship_last')
4639 ? $self->first. ' '. $self->get('ship_last')
4640 : $self->contact_firstlast;
4645 Returns this customer's full country name
4651 code2country($self->country);
4658 Returns a status string for this customer, currently:
4662 =item prospect - No packages have ever been ordered
4664 =item active - One or more recurring packages is active
4666 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4668 =item suspended - All non-cancelled recurring packages are suspended
4670 =item cancelled - All recurring packages are cancelled
4676 sub status { shift->cust_status(@_); }
4680 for my $status (qw( prospect active inactive suspended cancelled )) {
4681 my $method = $status.'_sql';
4682 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4683 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4684 $sth->execute( ($self->custnum) x $numnum )
4685 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4686 return $status if $sth->fetchrow_arrayref->[0];
4690 =item ucfirst_cust_status
4692 =item ucfirst_status
4694 Returns the status with the first character capitalized.
4698 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4700 sub ucfirst_cust_status {
4702 ucfirst($self->cust_status);
4707 Returns a hex triplet color string for this customer's status.
4711 use vars qw(%statuscolor);
4712 tie %statuscolor, 'Tie::IxHash',
4713 'prospect' => '7e0079', #'000000', #black? naw, purple
4714 'active' => '00CC00', #green
4715 'inactive' => '0000CC', #blue
4716 'suspended' => 'FF9900', #yellow
4717 'cancelled' => 'FF0000', #red
4720 sub statuscolor { shift->cust_statuscolor(@_); }
4722 sub cust_statuscolor {
4724 $statuscolor{$self->cust_status};
4729 =head1 CLASS METHODS
4735 Class method that returns the list of possible status strings for customers
4736 (see L<the status method|/status>). For example:
4738 @statuses = FS::cust_main->statuses();
4743 #my $self = shift; #could be class...
4749 Returns an SQL expression identifying prospective cust_main records (customers
4750 with no packages ever ordered)
4754 use vars qw($select_count_pkgs);
4755 $select_count_pkgs =
4756 "SELECT COUNT(*) FROM cust_pkg
4757 WHERE cust_pkg.custnum = cust_main.custnum";
4759 sub select_count_pkgs_sql {
4763 sub prospect_sql { "
4764 0 = ( $select_count_pkgs )
4769 Returns an SQL expression identifying active cust_main records (customers with
4770 active recurring packages).
4775 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4781 Returns an SQL expression identifying inactive cust_main records (customers with
4782 no active recurring packages, but otherwise unsuspended/uncancelled).
4786 sub inactive_sql { "
4787 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4789 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4795 Returns an SQL expression identifying suspended cust_main records.
4800 sub suspended_sql { susp_sql(@_); }
4802 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4804 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4810 Returns an SQL expression identifying cancelled cust_main records.
4814 sub cancelled_sql { cancel_sql(@_); }
4817 my $recurring_sql = FS::cust_pkg->recurring_sql;
4818 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4821 0 < ( $select_count_pkgs )
4822 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4823 AND 0 = ( $select_count_pkgs AND $recurring_sql
4824 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4826 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4832 =item uncancelled_sql
4834 Returns an SQL expression identifying un-cancelled cust_main records.
4838 sub uncancelled_sql { uncancel_sql(@_); }
4839 sub uncancel_sql { "
4840 ( 0 < ( $select_count_pkgs
4841 AND ( cust_pkg.cancel IS NULL
4842 OR cust_pkg.cancel = 0
4845 OR 0 = ( $select_count_pkgs )
4851 Returns an SQL fragment to retreive the balance.
4856 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4857 WHERE cust_bill.custnum = cust_main.custnum )
4858 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4859 WHERE cust_pay.custnum = cust_main.custnum )
4860 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4861 WHERE cust_credit.custnum = cust_main.custnum )
4862 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4863 WHERE cust_refund.custnum = cust_main.custnum )
4866 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4868 Returns an SQL fragment to retreive the balance for this customer, only
4869 considering invoices with date earlier than START_TIME, and optionally not
4870 later than END_TIME (total_owed_date minus total_credited minus
4871 total_unapplied_payments).
4873 Times are specified as SQL fragments or numeric
4874 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4875 L<Date::Parse> for conversion functions. The empty string can be passed
4876 to disable that time constraint completely.
4878 Available options are:
4882 =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)
4884 =item total - set to true to remove all customer comparison clauses, for totals
4886 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4888 =item join - JOIN clause (typically used with the total option)
4896 sub balance_date_sql {
4897 my( $class, $start, $end, %opt ) = @_;
4899 my $owed = FS::cust_bill->owed_sql;
4900 my $unapp_refund = FS::cust_refund->unapplied_sql;
4901 my $unapp_credit = FS::cust_credit->unapplied_sql;
4902 my $unapp_pay = FS::cust_pay->unapplied_sql;
4904 my $j = $opt{'join'} || '';
4906 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4907 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4908 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4909 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4911 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4912 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4913 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4914 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4919 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4921 Helper method for balance_date_sql; name (and usage) subject to change
4922 (suggestions welcome).
4924 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4925 cust_refund, cust_credit or cust_pay).
4927 If TABLE is "cust_bill" or the unapplied_date option is true, only
4928 considers records with date earlier than START_TIME, and optionally not
4929 later than END_TIME .
4933 sub _money_table_where {
4934 my( $class, $table, $start, $end, %opt ) = @_;
4937 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4938 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4939 push @where, "$table._date <= $start" if defined($start) && length($start);
4940 push @where, "$table._date > $end" if defined($end) && length($end);
4942 push @where, @{$opt{'where'}} if $opt{'where'};
4943 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4949 =item search_sql HASHREF
4953 Returns a qsearch hash expression to search for parameters specified in HREF.
4954 Valid parameters are
4962 =item cancelled_pkgs
4968 listref of start date, end date
4974 =item current_balance
4976 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
4980 =item flattened_pkgs
4989 my ($class, $params) = @_;
5000 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
5002 "cust_main.agentnum = $1";
5009 #prospect active inactive suspended cancelled
5010 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
5011 my $method = $params->{'status'}. '_sql';
5012 #push @where, $class->$method();
5013 push @where, FS::cust_main->$method();
5017 # parse cancelled package checkbox
5022 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
5023 unless $params->{'cancelled_pkgs'};
5029 foreach my $field (qw( signupdate )) {
5031 next unless exists($params->{$field});
5033 my($beginning, $ending) = @{$params->{$field}};
5036 "cust_main.$field IS NOT NULL",
5037 "cust_main.$field >= $beginning",
5038 "cust_main.$field <= $ending";
5040 $orderby ||= "ORDER BY cust_main.$field";
5048 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
5050 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
5057 #my $balance_sql = $class->balance_sql();
5058 my $balance_sql = FS::cust_main->balance_sql();
5060 push @where, map { s/current_balance/$balance_sql/; $_ }
5061 @{ $params->{'current_balance'} };
5067 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
5069 "cust_main.custbatch = '$1'";
5073 # setup queries, subs, etc. for the search
5076 $orderby ||= 'ORDER BY custnum';
5078 # here is the agent virtualization
5079 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
5081 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
5083 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
5085 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
5087 my $select = join(', ',
5088 'cust_main.custnum',
5089 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
5092 my(@extra_headers) = ();
5093 my(@extra_fields) = ();
5095 if ($params->{'flattened_pkgs'}) {
5097 if ($dbh->{Driver}->{Name} eq 'Pg') {
5099 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
5101 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
5102 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
5103 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
5105 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
5106 "omitting packing information from report.";
5109 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";
5111 my $sth = dbh->prepare($header_query) or die dbh->errstr;
5112 $sth->execute() or die $sth->errstr;
5113 my $headerrow = $sth->fetchrow_arrayref;
5114 my $headercount = $headerrow ? $headerrow->[0] : 0;
5115 while($headercount) {
5116 unshift @extra_headers, "Package ". $headercount;
5117 unshift @extra_fields, eval q!sub {my $c = shift;
5118 my @a = split '\|', $c->magic;
5119 my $p = $a[!.--$headercount. q!];
5127 'table' => 'cust_main',
5128 'select' => $select,
5130 'extra_sql' => $extra_sql,
5131 'order_by' => $orderby,
5132 'count_query' => $count_query,
5133 'extra_headers' => \@extra_headers,
5134 'extra_fields' => \@extra_fields,
5139 =item email_search_sql HASHREF
5143 Emails a notice to the specified customers.
5145 Valid parameters are those of the L<search_sql> method, plus the following:
5167 Optional job queue job for status updates.
5171 Returns an error message, or false for success.
5173 If an error occurs during any email, stops the enture send and returns that
5174 error. Presumably if you're getting SMTP errors aborting is better than
5175 retrying everything.
5179 sub email_search_sql {
5180 my($class, $params) = @_;
5182 my $from = delete $params->{from};
5183 my $subject = delete $params->{subject};
5184 my $html_body = delete $params->{html_body};
5185 my $text_body = delete $params->{text_body};
5187 my $job = delete $params->{'job'};
5189 my $sql_query = $class->search_sql($params);
5191 my $count_query = delete($sql_query->{'count_query'});
5192 my $count_sth = dbh->prepare($count_query)
5193 or die "Error preparing $count_query: ". dbh->errstr;
5195 or die "Error executing $count_query: ". $count_sth->errstr;
5196 my $count_arrayref = $count_sth->fetchrow_arrayref;
5197 my $num_cust = $count_arrayref->[0];
5199 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5200 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5203 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5205 #eventually order+limit magic to reduce memory use?
5206 foreach my $cust_main ( qsearch($sql_query) ) {
5208 my $to = $cust_main->invoicing_list_emailonly_scalar;
5211 my $error = send_email(
5215 'subject' => $subject,
5216 'html_body' => $html_body,
5217 'text_body' => $text_body,
5220 return $error if $error;
5222 if ( $job ) { #progressbar foo
5224 if ( time - $min_sec > $last ) {
5225 my $error = $job->update_statustext(
5226 int( 100 * $num / $num_cust )
5228 die $error if $error;
5238 use Storable qw(thaw);
5241 sub process_email_search_sql {
5243 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5245 my $param = thaw(decode_base64(shift));
5246 warn Dumper($param) if $DEBUG;
5248 $param->{'job'} = $job;
5250 my $error = FS::cust_main->email_search_sql( $param );
5251 die $error if $error;
5255 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5257 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5258 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5259 appropriate ship_ field is also searched).
5261 Additional options are the same as FS::Record::qsearch
5266 my( $self, $fuzzy, $hash, @opt) = @_;
5271 check_and_rebuild_fuzzyfiles();
5272 foreach my $field ( keys %$fuzzy ) {
5274 my $all = $self->all_X($field);
5275 next unless scalar(@$all);
5278 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5281 foreach ( keys %match ) {
5282 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5283 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5286 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5289 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5291 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5299 Returns a masked version of the named field
5304 my ($self, $field) = @_;
5308 'x'x(length($self->getfield($field))-4).
5309 substr($self->getfield($field), (length($self->getfield($field))-4));
5319 =item smart_search OPTION => VALUE ...
5321 Accepts the following options: I<search>, the string to search for. The string
5322 will be searched for as a customer number, phone number, name or company name,
5323 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5324 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5325 skip fuzzy matching when an exact match is found.
5327 Any additional options are treated as an additional qualifier on the search
5330 Returns a (possibly empty) array of FS::cust_main objects.
5337 #here is the agent virtualization
5338 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5342 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5343 my $search = delete $options{'search'};
5344 ( my $alphanum_search = $search ) =~ s/\W//g;
5346 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5348 #false laziness w/Record::ut_phone
5349 my $phonen = "$1-$2-$3";
5350 $phonen .= " x$4" if $4;
5352 push @cust_main, qsearch( {
5353 'table' => 'cust_main',
5354 'hashref' => { %options },
5355 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5357 join(' OR ', map "$_ = '$phonen'",
5358 qw( daytime night fax
5359 ship_daytime ship_night ship_fax )
5362 " AND $agentnums_sql", #agent virtualization
5365 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5366 #try looking for matches with extensions unless one was specified
5368 push @cust_main, qsearch( {
5369 'table' => 'cust_main',
5370 'hashref' => { %options },
5371 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5373 join(' OR ', map "$_ LIKE '$phonen\%'",
5375 ship_daytime ship_night )
5378 " AND $agentnums_sql", #agent virtualization
5383 # custnum search (also try agent_custid), with some tweaking options if your
5384 # legacy cust "numbers" have letters
5385 } elsif ( $search =~ /^\s*(\d+)\s*$/
5386 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5387 && $search =~ /^\s*(\w\w?\d+)\s*$/
5392 push @cust_main, qsearch( {
5393 'table' => 'cust_main',
5394 'hashref' => { 'custnum' => $1, %options },
5395 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5398 push @cust_main, qsearch( {
5399 'table' => 'cust_main',
5400 'hashref' => { 'agent_custid' => $1, %options },
5401 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5404 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5406 my($company, $last, $first) = ( $1, $2, $3 );
5408 # "Company (Last, First)"
5409 #this is probably something a browser remembered,
5410 #so just do an exact search
5412 foreach my $prefix ( '', 'ship_' ) {
5413 push @cust_main, qsearch( {
5414 'table' => 'cust_main',
5415 'hashref' => { $prefix.'first' => $first,
5416 $prefix.'last' => $last,
5417 $prefix.'company' => $company,
5420 'extra_sql' => " AND $agentnums_sql",
5424 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5425 # try (ship_){last,company}
5429 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5430 # # full strings the browser remembers won't work
5431 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5433 use Lingua::EN::NameParse;
5434 my $NameParse = new Lingua::EN::NameParse(
5436 allow_reversed => 1,
5439 my($last, $first) = ( '', '' );
5440 #maybe disable this too and just rely on NameParse?
5441 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5443 ($last, $first) = ( $1, $2 );
5445 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5446 } elsif ( ! $NameParse->parse($value) ) {
5448 my %name = $NameParse->components;
5449 $first = $name{'given_name_1'};
5450 $last = $name{'surname_1'};
5454 if ( $first && $last ) {
5456 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5459 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5461 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5462 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5465 push @cust_main, qsearch( {
5466 'table' => 'cust_main',
5467 'hashref' => \%options,
5468 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5471 # or it just be something that was typed in... (try that in a sec)
5475 my $q_value = dbh->quote($value);
5478 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5479 $sql .= " ( LOWER(last) = $q_value
5480 OR LOWER(company) = $q_value
5481 OR LOWER(ship_last) = $q_value
5482 OR LOWER(ship_company) = $q_value
5485 push @cust_main, qsearch( {
5486 'table' => 'cust_main',
5487 'hashref' => \%options,
5488 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5491 #always do substring & fuzzy,
5492 #getting complains searches are not returning enough
5493 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5495 #still some false laziness w/search_sql (was search/cust_main.cgi)
5500 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5501 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5504 if ( $first && $last ) {
5507 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5508 'last' => { op=>'ILIKE', value=>"%$last%" },
5510 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5511 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5518 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5519 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5523 foreach my $hashref ( @hashrefs ) {
5525 push @cust_main, qsearch( {
5526 'table' => 'cust_main',
5527 'hashref' => { %$hashref,
5530 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5539 " AND $agentnums_sql", #extra_sql #agent virtualization
5542 if ( $first && $last ) {
5543 push @cust_main, FS::cust_main->fuzzy_search(
5544 { 'last' => $last, #fuzzy hashref
5545 'first' => $first }, #
5549 foreach my $field ( 'last', 'company' ) {
5551 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5556 #eliminate duplicates
5558 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5568 Accepts the following options: I<email>, the email address to search for. The
5569 email address will be searched for as an email invoice destination and as an
5572 #Any additional options are treated as an additional qualifier on the search
5573 #(i.e. I<agentnum>).
5575 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5585 my $email = delete $options{'email'};
5587 #we're only being used by RT at the moment... no agent virtualization yet
5588 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5592 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5594 my ( $user, $domain ) = ( $1, $2 );
5596 warn "$me smart_search: searching for $user in domain $domain"
5602 'table' => 'cust_main_invoice',
5603 'hashref' => { 'dest' => $email },
5610 map $_->cust_svc->cust_pkg,
5612 'table' => 'svc_acct',
5613 'hashref' => { 'username' => $user, },
5615 'AND ( SELECT domain FROM svc_domain
5616 WHERE svc_acct.domsvc = svc_domain.svcnum
5617 ) = '. dbh->quote($domain),
5623 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5625 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5632 =item check_and_rebuild_fuzzyfiles
5636 use vars qw(@fuzzyfields);
5637 @fuzzyfields = ( 'last', 'first', 'company' );
5639 sub check_and_rebuild_fuzzyfiles {
5640 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5641 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5644 =item rebuild_fuzzyfiles
5648 sub rebuild_fuzzyfiles {
5650 use Fcntl qw(:flock);
5652 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5653 mkdir $dir, 0700 unless -d $dir;
5655 foreach my $fuzzy ( @fuzzyfields ) {
5657 open(LOCK,">>$dir/cust_main.$fuzzy")
5658 or die "can't open $dir/cust_main.$fuzzy: $!";
5660 or die "can't lock $dir/cust_main.$fuzzy: $!";
5662 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5663 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5665 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5666 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5667 " WHERE $field != '' AND $field IS NOT NULL");
5668 $sth->execute or die $sth->errstr;
5670 while ( my $row = $sth->fetchrow_arrayref ) {
5671 print CACHE $row->[0]. "\n";
5676 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5678 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5689 my( $self, $field ) = @_;
5690 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5691 open(CACHE,"<$dir/cust_main.$field")
5692 or die "can't open $dir/cust_main.$field: $!";
5693 my @array = map { chomp; $_; } <CACHE>;
5698 =item append_fuzzyfiles LASTNAME COMPANY
5702 sub append_fuzzyfiles {
5703 #my( $first, $last, $company ) = @_;
5705 &check_and_rebuild_fuzzyfiles;
5707 use Fcntl qw(:flock);
5709 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5711 foreach my $field (qw( first last company )) {
5716 open(CACHE,">>$dir/cust_main.$field")
5717 or die "can't open $dir/cust_main.$field: $!";
5718 flock(CACHE,LOCK_EX)
5719 or die "can't lock $dir/cust_main.$field: $!";
5721 print CACHE "$value\n";
5723 flock(CACHE,LOCK_UN)
5724 or die "can't unlock $dir/cust_main.$field: $!";
5733 =item process_batch_import
5735 Load a batch import as a queued JSRPC job
5739 use Storable qw(thaw);
5742 sub process_batch_import {
5745 my $param = thaw(decode_base64(shift));
5746 warn Dumper($param) if $DEBUG;
5748 my $files = $param->{'uploaded_files'}
5749 or die "No files provided.\n";
5751 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
5753 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
5754 my $file = $dir. $files{'file'};
5757 if ( $file =~ /\.(\w+)$/i ) {
5761 warn "can't parse file type from filename $file; defaulting to CSV";
5766 FS::cust_main::batch_import( {
5770 custbatch => $param->{custbatch},
5771 agentnum => $param->{'agentnum'},
5772 refnum => $param->{'refnum'},
5773 pkgpart => $param->{'pkgpart'},
5774 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
5775 # city state zip comments )],
5776 'format' => $param->{'format'},
5781 die "$error\n" if $error;
5789 #some false laziness w/cdr.pm now
5793 my $job = $param->{job};
5795 my $filename = $param->{file};
5796 my $type = $param->{type} || 'csv';
5798 my $custbatch = $param->{custbatch};
5800 my $agentnum = $param->{agentnum};
5801 my $refnum = $param->{refnum};
5802 my $pkgpart = $param->{pkgpart};
5804 my $format = $param->{'format'};
5808 if ( $format eq 'simple' ) {
5809 @fields = qw( cust_pkg.setup dayphone first last
5810 address1 address2 city state zip comments );
5812 } elsif ( $format eq 'extended' ) {
5813 @fields = qw( agent_custid refnum
5814 last first address1 address2 city state zip country
5816 ship_last ship_first ship_address1 ship_address2
5817 ship_city ship_state ship_zip ship_country
5818 payinfo paycvv paydate
5821 svc_acct.username svc_acct._password
5824 } elsif ( $format eq 'extended-plus_company' ) {
5825 @fields = qw( agent_custid refnum
5826 last first company address1 address2 city state zip country
5828 ship_last ship_first ship_company ship_address1 ship_address2
5829 ship_city ship_state ship_zip ship_country
5830 payinfo paycvv paydate
5833 svc_acct.username svc_acct._password
5837 die "unknown format $format";
5843 if ( $type eq 'csv' ) {
5845 eval "use Text::CSV_XS;";
5848 $parser = new Text::CSV_XS;
5850 @buffer = split(/\r?\n/, slurp($filename) );
5851 $count = scalar(@buffer);
5853 } elsif ( $type eq 'xls' ) {
5855 eval "use Spreadsheet::ParseExcel;";
5858 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
5859 $parser = $excel->{Worksheet}[0]; #first sheet
5861 $count = $parser->{MaxRow} || $parser->{MinRow};
5865 die "Unknown file type $type\n";
5870 local $SIG{HUP} = 'IGNORE';
5871 local $SIG{INT} = 'IGNORE';
5872 local $SIG{QUIT} = 'IGNORE';
5873 local $SIG{TERM} = 'IGNORE';
5874 local $SIG{TSTP} = 'IGNORE';
5875 local $SIG{PIPE} = 'IGNORE';
5877 my $oldAutoCommit = $FS::UID::AutoCommit;
5878 local $FS::UID::AutoCommit = 0;
5883 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
5887 if ( $type eq 'csv' ) {
5889 last unless scalar(@buffer);
5890 $line = shift(@buffer);
5892 $parser->parse($line) or do {
5893 $dbh->rollback if $oldAutoCommit;
5894 return "can't parse: ". $parser->error_input();
5896 @columns = $parser->fields();
5898 } elsif ( $type eq 'xls' ) {
5900 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
5902 my @row = @{ $parser->{Cells}[$row] };
5903 @columns = map $_->{Val}, @row;
5906 #warn $z++. ": $_\n" for @columns;
5909 die "Unknown file type $type\n";
5912 #warn join('-',@columns);
5915 custbatch => $custbatch,
5916 agentnum => $agentnum,
5918 country => $conf->config('countrydefault') || 'US',
5919 payby => $payby, #default
5920 paydate => '12/2037', #default
5922 my $billtime = time;
5923 my %cust_pkg = ( pkgpart => $pkgpart );
5925 foreach my $field ( @fields ) {
5927 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5929 #$cust_pkg{$1} = str2time( shift @$columns );
5930 if ( $1 eq 'pkgpart' ) {
5931 $cust_pkg{$1} = shift @columns;
5932 } elsif ( $1 eq 'setup' ) {
5933 $billtime = str2time(shift @columns);
5935 $cust_pkg{$1} = str2time( shift @columns );
5938 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5940 $svc_acct{$1} = shift @columns;
5944 #refnum interception
5945 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5947 my $referral = $columns[0];
5948 my %hash = ( 'referral' => $referral,
5949 'agentnum' => $agentnum,
5953 my $part_referral = qsearchs('part_referral', \%hash )
5954 || new FS::part_referral \%hash;
5956 unless ( $part_referral->refnum ) {
5957 my $error = $part_referral->insert;
5959 $dbh->rollback if $oldAutoCommit;
5960 return "can't auto-insert advertising source: $referral: $error";
5964 $columns[0] = $part_referral->refnum;
5967 my $value = shift @columns;
5968 $cust_main{$field} = $value if length($value);
5972 $cust_main{'payby'} = 'CARD'
5973 if defined $cust_main{'payinfo'}
5974 && length $cust_main{'payinfo'};
5976 my $invoicing_list = $cust_main{'invoicing_list'}
5977 ? [ delete $cust_main{'invoicing_list'} ]
5980 my $cust_main = new FS::cust_main ( \%cust_main );
5983 tie my %hash, 'Tie::RefHash'; #this part is important
5985 if ( $cust_pkg{'pkgpart'} ) {
5986 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5989 if ( $svc_acct{'username'} ) {
5990 my $part_pkg = $cust_pkg->part_pkg;
5991 unless ( $part_pkg ) {
5992 $dbh->rollback if $oldAutoCommit;
5993 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
5995 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
5996 push @svc_acct, new FS::svc_acct ( \%svc_acct )
5999 $hash{$cust_pkg} = \@svc_acct;
6002 my $error = $cust_main->insert( \%hash, $invoicing_list );
6005 $dbh->rollback if $oldAutoCommit;
6006 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
6009 if ( $format eq 'simple' ) {
6011 #false laziness w/bill.cgi
6012 $error = $cust_main->bill( 'time' => $billtime );
6014 $dbh->rollback if $oldAutoCommit;
6015 return "can't bill customer for $line: $error";
6018 $error = $cust_main->apply_payments_and_credits;
6020 $dbh->rollback if $oldAutoCommit;
6021 return "can't bill customer for $line: $error";
6024 $error = $cust_main->collect();
6026 $dbh->rollback if $oldAutoCommit;
6027 return "can't collect customer for $line: $error";
6034 if ( $job && time - $min_sec > $last ) { #progress bar
6035 $job->update_statustext( int(100 * $row / $count) );
6041 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
6043 return "Empty file!" unless $row;
6055 #warn join('-',keys %$param);
6056 my $fh = $param->{filehandle};
6057 my @fields = @{$param->{fields}};
6059 eval "use Text::CSV_XS;";
6062 my $csv = new Text::CSV_XS;
6069 local $SIG{HUP} = 'IGNORE';
6070 local $SIG{INT} = 'IGNORE';
6071 local $SIG{QUIT} = 'IGNORE';
6072 local $SIG{TERM} = 'IGNORE';
6073 local $SIG{TSTP} = 'IGNORE';
6074 local $SIG{PIPE} = 'IGNORE';
6076 my $oldAutoCommit = $FS::UID::AutoCommit;
6077 local $FS::UID::AutoCommit = 0;
6080 #while ( $columns = $csv->getline($fh) ) {
6082 while ( defined($line=<$fh>) ) {
6084 $csv->parse($line) or do {
6085 $dbh->rollback if $oldAutoCommit;
6086 return "can't parse: ". $csv->error_input();
6089 my @columns = $csv->fields();
6090 #warn join('-',@columns);
6093 foreach my $field ( @fields ) {
6094 $row{$field} = shift @columns;
6097 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
6098 unless ( $cust_main ) {
6099 $dbh->rollback if $oldAutoCommit;
6100 return "unknown custnum $row{'custnum'}";
6103 if ( $row{'amount'} > 0 ) {
6104 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
6106 $dbh->rollback if $oldAutoCommit;
6110 } elsif ( $row{'amount'} < 0 ) {
6111 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
6114 $dbh->rollback if $oldAutoCommit;
6124 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6126 return "Empty file!" unless $imported;
6132 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6134 Sends a templated email notification to the customer (see L<Text::Template>).
6136 OPTIONS is a hash and may include
6138 I<from> - the email sender (default is invoice_from)
6140 I<to> - comma-separated scalar or arrayref of recipients
6141 (default is invoicing_list)
6143 I<subject> - The subject line of the sent email notification
6144 (default is "Notice from company_name")
6146 I<extra_fields> - a hashref of name/value pairs which will be substituted
6149 The following variables are vavailable in the template.
6151 I<$first> - the customer first name
6152 I<$last> - the customer last name
6153 I<$company> - the customer company
6154 I<$payby> - a description of the method of payment for the customer
6155 # would be nice to use FS::payby::shortname
6156 I<$payinfo> - the account information used to collect for this customer
6157 I<$expdate> - the expiration of the customer payment in seconds from epoch
6162 my ($customer, $template, %options) = @_;
6164 return unless $conf->exists($template);
6166 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6167 $from = $options{from} if exists($options{from});
6169 my $to = join(',', $customer->invoicing_list_emailonly);
6170 $to = $options{to} if exists($options{to});
6172 my $subject = "Notice from " . $conf->config('company_name')
6173 if $conf->exists('company_name');
6174 $subject = $options{subject} if exists($options{subject});
6176 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6177 SOURCE => [ map "$_\n",
6178 $conf->config($template)]
6180 or die "can't create new Text::Template object: Text::Template::ERROR";
6181 $notify_template->compile()
6182 or die "can't compile template: Text::Template::ERROR";
6184 my $paydate = $customer->paydate || '2037-12-31';
6185 $FS::notify_template::_template::first = $customer->first;
6186 $FS::notify_template::_template::last = $customer->last;
6187 $FS::notify_template::_template::company = $customer->company;
6188 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6189 my $payby = $customer->payby;
6190 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6191 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6193 #credit cards expire at the end of the month/year of their exp date
6194 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6195 $FS::notify_template::_template::payby = 'credit card';
6196 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6197 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6199 }elsif ($payby eq 'COMP') {
6200 $FS::notify_template::_template::payby = 'complimentary account';
6202 $FS::notify_template::_template::payby = 'current method';
6204 $FS::notify_template::_template::expdate = $expire_time;
6206 for (keys %{$options{extra_fields}}){
6208 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6211 send_email(from => $from,
6213 subject => $subject,
6214 body => $notify_template->fill_in( PACKAGE =>
6215 'FS::notify_template::_template' ),
6220 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6222 Generates a templated notification to the customer (see L<Text::Template>).
6224 OPTIONS is a hash and may include
6226 I<extra_fields> - a hashref of name/value pairs which will be substituted
6227 into the template. These values may override values mentioned below
6228 and those from the customer record.
6230 The following variables are available in the template instead of or in addition
6231 to the fields of the customer record.
6233 I<$payby> - a description of the method of payment for the customer
6234 # would be nice to use FS::payby::shortname
6235 I<$payinfo> - the masked account information used to collect for this customer
6236 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6237 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
6241 sub generate_letter {
6242 my ($self, $template, %options) = @_;
6244 return unless $conf->exists($template);
6246 my $letter_template = new Text::Template
6248 SOURCE => [ map "$_\n", $conf->config($template)],
6249 DELIMITERS => [ '[@--', '--@]' ],
6251 or die "can't create new Text::Template object: Text::Template::ERROR";
6253 $letter_template->compile()
6254 or die "can't compile template: Text::Template::ERROR";
6256 my %letter_data = map { $_ => $self->$_ } $self->fields;
6257 $letter_data{payinfo} = $self->mask_payinfo;
6259 my $paydate = $self->paydate || '2037-12-31';
6260 my $payby = $self->payby;
6261 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6262 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6264 #credit cards expire at the end of the month/year of their exp date
6265 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6266 $letter_data{payby} = 'credit card';
6267 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6268 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6270 }elsif ($payby eq 'COMP') {
6271 $letter_data{payby} = 'complimentary account';
6273 $letter_data{payby} = 'current method';
6275 $letter_data{expdate} = $expire_time;
6277 for (keys %{$options{extra_fields}}){
6278 $letter_data{$_} = $options{extra_fields}->{$_};
6281 unless(exists($letter_data{returnaddress})){
6282 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6283 $self->_agent_template)
6286 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
6289 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6291 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6292 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6296 ) or die "can't open temp file: $!\n";
6298 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6300 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6304 =item print_ps TEMPLATE
6306 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6312 my $file = $self->generate_letter(@_);
6313 FS::Misc::generate_ps($file);
6316 =item print TEMPLATE
6318 Prints the filled in template.
6320 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6324 sub queueable_print {
6327 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6328 or die "invalid customer number: " . $opt{custvnum};
6330 my $error = $self->print( $opt{template} );
6331 die $error if $error;
6335 my ($self, $template) = (shift, shift);
6336 do_print [ $self->print_ps($template) ];
6339 sub agent_template {
6341 $self->_agent_plandata('agent_templatename');
6344 sub agent_invoice_from {
6346 $self->_agent_plandata('agent_invoice_from');
6349 sub _agent_plandata {
6350 my( $self, $option ) = @_;
6353 if ( driver_name =~ /^Pg/i ) {
6355 } elsif ( driver_name =~ /^mysql/i ) {
6358 die "don't know how to use regular expressions in ". driver_name. " databases";
6361 my $part_bill_event = qsearchs( 'part_bill_event',
6363 'payby' => $self->payby,
6364 'plan' => 'send_agent',
6365 'plandata' => { 'op' => $regexp,
6366 'value' => "(^|\n)agentnum ".
6374 'ORDER BY seconds LIMIT 1'
6377 return '' unless $part_bill_event;
6379 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6382 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6383 " plandata for $option";
6390 ## actual sub, not a method, designed to be called from the queue.
6391 ## sets up the customer, and calls the bill_and_collect
6392 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
6393 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
6394 $cust_main->bill_and_collect(
6399 sub _upgrade_data { #class method
6400 my ($class, %opts) = @_;
6402 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
6403 my $sth = dbh->prepare($sql) or die dbh->errstr;
6404 $sth->execute or die $sth->errstr;
6414 The delete method should possibly take an FS::cust_main object reference
6415 instead of a scalar customer number.
6417 Bill and collect options should probably be passed as references instead of a
6420 There should probably be a configuration file with a list of allowed credit
6423 No multiple currency support (probably a larger project than just this module).
6425 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6427 Birthdates rely on negative epoch values.
6429 The payby for card/check batches is broken. With mixed batching, bad
6434 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6435 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6436 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.