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 String::Approx qw(amatch);
22 use Business::CreditCard 0.28;
25 use FS::UID qw( getotaker dbh );
26 use FS::Record qw( qsearchs qsearch dbdef );
27 use FS::Misc qw( send_email generate_ps do_print );
28 use FS::Msgcat qw(gettext);
32 use FS::cust_bill_pkg;
34 use FS::cust_pay_void;
37 use FS::part_referral;
38 use FS::cust_main_county;
40 use FS::cust_main_invoice;
41 use FS::cust_credit_bill;
42 use FS::cust_bill_pay;
43 use FS::prepay_credit;
46 use FS::part_bill_event qw(due_events);
47 use FS::cust_bill_event;
48 use FS::cust_tax_exempt;
49 use FS::cust_tax_exempt_pkg;
51 use FS::payment_gateway;
52 use FS::agent_payment_gateway;
54 use FS::payinfo_Mixin;
56 @ISA = qw( FS::Record FS::payinfo_Mixin );
58 @EXPORT_OK = qw( smart_search );
60 $realtime_bop_decline_quiet = 0;
62 # 1 is mostly method/subroutine entry and options
63 # 2 traces progress of some operations
64 # 3 is even more information including possibly sensitive data
66 $me = '[FS::cust_main]';
70 $ignore_expired_card = 0;
72 @encrypted_fields = ('payinfo', 'paycvv');
73 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
75 #ask FS::UID to run this stuff for us later
76 #$FS::UID::callback{'FS::cust_main'} = sub {
77 install_callback FS::UID sub {
79 #yes, need it for stuff below (prolly should be cached)
84 my ( $hashref, $cache ) = @_;
85 if ( exists $hashref->{'pkgnum'} ) {
86 #@{ $self->{'_pkgnum'} } = ();
87 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
88 $self->{'_pkgnum'} = $subcache;
89 #push @{ $self->{'_pkgnum'} },
90 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
96 FS::cust_main - Object methods for cust_main records
102 $record = new FS::cust_main \%hash;
103 $record = new FS::cust_main { 'column' => 'value' };
105 $error = $record->insert;
107 $error = $new_record->replace($old_record);
109 $error = $record->delete;
111 $error = $record->check;
113 @cust_pkg = $record->all_pkgs;
115 @cust_pkg = $record->ncancelled_pkgs;
117 @cust_pkg = $record->suspended_pkgs;
119 $error = $record->bill;
120 $error = $record->bill %options;
121 $error = $record->bill 'time' => $time;
123 $error = $record->collect;
124 $error = $record->collect %options;
125 $error = $record->collect 'invoice_time' => $time,
130 An FS::cust_main object represents a customer. FS::cust_main inherits from
131 FS::Record. The following fields are currently supported:
135 =item custnum - primary key (assigned automatically for new customers)
137 =item agentnum - agent (see L<FS::agent>)
139 =item refnum - Advertising source (see L<FS::part_referral>)
145 =item ss - social security number (optional)
147 =item company - (optional)
151 =item address2 - (optional)
155 =item county - (optional, see L<FS::cust_main_county>)
157 =item state - (see L<FS::cust_main_county>)
161 =item country - (see L<FS::cust_main_county>)
163 =item daytime - phone (optional)
165 =item night - phone (optional)
167 =item fax - phone (optional)
169 =item ship_first - name
171 =item ship_last - name
173 =item ship_company - (optional)
177 =item ship_address2 - (optional)
181 =item ship_county - (optional, see L<FS::cust_main_county>)
183 =item ship_state - (see L<FS::cust_main_county>)
187 =item ship_country - (see L<FS::cust_main_county>)
189 =item ship_daytime - phone (optional)
191 =item ship_night - phone (optional)
193 =item ship_fax - phone (optional)
195 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
197 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
199 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
203 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
205 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
207 =item paystart_month - start date month (maestro/solo cards only)
209 =item paystart_year - start date year (maestro/solo cards only)
211 =item payissue - issue number (maestro/solo cards only)
213 =item payname - name on card or billing name
215 =item payip - IP address from which payment information was received
217 =item tax - tax exempt, empty or `Y'
219 =item otaker - order taker (assigned automatically, see L<FS::UID>)
221 =item comments - comments (optional)
223 =item referral_custnum - referring customer number
225 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
235 Creates a new customer. To add the customer to the database, see L<"insert">.
237 Note that this stores the hash reference, not a distinct copy of the hash it
238 points to. You can ask the object for a copy with the I<hash> method.
242 sub table { 'cust_main'; }
244 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
246 Adds this customer to the database. If there is an error, returns the error,
247 otherwise returns false.
249 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
250 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
251 are inserted atomicly, or the transaction is rolled back. Passing an empty
252 hash reference is equivalent to not supplying this parameter. There should be
253 a better explanation of this, but until then, here's an example:
256 tie %hash, 'Tie::RefHash'; #this part is important
258 $cust_pkg => [ $svc_acct ],
261 $cust_main->insert( \%hash );
263 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
264 be set as the invoicing list (see L<"invoicing_list">). Errors return as
265 expected and rollback the entire transaction; it is not necessary to call
266 check_invoicing_list first. The invoicing_list is set after the records in the
267 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
268 invoicing_list destination to the newly-created svc_acct. Here's an example:
270 $cust_main->insert( {}, [ $email, 'POST' ] );
272 Currently available options are: I<depend_jobnum> and I<noexport>.
274 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
275 on the supplied jobnum (they will not run until the specific job completes).
276 This can be used to defer provisioning until some action completes (such
277 as running the customer's credit card successfully).
279 The I<noexport> option is deprecated. If I<noexport> is set true, no
280 provisioning jobs (exports) are scheduled. (You can schedule them later with
281 the B<reexport> method.)
287 my $cust_pkgs = @_ ? shift : {};
288 my $invoicing_list = @_ ? shift : '';
290 warn "$me insert called with options ".
291 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
294 local $SIG{HUP} = 'IGNORE';
295 local $SIG{INT} = 'IGNORE';
296 local $SIG{QUIT} = 'IGNORE';
297 local $SIG{TERM} = 'IGNORE';
298 local $SIG{TSTP} = 'IGNORE';
299 local $SIG{PIPE} = 'IGNORE';
301 my $oldAutoCommit = $FS::UID::AutoCommit;
302 local $FS::UID::AutoCommit = 0;
305 my $prepay_identifier = '';
306 my( $amount, $seconds ) = ( 0, 0 );
308 if ( $self->payby eq 'PREPAY' ) {
310 $self->payby('BILL');
311 $prepay_identifier = $self->payinfo;
314 warn " looking up prepaid card $prepay_identifier\n"
317 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
319 $dbh->rollback if $oldAutoCommit;
320 #return "error applying prepaid card (transaction rolled back): $error";
324 $payby = 'PREP' if $amount;
326 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
329 $self->payby('BILL');
330 $amount = $self->paid;
334 warn " inserting $self\n"
337 $self->signupdate(time) unless $self->signupdate;
339 my $error = $self->SUPER::insert;
341 $dbh->rollback if $oldAutoCommit;
342 #return "inserting cust_main record (transaction rolled back): $error";
346 warn " setting invoicing list\n"
349 if ( $invoicing_list ) {
350 $error = $self->check_invoicing_list( $invoicing_list );
352 $dbh->rollback if $oldAutoCommit;
353 return "checking invoicing_list (transaction rolled back): $error";
355 $self->invoicing_list( $invoicing_list );
358 if ( $conf->config('cust_main-skeleton_tables')
359 && $conf->config('cust_main-skeleton_custnum') ) {
361 warn " inserting skeleton records\n"
364 my $error = $self->start_copy_skel;
366 $dbh->rollback if $oldAutoCommit;
372 warn " ordering packages\n"
375 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
377 $dbh->rollback if $oldAutoCommit;
382 $dbh->rollback if $oldAutoCommit;
383 return "No svc_acct record to apply pre-paid time";
387 warn " inserting initial $payby payment of $amount\n"
389 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
391 $dbh->rollback if $oldAutoCommit;
392 return "inserting payment (transaction rolled back): $error";
396 unless ( $import || $skip_fuzzyfiles ) {
397 warn " queueing fuzzyfiles update\n"
399 $error = $self->queue_fuzzyfiles_update;
401 $dbh->rollback if $oldAutoCommit;
402 return "updating fuzzy search cache: $error";
406 warn " insert complete; committing transaction\n"
409 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
414 sub start_copy_skel {
417 #'mg_user_preference' => {},
418 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
419 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
420 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
421 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
422 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
425 _copy_skel( 'cust_main', #tablename
426 $conf->config('cust_main-skeleton_custnum'), #sourceid
427 $self->custnum, #destid
428 @tables, #child tables
432 #recursive subroutine, not a method
434 my( $table, $sourceid, $destid, %child_tables ) = @_;
437 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
438 ( $table, $primary_key ) = ( $1, $2 );
440 my $dbdef_table = dbdef->table($table);
441 $primary_key = $dbdef_table->primary_key
442 or return "$table has no primary key".
443 " (or do you need to run dbdef-create?)";
446 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
447 join (', ', keys %child_tables). "\n"
450 foreach my $child_table_def ( keys %child_tables ) {
454 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
455 ( $child_table, $child_pkey ) = ( $1, $2 );
457 $child_table = $child_table_def;
459 $child_pkey = dbdef->table($child_table)->primary_key;
460 # or return "$table has no primary key".
461 # " (or do you need to run dbdef-create?)\n";
465 if ( keys %{ $child_tables{$child_table_def} } ) {
467 return "$child_table has no primary key".
468 " (run dbdef-create or try specifying it?)\n"
471 #false laziness w/Record::insert and only works on Pg
472 #refactor the proper last-inserted-id stuff out of Record::insert if this
473 # ever gets use for anything besides a quick kludge for one customer
474 my $default = dbdef->table($child_table)->column($child_pkey)->default;
475 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
476 or return "can't parse $child_table.$child_pkey default value ".
477 " for sequence name: $default";
482 my @sel_columns = grep { $_ ne $primary_key }
483 dbdef->table($child_table)->columns;
484 my $sel_columns = join(', ', @sel_columns );
486 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
487 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
488 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
490 my $sel_st = "SELECT $sel_columns FROM $child_table".
491 " WHERE $primary_key = $sourceid";
494 my $sel_sth = dbh->prepare( $sel_st )
495 or return dbh->errstr;
497 $sel_sth->execute or return $sel_sth->errstr;
499 while ( my $row = $sel_sth->fetchrow_hashref ) {
501 warn " selected row: ".
502 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
506 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
507 my $ins_sth =dbh->prepare($statement)
508 or return dbh->errstr;
509 my @param = ( $destid, map $row->{$_}, @ins_columns );
510 warn " $statement: [ ". join(', ', @param). " ]\n"
512 $ins_sth->execute( @param )
513 or return $ins_sth->errstr;
515 #next unless keys %{ $child_tables{$child_table} };
516 next unless $sequence;
518 #another section of that laziness
519 my $seq_sql = "SELECT currval('$sequence')";
520 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
521 $seq_sth->execute or return $seq_sth->errstr;
522 my $insertid = $seq_sth->fetchrow_arrayref->[0];
524 # don't drink soap! recurse! recurse! okay!
526 _copy_skel( $child_table_def,
527 $row->{$child_pkey}, #sourceid
529 %{ $child_tables{$child_table_def} },
531 return $error if $error;
541 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
543 Like the insert method on an existing record, this method orders a package
544 and included services atomicaly. Pass a Tie::RefHash data structure to this
545 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
546 be a better explanation of this, but until then, here's an example:
549 tie %hash, 'Tie::RefHash'; #this part is important
551 $cust_pkg => [ $svc_acct ],
554 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
556 Services can be new, in which case they are inserted, or existing unaudited
557 services, in which case they are linked to the newly-created package.
559 Currently available options are: I<depend_jobnum> and I<noexport>.
561 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
562 on the supplied jobnum (they will not run until the specific job completes).
563 This can be used to defer provisioning until some action completes (such
564 as running the customer's credit card successfully).
566 The I<noexport> option is deprecated. If I<noexport> is set true, no
567 provisioning jobs (exports) are scheduled. (You can schedule them later with
568 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
569 on the cust_main object is not recommended, as existing services will also be
576 my $cust_pkgs = shift;
579 my %svc_options = ();
580 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
581 if exists $options{'depend_jobnum'};
582 warn "$me order_pkgs called with options ".
583 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
586 local $SIG{HUP} = 'IGNORE';
587 local $SIG{INT} = 'IGNORE';
588 local $SIG{QUIT} = 'IGNORE';
589 local $SIG{TERM} = 'IGNORE';
590 local $SIG{TSTP} = 'IGNORE';
591 local $SIG{PIPE} = 'IGNORE';
593 my $oldAutoCommit = $FS::UID::AutoCommit;
594 local $FS::UID::AutoCommit = 0;
597 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
599 foreach my $cust_pkg ( keys %$cust_pkgs ) {
600 $cust_pkg->custnum( $self->custnum );
601 my $error = $cust_pkg->insert;
603 $dbh->rollback if $oldAutoCommit;
604 return "inserting cust_pkg (transaction rolled back): $error";
606 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
607 if ( $svc_something->svcnum ) {
608 my $old_cust_svc = $svc_something->cust_svc;
609 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
610 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
611 $error = $new_cust_svc->replace($old_cust_svc);
613 $svc_something->pkgnum( $cust_pkg->pkgnum );
614 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
615 $svc_something->seconds( $svc_something->seconds + $$seconds );
618 $error = $svc_something->insert(%svc_options);
621 $dbh->rollback if $oldAutoCommit;
622 #return "inserting svc_ (transaction rolled back): $error";
628 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
632 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
634 Recharges this (existing) customer with the specified prepaid card (see
635 L<FS::prepay_credit>), specified either by I<identifier> or as an
636 FS::prepay_credit object. If there is an error, returns the error, otherwise
639 Optionally, four scalar references can be passed as well. They will have their
640 values filled in with the amount, number of seconds, and number of upload and
641 download bytes applied by this prepaid
646 sub recharge_prepay {
647 my( $self, $prepay_credit, $amountref, $secondsref,
648 $upbytesref, $downbytesref, $totalbytesref ) = @_;
650 local $SIG{HUP} = 'IGNORE';
651 local $SIG{INT} = 'IGNORE';
652 local $SIG{QUIT} = 'IGNORE';
653 local $SIG{TERM} = 'IGNORE';
654 local $SIG{TSTP} = 'IGNORE';
655 local $SIG{PIPE} = 'IGNORE';
657 my $oldAutoCommit = $FS::UID::AutoCommit;
658 local $FS::UID::AutoCommit = 0;
661 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
663 my $error = $self->get_prepay($prepay_credit, \$amount,
664 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
665 || $self->increment_seconds($seconds)
666 || $self->increment_upbytes($upbytes)
667 || $self->increment_downbytes($downbytes)
668 || $self->increment_totalbytes($totalbytes)
669 || $self->insert_cust_pay_prepay( $amount,
671 ? $prepay_credit->identifier
676 $dbh->rollback if $oldAutoCommit;
680 if ( defined($amountref) ) { $$amountref = $amount; }
681 if ( defined($secondsref) ) { $$secondsref = $seconds; }
682 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
683 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
684 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
686 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
691 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
693 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
694 specified either by I<identifier> or as an FS::prepay_credit object.
696 References to I<amount> and I<seconds> scalars should be passed as arguments
697 and will be incremented by the values of the prepaid card.
699 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
700 check or set this customer's I<agentnum>.
702 If there is an error, returns the error, otherwise returns false.
708 my( $self, $prepay_credit, $amountref, $secondsref,
709 $upref, $downref, $totalref) = @_;
711 local $SIG{HUP} = 'IGNORE';
712 local $SIG{INT} = 'IGNORE';
713 local $SIG{QUIT} = 'IGNORE';
714 local $SIG{TERM} = 'IGNORE';
715 local $SIG{TSTP} = 'IGNORE';
716 local $SIG{PIPE} = 'IGNORE';
718 my $oldAutoCommit = $FS::UID::AutoCommit;
719 local $FS::UID::AutoCommit = 0;
722 unless ( ref($prepay_credit) ) {
724 my $identifier = $prepay_credit;
726 $prepay_credit = qsearchs(
728 { 'identifier' => $prepay_credit },
733 unless ( $prepay_credit ) {
734 $dbh->rollback if $oldAutoCommit;
735 return "Invalid prepaid card: ". $identifier;
740 if ( $prepay_credit->agentnum ) {
741 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
742 $dbh->rollback if $oldAutoCommit;
743 return "prepaid card not valid for agent ". $self->agentnum;
745 $self->agentnum($prepay_credit->agentnum);
748 my $error = $prepay_credit->delete;
750 $dbh->rollback if $oldAutoCommit;
751 return "removing prepay_credit (transaction rolled back): $error";
754 $$amountref += $prepay_credit->amount;
755 $$secondsref += $prepay_credit->seconds;
756 $$upref += $prepay_credit->upbytes;
757 $$downref += $prepay_credit->downbytes;
758 $$totalref += $prepay_credit->totalbytes;
760 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
765 =item increment_upbytes SECONDS
767 Updates this customer's single or primary account (see L<FS::svc_acct>) by
768 the specified number of upbytes. If there is an error, returns the error,
769 otherwise returns false.
773 sub increment_upbytes {
774 _increment_column( shift, 'upbytes', @_);
777 =item increment_downbytes SECONDS
779 Updates this customer's single or primary account (see L<FS::svc_acct>) by
780 the specified number of downbytes. If there is an error, returns the error,
781 otherwise returns false.
785 sub increment_downbytes {
786 _increment_column( shift, 'downbytes', @_);
789 =item increment_totalbytes SECONDS
791 Updates this customer's single or primary account (see L<FS::svc_acct>) by
792 the specified number of totalbytes. If there is an error, returns the error,
793 otherwise returns false.
797 sub increment_totalbytes {
798 _increment_column( shift, 'totalbytes', @_);
801 =item increment_seconds SECONDS
803 Updates this customer's single or primary account (see L<FS::svc_acct>) by
804 the specified number of seconds. If there is an error, returns the error,
805 otherwise returns false.
809 sub increment_seconds {
810 _increment_column( shift, 'seconds', @_);
813 =item _increment_column AMOUNT
815 Updates this customer's single or primary account (see L<FS::svc_acct>) by
816 the specified number of seconds or bytes. If there is an error, returns
817 the error, otherwise returns false.
821 sub _increment_column {
822 my( $self, $column, $amount ) = @_;
823 warn "$me increment_column called: $column, $amount\n"
826 return '' unless $amount;
828 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
829 $self->ncancelled_pkgs;
832 return 'No packages with primary or single services found'.
833 ' to apply pre-paid time';
834 } elsif ( scalar(@cust_pkg) > 1 ) {
835 #maybe have a way to specify the package/account?
836 return 'Multiple packages found to apply pre-paid time';
839 my $cust_pkg = $cust_pkg[0];
840 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
844 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
847 return 'No account found to apply pre-paid time';
848 } elsif ( scalar(@cust_svc) > 1 ) {
849 return 'Multiple accounts found to apply pre-paid time';
852 my $svc_acct = $cust_svc[0]->svc_x;
853 warn " found service svcnum ". $svc_acct->pkgnum.
854 ' ('. $svc_acct->email. ")\n"
857 $column = "increment_$column";
858 $svc_acct->$column($amount);
862 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
864 Inserts a prepayment in the specified amount for this customer. An optional
865 second argument can specify the prepayment identifier for tracking purposes.
866 If there is an error, returns the error, otherwise returns false.
870 sub insert_cust_pay_prepay {
871 shift->insert_cust_pay('PREP', @_);
874 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
876 Inserts a cash payment in the specified amount for this customer. An optional
877 second argument can specify the payment identifier for tracking purposes.
878 If there is an error, returns the error, otherwise returns false.
882 sub insert_cust_pay_cash {
883 shift->insert_cust_pay('CASH', @_);
886 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
888 Inserts a Western Union payment in the specified amount for this customer. An
889 optional second argument can specify the prepayment identifier for tracking
890 purposes. If there is an error, returns the error, otherwise returns false.
894 sub insert_cust_pay_west {
895 shift->insert_cust_pay('WEST', @_);
898 sub insert_cust_pay {
899 my( $self, $payby, $amount ) = splice(@_, 0, 3);
900 my $payinfo = scalar(@_) ? shift : '';
902 my $cust_pay = new FS::cust_pay {
903 'custnum' => $self->custnum,
904 'paid' => sprintf('%.2f', $amount),
905 #'_date' => #date the prepaid card was purchased???
907 'payinfo' => $payinfo,
915 This method is deprecated. See the I<depend_jobnum> option to the insert and
916 order_pkgs methods for a better way to defer provisioning.
918 Re-schedules all exports by calling the B<reexport> method of all associated
919 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
920 otherwise returns false.
927 carp "WARNING: FS::cust_main::reexport is deprectated; ".
928 "use the depend_jobnum option to insert or order_pkgs to delay export";
930 local $SIG{HUP} = 'IGNORE';
931 local $SIG{INT} = 'IGNORE';
932 local $SIG{QUIT} = 'IGNORE';
933 local $SIG{TERM} = 'IGNORE';
934 local $SIG{TSTP} = 'IGNORE';
935 local $SIG{PIPE} = 'IGNORE';
937 my $oldAutoCommit = $FS::UID::AutoCommit;
938 local $FS::UID::AutoCommit = 0;
941 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
942 my $error = $cust_pkg->reexport;
944 $dbh->rollback if $oldAutoCommit;
949 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
954 =item delete NEW_CUSTNUM
956 This deletes the customer. If there is an error, returns the error, otherwise
959 This will completely remove all traces of the customer record. This is not
960 what you want when a customer cancels service; for that, cancel all of the
961 customer's packages (see L</cancel>).
963 If the customer has any uncancelled packages, you need to pass a new (valid)
964 customer number for those packages to be transferred to. Cancelled packages
965 will be deleted. Did I mention that this is NOT what you want when a customer
966 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
968 You can't delete a customer with invoices (see L<FS::cust_bill>),
969 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
970 refunds (see L<FS::cust_refund>).
977 local $SIG{HUP} = 'IGNORE';
978 local $SIG{INT} = 'IGNORE';
979 local $SIG{QUIT} = 'IGNORE';
980 local $SIG{TERM} = 'IGNORE';
981 local $SIG{TSTP} = 'IGNORE';
982 local $SIG{PIPE} = 'IGNORE';
984 my $oldAutoCommit = $FS::UID::AutoCommit;
985 local $FS::UID::AutoCommit = 0;
988 if ( $self->cust_bill ) {
989 $dbh->rollback if $oldAutoCommit;
990 return "Can't delete a customer with invoices";
992 if ( $self->cust_credit ) {
993 $dbh->rollback if $oldAutoCommit;
994 return "Can't delete a customer with credits";
996 if ( $self->cust_pay ) {
997 $dbh->rollback if $oldAutoCommit;
998 return "Can't delete a customer with payments";
1000 if ( $self->cust_refund ) {
1001 $dbh->rollback if $oldAutoCommit;
1002 return "Can't delete a customer with refunds";
1005 my @cust_pkg = $self->ncancelled_pkgs;
1007 my $new_custnum = shift;
1008 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1009 $dbh->rollback if $oldAutoCommit;
1010 return "Invalid new customer number: $new_custnum";
1012 foreach my $cust_pkg ( @cust_pkg ) {
1013 my %hash = $cust_pkg->hash;
1014 $hash{'custnum'} = $new_custnum;
1015 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1016 my $error = $new_cust_pkg->replace($cust_pkg,
1017 options => { $cust_pkg->options },
1020 $dbh->rollback if $oldAutoCommit;
1025 my @cancelled_cust_pkg = $self->all_pkgs;
1026 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1027 my $error = $cust_pkg->delete;
1029 $dbh->rollback if $oldAutoCommit;
1034 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1035 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1037 my $error = $cust_main_invoice->delete;
1039 $dbh->rollback if $oldAutoCommit;
1044 my $error = $self->SUPER::delete;
1046 $dbh->rollback if $oldAutoCommit;
1050 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1055 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1057 Replaces the OLD_RECORD with this one in the database. If there is an error,
1058 returns the error, otherwise returns false.
1060 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1061 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1062 expected and rollback the entire transaction; it is not necessary to call
1063 check_invoicing_list first. Here's an example:
1065 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1073 warn "$me replace called\n"
1076 local $SIG{HUP} = 'IGNORE';
1077 local $SIG{INT} = 'IGNORE';
1078 local $SIG{QUIT} = 'IGNORE';
1079 local $SIG{TERM} = 'IGNORE';
1080 local $SIG{TSTP} = 'IGNORE';
1081 local $SIG{PIPE} = 'IGNORE';
1083 # We absolutely have to have an old vs. new record to make this work.
1084 if (!defined($old)) {
1085 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1088 my $curuser = $FS::CurrentUser::CurrentUser;
1089 if ( $self->payby eq 'COMP'
1090 && $self->payby ne $old->payby
1091 && ! $curuser->access_right('Complimentary customer')
1094 return "You are not permitted to create complimentary accounts.";
1097 local($ignore_expired_card) = 1
1098 if $old->payby =~ /^(CARD|DCRD)$/
1099 && $self->payby =~ /^(CARD|DCRD)$/
1100 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1102 my $oldAutoCommit = $FS::UID::AutoCommit;
1103 local $FS::UID::AutoCommit = 0;
1106 my $error = $self->SUPER::replace($old);
1109 $dbh->rollback if $oldAutoCommit;
1113 if ( @param ) { # INVOICING_LIST_ARYREF
1114 my $invoicing_list = shift @param;
1115 $error = $self->check_invoicing_list( $invoicing_list );
1117 $dbh->rollback if $oldAutoCommit;
1120 $self->invoicing_list( $invoicing_list );
1123 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1124 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1125 # card/check/lec info has changed, want to retry realtime_ invoice events
1126 my $error = $self->retry_realtime;
1128 $dbh->rollback if $oldAutoCommit;
1133 unless ( $import || $skip_fuzzyfiles ) {
1134 $error = $self->queue_fuzzyfiles_update;
1136 $dbh->rollback if $oldAutoCommit;
1137 return "updating fuzzy search cache: $error";
1141 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1146 =item queue_fuzzyfiles_update
1148 Used by insert & replace to update the fuzzy search cache
1152 sub queue_fuzzyfiles_update {
1155 local $SIG{HUP} = 'IGNORE';
1156 local $SIG{INT} = 'IGNORE';
1157 local $SIG{QUIT} = 'IGNORE';
1158 local $SIG{TERM} = 'IGNORE';
1159 local $SIG{TSTP} = 'IGNORE';
1160 local $SIG{PIPE} = 'IGNORE';
1162 my $oldAutoCommit = $FS::UID::AutoCommit;
1163 local $FS::UID::AutoCommit = 0;
1166 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1167 my $error = $queue->insert( map $self->getfield($_),
1168 qw(first last company)
1171 $dbh->rollback if $oldAutoCommit;
1172 return "queueing job (transaction rolled back): $error";
1175 if ( $self->ship_last ) {
1176 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1177 $error = $queue->insert( map $self->getfield("ship_$_"),
1178 qw(first last company)
1181 $dbh->rollback if $oldAutoCommit;
1182 return "queueing job (transaction rolled back): $error";
1186 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1193 Checks all fields to make sure this is a valid customer record. If there is
1194 an error, returns the error, otherwise returns false. Called by the insert
1195 and replace methods.
1202 warn "$me check BEFORE: \n". $self->_dump
1206 $self->ut_numbern('custnum')
1207 || $self->ut_number('agentnum')
1208 || $self->ut_textn('agent_custid')
1209 || $self->ut_number('refnum')
1210 || $self->ut_name('last')
1211 || $self->ut_name('first')
1212 || $self->ut_snumbern('birthdate')
1213 || $self->ut_snumbern('signupdate')
1214 || $self->ut_textn('company')
1215 || $self->ut_text('address1')
1216 || $self->ut_textn('address2')
1217 || $self->ut_text('city')
1218 || $self->ut_textn('county')
1219 || $self->ut_textn('state')
1220 || $self->ut_country('country')
1221 || $self->ut_anything('comments')
1222 || $self->ut_numbern('referral_custnum')
1223 || $self->ut_textn('stateid')
1224 || $self->ut_textn('stateid_state')
1226 #barf. need message catalogs. i18n. etc.
1227 $error .= "Please select an advertising source."
1228 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1229 return $error if $error;
1231 return "Unknown agent"
1232 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1234 return "Unknown refnum"
1235 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1237 return "Unknown referring custnum: ". $self->referral_custnum
1238 unless ! $self->referral_custnum
1239 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1241 if ( $self->ss eq '' ) {
1246 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1247 or return "Illegal social security number: ". $self->ss;
1248 $self->ss("$1-$2-$3");
1252 # bad idea to disable, causes billing to fail because of no tax rates later
1253 # unless ( $import ) {
1254 unless ( qsearch('cust_main_county', {
1255 'country' => $self->country,
1258 return "Unknown state/county/country: ".
1259 $self->state. "/". $self->county. "/". $self->country
1260 unless qsearch('cust_main_county',{
1261 'state' => $self->state,
1262 'county' => $self->county,
1263 'country' => $self->country,
1269 $self->ut_phonen('daytime', $self->country)
1270 || $self->ut_phonen('night', $self->country)
1271 || $self->ut_phonen('fax', $self->country)
1272 || $self->ut_zip('zip', $self->country)
1274 return $error if $error;
1277 last first company address1 address2 city county state zip
1278 country daytime night fax
1281 if ( defined $self->dbdef_table->column('ship_last') ) {
1282 if ( scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1284 && scalar ( grep { $self->getfield("ship_$_") ne '' } @addfields )
1288 $self->ut_name('ship_last')
1289 || $self->ut_name('ship_first')
1290 || $self->ut_textn('ship_company')
1291 || $self->ut_text('ship_address1')
1292 || $self->ut_textn('ship_address2')
1293 || $self->ut_text('ship_city')
1294 || $self->ut_textn('ship_county')
1295 || $self->ut_textn('ship_state')
1296 || $self->ut_country('ship_country')
1298 return $error if $error;
1300 #false laziness with above
1301 unless ( qsearchs('cust_main_county', {
1302 'country' => $self->ship_country,
1305 return "Unknown ship_state/ship_county/ship_country: ".
1306 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1307 unless qsearch('cust_main_county',{
1308 'state' => $self->ship_state,
1309 'county' => $self->ship_county,
1310 'country' => $self->ship_country,
1316 $self->ut_phonen('ship_daytime', $self->ship_country)
1317 || $self->ut_phonen('ship_night', $self->ship_country)
1318 || $self->ut_phonen('ship_fax', $self->ship_country)
1319 || $self->ut_zip('ship_zip', $self->ship_country)
1321 return $error if $error;
1323 } else { # ship_ info eq billing info, so don't store dup info in database
1324 $self->setfield("ship_$_", '')
1325 foreach qw( last first company address1 address2 city county state zip
1326 country daytime night fax );
1330 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1331 # or return "Illegal payby: ". $self->payby;
1333 FS::payby->can_payby($self->table, $self->payby)
1334 or return "Illegal payby: ". $self->payby;
1336 $error = $self->ut_numbern('paystart_month')
1337 || $self->ut_numbern('paystart_year')
1338 || $self->ut_numbern('payissue')
1339 || $self->ut_textn('paytype')
1341 return $error if $error;
1343 if ( $self->payip eq '' ) {
1346 $error = $self->ut_ip('payip');
1347 return $error if $error;
1350 # If it is encrypted and the private key is not availaible then we can't
1351 # check the credit card.
1353 my $check_payinfo = 1;
1355 if ($self->is_encrypted($self->payinfo)) {
1359 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1361 my $payinfo = $self->payinfo;
1362 $payinfo =~ s/\D//g;
1363 $payinfo =~ /^(\d{13,16})$/
1364 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1366 $self->payinfo($payinfo);
1368 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1370 return gettext('unknown_card_type')
1371 if cardtype($self->payinfo) eq "Unknown";
1373 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1375 return 'Banned credit card: banned on '.
1376 time2str('%a %h %o at %r', $ban->_date).
1377 ' by '. $ban->otaker.
1378 ' (ban# '. $ban->bannum. ')';
1381 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1382 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1383 $self->paycvv =~ /^(\d{4})$/
1384 or return "CVV2 (CID) for American Express cards is four digits.";
1387 $self->paycvv =~ /^(\d{3})$/
1388 or return "CVV2 (CVC2/CID) is three digits.";
1395 my $cardtype = cardtype($payinfo);
1396 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1398 return "Start date or issue number is required for $cardtype cards"
1399 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1401 return "Start month must be between 1 and 12"
1402 if $self->paystart_month
1403 and $self->paystart_month < 1 || $self->paystart_month > 12;
1405 return "Start year must be 1990 or later"
1406 if $self->paystart_year
1407 and $self->paystart_year < 1990;
1409 return "Issue number must be beween 1 and 99"
1411 and $self->payissue < 1 || $self->payissue > 99;
1414 $self->paystart_month('');
1415 $self->paystart_year('');
1416 $self->payissue('');
1419 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1421 my $payinfo = $self->payinfo;
1422 $payinfo =~ s/[^\d\@]//g;
1423 if ( $conf->exists('echeck-nonus') ) {
1424 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1425 $payinfo = "$1\@$2";
1427 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1428 $payinfo = "$1\@$2";
1430 $self->payinfo($payinfo);
1433 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1435 return 'Banned ACH account: banned on '.
1436 time2str('%a %h %o at %r', $ban->_date).
1437 ' by '. $ban->otaker.
1438 ' (ban# '. $ban->bannum. ')';
1441 } elsif ( $self->payby eq 'LECB' ) {
1443 my $payinfo = $self->payinfo;
1444 $payinfo =~ s/\D//g;
1445 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1447 $self->payinfo($payinfo);
1450 } elsif ( $self->payby eq 'BILL' ) {
1452 $error = $self->ut_textn('payinfo');
1453 return "Illegal P.O. number: ". $self->payinfo if $error;
1456 } elsif ( $self->payby eq 'COMP' ) {
1458 my $curuser = $FS::CurrentUser::CurrentUser;
1459 if ( ! $self->custnum
1460 && ! $curuser->access_right('Complimentary customer')
1463 return "You are not permitted to create complimentary accounts."
1466 $error = $self->ut_textn('payinfo');
1467 return "Illegal comp account issuer: ". $self->payinfo if $error;
1470 } elsif ( $self->payby eq 'PREPAY' ) {
1472 my $payinfo = $self->payinfo;
1473 $payinfo =~ s/\W//g; #anything else would just confuse things
1474 $self->payinfo($payinfo);
1475 $error = $self->ut_alpha('payinfo');
1476 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1477 return "Unknown prepayment identifier"
1478 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1483 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1484 return "Expiration date required"
1485 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1489 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1490 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1491 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1492 ( $m, $y ) = ( $3, "20$2" );
1494 return "Illegal expiration date: ". $self->paydate;
1496 $self->paydate("$y-$m-01");
1497 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1498 return gettext('expired_card')
1500 && !$ignore_expired_card
1501 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1504 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1505 ( ! $conf->exists('require_cardname')
1506 || $self->payby !~ /^(CARD|DCRD)$/ )
1508 $self->payname( $self->first. " ". $self->getfield('last') );
1510 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1511 or return gettext('illegal_name'). " payname: ". $self->payname;
1515 foreach my $flag (qw( tax spool_cdr )) {
1516 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1520 $self->otaker(getotaker) unless $self->otaker;
1522 warn "$me check AFTER: \n". $self->_dump
1525 $self->SUPER::check;
1530 Returns all packages (see L<FS::cust_pkg>) for this customer.
1537 return $self->num_pkgs unless wantarray;
1540 if ( $self->{'_pkgnum'} ) {
1541 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1543 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1546 sort sort_packages @cust_pkg;
1549 =item ncancelled_pkgs
1551 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1555 sub ncancelled_pkgs {
1558 return $self->num_ncancelled_pkgs unless wantarray;
1561 if ( $self->{'_pkgnum'} ) {
1563 @cust_pkg = grep { ! $_->getfield('cancel') }
1564 values %{ $self->{'_pkgnum'}->cache };
1569 qsearch( 'cust_pkg', {
1570 'custnum' => $self->custnum,
1574 qsearch( 'cust_pkg', {
1575 'custnum' => $self->custnum,
1580 sort sort_packages @cust_pkg;
1584 # This should be generalized to use config options to determine order.
1586 if ( $a->get('cancel') and $b->get('cancel') ) {
1587 $a->pkgnum <=> $b->pkgnum;
1588 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1589 return -1 if $b->get('cancel');
1590 return 1 if $a->get('cancel');
1593 $a->pkgnum <=> $b->pkgnum;
1597 =item suspended_pkgs
1599 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1603 sub suspended_pkgs {
1605 grep { $_->susp } $self->ncancelled_pkgs;
1608 =item unflagged_suspended_pkgs
1610 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1611 customer (thouse packages without the `manual_flag' set).
1615 sub unflagged_suspended_pkgs {
1617 return $self->suspended_pkgs
1618 unless dbdef->table('cust_pkg')->column('manual_flag');
1619 grep { ! $_->manual_flag } $self->suspended_pkgs;
1622 =item unsuspended_pkgs
1624 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1629 sub unsuspended_pkgs {
1631 grep { ! $_->susp } $self->ncancelled_pkgs;
1634 =item num_cancelled_pkgs
1636 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1641 sub num_cancelled_pkgs {
1642 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1645 sub num_ncancelled_pkgs {
1646 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1650 my( $self, $sql ) = @_;
1651 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1652 my $sth = dbh->prepare(
1653 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1654 ) or die dbh->errstr;
1655 $sth->execute($self->custnum) or die $sth->errstr;
1656 $sth->fetchrow_arrayref->[0];
1661 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1662 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1663 on success or a list of errors.
1669 grep { $_->unsuspend } $self->suspended_pkgs;
1674 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1676 Returns a list: an empty list on success or a list of errors.
1682 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1685 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1687 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1688 PKGPARTs (see L<FS::part_pkg>).
1690 Returns a list: an empty list on success or a list of errors.
1694 sub suspend_if_pkgpart {
1696 my (@pkgparts, %opt);
1697 if (ref($_[0]) eq 'HASH'){
1698 @pkgparts = @{$_[0]{pkgparts}};
1703 grep { $_->suspend(%opt) }
1704 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1705 $self->unsuspended_pkgs;
1708 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1710 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1711 listed PKGPARTs (see L<FS::part_pkg>).
1713 Returns a list: an empty list on success or a list of errors.
1717 sub suspend_unless_pkgpart {
1719 my (@pkgparts, %opt);
1720 if (ref($_[0]) eq 'HASH'){
1721 @pkgparts = @{$_[0]{pkgparts}};
1726 grep { $_->suspend(%opt) }
1727 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1728 $self->unsuspended_pkgs;
1731 =item cancel [ OPTION => VALUE ... ]
1733 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1735 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1737 I<quiet> can be set true to supress email cancellation notices.
1739 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1741 I<ban> can be set true to ban this customer's credit card or ACH information,
1744 Always returns a list: an empty list on success or a list of errors.
1752 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1754 #should try decryption (we might have the private key)
1755 # and if not maybe queue a job for the server that does?
1756 return ( "Can't (yet) ban encrypted credit cards" )
1757 if $self->is_encrypted($self->payinfo);
1759 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1760 my $error = $ban->insert;
1761 return ( $error ) if $error;
1765 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1768 sub _banned_pay_hashref {
1779 'payby' => $payby2ban{$self->payby},
1780 'payinfo' => md5_base64($self->payinfo),
1781 #don't ever *search* on reason! #'reason' =>
1787 Returns all notes (see L<FS::cust_main_note>) for this customer.
1794 qsearch( 'cust_main_note',
1795 { 'custnum' => $self->custnum },
1797 'ORDER BY _DATE DESC'
1803 Returns the agent (see L<FS::agent>) for this customer.
1809 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1814 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1815 conjunction with the collect method.
1817 If there is an error, returns the error, otherwise returns false.
1819 Options are passed as name-value pairs. Currently available options are:
1823 =item resetup - if set true, re-charges setup fees.
1825 =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:
1829 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1831 =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.
1838 my( $self, %options ) = @_;
1839 return '' if $self->payby eq 'COMP';
1840 warn "$me bill customer ". $self->custnum. "\n"
1843 my $time = $options{'time'} || time;
1848 local $SIG{HUP} = 'IGNORE';
1849 local $SIG{INT} = 'IGNORE';
1850 local $SIG{QUIT} = 'IGNORE';
1851 local $SIG{TERM} = 'IGNORE';
1852 local $SIG{TSTP} = 'IGNORE';
1853 local $SIG{PIPE} = 'IGNORE';
1855 my $oldAutoCommit = $FS::UID::AutoCommit;
1856 local $FS::UID::AutoCommit = 0;
1859 $self->select_for_update; #mutex
1861 #create a new invoice
1862 #(we'll remove it later if it doesn't actually need to be generated [contains
1863 # no line items] and we're inside a transaciton so nothing else will see it)
1864 my $cust_bill = new FS::cust_bill ( {
1865 'custnum' => $self->custnum,
1866 '_date' => ( $options{'invoice_time'} || $time ),
1867 #'charged' => $charged,
1870 $error = $cust_bill->insert;
1872 $dbh->rollback if $oldAutoCommit;
1873 return "can't create invoice for customer #". $self->custnum. ": $error";
1875 my $invnum = $cust_bill->invnum;
1878 # find the packages which are due for billing, find out how much they are
1879 # & generate invoice database.
1882 my( $total_setup, $total_recur ) = ( 0, 0 );
1884 my @precommit_hooks = ();
1886 foreach my $cust_pkg (
1887 qsearch('cust_pkg', { 'custnum' => $self->custnum } )
1890 #NO!! next if $cust_pkg->cancel;
1891 next if $cust_pkg->getfield('cancel');
1893 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1895 #? to avoid use of uninitialized value errors... ?
1896 $cust_pkg->setfield('bill', '')
1897 unless defined($cust_pkg->bill);
1899 my $part_pkg = $cust_pkg->part_pkg;
1901 my %hash = $cust_pkg->hash;
1902 my $old_cust_pkg = new FS::cust_pkg \%hash;
1911 if ( ! $cust_pkg->setup &&
1913 ( $conf->exists('disable_setup_suspended_pkgs') &&
1914 ! $cust_pkg->getfield('susp')
1915 ) || ! $conf->exists('disable_setup_suspended_pkgs')
1917 || $options{'resetup'}
1920 warn " bill setup\n" if $DEBUG > 1;
1922 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
1924 $dbh->rollback if $oldAutoCommit;
1925 return "$@ running calc_setup for $cust_pkg\n";
1928 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
1932 # bill recurring fee
1937 if ( $part_pkg->getfield('freq') ne '0' &&
1938 ! $cust_pkg->getfield('susp') &&
1939 ( $cust_pkg->getfield('bill') || 0 ) <= $time
1942 warn " bill recur\n" if $DEBUG > 1;
1944 # XXX shared with $recur_prog
1945 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1947 #over two params! lets at least switch to a hashref for the rest...
1948 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
1950 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
1952 $dbh->rollback if $oldAutoCommit;
1953 return "$@ running calc_recur for $cust_pkg\n";
1956 #change this bit to use Date::Manip? CAREFUL with timezones (see
1957 # mailing list archive)
1958 my ($sec,$min,$hour,$mday,$mon,$year) =
1959 (localtime($sdate) )[0,1,2,3,4,5];
1961 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
1962 # only for figuring next bill date, nothing else, so, reset $sdate again
1964 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1965 $cust_pkg->last_bill($sdate)
1966 if $cust_pkg->dbdef_table->column('last_bill');
1968 if ( $part_pkg->freq =~ /^\d+$/ ) {
1969 $mon += $part_pkg->freq;
1970 until ( $mon < 12 ) { $mon -= 12; $year++; }
1971 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
1973 $mday += $weeks * 7;
1974 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
1977 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
1981 $dbh->rollback if $oldAutoCommit;
1982 return "unparsable frequency: ". $part_pkg->freq;
1984 $cust_pkg->setfield('bill',
1985 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
1988 warn "\$setup is undefined" unless defined($setup);
1989 warn "\$recur is undefined" unless defined($recur);
1990 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1993 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
1996 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
1998 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2001 $error=$cust_pkg->replace($old_cust_pkg,
2002 options => { $cust_pkg->options },
2004 if ( $error ) { #just in case
2005 $dbh->rollback if $oldAutoCommit;
2006 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2009 $setup = sprintf( "%.2f", $setup );
2010 $recur = sprintf( "%.2f", $recur );
2011 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2012 $dbh->rollback if $oldAutoCommit;
2013 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2015 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2016 $dbh->rollback if $oldAutoCommit;
2017 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2020 if ( $setup != 0 || $recur != 0 ) {
2022 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2024 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2025 'invnum' => $invnum,
2026 'pkgnum' => $cust_pkg->pkgnum,
2030 'edate' => $cust_pkg->bill,
2031 'details' => \@details,
2033 $error = $cust_bill_pkg->insert;
2035 $dbh->rollback if $oldAutoCommit;
2036 return "can't create invoice line item for invoice #$invnum: $error";
2038 $total_setup += $setup;
2039 $total_recur += $recur;
2045 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2048 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2051 my %taxhash = map { $_ => $self->get("$prefix$_") }
2052 qw( state county country );
2054 $taxhash{'taxclass'} = $part_pkg->taxclass;
2056 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2059 $taxhash{'taxclass'} = '';
2060 @taxes = qsearch( 'cust_main_county', \%taxhash );
2063 #one more try at a whole-country tax rate
2065 $taxhash{$_} = '' foreach qw( state county );
2066 @taxes = qsearch( 'cust_main_county', \%taxhash );
2069 # maybe eliminate this entirely, along with all the 0% records
2071 $dbh->rollback if $oldAutoCommit;
2073 "fatal: can't find tax rate for state/county/country/taxclass ".
2074 join('/', ( map $self->get("$prefix$_"),
2075 qw(state county country)
2077 $part_pkg->taxclass ). "\n";
2080 foreach my $tax ( @taxes ) {
2082 my $taxable_charged = 0;
2083 $taxable_charged += $setup
2084 unless $part_pkg->setuptax =~ /^Y$/i
2085 || $tax->setuptax =~ /^Y$/i;
2086 $taxable_charged += $recur
2087 unless $part_pkg->recurtax =~ /^Y$/i
2088 || $tax->recurtax =~ /^Y$/i;
2089 next unless $taxable_charged;
2091 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2092 #my ($mon,$year) = (localtime($sdate) )[4,5];
2093 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2095 my $freq = $part_pkg->freq || 1;
2096 if ( $freq !~ /(\d+)$/ ) {
2097 $dbh->rollback if $oldAutoCommit;
2098 return "daily/weekly package definitions not (yet?)".
2099 " compatible with monthly tax exemptions";
2101 my $taxable_per_month =
2102 sprintf("%.2f", $taxable_charged / $freq );
2104 #call the whole thing off if this customer has any old
2105 #exemption records...
2106 my @cust_tax_exempt =
2107 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2108 if ( @cust_tax_exempt ) {
2109 $dbh->rollback if $oldAutoCommit;
2111 'this customer still has old-style tax exemption records; '.
2112 'run bin/fs-migrate-cust_tax_exempt?';
2115 foreach my $which_month ( 1 .. $freq ) {
2117 #maintain the new exemption table now
2120 FROM cust_tax_exempt_pkg
2121 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2122 LEFT JOIN cust_bill USING ( invnum )
2128 my $sth = dbh->prepare($sql) or do {
2129 $dbh->rollback if $oldAutoCommit;
2130 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2138 $dbh->rollback if $oldAutoCommit;
2139 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2141 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2143 my $remaining_exemption =
2144 $tax->exempt_amount - $existing_exemption;
2145 if ( $remaining_exemption > 0 ) {
2146 my $addl = $remaining_exemption > $taxable_per_month
2147 ? $taxable_per_month
2148 : $remaining_exemption;
2149 $taxable_charged -= $addl;
2151 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2152 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2153 'taxnum' => $tax->taxnum,
2154 'year' => 1900+$year,
2156 'amount' => sprintf("%.2f", $addl ),
2158 $error = $cust_tax_exempt_pkg->insert;
2160 $dbh->rollback if $oldAutoCommit;
2161 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2163 } # if $remaining_exemption > 0
2167 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2168 until ( $mon < 13 ) { $mon -= 12; $year++; }
2170 } #foreach $which_month
2172 } #if $tax->exempt_amount
2174 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2176 #$tax += $taxable_charged * $cust_main_county->tax / 100
2177 $tax{ $tax->taxname || 'Tax' } +=
2178 $taxable_charged * $tax->tax / 100
2180 } #foreach my $tax ( @taxes )
2182 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2184 } #if $setup != 0 || $recur != 0
2186 } #if $cust_pkg->modified
2188 } #foreach my $cust_pkg
2190 unless ( $cust_bill->cust_bill_pkg ) {
2191 $cust_bill->delete; #don't create an invoice w/o line items
2192 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2196 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2198 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2199 my $tax = sprintf("%.2f", $tax{$taxname} );
2200 $charged = sprintf( "%.2f", $charged+$tax );
2202 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2203 'invnum' => $invnum,
2209 'itemdesc' => $taxname,
2211 $error = $cust_bill_pkg->insert;
2213 $dbh->rollback if $oldAutoCommit;
2214 return "can't create invoice line item for invoice #$invnum: $error";
2216 $total_setup += $tax;
2220 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2221 $error = $cust_bill->replace;
2223 $dbh->rollback if $oldAutoCommit;
2224 return "can't update charged for invoice #$invnum: $error";
2227 foreach my $hook ( @precommit_hooks ) {
2229 &{$hook}; #($self) ?
2232 $dbh->rollback if $oldAutoCommit;
2233 return "$@ running precommit hook $hook\n";
2237 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2241 =item collect OPTIONS
2243 (Attempt to) collect money for this customer's outstanding invoices (see
2244 L<FS::cust_bill>). Usually used after the bill method.
2246 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2247 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2248 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2250 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2251 and the invoice events web interface.
2253 If there is an error, returns the error, otherwise returns false.
2255 Options are passed as name-value pairs.
2257 Currently available options are:
2259 invoice_time - Use this time when deciding when to print invoices and
2260 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>
2261 for conversion functions.
2263 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2266 quiet - set true to surpress email card/ACH decline notices.
2268 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2271 payby - allows for one time override of normal customer billing method
2276 my( $self, %options ) = @_;
2277 my $invoice_time = $options{'invoice_time'} || time;
2280 local $SIG{HUP} = 'IGNORE';
2281 local $SIG{INT} = 'IGNORE';
2282 local $SIG{QUIT} = 'IGNORE';
2283 local $SIG{TERM} = 'IGNORE';
2284 local $SIG{TSTP} = 'IGNORE';
2285 local $SIG{PIPE} = 'IGNORE';
2287 my $oldAutoCommit = $FS::UID::AutoCommit;
2288 local $FS::UID::AutoCommit = 0;
2291 $self->select_for_update; #mutex
2293 my $balance = $self->balance;
2294 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2296 unless ( $balance > 0 ) { #redundant?????
2297 $dbh->rollback if $oldAutoCommit; #hmm
2301 if ( exists($options{'retry_card'}) ) {
2302 carp 'retry_card option passed to collect is deprecated; use retry';
2303 $options{'retry'} ||= $options{'retry_card'};
2305 if ( exists($options{'retry'}) && $options{'retry'} ) {
2306 my $error = $self->retry_realtime;
2308 $dbh->rollback if $oldAutoCommit;
2314 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2315 $extra_sql = " AND freq = '1m' ";
2317 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2320 foreach my $cust_bill ( $self->open_cust_bill ) {
2322 # don't try to charge for the same invoice if it's already in a batch
2323 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2325 last if $self->balance <= 0;
2327 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2330 foreach my $part_bill_event ( due_events ( $cust_bill,
2331 exists($options{'payby'})
2337 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2338 || $self->balance <= 0; # or if balance<=0
2341 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2342 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2345 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2346 # gah, even with transactions.
2347 $dbh->commit if $oldAutoCommit; #well.
2356 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2361 =item retry_realtime
2363 Schedules realtime / batch credit card / electronic check / LEC billing
2364 events for for retry. Useful if card information has changed or manual
2365 retry is desired. The 'collect' method must be called to actually retry
2368 Implementation details: For each of this customer's open invoices, changes
2369 the status of the first "done" (with statustext error) realtime processing
2374 sub retry_realtime {
2377 local $SIG{HUP} = 'IGNORE';
2378 local $SIG{INT} = 'IGNORE';
2379 local $SIG{QUIT} = 'IGNORE';
2380 local $SIG{TERM} = 'IGNORE';
2381 local $SIG{TSTP} = 'IGNORE';
2382 local $SIG{PIPE} = 'IGNORE';
2384 my $oldAutoCommit = $FS::UID::AutoCommit;
2385 local $FS::UID::AutoCommit = 0;
2388 foreach my $cust_bill (
2389 grep { $_->cust_bill_event }
2390 $self->open_cust_bill
2392 my @cust_bill_event =
2393 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2395 #$_->part_bill_event->plan eq 'realtime-card'
2396 $_->part_bill_event->eventcode =~
2397 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2398 && $_->status eq 'done'
2401 $cust_bill->cust_bill_event;
2402 next unless @cust_bill_event;
2403 my $error = $cust_bill_event[0]->retry;
2405 $dbh->rollback if $oldAutoCommit;
2406 return "error scheduling invoice event for retry: $error";
2411 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2416 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2418 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2419 via a Business::OnlinePayment realtime gateway. See
2420 L<http://420.am/business-onlinepayment> for supported gateways.
2422 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2424 Available options are: I<description>, I<invnum>, I<quiet>
2426 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2427 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2428 if set, will override the value from the customer record.
2430 I<description> is a free-text field passed to the gateway. It defaults to
2431 "Internet services".
2433 If an I<invnum> is specified, this payment (if successful) is applied to the
2434 specified invoice. If you don't specify an I<invnum> you might want to
2435 call the B<apply_payments> method.
2437 I<quiet> can be set true to surpress email decline notices.
2439 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2444 my( $self, $method, $amount, %options ) = @_;
2446 warn "$me realtime_bop: $method $amount\n";
2447 warn " $_ => $options{$_}\n" foreach keys %options;
2450 $options{'description'} ||= 'Internet services';
2452 eval "use Business::OnlinePayment";
2455 my $payinfo = exists($options{'payinfo'})
2456 ? $options{'payinfo'}
2464 if ( $options{'invnum'} ) {
2465 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2466 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2468 map { $_->part_pkg->taxclass }
2470 map { $_->cust_pkg }
2471 $cust_bill->cust_bill_pkg;
2472 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2473 #different taxclasses
2474 $taxclass = $taxclasses[0];
2478 #look for an agent gateway override first
2480 if ( $method eq 'CC' ) {
2481 $cardtype = cardtype($payinfo);
2482 } elsif ( $method eq 'ECHECK' ) {
2485 $cardtype = $method;
2489 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2490 cardtype => $cardtype,
2491 taxclass => $taxclass, } )
2492 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2494 taxclass => $taxclass, } )
2495 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2496 cardtype => $cardtype,
2498 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2500 taxclass => '', } );
2502 my $payment_gateway = '';
2503 my( $processor, $login, $password, $action, @bop_options );
2504 if ( $override ) { #use a payment gateway override
2506 $payment_gateway = $override->payment_gateway;
2508 $processor = $payment_gateway->gateway_module;
2509 $login = $payment_gateway->gateway_username;
2510 $password = $payment_gateway->gateway_password;
2511 $action = $payment_gateway->gateway_action;
2512 @bop_options = $payment_gateway->options;
2514 } else { #use the standard settings from the config
2516 ( $processor, $login, $password, $action, @bop_options ) =
2517 $self->default_payment_gateway($method);
2525 my $address = exists($options{'address1'})
2526 ? $options{'address1'}
2528 my $address2 = exists($options{'address2'})
2529 ? $options{'address2'}
2531 $address .= ", ". $address2 if length($address2);
2533 my $o_payname = exists($options{'payname'})
2534 ? $options{'payname'}
2536 my($payname, $payfirst, $paylast);
2537 if ( $o_payname && $method ne 'ECHECK' ) {
2538 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2539 or return "Illegal payname $payname";
2540 ($payfirst, $paylast) = ($1, $2);
2542 $payfirst = $self->getfield('first');
2543 $paylast = $self->getfield('last');
2544 $payname = "$payfirst $paylast";
2547 my @invoicing_list = $self->invoicing_list_emailonly;
2548 if ( $conf->exists('emailinvoiceautoalways')
2549 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2550 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2551 push @invoicing_list, $self->all_emails;
2554 my $email = ($conf->exists('business-onlinepayment-email-override'))
2555 ? $conf->config('business-onlinepayment-email-override')
2556 : $invoicing_list[0];
2560 my $payip = exists($options{'payip'})
2563 $content{customer_ip} = $payip
2566 $content{invoice_number} = $options{'invnum'}
2567 if exists($options{'invnum'}) && length($options{'invnum'});
2570 if ( $method eq 'CC' ) {
2572 $content{card_number} = $payinfo;
2573 $paydate = exists($options{'paydate'})
2574 ? $options{'paydate'}
2576 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2577 $content{expiration} = "$2/$1";
2579 my $paycvv = exists($options{'paycvv'})
2580 ? $options{'paycvv'}
2582 $content{cvv2} = $self->paycvv
2585 my $paystart_month = exists($options{'paystart_month'})
2586 ? $options{'paystart_month'}
2587 : $self->paystart_month;
2589 my $paystart_year = exists($options{'paystart_year'})
2590 ? $options{'paystart_year'}
2591 : $self->paystart_year;
2593 $content{card_start} = "$paystart_month/$paystart_year"
2594 if $paystart_month && $paystart_year;
2596 my $payissue = exists($options{'payissue'})
2597 ? $options{'payissue'}
2599 $content{issue_number} = $payissue if $payissue;
2601 $content{recurring_billing} = 'YES'
2602 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2604 'payinfo' => $payinfo,
2606 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2608 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2612 } elsif ( $method eq 'ECHECK' ) {
2613 ( $content{account_number}, $content{routing_code} ) =
2614 split('@', $payinfo);
2615 $content{bank_name} = $o_payname;
2616 $content{bank_state} = exists($options{'paystate'})
2617 ? $options{'paystate'}
2618 : $self->getfield('paystate');
2619 $content{account_type} = exists($options{'paytype'})
2620 ? uc($options{'paytype'}) || 'CHECKING'
2621 : uc($self->getfield('paytype')) || 'CHECKING';
2622 $content{account_name} = $payname;
2623 $content{customer_org} = $self->company ? 'B' : 'I';
2624 $content{state_id} = exists($options{'stateid'})
2625 ? $options{'stateid'}
2626 : $self->getfield('stateid');
2627 $content{state_id_state} = exists($options{'stateid_state'})
2628 ? $options{'stateid_state'}
2629 : $self->getfield('stateid_state');
2630 $content{customer_ssn} = exists($options{'ss'})
2633 } elsif ( $method eq 'LEC' ) {
2634 $content{phone} = $payinfo;
2638 # run transaction(s)
2641 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2643 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2644 $transaction->content(
2647 'password' => $password,
2648 'action' => $action1,
2649 'description' => $options{'description'},
2650 'amount' => $amount,
2651 #'invoice_number' => $options{'invnum'},
2652 'customer_id' => $self->custnum,
2653 'last_name' => $paylast,
2654 'first_name' => $payfirst,
2656 'address' => $address,
2657 'city' => ( exists($options{'city'})
2660 'state' => ( exists($options{'state'})
2663 'zip' => ( exists($options{'zip'})
2666 'country' => ( exists($options{'country'})
2667 ? $options{'country'}
2669 'referer' => 'http://cleanwhisker.420.am/',
2671 'phone' => $self->daytime || $self->night,
2674 $transaction->submit();
2676 if ( $transaction->is_success() && $action2 ) {
2677 my $auth = $transaction->authorization;
2678 my $ordernum = $transaction->can('order_number')
2679 ? $transaction->order_number
2683 new Business::OnlinePayment( $processor, @bop_options );
2690 password => $password,
2691 order_number => $ordernum,
2693 authorization => $auth,
2694 description => $options{'description'},
2697 foreach my $field (qw( authorization_source_code returned_ACI
2698 transaction_identifier validation_code
2699 transaction_sequence_num local_transaction_date
2700 local_transaction_time AVS_result_code )) {
2701 $capture{$field} = $transaction->$field() if $transaction->can($field);
2704 $capture->content( %capture );
2708 unless ( $capture->is_success ) {
2709 my $e = "Authorization successful but capture failed, custnum #".
2710 $self->custnum. ': '. $capture->result_code.
2711 ": ". $capture->error_message;
2719 # remove paycvv after initial transaction
2722 #false laziness w/misc/process/payment.cgi - check both to make sure working
2724 if ( defined $self->dbdef_table->column('paycvv')
2725 && length($self->paycvv)
2726 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2728 my $error = $self->remove_cvv;
2730 warn "WARNING: error removing cvv: $error\n";
2738 if ( $transaction->is_success() ) {
2740 my %method2payby = (
2747 if ( $payment_gateway ) { # agent override
2748 $paybatch = $payment_gateway->gatewaynum. '-';
2751 $paybatch .= "$processor:". $transaction->authorization;
2753 $paybatch .= ':'. $transaction->order_number
2754 if $transaction->can('order_number')
2755 && length($transaction->order_number);
2757 my $cust_pay = new FS::cust_pay ( {
2758 'custnum' => $self->custnum,
2759 'invnum' => $options{'invnum'},
2762 'payby' => $method2payby{$method},
2763 'payinfo' => $payinfo,
2764 'paybatch' => $paybatch,
2765 'paydate' => $paydate,
2767 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
2769 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2772 $cust_pay->invnum(''); #try again with no specific invnum
2773 my $error2 = $cust_pay->insert( $options{'manual'} ?
2774 ( 'manual' => 1 ) : ()
2777 # gah, even with transactions.
2778 my $e = 'WARNING: Card/ACH debited but database not updated - '.
2779 "error inserting payment ($processor): $error2".
2780 " (previously tried insert with invnum #$options{'invnum'}" .
2786 return ''; #no error
2790 my $perror = "$processor error: ". $transaction->error_message;
2792 unless ( $transaction->error_message ) {
2795 #this should be normalized :/
2797 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
2798 if ( $transaction->can('param')
2799 && $transaction->param('transaction_response') ) {
2800 $t_response = $transaction->param('transaction_response')
2802 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
2803 } elsif ( $transaction->can('response_page') ) {
2805 'page' => ( $transaction->can('response_page')
2806 ? $transaction->response_page
2809 'code' => ( $transaction->can('response_code')
2810 ? $transaction->response_code
2813 'headers' => ( $transaction->can('response_headers')
2814 ? $transaction->response_headers
2820 "No additional debugging information available for $processor";
2823 $perror .= "No error_message returned from $processor -- ".
2824 ( ref($t_response) ? Dumper($t_response) : $t_response );
2828 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
2829 && $conf->exists('emaildecline')
2830 && grep { $_ ne 'POST' } $self->invoicing_list
2831 && ! grep { $transaction->error_message =~ /$_/ }
2832 $conf->config('emaildecline-exclude')
2834 my @templ = $conf->config('declinetemplate');
2835 my $template = new Text::Template (
2837 SOURCE => [ map "$_\n", @templ ],
2838 ) or return "($perror) can't create template: $Text::Template::ERROR";
2839 $template->compile()
2840 or return "($perror) can't compile template: $Text::Template::ERROR";
2842 my $templ_hash = { error => $transaction->error_message };
2844 my $error = send_email(
2845 'from' => $conf->config('invoice_from'),
2846 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
2847 'subject' => 'Your payment could not be processed',
2848 'body' => [ $template->fill_in(HASH => $templ_hash) ],
2851 $perror .= " (also received error sending decline notification: $error)"
2861 =item default_payment_gateway
2865 sub default_payment_gateway {
2866 my( $self, $method ) = @_;
2868 die "Real-time processing not enabled\n"
2869 unless $conf->exists('business-onlinepayment');
2872 my $bop_config = 'business-onlinepayment';
2873 $bop_config .= '-ach'
2874 if $method eq 'ECHECK' && $conf->exists($bop_config. '-ach');
2875 my ( $processor, $login, $password, $action, @bop_options ) =
2876 $conf->config($bop_config);
2877 $action ||= 'normal authorization';
2878 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
2879 die "No real-time processor is enabled - ".
2880 "did you set the business-onlinepayment configuration value?\n"
2883 ( $processor, $login, $password, $action, @bop_options )
2888 Removes the I<paycvv> field from the database directly.
2890 If there is an error, returns the error, otherwise returns false.
2896 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2897 or return dbh->errstr;
2898 $sth->execute($self->custnum)
2899 or return $sth->errstr;
2904 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
2906 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
2907 via a Business::OnlinePayment realtime gateway. See
2908 L<http://420.am/business-onlinepayment> for supported gateways.
2910 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2912 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
2914 Most gateways require a reference to an original payment transaction to refund,
2915 so you probably need to specify a I<paynum>.
2917 I<amount> defaults to the original amount of the payment if not specified.
2919 I<reason> specifies a reason for the refund.
2921 I<paydate> specifies the expiration date for a credit card overriding the
2922 value from the customer record or the payment record. Specified as yyyy-mm-dd
2924 Implementation note: If I<amount> is unspecified or equal to the amount of the
2925 orignal payment, first an attempt is made to "void" the transaction via
2926 the gateway (to cancel a not-yet settled transaction) and then if that fails,
2927 the normal attempt is made to "refund" ("credit") the transaction via the
2928 gateway is attempted.
2930 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2931 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2932 #if set, will override the value from the customer record.
2934 #If an I<invnum> is specified, this payment (if successful) is applied to the
2935 #specified invoice. If you don't specify an I<invnum> you might want to
2936 #call the B<apply_payments> method.
2940 #some false laziness w/realtime_bop, not enough to make it worth merging
2941 #but some useful small subs should be pulled out
2942 sub realtime_refund_bop {
2943 my( $self, $method, %options ) = @_;
2945 warn "$me realtime_refund_bop: $method refund\n";
2946 warn " $_ => $options{$_}\n" foreach keys %options;
2949 eval "use Business::OnlinePayment";
2953 # look up the original payment and optionally a gateway for that payment
2957 my $amount = $options{'amount'};
2959 my( $processor, $login, $password, @bop_options ) ;
2960 my( $auth, $order_number ) = ( '', '', '' );
2962 if ( $options{'paynum'} ) {
2964 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
2965 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
2966 or return "Unknown paynum $options{'paynum'}";
2967 $amount ||= $cust_pay->paid;
2969 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
2970 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
2971 $cust_pay->paybatch;
2972 my $gatewaynum = '';
2973 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
2975 if ( $gatewaynum ) { #gateway for the payment to be refunded
2977 my $payment_gateway =
2978 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
2979 die "payment gateway $gatewaynum not found"
2980 unless $payment_gateway;
2982 $processor = $payment_gateway->gateway_module;
2983 $login = $payment_gateway->gateway_username;
2984 $password = $payment_gateway->gateway_password;
2985 @bop_options = $payment_gateway->options;
2987 } else { #try the default gateway
2989 my( $conf_processor, $unused_action );
2990 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
2991 $self->default_payment_gateway($method);
2993 return "processor of payment $options{'paynum'} $processor does not".
2994 " match default processor $conf_processor"
2995 unless $processor eq $conf_processor;
3000 } else { # didn't specify a paynum, so look for agent gateway overrides
3001 # like a normal transaction
3004 if ( $method eq 'CC' ) {
3005 $cardtype = cardtype($self->payinfo);
3006 } elsif ( $method eq 'ECHECK' ) {
3009 $cardtype = $method;
3012 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3013 cardtype => $cardtype,
3015 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3017 taxclass => '', } );
3019 if ( $override ) { #use a payment gateway override
3021 my $payment_gateway = $override->payment_gateway;
3023 $processor = $payment_gateway->gateway_module;
3024 $login = $payment_gateway->gateway_username;
3025 $password = $payment_gateway->gateway_password;
3026 #$action = $payment_gateway->gateway_action;
3027 @bop_options = $payment_gateway->options;
3029 } else { #use the standard settings from the config
3032 ( $processor, $login, $password, $unused_action, @bop_options ) =
3033 $self->default_payment_gateway($method);
3038 return "neither amount nor paynum specified" unless $amount;
3043 'password' => $password,
3044 'order_number' => $order_number,
3045 'amount' => $amount,
3046 'referer' => 'http://cleanwhisker.420.am/',
3048 $content{authorization} = $auth
3049 if length($auth); #echeck/ACH transactions have an order # but no auth
3050 #(at least with authorize.net)
3052 my $disable_void_after;
3053 if ($conf->exists('disable_void_after')
3054 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3055 $disable_void_after = $1;
3058 #first try void if applicable
3059 if ( $cust_pay && $cust_pay->paid == $amount
3061 ( not defined($disable_void_after) )
3062 || ( time < ($cust_pay->_date + $disable_void_after ) )
3065 warn " attempting void\n" if $DEBUG > 1;
3066 my $void = new Business::OnlinePayment( $processor, @bop_options );
3067 $void->content( 'action' => 'void', %content );
3069 if ( $void->is_success ) {
3070 my $error = $cust_pay->void($options{'reason'});
3072 # gah, even with transactions.
3073 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3074 "error voiding payment: $error";
3078 warn " void successful\n" if $DEBUG > 1;
3083 warn " void unsuccessful, trying refund\n"
3087 my $address = $self->address1;
3088 $address .= ", ". $self->address2 if $self->address2;
3090 my($payname, $payfirst, $paylast);
3091 if ( $self->payname && $method ne 'ECHECK' ) {
3092 $payname = $self->payname;
3093 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3094 or return "Illegal payname $payname";
3095 ($payfirst, $paylast) = ($1, $2);
3097 $payfirst = $self->getfield('first');
3098 $paylast = $self->getfield('last');
3099 $payname = "$payfirst $paylast";
3102 my @invoicing_list = $self->invoicing_list_emailonly;
3103 if ( $conf->exists('emailinvoiceautoalways')
3104 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3105 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3106 push @invoicing_list, $self->all_emails;
3109 my $email = ($conf->exists('business-onlinepayment-email-override'))
3110 ? $conf->config('business-onlinepayment-email-override')
3111 : $invoicing_list[0];
3113 my $payip = exists($options{'payip'})
3116 $content{customer_ip} = $payip
3120 if ( $method eq 'CC' ) {
3123 $content{card_number} = $payinfo = $cust_pay->payinfo;
3124 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3125 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3126 ($content{expiration} = "$2/$1"); # where available
3128 $content{card_number} = $payinfo = $self->payinfo;
3129 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3130 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3131 $content{expiration} = "$2/$1";
3134 } elsif ( $method eq 'ECHECK' ) {
3137 $payinfo = $cust_pay->payinfo;
3139 $payinfo = $self->payinfo;
3141 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3142 $content{bank_name} = $self->payname;
3143 $content{account_type} = 'CHECKING';
3144 $content{account_name} = $payname;
3145 $content{customer_org} = $self->company ? 'B' : 'I';
3146 $content{customer_ssn} = $self->ss;
3147 } elsif ( $method eq 'LEC' ) {
3148 $content{phone} = $payinfo = $self->payinfo;
3152 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3153 my %sub_content = $refund->content(
3154 'action' => 'credit',
3155 'customer_id' => $self->custnum,
3156 'last_name' => $paylast,
3157 'first_name' => $payfirst,
3159 'address' => $address,
3160 'city' => $self->city,
3161 'state' => $self->state,
3162 'zip' => $self->zip,
3163 'country' => $self->country,
3165 'phone' => $self->daytime || $self->night,
3168 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3172 return "$processor error: ". $refund->error_message
3173 unless $refund->is_success();
3175 my %method2payby = (
3181 my $paybatch = "$processor:". $refund->authorization;
3182 $paybatch .= ':'. $refund->order_number
3183 if $refund->can('order_number') && $refund->order_number;
3185 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3186 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3187 last unless @cust_bill_pay;
3188 my $cust_bill_pay = pop @cust_bill_pay;
3189 my $error = $cust_bill_pay->delete;
3193 my $cust_refund = new FS::cust_refund ( {
3194 'custnum' => $self->custnum,
3195 'paynum' => $options{'paynum'},
3196 'refund' => $amount,
3198 'payby' => $method2payby{$method},
3199 'payinfo' => $payinfo,
3200 'paybatch' => $paybatch,
3201 'reason' => $options{'reason'} || 'card or ACH refund',
3203 my $error = $cust_refund->insert;
3205 $cust_refund->paynum(''); #try again with no specific paynum
3206 my $error2 = $cust_refund->insert;
3208 # gah, even with transactions.
3209 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3210 "error inserting refund ($processor): $error2".
3211 " (previously tried insert with paynum #$options{'paynum'}" .
3222 =item batch_card OPTION => VALUE...
3224 Adds a payment for this invoice to the pending credit card batch (see
3225 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3226 runs the payment using a realtime gateway.
3231 my ($self, %options) = @_;
3234 if (exists($options{amount})) {
3235 $amount = $options{amount};
3237 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3239 return '' unless $amount > 0;
3241 my $invnum = delete $options{invnum};
3242 my $payby = $options{invnum} || $self->payby; #dubious
3244 if ($options{'realtime'}) {
3245 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3251 my $oldAutoCommit = $FS::UID::AutoCommit;
3252 local $FS::UID::AutoCommit = 0;
3255 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3256 or return "Cannot lock pay_batch: " . $dbh->errstr;
3260 'payby' => FS::payby->payby2payment($payby),
3263 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3265 unless ( $pay_batch ) {
3266 $pay_batch = new FS::pay_batch \%pay_batch;
3267 my $error = $pay_batch->insert;
3269 $dbh->rollback if $oldAutoCommit;
3270 die "error creating new batch: $error\n";
3274 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3275 'batchnum' => $pay_batch->batchnum,
3276 'custnum' => $self->custnum,
3279 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3281 $options{$_} = '' unless exists($options{$_});
3284 my $cust_pay_batch = new FS::cust_pay_batch ( {
3285 'batchnum' => $pay_batch->batchnum,
3286 'invnum' => $invnum || 0, # is there a better value?
3287 # this field should be
3289 # cust_bill_pay_batch now
3290 'custnum' => $self->custnum,
3291 'last' => $self->getfield('last'),
3292 'first' => $self->getfield('first'),
3293 'address1' => $options{address1} || $self->address1,
3294 'address2' => $options{address2} || $self->address2,
3295 'city' => $options{city} || $self->city,
3296 'state' => $options{state} || $self->state,
3297 'zip' => $options{zip} || $self->zip,
3298 'country' => $options{country} || $self->country,
3299 'payby' => $options{payby} || $self->payby,
3300 'payinfo' => $options{payinfo} || $self->payinfo,
3301 'exp' => $options{paydate} || $self->paydate,
3302 'payname' => $options{payname} || $self->payname,
3303 'amount' => $amount, # consolidating
3306 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3307 if $old_cust_pay_batch;
3310 if ($old_cust_pay_batch) {
3311 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3313 $error = $cust_pay_batch->insert;
3317 $dbh->rollback if $oldAutoCommit;
3321 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3322 foreach my $cust_bill ($self->open_cust_bill) {
3323 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3324 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3325 'invnum' => $cust_bill->invnum,
3326 'paybatchnum' => $cust_pay_batch->paybatchnum,
3327 'amount' => $cust_bill->owed,
3330 if ($unapplied >= $cust_bill_pay_batch->amount){
3331 $unapplied -= $cust_bill_pay_batch->amount;
3334 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3335 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3337 $error = $cust_bill_pay_batch->insert;
3339 $dbh->rollback if $oldAutoCommit;
3344 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3350 Returns the total owed for this customer on all invoices
3351 (see L<FS::cust_bill/owed>).
3357 $self->total_owed_date(2145859200); #12/31/2037
3360 =item total_owed_date TIME
3362 Returns the total owed for this customer on all invoices with date earlier than
3363 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3364 see L<Time::Local> and L<Date::Parse> for conversion functions.
3368 sub total_owed_date {
3372 foreach my $cust_bill (
3373 grep { $_->_date <= $time }
3374 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3376 $total_bill += $cust_bill->owed;
3378 sprintf( "%.2f", $total_bill );
3381 =item apply_payments_and_credits
3383 Applies unapplied payments and credits.
3385 In most cases, this new method should be used in place of sequential
3386 apply_payments and apply_credits methods.
3390 sub apply_payments_and_credits {
3393 foreach my $cust_bill ( $self->open_cust_bill ) {
3394 $cust_bill->apply_payments_and_credits;
3399 =item apply_credits OPTION => VALUE ...
3401 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3402 to outstanding invoice balances in chronological order (or reverse
3403 chronological order if the I<order> option is set to B<newest>) and returns the
3404 value of any remaining unapplied credits available for refund (see
3405 L<FS::cust_refund>).
3413 return 0 unless $self->total_credited;
3415 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3416 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3418 my @invoices = $self->open_cust_bill;
3419 @invoices = sort { $b->_date <=> $a->_date } @invoices
3420 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3423 foreach my $cust_bill ( @invoices ) {
3426 if ( !defined($credit) || $credit->credited == 0) {
3427 $credit = pop @credits or last;
3430 if ($cust_bill->owed >= $credit->credited) {
3431 $amount=$credit->credited;
3433 $amount=$cust_bill->owed;
3436 my $cust_credit_bill = new FS::cust_credit_bill ( {
3437 'crednum' => $credit->crednum,
3438 'invnum' => $cust_bill->invnum,
3439 'amount' => $amount,
3441 my $error = $cust_credit_bill->insert;
3442 die $error if $error;
3444 redo if ($cust_bill->owed > 0);
3448 return $self->total_credited;
3451 =item apply_payments
3453 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3454 to outstanding invoice balances in chronological order.
3456 #and returns the value of any remaining unapplied payments.
3460 sub apply_payments {
3465 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3466 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3468 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3469 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3473 foreach my $cust_bill ( @invoices ) {
3476 if ( !defined($payment) || $payment->unapplied == 0 ) {
3477 $payment = pop @payments or last;
3480 if ( $cust_bill->owed >= $payment->unapplied ) {
3481 $amount = $payment->unapplied;
3483 $amount = $cust_bill->owed;
3486 my $cust_bill_pay = new FS::cust_bill_pay ( {
3487 'paynum' => $payment->paynum,
3488 'invnum' => $cust_bill->invnum,
3489 'amount' => $amount,
3491 my $error = $cust_bill_pay->insert;
3492 die $error if $error;
3494 redo if ( $cust_bill->owed > 0);
3498 return $self->total_unapplied_payments;
3501 =item total_credited
3503 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3504 customer. See L<FS::cust_credit/credited>.
3508 sub total_credited {
3510 my $total_credit = 0;
3511 foreach my $cust_credit ( qsearch('cust_credit', {
3512 'custnum' => $self->custnum,
3514 $total_credit += $cust_credit->credited;
3516 sprintf( "%.2f", $total_credit );
3519 =item total_unapplied_payments
3521 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3522 See L<FS::cust_pay/unapplied>.
3526 sub total_unapplied_payments {
3528 my $total_unapplied = 0;
3529 foreach my $cust_pay ( qsearch('cust_pay', {
3530 'custnum' => $self->custnum,
3532 $total_unapplied += $cust_pay->unapplied;
3534 sprintf( "%.2f", $total_unapplied );
3539 Returns the balance for this customer (total_owed minus total_credited
3540 minus total_unapplied_payments).
3547 $self->total_owed - $self->total_credited - $self->total_unapplied_payments
3551 =item balance_date TIME
3553 Returns the balance for this customer, only considering invoices with date
3554 earlier than TIME (total_owed_date minus total_credited minus
3555 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3556 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3565 $self->total_owed_date($time)
3566 - $self->total_credited
3567 - $self->total_unapplied_payments
3571 =item in_transit_payments
3573 Returns the total of requests for payments for this customer pending in
3574 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3578 sub in_transit_payments {
3580 my $in_transit_payments = 0;
3581 foreach my $pay_batch ( qsearch('pay_batch', {
3584 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3585 'batchnum' => $pay_batch->batchnum,
3586 'custnum' => $self->custnum,
3588 $in_transit_payments += $cust_pay_batch->amount;
3591 sprintf( "%.2f", $in_transit_payments );
3594 =item paydate_monthyear
3596 Returns a two-element list consisting of the month and year of this customer's
3597 paydate (credit card expiration date for CARD customers)
3601 sub paydate_monthyear {
3603 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3605 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3612 =item invoicing_list [ ARRAYREF ]
3614 If an arguement is given, sets these email addresses as invoice recipients
3615 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3616 (except as warnings), so use check_invoicing_list first.
3618 Returns a list of email addresses (with svcnum entries expanded).
3620 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3621 check it without disturbing anything by passing nothing.
3623 This interface may change in the future.
3627 sub invoicing_list {
3628 my( $self, $arrayref ) = @_;
3631 my @cust_main_invoice;
3632 if ( $self->custnum ) {
3633 @cust_main_invoice =
3634 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3636 @cust_main_invoice = ();
3638 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3639 #warn $cust_main_invoice->destnum;
3640 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3641 #warn $cust_main_invoice->destnum;
3642 my $error = $cust_main_invoice->delete;
3643 warn $error if $error;
3646 if ( $self->custnum ) {
3647 @cust_main_invoice =
3648 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3650 @cust_main_invoice = ();
3652 my %seen = map { $_->address => 1 } @cust_main_invoice;
3653 foreach my $address ( @{$arrayref} ) {
3654 next if exists $seen{$address} && $seen{$address};
3655 $seen{$address} = 1;
3656 my $cust_main_invoice = new FS::cust_main_invoice ( {
3657 'custnum' => $self->custnum,
3660 my $error = $cust_main_invoice->insert;
3661 warn $error if $error;
3665 if ( $self->custnum ) {
3667 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3674 =item check_invoicing_list ARRAYREF
3676 Checks these arguements as valid input for the invoicing_list method. If there
3677 is an error, returns the error, otherwise returns false.
3681 sub check_invoicing_list {
3682 my( $self, $arrayref ) = @_;
3683 foreach my $address ( @{$arrayref} ) {
3685 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3686 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3689 my $cust_main_invoice = new FS::cust_main_invoice ( {
3690 'custnum' => $self->custnum,
3693 my $error = $self->custnum
3694 ? $cust_main_invoice->check
3695 : $cust_main_invoice->checkdest
3697 return $error if $error;
3702 =item set_default_invoicing_list
3704 Sets the invoicing list to all accounts associated with this customer,
3705 overwriting any previous invoicing list.
3709 sub set_default_invoicing_list {
3711 $self->invoicing_list($self->all_emails);
3716 Returns the email addresses of all accounts provisioned for this customer.
3723 foreach my $cust_pkg ( $self->all_pkgs ) {
3724 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3726 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3727 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3729 $list{$_}=1 foreach map { $_->email } @svc_acct;
3734 =item invoicing_list_addpost
3736 Adds postal invoicing to this customer. If this customer is already configured
3737 to receive postal invoices, does nothing.
3741 sub invoicing_list_addpost {
3743 return if grep { $_ eq 'POST' } $self->invoicing_list;
3744 my @invoicing_list = $self->invoicing_list;
3745 push @invoicing_list, 'POST';
3746 $self->invoicing_list(\@invoicing_list);
3749 =item invoicing_list_emailonly
3751 Returns the list of email invoice recipients (invoicing_list without non-email
3752 destinations such as POST and FAX).
3756 sub invoicing_list_emailonly {
3758 warn "$me invoicing_list_emailonly called"
3760 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3763 =item invoicing_list_emailonly_scalar
3765 Returns the list of email invoice recipients (invoicing_list without non-email
3766 destinations such as POST and FAX) as a comma-separated scalar.
3770 sub invoicing_list_emailonly_scalar {
3772 warn "$me invoicing_list_emailonly_scalar called"
3774 join(', ', $self->invoicing_list_emailonly);
3777 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3779 Returns an array of customers referred by this customer (referral_custnum set
3780 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3781 customers referred by customers referred by this customer and so on, inclusive.
3782 The default behavior is DEPTH 1 (no recursion).
3786 sub referral_cust_main {
3788 my $depth = @_ ? shift : 1;
3789 my $exclude = @_ ? shift : {};
3792 map { $exclude->{$_->custnum}++; $_; }
3793 grep { ! $exclude->{ $_->custnum } }
3794 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3798 map { $_->referral_cust_main($depth-1, $exclude) }
3805 =item referral_cust_main_ncancelled
3807 Same as referral_cust_main, except only returns customers with uncancelled
3812 sub referral_cust_main_ncancelled {
3814 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3817 =item referral_cust_pkg [ DEPTH ]
3819 Like referral_cust_main, except returns a flat list of all unsuspended (and
3820 uncancelled) packages for each customer. The number of items in this list may
3821 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3825 sub referral_cust_pkg {
3827 my $depth = @_ ? shift : 1;
3829 map { $_->unsuspended_pkgs }
3830 grep { $_->unsuspended_pkgs }
3831 $self->referral_cust_main($depth);
3834 =item referring_cust_main
3836 Returns the single cust_main record for the customer who referred this customer
3837 (referral_custnum), or false.
3841 sub referring_cust_main {
3843 return '' unless $self->referral_custnum;
3844 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3847 =item credit AMOUNT, REASON
3849 Applies a credit to this customer. If there is an error, returns the error,
3850 otherwise returns false.
3855 my( $self, $amount, $reason ) = @_;
3856 my $cust_credit = new FS::cust_credit {
3857 'custnum' => $self->custnum,
3858 'amount' => $amount,
3859 'reason' => $reason,
3861 $cust_credit->insert;
3864 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3866 Creates a one-time charge for this customer. If there is an error, returns
3867 the error, otherwise returns false.
3873 my ( $amount, $pkg, $comment, $taxclass, $additional );
3874 if ( ref( $_[0] ) ) {
3875 $amount = $_[0]->{amount};
3876 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3877 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3878 : '$'. sprintf("%.2f",$amount);
3879 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3880 $additional = $_[0]->{additional};
3883 $pkg = @_ ? shift : 'One-time charge';
3884 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3885 $taxclass = @_ ? shift : '';
3889 local $SIG{HUP} = 'IGNORE';
3890 local $SIG{INT} = 'IGNORE';
3891 local $SIG{QUIT} = 'IGNORE';
3892 local $SIG{TERM} = 'IGNORE';
3893 local $SIG{TSTP} = 'IGNORE';
3894 local $SIG{PIPE} = 'IGNORE';
3896 my $oldAutoCommit = $FS::UID::AutoCommit;
3897 local $FS::UID::AutoCommit = 0;
3900 my $part_pkg = new FS::part_pkg ( {
3902 'comment' => $comment,
3906 'taxclass' => $taxclass,
3909 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3910 ( 0 .. @$additional - 1 )
3912 'additional_count' => scalar(@$additional),
3913 'setup_fee' => $amount,
3916 my $error = $part_pkg->insert( options => \%options );
3918 $dbh->rollback if $oldAutoCommit;
3922 my $pkgpart = $part_pkg->pkgpart;
3923 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3924 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3925 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3926 $error = $type_pkgs->insert;
3928 $dbh->rollback if $oldAutoCommit;
3933 my $cust_pkg = new FS::cust_pkg ( {
3934 'custnum' => $self->custnum,
3935 'pkgpart' => $pkgpart,
3938 $error = $cust_pkg->insert;
3940 $dbh->rollback if $oldAutoCommit;
3944 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3951 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3957 sort { $a->_date <=> $b->_date }
3958 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3961 =item open_cust_bill
3963 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3968 sub open_cust_bill {
3970 grep { $_->owed > 0 } $self->cust_bill;
3975 Returns all the credits (see L<FS::cust_credit>) for this customer.
3981 sort { $a->_date <=> $b->_date }
3982 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3987 Returns all the payments (see L<FS::cust_pay>) for this customer.
3993 sort { $a->_date <=> $b->_date }
3994 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3999 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4005 sort { $a->_date <=> $b->_date }
4006 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4012 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4018 sort { $a->_date <=> $b->_date }
4019 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4024 Returns a name string for this customer, either "Company (Last, First)" or
4031 my $name = $self->contact;
4032 $name = $self->company. " ($name)" if $self->company;
4038 Returns a name string for this (service/shipping) contact, either
4039 "Company (Last, First)" or "Last, First".
4045 if ( $self->get('ship_last') ) {
4046 my $name = $self->ship_contact;
4047 $name = $self->ship_company. " ($name)" if $self->ship_company;
4056 Returns this customer's full (billing) contact name only, "Last, First"
4062 $self->get('last'). ', '. $self->first;
4067 Returns this customer's full (shipping) contact name only, "Last, First"
4073 $self->get('ship_last')
4074 ? $self->get('ship_last'). ', '. $self->ship_first
4080 Returns this customer's full country name
4086 code2country($self->country);
4093 Returns a status string for this customer, currently:
4097 =item prospect - No packages have ever been ordered
4099 =item active - One or more recurring packages is active
4101 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4103 =item suspended - All non-cancelled recurring packages are suspended
4105 =item cancelled - All recurring packages are cancelled
4111 sub status { shift->cust_status(@_); }
4115 for my $status (qw( prospect active inactive suspended cancelled )) {
4116 my $method = $status.'_sql';
4117 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4118 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4119 $sth->execute( ($self->custnum) x $numnum )
4120 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4121 return $status if $sth->fetchrow_arrayref->[0];
4125 =item ucfirst_cust_status
4127 =item ucfirst_status
4129 Returns the status with the first character capitalized.
4133 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4135 sub ucfirst_cust_status {
4137 ucfirst($self->cust_status);
4142 Returns a hex triplet color string for this customer's status.
4146 use vars qw(%statuscolor);
4148 'prospect' => '7e0079', #'000000', #black? naw, purple
4149 'active' => '00CC00', #green
4150 'inactive' => '0000CC', #blue
4151 'suspended' => 'FF9900', #yellow
4152 'cancelled' => 'FF0000', #red
4155 sub statuscolor { shift->cust_statuscolor(@_); }
4157 sub cust_statuscolor {
4159 $statuscolor{$self->cust_status};
4164 =head1 CLASS METHODS
4170 Returns an SQL expression identifying prospective cust_main records (customers
4171 with no packages ever ordered)
4175 use vars qw($select_count_pkgs);
4176 $select_count_pkgs =
4177 "SELECT COUNT(*) FROM cust_pkg
4178 WHERE cust_pkg.custnum = cust_main.custnum";
4180 sub select_count_pkgs_sql {
4184 sub prospect_sql { "
4185 0 = ( $select_count_pkgs )
4190 Returns an SQL expression identifying active cust_main records (customers with
4191 no active recurring packages, but otherwise unsuspended/uncancelled).
4196 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4202 Returns an SQL expression identifying inactive cust_main records (customers with
4203 active recurring packages).
4207 sub inactive_sql { "
4208 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4210 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4216 Returns an SQL expression identifying suspended cust_main records.
4221 sub suspended_sql { susp_sql(@_); }
4223 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4225 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4231 Returns an SQL expression identifying cancelled cust_main records.
4235 sub cancelled_sql { cancel_sql(@_); }
4238 my $recurring_sql = FS::cust_pkg->recurring_sql;
4239 #my $recurring_sql = "
4240 # '0' != ( select freq from part_pkg
4241 # where cust_pkg.pkgpart = part_pkg.pkgpart )
4245 0 < ( $select_count_pkgs )
4246 AND 0 = ( $select_count_pkgs AND $recurring_sql
4247 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4253 =item uncancelled_sql
4255 Returns an SQL expression identifying un-cancelled cust_main records.
4259 sub uncancelled_sql { uncancel_sql(@_); }
4260 sub uncancel_sql { "
4261 ( 0 < ( $select_count_pkgs
4262 AND ( cust_pkg.cancel IS NULL
4263 OR cust_pkg.cancel = 0
4266 OR 0 = ( $select_count_pkgs )
4270 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
4272 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
4273 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
4274 appropriate ship_ field is also searched).
4276 Additional options are the same as FS::Record::qsearch
4281 my( $self, $fuzzy, $hash, @opt) = @_;
4286 check_and_rebuild_fuzzyfiles();
4287 foreach my $field ( keys %$fuzzy ) {
4289 my $all = $self->all_X($field);
4290 next unless scalar(@$all);
4293 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
4296 foreach ( keys %match ) {
4297 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
4298 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
4301 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
4304 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
4306 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
4314 Returns a masked version of the named field
4319 my ($self, $field) = @_;
4323 'x'x(length($self->getfield($field))-4).
4324 substr($self->getfield($field), (length($self->getfield($field))-4));
4334 =item smart_search OPTION => VALUE ...
4336 Accepts the following options: I<search>, the string to search for. The string
4337 will be searched for as a customer number, phone number, name or company name,
4338 as an exact, or, in some cases, a substring or fuzzy match (see the source code
4339 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
4340 skip fuzzy matching when an exact match is found.
4342 Any additional options are treated as an additional qualifier on the search
4345 Returns a (possibly empty) array of FS::cust_main objects.
4352 #here is the agent virtualization
4353 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
4357 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
4358 my $search = delete $options{'search'};
4359 ( my $alphanum_search = $search ) =~ s/\W//g;
4361 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
4363 #false laziness w/Record::ut_phone
4364 my $phonen = "$1-$2-$3";
4365 $phonen .= " x$4" if $4;
4367 push @cust_main, qsearch( {
4368 'table' => 'cust_main',
4369 'hashref' => { %options },
4370 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4372 join(' OR ', map "$_ = '$phonen'",
4373 qw( daytime night fax
4374 ship_daytime ship_night ship_fax )
4377 " AND $agentnums_sql", #agent virtualization
4380 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
4381 #try looking for matches with extensions unless one was specified
4383 push @cust_main, qsearch( {
4384 'table' => 'cust_main',
4385 'hashref' => { %options },
4386 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4388 join(' OR ', map "$_ LIKE '$phonen\%'",
4390 ship_daytime ship_night )
4393 " AND $agentnums_sql", #agent virtualization
4398 } elsif ( $search =~ /^\s*(\d+)\s*$/ ) { # customer # search
4400 push @cust_main, qsearch( {
4401 'table' => 'cust_main',
4402 'hashref' => { 'custnum' => $1, %options },
4403 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4406 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
4408 my($company, $last, $first) = ( $1, $2, $3 );
4410 # "Company (Last, First)"
4411 #this is probably something a browser remembered,
4412 #so just do an exact search
4414 foreach my $prefix ( '', 'ship_' ) {
4415 push @cust_main, qsearch( {
4416 'table' => 'cust_main',
4417 'hashref' => { $prefix.'first' => $first,
4418 $prefix.'last' => $last,
4419 $prefix.'company' => $company,
4422 'extra_sql' => " AND $agentnums_sql",
4426 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
4427 # try (ship_){last,company}
4431 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
4432 # # full strings the browser remembers won't work
4433 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
4435 use Lingua::EN::NameParse;
4436 my $NameParse = new Lingua::EN::NameParse(
4438 allow_reversed => 1,
4441 my($last, $first) = ( '', '' );
4442 #maybe disable this too and just rely on NameParse?
4443 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
4445 ($last, $first) = ( $1, $2 );
4447 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
4448 } elsif ( ! $NameParse->parse($value) ) {
4450 my %name = $NameParse->components;
4451 $first = $name{'given_name_1'};
4452 $last = $name{'surname_1'};
4456 if ( $first && $last ) {
4458 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
4461 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4463 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
4464 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
4467 push @cust_main, qsearch( {
4468 'table' => 'cust_main',
4469 'hashref' => \%options,
4470 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4473 # or it just be something that was typed in... (try that in a sec)
4477 my $q_value = dbh->quote($value);
4480 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4481 $sql .= " ( LOWER(last) = $q_value
4482 OR LOWER(company) = $q_value
4483 OR LOWER(ship_last) = $q_value
4484 OR LOWER(ship_company) = $q_value
4487 push @cust_main, qsearch( {
4488 'table' => 'cust_main',
4489 'hashref' => \%options,
4490 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4493 #always do substring & fuzzy,
4494 #getting complains searches are not returning enough
4495 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
4497 #still some false laziness w/ search/cust_main.cgi
4502 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
4503 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
4506 if ( $first && $last ) {
4509 { 'first' => { op=>'ILIKE', value=>"%$first%" },
4510 'last' => { op=>'ILIKE', value=>"%$last%" },
4512 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
4513 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
4520 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
4521 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
4525 foreach my $hashref ( @hashrefs ) {
4527 push @cust_main, qsearch( {
4528 'table' => 'cust_main',
4529 'hashref' => { %$hashref,
4532 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
4541 " AND $agentnums_sql", #extra_sql #agent virtualization
4544 if ( $first && $last ) {
4545 push @cust_main, FS::cust_main->fuzzy_search(
4546 { 'last' => $last, #fuzzy hashref
4547 'first' => $first }, #
4551 foreach my $field ( 'last', 'company' ) {
4553 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
4558 #eliminate duplicates
4560 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
4568 =item check_and_rebuild_fuzzyfiles
4572 use vars qw(@fuzzyfields);
4573 @fuzzyfields = ( 'last', 'first', 'company' );
4575 sub check_and_rebuild_fuzzyfiles {
4576 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4577 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
4580 =item rebuild_fuzzyfiles
4584 sub rebuild_fuzzyfiles {
4586 use Fcntl qw(:flock);
4588 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4589 mkdir $dir, 0700 unless -d $dir;
4591 foreach my $fuzzy ( @fuzzyfields ) {
4593 open(LOCK,">>$dir/cust_main.$fuzzy")
4594 or die "can't open $dir/cust_main.$fuzzy: $!";
4596 or die "can't lock $dir/cust_main.$fuzzy: $!";
4598 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
4599 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
4601 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
4602 my $sth = dbh->prepare("SELECT $field FROM cust_main".
4603 " WHERE $field != '' AND $field IS NOT NULL");
4604 $sth->execute or die $sth->errstr;
4606 while ( my $row = $sth->fetchrow_arrayref ) {
4607 print CACHE $row->[0]. "\n";
4612 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
4614 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
4625 my( $self, $field ) = @_;
4626 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4627 open(CACHE,"<$dir/cust_main.$field")
4628 or die "can't open $dir/cust_main.$field: $!";
4629 my @array = map { chomp; $_; } <CACHE>;
4634 =item append_fuzzyfiles LASTNAME COMPANY
4638 sub append_fuzzyfiles {
4639 #my( $first, $last, $company ) = @_;
4641 &check_and_rebuild_fuzzyfiles;
4643 use Fcntl qw(:flock);
4645 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4647 foreach my $field (qw( first last company )) {
4652 open(CACHE,">>$dir/cust_main.$field")
4653 or die "can't open $dir/cust_main.$field: $!";
4654 flock(CACHE,LOCK_EX)
4655 or die "can't lock $dir/cust_main.$field: $!";
4657 print CACHE "$value\n";
4659 flock(CACHE,LOCK_UN)
4660 or die "can't unlock $dir/cust_main.$field: $!";
4675 #warn join('-',keys %$param);
4676 my $fh = $param->{filehandle};
4677 my $agentnum = $param->{agentnum};
4679 my $refnum = $param->{refnum};
4680 my $pkgpart = $param->{pkgpart};
4682 #my @fields = @{$param->{fields}};
4683 my $format = $param->{'format'};
4686 if ( $format eq 'simple' ) {
4687 @fields = qw( cust_pkg.setup dayphone first last
4688 address1 address2 city state zip comments );
4690 } elsif ( $format eq 'extended' ) {
4691 @fields = qw( agent_custid refnum
4692 last first address1 address2 city state zip country
4694 ship_last ship_first ship_address1 ship_address2
4695 ship_city ship_state ship_zip ship_country
4696 payinfo paycvv paydate
4699 svc_acct.username svc_acct._password
4703 die "unknown format $format";
4706 eval "use Text::CSV_XS;";
4709 my $csv = new Text::CSV_XS;
4716 local $SIG{HUP} = 'IGNORE';
4717 local $SIG{INT} = 'IGNORE';
4718 local $SIG{QUIT} = 'IGNORE';
4719 local $SIG{TERM} = 'IGNORE';
4720 local $SIG{TSTP} = 'IGNORE';
4721 local $SIG{PIPE} = 'IGNORE';
4723 my $oldAutoCommit = $FS::UID::AutoCommit;
4724 local $FS::UID::AutoCommit = 0;
4727 #while ( $columns = $csv->getline($fh) ) {
4729 while ( defined($line=<$fh>) ) {
4731 $csv->parse($line) or do {
4732 $dbh->rollback if $oldAutoCommit;
4733 return "can't parse: ". $csv->error_input();
4736 my @columns = $csv->fields();
4737 #warn join('-',@columns);
4740 agentnum => $agentnum,
4742 country => $conf->config('countrydefault') || 'US',
4743 payby => $payby, #default
4744 paydate => '12/2037', #default
4746 my $billtime = time;
4747 my %cust_pkg = ( pkgpart => $pkgpart );
4749 foreach my $field ( @fields ) {
4751 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
4753 #$cust_pkg{$1} = str2time( shift @$columns );
4754 if ( $1 eq 'pkgpart' ) {
4755 $cust_pkg{$1} = shift @columns;
4756 } elsif ( $1 eq 'setup' ) {
4757 $billtime = str2time(shift @columns);
4759 $cust_pkg{$1} = str2time( shift @columns );
4762 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
4764 $svc_acct{$1} = shift @columns;
4768 #refnum interception
4769 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
4771 my $referral = $columns[0];
4772 my %hash = ( 'referral' => $referral,
4773 'agentnum' => $agentnum,
4777 my $part_referral = qsearchs('part_referral', \%hash )
4778 || new FS::part_referral \%hash;
4780 unless ( $part_referral->refnum ) {
4781 my $error = $part_referral->insert;
4783 $dbh->rollback if $oldAutoCommit;
4784 return "can't auto-insert advertising source: $referral: $error";
4788 $columns[0] = $part_referral->refnum;
4791 #$cust_main{$field} = shift @$columns;
4792 $cust_main{$field} = shift @columns;
4796 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
4798 my $invoicing_list = $cust_main{'invoicing_list'}
4799 ? [ delete $cust_main{'invoicing_list'} ]
4802 my $cust_main = new FS::cust_main ( \%cust_main );
4805 tie my %hash, 'Tie::RefHash'; #this part is important
4807 if ( $cust_pkg{'pkgpart'} ) {
4808 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
4811 if ( $svc_acct{'username'} ) {
4812 my $part_pkg = $cust_pkg->part_pkg;
4813 unless ( $part_pkg ) {
4814 $dbh->rollback if $oldAutoCommit;
4815 return "unknown pkgnum ". $cust_pkg{'pkgpart'};
4817 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
4818 push @svc_acct, new FS::svc_acct ( \%svc_acct )
4821 $hash{$cust_pkg} = \@svc_acct;
4824 my $error = $cust_main->insert( \%hash, $invoicing_list );
4827 $dbh->rollback if $oldAutoCommit;
4828 return "can't insert customer for $line: $error";
4831 if ( $format eq 'simple' ) {
4833 #false laziness w/bill.cgi
4834 $error = $cust_main->bill( 'time' => $billtime );
4836 $dbh->rollback if $oldAutoCommit;
4837 return "can't bill customer for $line: $error";
4840 $cust_main->apply_payments_and_credits;
4842 $error = $cust_main->collect();
4844 $dbh->rollback if $oldAutoCommit;
4845 return "can't collect customer for $line: $error";
4853 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4855 return "Empty file!" unless $imported;
4867 #warn join('-',keys %$param);
4868 my $fh = $param->{filehandle};
4869 my @fields = @{$param->{fields}};
4871 eval "use Text::CSV_XS;";
4874 my $csv = new Text::CSV_XS;
4881 local $SIG{HUP} = 'IGNORE';
4882 local $SIG{INT} = 'IGNORE';
4883 local $SIG{QUIT} = 'IGNORE';
4884 local $SIG{TERM} = 'IGNORE';
4885 local $SIG{TSTP} = 'IGNORE';
4886 local $SIG{PIPE} = 'IGNORE';
4888 my $oldAutoCommit = $FS::UID::AutoCommit;
4889 local $FS::UID::AutoCommit = 0;
4892 #while ( $columns = $csv->getline($fh) ) {
4894 while ( defined($line=<$fh>) ) {
4896 $csv->parse($line) or do {
4897 $dbh->rollback if $oldAutoCommit;
4898 return "can't parse: ". $csv->error_input();
4901 my @columns = $csv->fields();
4902 #warn join('-',@columns);
4905 foreach my $field ( @fields ) {
4906 $row{$field} = shift @columns;
4909 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
4910 unless ( $cust_main ) {
4911 $dbh->rollback if $oldAutoCommit;
4912 return "unknown custnum $row{'custnum'}";
4915 if ( $row{'amount'} > 0 ) {
4916 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4918 $dbh->rollback if $oldAutoCommit;
4922 } elsif ( $row{'amount'} < 0 ) {
4923 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4926 $dbh->rollback if $oldAutoCommit;
4936 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4938 return "Empty file!" unless $imported;
4944 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4946 Sends a templated email notification to the customer (see L<Text::Template>).
4948 OPTIONS is a hash and may include
4950 I<from> - the email sender (default is invoice_from)
4952 I<to> - comma-separated scalar or arrayref of recipients
4953 (default is invoicing_list)
4955 I<subject> - The subject line of the sent email notification
4956 (default is "Notice from company_name")
4958 I<extra_fields> - a hashref of name/value pairs which will be substituted
4961 The following variables are vavailable in the template.
4963 I<$first> - the customer first name
4964 I<$last> - the customer last name
4965 I<$company> - the customer company
4966 I<$payby> - a description of the method of payment for the customer
4967 # would be nice to use FS::payby::shortname
4968 I<$payinfo> - the account information used to collect for this customer
4969 I<$expdate> - the expiration of the customer payment in seconds from epoch
4974 my ($customer, $template, %options) = @_;
4976 return unless $conf->exists($template);
4978 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
4979 $from = $options{from} if exists($options{from});
4981 my $to = join(',', $customer->invoicing_list_emailonly);
4982 $to = $options{to} if exists($options{to});
4984 my $subject = "Notice from " . $conf->config('company_name')
4985 if $conf->exists('company_name');
4986 $subject = $options{subject} if exists($options{subject});
4988 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4989 SOURCE => [ map "$_\n",
4990 $conf->config($template)]
4992 or die "can't create new Text::Template object: Text::Template::ERROR";
4993 $notify_template->compile()
4994 or die "can't compile template: Text::Template::ERROR";
4996 my $paydate = $customer->paydate;
4997 $FS::notify_template::_template::first = $customer->first;
4998 $FS::notify_template::_template::last = $customer->last;
4999 $FS::notify_template::_template::company = $customer->company;
5000 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
5001 my $payby = $customer->payby;
5002 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5003 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5005 #credit cards expire at the end of the month/year of their exp date
5006 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5007 $FS::notify_template::_template::payby = 'credit card';
5008 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5009 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5011 }elsif ($payby eq 'COMP') {
5012 $FS::notify_template::_template::payby = 'complimentary account';
5014 $FS::notify_template::_template::payby = 'current method';
5016 $FS::notify_template::_template::expdate = $expire_time;
5018 for (keys %{$options{extra_fields}}){
5020 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5023 send_email(from => $from,
5025 subject => $subject,
5026 body => $notify_template->fill_in( PACKAGE =>
5027 'FS::notify_template::_template' ),
5032 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5034 Generates a templated notification to the customer (see L<Text::Template>).
5036 OPTIONS is a hash and may include
5038 I<extra_fields> - a hashref of name/value pairs which will be substituted
5039 into the template. These values may override values mentioned below
5040 and those from the customer record.
5042 The following variables are available in the template instead of or in addition
5043 to the fields of the customer record.
5045 I<$payby> - a description of the method of payment for the customer
5046 # would be nice to use FS::payby::shortname
5047 I<$payinfo> - the masked account information used to collect for this customer
5048 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5049 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
5053 sub generate_letter {
5054 my ($self, $template, %options) = @_;
5056 return unless $conf->exists($template);
5058 my $letter_template = new Text::Template
5060 SOURCE => [ map "$_\n", $conf->config($template)],
5061 DELIMITERS => [ '[@--', '--@]' ],
5063 or die "can't create new Text::Template object: Text::Template::ERROR";
5065 $letter_template->compile()
5066 or die "can't compile template: Text::Template::ERROR";
5068 my %letter_data = map { $_ => $self->$_ } $self->fields;
5069 $letter_data{payinfo} = $self->mask_payinfo;
5071 my $paydate = $self->paydate;
5072 my $payby = $self->payby;
5073 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5074 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5076 #credit cards expire at the end of the month/year of their exp date
5077 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5078 $letter_data{payby} = 'credit card';
5079 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5080 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5082 }elsif ($payby eq 'COMP') {
5083 $letter_data{payby} = 'complimentary account';
5085 $letter_data{payby} = 'current method';
5087 $letter_data{expdate} = $expire_time;
5089 for (keys %{$options{extra_fields}}){
5090 $letter_data{$_} = $options{extra_fields}->{$_};
5093 unless(exists($letter_data{returnaddress})){
5094 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5095 $self->_agent_template)
5098 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
5101 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5103 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
5104 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5108 ) or die "can't open temp file: $!\n";
5110 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5112 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5116 =item print_ps TEMPLATE
5118 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5124 my $file = $self->generate_letter(@_);
5125 FS::Misc::generate_ps($file);
5128 =item print TEMPLATE
5130 Prints the filled in template.
5132 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5136 sub queueable_print {
5139 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5140 or die "invalid customer number: " . $opt{custvnum};
5142 my $error = $self->print( $opt{template} );
5143 die $error if $error;
5147 my ($self, $template) = (shift, shift);
5148 do_print [ $self->print_ps($template) ];
5151 sub agent_template {
5153 $self->_agent_plandata('agent_templatename');
5156 sub agent_invoice_from {
5158 $self->_agent_plandata('agent_invoice_from');
5161 sub _agent_plandata {
5162 my( $self, $option ) = @_;
5164 my $part_bill_event = qsearchs( 'part_bill_event',
5166 'payby' => $self->payby,
5167 'plan' => 'send_agent',
5168 'plandata' => { 'op' => '~',
5169 'value' => "(^|\n)agentnum ".
5177 'ORDER BY seconds LIMIT 1'
5180 return '' unless $part_bill_event;
5182 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
5185 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
5186 " plandata for $option";
5198 The delete method should possibly take an FS::cust_main object reference
5199 instead of a scalar customer number.
5201 Bill and collect options should probably be passed as references instead of a
5204 There should probably be a configuration file with a list of allowed credit
5207 No multiple currency support (probably a larger project than just this module).
5209 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5211 Birthdates rely on negative epoch values.
5213 The payby for card/check batches is broken. With mixed batching, bad
5218 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5219 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5220 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.