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 driver_name );
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_pending;
35 use FS::cust_pay_void;
38 use FS::part_referral;
39 use FS::cust_main_county;
41 use FS::cust_main_invoice;
42 use FS::cust_credit_bill;
43 use FS::cust_bill_pay;
44 use FS::prepay_credit;
47 use FS::part_bill_event qw(due_events);
48 use FS::cust_bill_event;
49 use FS::cust_tax_exempt;
50 use FS::cust_tax_exempt_pkg;
52 use FS::payment_gateway;
53 use FS::agent_payment_gateway;
55 use FS::payinfo_Mixin;
57 @ISA = qw( FS::Record FS::payinfo_Mixin );
59 @EXPORT_OK = qw( smart_search );
61 $realtime_bop_decline_quiet = 0;
63 # 1 is mostly method/subroutine entry and options
64 # 2 traces progress of some operations
65 # 3 is even more information including possibly sensitive data
67 $me = '[FS::cust_main]';
71 $ignore_expired_card = 0;
73 @encrypted_fields = ('payinfo', 'paycvv');
74 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
76 #ask FS::UID to run this stuff for us later
77 #$FS::UID::callback{'FS::cust_main'} = sub {
78 install_callback FS::UID sub {
80 #yes, need it for stuff below (prolly should be cached)
85 my ( $hashref, $cache ) = @_;
86 if ( exists $hashref->{'pkgnum'} ) {
87 #@{ $self->{'_pkgnum'} } = ();
88 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
89 $self->{'_pkgnum'} = $subcache;
90 #push @{ $self->{'_pkgnum'} },
91 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
97 FS::cust_main - Object methods for cust_main records
103 $record = new FS::cust_main \%hash;
104 $record = new FS::cust_main { 'column' => 'value' };
106 $error = $record->insert;
108 $error = $new_record->replace($old_record);
110 $error = $record->delete;
112 $error = $record->check;
114 @cust_pkg = $record->all_pkgs;
116 @cust_pkg = $record->ncancelled_pkgs;
118 @cust_pkg = $record->suspended_pkgs;
120 $error = $record->bill;
121 $error = $record->bill %options;
122 $error = $record->bill 'time' => $time;
124 $error = $record->collect;
125 $error = $record->collect %options;
126 $error = $record->collect 'invoice_time' => $time,
131 An FS::cust_main object represents a customer. FS::cust_main inherits from
132 FS::Record. The following fields are currently supported:
136 =item custnum - primary key (assigned automatically for new customers)
138 =item agentnum - agent (see L<FS::agent>)
140 =item refnum - Advertising source (see L<FS::part_referral>)
146 =item ss - social security number (optional)
148 =item company - (optional)
152 =item address2 - (optional)
156 =item county - (optional, see L<FS::cust_main_county>)
158 =item state - (see L<FS::cust_main_county>)
162 =item country - (see L<FS::cust_main_county>)
164 =item daytime - phone (optional)
166 =item night - phone (optional)
168 =item fax - phone (optional)
170 =item ship_first - name
172 =item ship_last - name
174 =item ship_company - (optional)
178 =item ship_address2 - (optional)
182 =item ship_county - (optional, see L<FS::cust_main_county>)
184 =item ship_state - (see L<FS::cust_main_county>)
188 =item ship_country - (see L<FS::cust_main_county>)
190 =item ship_daytime - phone (optional)
192 =item ship_night - phone (optional)
194 =item ship_fax - phone (optional)
196 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
198 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
200 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
204 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
206 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
208 =item paystart_month - start date month (maestro/solo cards only)
210 =item paystart_year - start date year (maestro/solo cards only)
212 =item payissue - issue number (maestro/solo cards only)
214 =item payname - name on card or billing name
216 =item payip - IP address from which payment information was received
218 =item tax - tax exempt, empty or `Y'
220 =item otaker - order taker (assigned automatically, see L<FS::UID>)
222 =item comments - comments (optional)
224 =item referral_custnum - referring customer number
226 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
236 Creates a new customer. To add the customer to the database, see L<"insert">.
238 Note that this stores the hash reference, not a distinct copy of the hash it
239 points to. You can ask the object for a copy with the I<hash> method.
243 sub table { 'cust_main'; }
245 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
247 Adds this customer to the database. If there is an error, returns the error,
248 otherwise returns false.
250 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
251 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
252 are inserted atomicly, or the transaction is rolled back. Passing an empty
253 hash reference is equivalent to not supplying this parameter. There should be
254 a better explanation of this, but until then, here's an example:
257 tie %hash, 'Tie::RefHash'; #this part is important
259 $cust_pkg => [ $svc_acct ],
262 $cust_main->insert( \%hash );
264 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
265 be set as the invoicing list (see L<"invoicing_list">). Errors return as
266 expected and rollback the entire transaction; it is not necessary to call
267 check_invoicing_list first. The invoicing_list is set after the records in the
268 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
269 invoicing_list destination to the newly-created svc_acct. Here's an example:
271 $cust_main->insert( {}, [ $email, 'POST' ] );
273 Currently available options are: I<depend_jobnum> and I<noexport>.
275 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
276 on the supplied jobnum (they will not run until the specific job completes).
277 This can be used to defer provisioning until some action completes (such
278 as running the customer's credit card successfully).
280 The I<noexport> option is deprecated. If I<noexport> is set true, no
281 provisioning jobs (exports) are scheduled. (You can schedule them later with
282 the B<reexport> method.)
288 my $cust_pkgs = @_ ? shift : {};
289 my $invoicing_list = @_ ? shift : '';
291 warn "$me insert called with options ".
292 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
295 local $SIG{HUP} = 'IGNORE';
296 local $SIG{INT} = 'IGNORE';
297 local $SIG{QUIT} = 'IGNORE';
298 local $SIG{TERM} = 'IGNORE';
299 local $SIG{TSTP} = 'IGNORE';
300 local $SIG{PIPE} = 'IGNORE';
302 my $oldAutoCommit = $FS::UID::AutoCommit;
303 local $FS::UID::AutoCommit = 0;
306 my $prepay_identifier = '';
307 my( $amount, $seconds ) = ( 0, 0 );
309 if ( $self->payby eq 'PREPAY' ) {
311 $self->payby('BILL');
312 $prepay_identifier = $self->payinfo;
315 warn " looking up prepaid card $prepay_identifier\n"
318 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
320 $dbh->rollback if $oldAutoCommit;
321 #return "error applying prepaid card (transaction rolled back): $error";
325 $payby = 'PREP' if $amount;
327 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
330 $self->payby('BILL');
331 $amount = $self->paid;
335 warn " inserting $self\n"
338 $self->signupdate(time) unless $self->signupdate;
340 my $error = $self->SUPER::insert;
342 $dbh->rollback if $oldAutoCommit;
343 #return "inserting cust_main record (transaction rolled back): $error";
347 warn " setting invoicing list\n"
350 if ( $invoicing_list ) {
351 $error = $self->check_invoicing_list( $invoicing_list );
353 $dbh->rollback if $oldAutoCommit;
354 #return "checking invoicing_list (transaction rolled back): $error";
357 $self->invoicing_list( $invoicing_list );
360 if ( $conf->config('cust_main-skeleton_tables')
361 && $conf->config('cust_main-skeleton_custnum') ) {
363 warn " inserting skeleton records\n"
366 my $error = $self->start_copy_skel;
368 $dbh->rollback if $oldAutoCommit;
374 warn " ordering packages\n"
377 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
379 $dbh->rollback if $oldAutoCommit;
384 $dbh->rollback if $oldAutoCommit;
385 return "No svc_acct record to apply pre-paid time";
389 warn " inserting initial $payby payment of $amount\n"
391 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
393 $dbh->rollback if $oldAutoCommit;
394 return "inserting payment (transaction rolled back): $error";
398 unless ( $import || $skip_fuzzyfiles ) {
399 warn " queueing fuzzyfiles update\n"
401 $error = $self->queue_fuzzyfiles_update;
403 $dbh->rollback if $oldAutoCommit;
404 return "updating fuzzy search cache: $error";
408 warn " insert complete; committing transaction\n"
411 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
416 sub start_copy_skel {
419 #'mg_user_preference' => {},
420 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
421 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
422 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
423 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
424 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
427 _copy_skel( 'cust_main', #tablename
428 $conf->config('cust_main-skeleton_custnum'), #sourceid
429 $self->custnum, #destid
430 @tables, #child tables
434 #recursive subroutine, not a method
436 my( $table, $sourceid, $destid, %child_tables ) = @_;
439 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
440 ( $table, $primary_key ) = ( $1, $2 );
442 my $dbdef_table = dbdef->table($table);
443 $primary_key = $dbdef_table->primary_key
444 or return "$table has no primary key".
445 " (or do you need to run dbdef-create?)";
448 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
449 join (', ', keys %child_tables). "\n"
452 foreach my $child_table_def ( keys %child_tables ) {
456 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
457 ( $child_table, $child_pkey ) = ( $1, $2 );
459 $child_table = $child_table_def;
461 $child_pkey = dbdef->table($child_table)->primary_key;
462 # or return "$table has no primary key".
463 # " (or do you need to run dbdef-create?)\n";
467 if ( keys %{ $child_tables{$child_table_def} } ) {
469 return "$child_table has no primary key".
470 " (run dbdef-create or try specifying it?)\n"
473 #false laziness w/Record::insert and only works on Pg
474 #refactor the proper last-inserted-id stuff out of Record::insert if this
475 # ever gets use for anything besides a quick kludge for one customer
476 my $default = dbdef->table($child_table)->column($child_pkey)->default;
477 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
478 or return "can't parse $child_table.$child_pkey default value ".
479 " for sequence name: $default";
484 my @sel_columns = grep { $_ ne $primary_key }
485 dbdef->table($child_table)->columns;
486 my $sel_columns = join(', ', @sel_columns );
488 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
489 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
490 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
492 my $sel_st = "SELECT $sel_columns FROM $child_table".
493 " WHERE $primary_key = $sourceid";
496 my $sel_sth = dbh->prepare( $sel_st )
497 or return dbh->errstr;
499 $sel_sth->execute or return $sel_sth->errstr;
501 while ( my $row = $sel_sth->fetchrow_hashref ) {
503 warn " selected row: ".
504 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
508 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
509 my $ins_sth =dbh->prepare($statement)
510 or return dbh->errstr;
511 my @param = ( $destid, map $row->{$_}, @ins_columns );
512 warn " $statement: [ ". join(', ', @param). " ]\n"
514 $ins_sth->execute( @param )
515 or return $ins_sth->errstr;
517 #next unless keys %{ $child_tables{$child_table} };
518 next unless $sequence;
520 #another section of that laziness
521 my $seq_sql = "SELECT currval('$sequence')";
522 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
523 $seq_sth->execute or return $seq_sth->errstr;
524 my $insertid = $seq_sth->fetchrow_arrayref->[0];
526 # don't drink soap! recurse! recurse! okay!
528 _copy_skel( $child_table_def,
529 $row->{$child_pkey}, #sourceid
531 %{ $child_tables{$child_table_def} },
533 return $error if $error;
543 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
545 Like the insert method on an existing record, this method orders a package
546 and included services atomicaly. Pass a Tie::RefHash data structure to this
547 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
548 be a better explanation of this, but until then, here's an example:
551 tie %hash, 'Tie::RefHash'; #this part is important
553 $cust_pkg => [ $svc_acct ],
556 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
558 Services can be new, in which case they are inserted, or existing unaudited
559 services, in which case they are linked to the newly-created package.
561 Currently available options are: I<depend_jobnum> and I<noexport>.
563 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
564 on the supplied jobnum (they will not run until the specific job completes).
565 This can be used to defer provisioning until some action completes (such
566 as running the customer's credit card successfully).
568 The I<noexport> option is deprecated. If I<noexport> is set true, no
569 provisioning jobs (exports) are scheduled. (You can schedule them later with
570 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
571 on the cust_main object is not recommended, as existing services will also be
578 my $cust_pkgs = shift;
581 my %svc_options = ();
582 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
583 if exists $options{'depend_jobnum'};
584 warn "$me order_pkgs called with options ".
585 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
588 local $SIG{HUP} = 'IGNORE';
589 local $SIG{INT} = 'IGNORE';
590 local $SIG{QUIT} = 'IGNORE';
591 local $SIG{TERM} = 'IGNORE';
592 local $SIG{TSTP} = 'IGNORE';
593 local $SIG{PIPE} = 'IGNORE';
595 my $oldAutoCommit = $FS::UID::AutoCommit;
596 local $FS::UID::AutoCommit = 0;
599 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
601 foreach my $cust_pkg ( keys %$cust_pkgs ) {
602 $cust_pkg->custnum( $self->custnum );
603 my $error = $cust_pkg->insert;
605 $dbh->rollback if $oldAutoCommit;
606 return "inserting cust_pkg (transaction rolled back): $error";
608 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
609 if ( $svc_something->svcnum ) {
610 my $old_cust_svc = $svc_something->cust_svc;
611 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
612 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
613 $error = $new_cust_svc->replace($old_cust_svc);
615 $svc_something->pkgnum( $cust_pkg->pkgnum );
616 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
617 $svc_something->seconds( $svc_something->seconds + $$seconds );
620 $error = $svc_something->insert(%svc_options);
623 $dbh->rollback if $oldAutoCommit;
624 #return "inserting svc_ (transaction rolled back): $error";
630 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
634 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
636 Recharges this (existing) customer with the specified prepaid card (see
637 L<FS::prepay_credit>), specified either by I<identifier> or as an
638 FS::prepay_credit object. If there is an error, returns the error, otherwise
641 Optionally, four scalar references can be passed as well. They will have their
642 values filled in with the amount, number of seconds, and number of upload and
643 download bytes applied by this prepaid
648 sub recharge_prepay {
649 my( $self, $prepay_credit, $amountref, $secondsref,
650 $upbytesref, $downbytesref, $totalbytesref ) = @_;
652 local $SIG{HUP} = 'IGNORE';
653 local $SIG{INT} = 'IGNORE';
654 local $SIG{QUIT} = 'IGNORE';
655 local $SIG{TERM} = 'IGNORE';
656 local $SIG{TSTP} = 'IGNORE';
657 local $SIG{PIPE} = 'IGNORE';
659 my $oldAutoCommit = $FS::UID::AutoCommit;
660 local $FS::UID::AutoCommit = 0;
663 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
665 my $error = $self->get_prepay($prepay_credit, \$amount,
666 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
667 || $self->increment_seconds($seconds)
668 || $self->increment_upbytes($upbytes)
669 || $self->increment_downbytes($downbytes)
670 || $self->increment_totalbytes($totalbytes)
671 || $self->insert_cust_pay_prepay( $amount,
673 ? $prepay_credit->identifier
678 $dbh->rollback if $oldAutoCommit;
682 if ( defined($amountref) ) { $$amountref = $amount; }
683 if ( defined($secondsref) ) { $$secondsref = $seconds; }
684 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
685 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
686 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
688 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
693 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
695 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
696 specified either by I<identifier> or as an FS::prepay_credit object.
698 References to I<amount> and I<seconds> scalars should be passed as arguments
699 and will be incremented by the values of the prepaid card.
701 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
702 check or set this customer's I<agentnum>.
704 If there is an error, returns the error, otherwise returns false.
710 my( $self, $prepay_credit, $amountref, $secondsref,
711 $upref, $downref, $totalref) = @_;
713 local $SIG{HUP} = 'IGNORE';
714 local $SIG{INT} = 'IGNORE';
715 local $SIG{QUIT} = 'IGNORE';
716 local $SIG{TERM} = 'IGNORE';
717 local $SIG{TSTP} = 'IGNORE';
718 local $SIG{PIPE} = 'IGNORE';
720 my $oldAutoCommit = $FS::UID::AutoCommit;
721 local $FS::UID::AutoCommit = 0;
724 unless ( ref($prepay_credit) ) {
726 my $identifier = $prepay_credit;
728 $prepay_credit = qsearchs(
730 { 'identifier' => $prepay_credit },
735 unless ( $prepay_credit ) {
736 $dbh->rollback if $oldAutoCommit;
737 return "Invalid prepaid card: ". $identifier;
742 if ( $prepay_credit->agentnum ) {
743 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
744 $dbh->rollback if $oldAutoCommit;
745 return "prepaid card not valid for agent ". $self->agentnum;
747 $self->agentnum($prepay_credit->agentnum);
750 my $error = $prepay_credit->delete;
752 $dbh->rollback if $oldAutoCommit;
753 return "removing prepay_credit (transaction rolled back): $error";
756 $$amountref += $prepay_credit->amount;
757 $$secondsref += $prepay_credit->seconds;
758 $$upref += $prepay_credit->upbytes;
759 $$downref += $prepay_credit->downbytes;
760 $$totalref += $prepay_credit->totalbytes;
762 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
767 =item increment_upbytes SECONDS
769 Updates this customer's single or primary account (see L<FS::svc_acct>) by
770 the specified number of upbytes. If there is an error, returns the error,
771 otherwise returns false.
775 sub increment_upbytes {
776 _increment_column( shift, 'upbytes', @_);
779 =item increment_downbytes SECONDS
781 Updates this customer's single or primary account (see L<FS::svc_acct>) by
782 the specified number of downbytes. If there is an error, returns the error,
783 otherwise returns false.
787 sub increment_downbytes {
788 _increment_column( shift, 'downbytes', @_);
791 =item increment_totalbytes SECONDS
793 Updates this customer's single or primary account (see L<FS::svc_acct>) by
794 the specified number of totalbytes. If there is an error, returns the error,
795 otherwise returns false.
799 sub increment_totalbytes {
800 _increment_column( shift, 'totalbytes', @_);
803 =item increment_seconds SECONDS
805 Updates this customer's single or primary account (see L<FS::svc_acct>) by
806 the specified number of seconds. If there is an error, returns the error,
807 otherwise returns false.
811 sub increment_seconds {
812 _increment_column( shift, 'seconds', @_);
815 =item _increment_column AMOUNT
817 Updates this customer's single or primary account (see L<FS::svc_acct>) by
818 the specified number of seconds or bytes. If there is an error, returns
819 the error, otherwise returns false.
823 sub _increment_column {
824 my( $self, $column, $amount ) = @_;
825 warn "$me increment_column called: $column, $amount\n"
828 return '' unless $amount;
830 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
831 $self->ncancelled_pkgs;
834 return 'No packages with primary or single services found'.
835 ' to apply pre-paid time';
836 } elsif ( scalar(@cust_pkg) > 1 ) {
837 #maybe have a way to specify the package/account?
838 return 'Multiple packages found to apply pre-paid time';
841 my $cust_pkg = $cust_pkg[0];
842 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
846 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
849 return 'No account found to apply pre-paid time';
850 } elsif ( scalar(@cust_svc) > 1 ) {
851 return 'Multiple accounts found to apply pre-paid time';
854 my $svc_acct = $cust_svc[0]->svc_x;
855 warn " found service svcnum ". $svc_acct->pkgnum.
856 ' ('. $svc_acct->email. ")\n"
859 $column = "increment_$column";
860 $svc_acct->$column($amount);
864 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
866 Inserts a prepayment in the specified amount for this customer. An optional
867 second argument can specify the prepayment identifier for tracking purposes.
868 If there is an error, returns the error, otherwise returns false.
872 sub insert_cust_pay_prepay {
873 shift->insert_cust_pay('PREP', @_);
876 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
878 Inserts a cash payment in the specified amount for this customer. An optional
879 second argument can specify the payment identifier for tracking purposes.
880 If there is an error, returns the error, otherwise returns false.
884 sub insert_cust_pay_cash {
885 shift->insert_cust_pay('CASH', @_);
888 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
890 Inserts a Western Union payment in the specified amount for this customer. An
891 optional second argument can specify the prepayment identifier for tracking
892 purposes. If there is an error, returns the error, otherwise returns false.
896 sub insert_cust_pay_west {
897 shift->insert_cust_pay('WEST', @_);
900 sub insert_cust_pay {
901 my( $self, $payby, $amount ) = splice(@_, 0, 3);
902 my $payinfo = scalar(@_) ? shift : '';
904 my $cust_pay = new FS::cust_pay {
905 'custnum' => $self->custnum,
906 'paid' => sprintf('%.2f', $amount),
907 #'_date' => #date the prepaid card was purchased???
909 'payinfo' => $payinfo,
917 This method is deprecated. See the I<depend_jobnum> option to the insert and
918 order_pkgs methods for a better way to defer provisioning.
920 Re-schedules all exports by calling the B<reexport> method of all associated
921 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
922 otherwise returns false.
929 carp "WARNING: FS::cust_main::reexport is deprectated; ".
930 "use the depend_jobnum option to insert or order_pkgs to delay export";
932 local $SIG{HUP} = 'IGNORE';
933 local $SIG{INT} = 'IGNORE';
934 local $SIG{QUIT} = 'IGNORE';
935 local $SIG{TERM} = 'IGNORE';
936 local $SIG{TSTP} = 'IGNORE';
937 local $SIG{PIPE} = 'IGNORE';
939 my $oldAutoCommit = $FS::UID::AutoCommit;
940 local $FS::UID::AutoCommit = 0;
943 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
944 my $error = $cust_pkg->reexport;
946 $dbh->rollback if $oldAutoCommit;
951 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
956 =item delete NEW_CUSTNUM
958 This deletes the customer. If there is an error, returns the error, otherwise
961 This will completely remove all traces of the customer record. This is not
962 what you want when a customer cancels service; for that, cancel all of the
963 customer's packages (see L</cancel>).
965 If the customer has any uncancelled packages, you need to pass a new (valid)
966 customer number for those packages to be transferred to. Cancelled packages
967 will be deleted. Did I mention that this is NOT what you want when a customer
968 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
970 You can't delete a customer with invoices (see L<FS::cust_bill>),
971 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
972 refunds (see L<FS::cust_refund>).
979 local $SIG{HUP} = 'IGNORE';
980 local $SIG{INT} = 'IGNORE';
981 local $SIG{QUIT} = 'IGNORE';
982 local $SIG{TERM} = 'IGNORE';
983 local $SIG{TSTP} = 'IGNORE';
984 local $SIG{PIPE} = 'IGNORE';
986 my $oldAutoCommit = $FS::UID::AutoCommit;
987 local $FS::UID::AutoCommit = 0;
990 if ( $self->cust_bill ) {
991 $dbh->rollback if $oldAutoCommit;
992 return "Can't delete a customer with invoices";
994 if ( $self->cust_credit ) {
995 $dbh->rollback if $oldAutoCommit;
996 return "Can't delete a customer with credits";
998 if ( $self->cust_pay ) {
999 $dbh->rollback if $oldAutoCommit;
1000 return "Can't delete a customer with payments";
1002 if ( $self->cust_refund ) {
1003 $dbh->rollback if $oldAutoCommit;
1004 return "Can't delete a customer with refunds";
1007 my @cust_pkg = $self->ncancelled_pkgs;
1009 my $new_custnum = shift;
1010 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1011 $dbh->rollback if $oldAutoCommit;
1012 return "Invalid new customer number: $new_custnum";
1014 foreach my $cust_pkg ( @cust_pkg ) {
1015 my %hash = $cust_pkg->hash;
1016 $hash{'custnum'} = $new_custnum;
1017 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1018 my $error = $new_cust_pkg->replace($cust_pkg,
1019 options => { $cust_pkg->options },
1022 $dbh->rollback if $oldAutoCommit;
1027 my @cancelled_cust_pkg = $self->all_pkgs;
1028 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1029 my $error = $cust_pkg->delete;
1031 $dbh->rollback if $oldAutoCommit;
1036 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1037 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1039 my $error = $cust_main_invoice->delete;
1041 $dbh->rollback if $oldAutoCommit;
1046 my $error = $self->SUPER::delete;
1048 $dbh->rollback if $oldAutoCommit;
1052 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1057 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1059 Replaces the OLD_RECORD with this one in the database. If there is an error,
1060 returns the error, otherwise returns false.
1062 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1063 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1064 expected and rollback the entire transaction; it is not necessary to call
1065 check_invoicing_list first. Here's an example:
1067 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1075 warn "$me replace called\n"
1078 local $SIG{HUP} = 'IGNORE';
1079 local $SIG{INT} = 'IGNORE';
1080 local $SIG{QUIT} = 'IGNORE';
1081 local $SIG{TERM} = 'IGNORE';
1082 local $SIG{TSTP} = 'IGNORE';
1083 local $SIG{PIPE} = 'IGNORE';
1085 # We absolutely have to have an old vs. new record to make this work.
1086 if (!defined($old)) {
1087 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1090 my $curuser = $FS::CurrentUser::CurrentUser;
1091 if ( $self->payby eq 'COMP'
1092 && $self->payby ne $old->payby
1093 && ! $curuser->access_right('Complimentary customer')
1096 return "You are not permitted to create complimentary accounts.";
1099 local($ignore_expired_card) = 1
1100 if $old->payby =~ /^(CARD|DCRD)$/
1101 && $self->payby =~ /^(CARD|DCRD)$/
1102 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1104 my $oldAutoCommit = $FS::UID::AutoCommit;
1105 local $FS::UID::AutoCommit = 0;
1108 my $error = $self->SUPER::replace($old);
1111 $dbh->rollback if $oldAutoCommit;
1115 if ( @param ) { # INVOICING_LIST_ARYREF
1116 my $invoicing_list = shift @param;
1117 $error = $self->check_invoicing_list( $invoicing_list );
1119 $dbh->rollback if $oldAutoCommit;
1122 $self->invoicing_list( $invoicing_list );
1125 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1126 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1127 # card/check/lec info has changed, want to retry realtime_ invoice events
1128 my $error = $self->retry_realtime;
1130 $dbh->rollback if $oldAutoCommit;
1135 unless ( $import || $skip_fuzzyfiles ) {
1136 $error = $self->queue_fuzzyfiles_update;
1138 $dbh->rollback if $oldAutoCommit;
1139 return "updating fuzzy search cache: $error";
1143 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1148 =item queue_fuzzyfiles_update
1150 Used by insert & replace to update the fuzzy search cache
1154 sub queue_fuzzyfiles_update {
1157 local $SIG{HUP} = 'IGNORE';
1158 local $SIG{INT} = 'IGNORE';
1159 local $SIG{QUIT} = 'IGNORE';
1160 local $SIG{TERM} = 'IGNORE';
1161 local $SIG{TSTP} = 'IGNORE';
1162 local $SIG{PIPE} = 'IGNORE';
1164 my $oldAutoCommit = $FS::UID::AutoCommit;
1165 local $FS::UID::AutoCommit = 0;
1168 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1169 my $error = $queue->insert( map $self->getfield($_),
1170 qw(first last company)
1173 $dbh->rollback if $oldAutoCommit;
1174 return "queueing job (transaction rolled back): $error";
1177 if ( $self->ship_last ) {
1178 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1179 $error = $queue->insert( map $self->getfield("ship_$_"),
1180 qw(first last company)
1183 $dbh->rollback if $oldAutoCommit;
1184 return "queueing job (transaction rolled back): $error";
1188 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1195 Checks all fields to make sure this is a valid customer record. If there is
1196 an error, returns the error, otherwise returns false. Called by the insert
1197 and replace methods.
1204 warn "$me check BEFORE: \n". $self->_dump
1208 $self->ut_numbern('custnum')
1209 || $self->ut_number('agentnum')
1210 || $self->ut_textn('agent_custid')
1211 || $self->ut_number('refnum')
1212 || $self->ut_name('last')
1213 || $self->ut_name('first')
1214 || $self->ut_snumbern('birthdate')
1215 || $self->ut_snumbern('signupdate')
1216 || $self->ut_textn('company')
1217 || $self->ut_text('address1')
1218 || $self->ut_textn('address2')
1219 || $self->ut_text('city')
1220 || $self->ut_textn('county')
1221 || $self->ut_textn('state')
1222 || $self->ut_country('country')
1223 || $self->ut_anything('comments')
1224 || $self->ut_numbern('referral_custnum')
1225 || $self->ut_textn('stateid')
1226 || $self->ut_textn('stateid_state')
1228 #barf. need message catalogs. i18n. etc.
1229 $error .= "Please select an advertising source."
1230 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1231 return $error if $error;
1233 return "Unknown agent"
1234 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1236 return "Unknown refnum"
1237 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1239 return "Unknown referring custnum: ". $self->referral_custnum
1240 unless ! $self->referral_custnum
1241 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1243 if ( $self->ss eq '' ) {
1248 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1249 or return "Illegal social security number: ". $self->ss;
1250 $self->ss("$1-$2-$3");
1254 # bad idea to disable, causes billing to fail because of no tax rates later
1255 # unless ( $import ) {
1256 unless ( qsearch('cust_main_county', {
1257 'country' => $self->country,
1260 return "Unknown state/county/country: ".
1261 $self->state. "/". $self->county. "/". $self->country
1262 unless qsearch('cust_main_county',{
1263 'state' => $self->state,
1264 'county' => $self->county,
1265 'country' => $self->country,
1271 $self->ut_phonen('daytime', $self->country)
1272 || $self->ut_phonen('night', $self->country)
1273 || $self->ut_phonen('fax', $self->country)
1274 || $self->ut_zip('zip', $self->country)
1276 return $error if $error;
1278 if ( $conf->exists('cust_main-require_phone')
1279 && ! length($self->daytime) && ! length($self->night)
1282 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1284 : FS::Msgcat::_gettext('daytime');
1285 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1287 : FS::Msgcat::_gettext('night');
1289 return "$daytime_label or $night_label is required"
1293 if ( $self->has_ship_address
1294 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1295 $self->addr_fields )
1299 $self->ut_name('ship_last')
1300 || $self->ut_name('ship_first')
1301 || $self->ut_textn('ship_company')
1302 || $self->ut_text('ship_address1')
1303 || $self->ut_textn('ship_address2')
1304 || $self->ut_text('ship_city')
1305 || $self->ut_textn('ship_county')
1306 || $self->ut_textn('ship_state')
1307 || $self->ut_country('ship_country')
1309 return $error if $error;
1311 #false laziness with above
1312 unless ( qsearchs('cust_main_county', {
1313 'country' => $self->ship_country,
1316 return "Unknown ship_state/ship_county/ship_country: ".
1317 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1318 unless qsearch('cust_main_county',{
1319 'state' => $self->ship_state,
1320 'county' => $self->ship_county,
1321 'country' => $self->ship_country,
1327 $self->ut_phonen('ship_daytime', $self->ship_country)
1328 || $self->ut_phonen('ship_night', $self->ship_country)
1329 || $self->ut_phonen('ship_fax', $self->ship_country)
1330 || $self->ut_zip('ship_zip', $self->ship_country)
1332 return $error if $error;
1334 return "Unit # is required."
1335 if $self->ship_address2 =~ /^\s*$/
1336 && $conf->exists('cust_main-require_address2');
1338 } else { # ship_ info eq billing info, so don't store dup info in database
1340 $self->setfield("ship_$_", '')
1341 foreach $self->addr_fields;
1343 return "Unit # is required."
1344 if $self->address2 =~ /^\s*$/
1345 && $conf->exists('cust_main-require_address2');
1349 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1350 # or return "Illegal payby: ". $self->payby;
1352 FS::payby->can_payby($self->table, $self->payby)
1353 or return "Illegal payby: ". $self->payby;
1355 $error = $self->ut_numbern('paystart_month')
1356 || $self->ut_numbern('paystart_year')
1357 || $self->ut_numbern('payissue')
1358 || $self->ut_textn('paytype')
1360 return $error if $error;
1362 if ( $self->payip eq '' ) {
1365 $error = $self->ut_ip('payip');
1366 return $error if $error;
1369 # If it is encrypted and the private key is not availaible then we can't
1370 # check the credit card.
1372 my $check_payinfo = 1;
1374 if ($self->is_encrypted($self->payinfo)) {
1378 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1380 my $payinfo = $self->payinfo;
1381 $payinfo =~ s/\D//g;
1382 $payinfo =~ /^(\d{13,16})$/
1383 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1385 $self->payinfo($payinfo);
1387 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1389 return gettext('unknown_card_type')
1390 if cardtype($self->payinfo) eq "Unknown";
1392 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1394 return 'Banned credit card: banned on '.
1395 time2str('%a %h %o at %r', $ban->_date).
1396 ' by '. $ban->otaker.
1397 ' (ban# '. $ban->bannum. ')';
1400 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1401 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1402 $self->paycvv =~ /^(\d{4})$/
1403 or return "CVV2 (CID) for American Express cards is four digits.";
1406 $self->paycvv =~ /^(\d{3})$/
1407 or return "CVV2 (CVC2/CID) is three digits.";
1414 my $cardtype = cardtype($payinfo);
1415 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1417 return "Start date or issue number is required for $cardtype cards"
1418 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1420 return "Start month must be between 1 and 12"
1421 if $self->paystart_month
1422 and $self->paystart_month < 1 || $self->paystart_month > 12;
1424 return "Start year must be 1990 or later"
1425 if $self->paystart_year
1426 and $self->paystart_year < 1990;
1428 return "Issue number must be beween 1 and 99"
1430 and $self->payissue < 1 || $self->payissue > 99;
1433 $self->paystart_month('');
1434 $self->paystart_year('');
1435 $self->payissue('');
1438 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1440 my $payinfo = $self->payinfo;
1441 $payinfo =~ s/[^\d\@]//g;
1442 if ( $conf->exists('echeck-nonus') ) {
1443 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1444 $payinfo = "$1\@$2";
1446 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1447 $payinfo = "$1\@$2";
1449 $self->payinfo($payinfo);
1452 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1454 return 'Banned ACH account: banned on '.
1455 time2str('%a %h %o at %r', $ban->_date).
1456 ' by '. $ban->otaker.
1457 ' (ban# '. $ban->bannum. ')';
1460 } elsif ( $self->payby eq 'LECB' ) {
1462 my $payinfo = $self->payinfo;
1463 $payinfo =~ s/\D//g;
1464 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1466 $self->payinfo($payinfo);
1469 } elsif ( $self->payby eq 'BILL' ) {
1471 $error = $self->ut_textn('payinfo');
1472 return "Illegal P.O. number: ". $self->payinfo if $error;
1475 } elsif ( $self->payby eq 'COMP' ) {
1477 my $curuser = $FS::CurrentUser::CurrentUser;
1478 if ( ! $self->custnum
1479 && ! $curuser->access_right('Complimentary customer')
1482 return "You are not permitted to create complimentary accounts."
1485 $error = $self->ut_textn('payinfo');
1486 return "Illegal comp account issuer: ". $self->payinfo if $error;
1489 } elsif ( $self->payby eq 'PREPAY' ) {
1491 my $payinfo = $self->payinfo;
1492 $payinfo =~ s/\W//g; #anything else would just confuse things
1493 $self->payinfo($payinfo);
1494 $error = $self->ut_alpha('payinfo');
1495 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1496 return "Unknown prepayment identifier"
1497 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1502 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1503 return "Expiration date required"
1504 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1508 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1509 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1510 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1511 ( $m, $y ) = ( $3, "20$2" );
1513 return "Illegal expiration date: ". $self->paydate;
1515 $self->paydate("$y-$m-01");
1516 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1517 return gettext('expired_card')
1519 && !$ignore_expired_card
1520 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1523 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1524 ( ! $conf->exists('require_cardname')
1525 || $self->payby !~ /^(CARD|DCRD)$/ )
1527 $self->payname( $self->first. " ". $self->getfield('last') );
1529 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1530 or return gettext('illegal_name'). " payname: ". $self->payname;
1534 foreach my $flag (qw( tax spool_cdr )) {
1535 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1539 $self->otaker(getotaker) unless $self->otaker;
1541 warn "$me check AFTER: \n". $self->_dump
1544 $self->SUPER::check;
1549 Returns a list of fields which have ship_ duplicates.
1554 qw( last first company
1555 address1 address2 city county state zip country
1560 =item has_ship_address
1562 Returns true if this customer record has a separate shipping address.
1566 sub has_ship_address {
1568 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1573 Returns all packages (see L<FS::cust_pkg>) for this customer.
1580 return $self->num_pkgs unless wantarray;
1583 if ( $self->{'_pkgnum'} ) {
1584 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1586 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1589 sort sort_packages @cust_pkg;
1592 =item ncancelled_pkgs
1594 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1598 sub ncancelled_pkgs {
1601 return $self->num_ncancelled_pkgs unless wantarray;
1604 if ( $self->{'_pkgnum'} ) {
1606 @cust_pkg = grep { ! $_->getfield('cancel') }
1607 values %{ $self->{'_pkgnum'}->cache };
1612 qsearch( 'cust_pkg', {
1613 'custnum' => $self->custnum,
1617 qsearch( 'cust_pkg', {
1618 'custnum' => $self->custnum,
1623 sort sort_packages @cust_pkg;
1627 # This should be generalized to use config options to determine order.
1629 if ( $a->get('cancel') and $b->get('cancel') ) {
1630 $a->pkgnum <=> $b->pkgnum;
1631 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1632 return -1 if $b->get('cancel');
1633 return 1 if $a->get('cancel');
1636 $a->pkgnum <=> $b->pkgnum;
1640 =item suspended_pkgs
1642 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1646 sub suspended_pkgs {
1648 grep { $_->susp } $self->ncancelled_pkgs;
1651 =item unflagged_suspended_pkgs
1653 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1654 customer (thouse packages without the `manual_flag' set).
1658 sub unflagged_suspended_pkgs {
1660 return $self->suspended_pkgs
1661 unless dbdef->table('cust_pkg')->column('manual_flag');
1662 grep { ! $_->manual_flag } $self->suspended_pkgs;
1665 =item unsuspended_pkgs
1667 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1672 sub unsuspended_pkgs {
1674 grep { ! $_->susp } $self->ncancelled_pkgs;
1677 =item num_cancelled_pkgs
1679 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1684 sub num_cancelled_pkgs {
1685 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1688 sub num_ncancelled_pkgs {
1689 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1693 my( $self ) = shift;
1694 my $sql = scalar(@_) ? shift : '';
1695 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1696 my $sth = dbh->prepare(
1697 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1698 ) or die dbh->errstr;
1699 $sth->execute($self->custnum) or die $sth->errstr;
1700 $sth->fetchrow_arrayref->[0];
1705 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1706 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1707 on success or a list of errors.
1713 grep { $_->unsuspend } $self->suspended_pkgs;
1718 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1720 Returns a list: an empty list on success or a list of errors.
1726 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1729 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1731 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1732 PKGPARTs (see L<FS::part_pkg>).
1734 Returns a list: an empty list on success or a list of errors.
1738 sub suspend_if_pkgpart {
1740 my (@pkgparts, %opt);
1741 if (ref($_[0]) eq 'HASH'){
1742 @pkgparts = @{$_[0]{pkgparts}};
1747 grep { $_->suspend(%opt) }
1748 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1749 $self->unsuspended_pkgs;
1752 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1754 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1755 listed PKGPARTs (see L<FS::part_pkg>).
1757 Returns a list: an empty list on success or a list of errors.
1761 sub suspend_unless_pkgpart {
1763 my (@pkgparts, %opt);
1764 if (ref($_[0]) eq 'HASH'){
1765 @pkgparts = @{$_[0]{pkgparts}};
1770 grep { $_->suspend(%opt) }
1771 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1772 $self->unsuspended_pkgs;
1775 =item cancel [ OPTION => VALUE ... ]
1777 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1779 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1781 I<quiet> can be set true to supress email cancellation notices.
1783 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1785 I<ban> can be set true to ban this customer's credit card or ACH information,
1788 Always returns a list: an empty list on success or a list of errors.
1796 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1798 #should try decryption (we might have the private key)
1799 # and if not maybe queue a job for the server that does?
1800 return ( "Can't (yet) ban encrypted credit cards" )
1801 if $self->is_encrypted($self->payinfo);
1803 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1804 my $error = $ban->insert;
1805 return ( $error ) if $error;
1809 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1812 sub _banned_pay_hashref {
1823 'payby' => $payby2ban{$self->payby},
1824 'payinfo' => md5_base64($self->payinfo),
1825 #don't ever *search* on reason! #'reason' =>
1831 Returns all notes (see L<FS::cust_main_note>) for this customer.
1838 qsearch( 'cust_main_note',
1839 { 'custnum' => $self->custnum },
1841 'ORDER BY _DATE DESC'
1847 Returns the agent (see L<FS::agent>) for this customer.
1853 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1858 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1859 conjunction with the collect method.
1861 If there is an error, returns the error, otherwise returns false.
1863 Options are passed as name-value pairs. Currently available options are:
1867 =item resetup - if set true, re-charges setup fees.
1869 =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:
1873 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1875 =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.
1882 my( $self, %options ) = @_;
1883 return '' if $self->payby eq 'COMP';
1884 warn "$me bill customer ". $self->custnum. "\n"
1887 my $time = $options{'time'} || time;
1892 local $SIG{HUP} = 'IGNORE';
1893 local $SIG{INT} = 'IGNORE';
1894 local $SIG{QUIT} = 'IGNORE';
1895 local $SIG{TERM} = 'IGNORE';
1896 local $SIG{TSTP} = 'IGNORE';
1897 local $SIG{PIPE} = 'IGNORE';
1899 my $oldAutoCommit = $FS::UID::AutoCommit;
1900 local $FS::UID::AutoCommit = 0;
1903 $self->select_for_update; #mutex
1905 #create a new invoice
1906 #(we'll remove it later if it doesn't actually need to be generated [contains
1907 # no line items] and we're inside a transaciton so nothing else will see it)
1908 my $cust_bill = new FS::cust_bill ( {
1909 'custnum' => $self->custnum,
1910 '_date' => ( $options{'invoice_time'} || $time ),
1911 #'charged' => $charged,
1914 $error = $cust_bill->insert;
1916 $dbh->rollback if $oldAutoCommit;
1917 return "can't create invoice for customer #". $self->custnum. ": $error";
1919 my $invnum = $cust_bill->invnum;
1922 # find the packages which are due for billing, find out how much they are
1923 # & generate invoice database.
1926 my( $total_setup, $total_recur ) = ( 0, 0 );
1928 my @precommit_hooks = ();
1930 foreach my $cust_pkg (
1931 qsearch('cust_pkg', { 'custnum' => $self->custnum } )
1934 #NO!! next if $cust_pkg->cancel;
1935 next if $cust_pkg->getfield('cancel');
1937 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1939 #? to avoid use of uninitialized value errors... ?
1940 $cust_pkg->setfield('bill', '')
1941 unless defined($cust_pkg->bill);
1943 my $part_pkg = $cust_pkg->part_pkg;
1945 my %hash = $cust_pkg->hash;
1946 my $old_cust_pkg = new FS::cust_pkg \%hash;
1955 if ( ! $cust_pkg->setup &&
1957 ( $conf->exists('disable_setup_suspended_pkgs') &&
1958 ! $cust_pkg->getfield('susp')
1959 ) || ! $conf->exists('disable_setup_suspended_pkgs')
1961 || $options{'resetup'}
1964 warn " bill setup\n" if $DEBUG > 1;
1966 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
1968 $dbh->rollback if $oldAutoCommit;
1969 return "$@ running calc_setup for $cust_pkg\n";
1972 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
1976 # bill recurring fee
1981 if ( $part_pkg->getfield('freq') ne '0' &&
1982 ! $cust_pkg->getfield('susp') &&
1983 ( $cust_pkg->getfield('bill') || 0 ) <= $time
1986 warn " bill recur\n" if $DEBUG > 1;
1988 # XXX shared with $recur_prog
1989 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1991 #over two params! lets at least switch to a hashref for the rest...
1992 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
1994 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
1996 $dbh->rollback if $oldAutoCommit;
1997 return "$@ running calc_recur for $cust_pkg\n";
2000 #change this bit to use Date::Manip? CAREFUL with timezones (see
2001 # mailing list archive)
2002 my ($sec,$min,$hour,$mday,$mon,$year) =
2003 (localtime($sdate) )[0,1,2,3,4,5];
2005 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2006 # only for figuring next bill date, nothing else, so, reset $sdate again
2008 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2009 $cust_pkg->last_bill($sdate)
2010 if $cust_pkg->dbdef_table->column('last_bill');
2012 if ( $part_pkg->freq =~ /^\d+$/ ) {
2013 $mon += $part_pkg->freq;
2014 until ( $mon < 12 ) { $mon -= 12; $year++; }
2015 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2017 $mday += $weeks * 7;
2018 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2021 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2025 $dbh->rollback if $oldAutoCommit;
2026 return "unparsable frequency: ". $part_pkg->freq;
2028 $cust_pkg->setfield('bill',
2029 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2032 warn "\$setup is undefined" unless defined($setup);
2033 warn "\$recur is undefined" unless defined($recur);
2034 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2037 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2040 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2042 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2045 $error=$cust_pkg->replace($old_cust_pkg,
2046 options => { $cust_pkg->options },
2048 if ( $error ) { #just in case
2049 $dbh->rollback if $oldAutoCommit;
2050 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2053 $setup = sprintf( "%.2f", $setup );
2054 $recur = sprintf( "%.2f", $recur );
2055 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2056 $dbh->rollback if $oldAutoCommit;
2057 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2059 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2060 $dbh->rollback if $oldAutoCommit;
2061 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2064 if ( $setup != 0 || $recur != 0 ) {
2066 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2068 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2069 'invnum' => $invnum,
2070 'pkgnum' => $cust_pkg->pkgnum,
2074 'edate' => $cust_pkg->bill,
2075 'details' => \@details,
2077 $error = $cust_bill_pkg->insert;
2079 $dbh->rollback if $oldAutoCommit;
2080 return "can't create invoice line item for invoice #$invnum: $error";
2082 $total_setup += $setup;
2083 $total_recur += $recur;
2089 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2092 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2095 my %taxhash = map { $_ => $self->get("$prefix$_") }
2096 qw( state county country );
2098 $taxhash{'taxclass'} = $part_pkg->taxclass;
2100 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2103 $taxhash{'taxclass'} = '';
2104 @taxes = qsearch( 'cust_main_county', \%taxhash );
2107 #one more try at a whole-country tax rate
2109 $taxhash{$_} = '' foreach qw( state county );
2110 @taxes = qsearch( 'cust_main_county', \%taxhash );
2113 # maybe eliminate this entirely, along with all the 0% records
2115 $dbh->rollback if $oldAutoCommit;
2117 "fatal: can't find tax rate for state/county/country/taxclass ".
2118 join('/', ( map $self->get("$prefix$_"),
2119 qw(state county country)
2121 $part_pkg->taxclass ). "\n";
2124 foreach my $tax ( @taxes ) {
2126 my $taxable_charged = 0;
2127 $taxable_charged += $setup
2128 unless $part_pkg->setuptax =~ /^Y$/i
2129 || $tax->setuptax =~ /^Y$/i;
2130 $taxable_charged += $recur
2131 unless $part_pkg->recurtax =~ /^Y$/i
2132 || $tax->recurtax =~ /^Y$/i;
2133 next unless $taxable_charged;
2135 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2136 #my ($mon,$year) = (localtime($sdate) )[4,5];
2137 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2139 my $freq = $part_pkg->freq || 1;
2140 if ( $freq !~ /(\d+)$/ ) {
2141 $dbh->rollback if $oldAutoCommit;
2142 return "daily/weekly package definitions not (yet?)".
2143 " compatible with monthly tax exemptions";
2145 my $taxable_per_month =
2146 sprintf("%.2f", $taxable_charged / $freq );
2148 #call the whole thing off if this customer has any old
2149 #exemption records...
2150 my @cust_tax_exempt =
2151 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2152 if ( @cust_tax_exempt ) {
2153 $dbh->rollback if $oldAutoCommit;
2155 'this customer still has old-style tax exemption records; '.
2156 'run bin/fs-migrate-cust_tax_exempt?';
2159 foreach my $which_month ( 1 .. $freq ) {
2161 #maintain the new exemption table now
2164 FROM cust_tax_exempt_pkg
2165 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2166 LEFT JOIN cust_bill USING ( invnum )
2172 my $sth = dbh->prepare($sql) or do {
2173 $dbh->rollback if $oldAutoCommit;
2174 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2182 $dbh->rollback if $oldAutoCommit;
2183 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2185 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2187 my $remaining_exemption =
2188 $tax->exempt_amount - $existing_exemption;
2189 if ( $remaining_exemption > 0 ) {
2190 my $addl = $remaining_exemption > $taxable_per_month
2191 ? $taxable_per_month
2192 : $remaining_exemption;
2193 $taxable_charged -= $addl;
2195 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2196 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2197 'taxnum' => $tax->taxnum,
2198 'year' => 1900+$year,
2200 'amount' => sprintf("%.2f", $addl ),
2202 $error = $cust_tax_exempt_pkg->insert;
2204 $dbh->rollback if $oldAutoCommit;
2205 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2207 } # if $remaining_exemption > 0
2211 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2212 until ( $mon < 13 ) { $mon -= 12; $year++; }
2214 } #foreach $which_month
2216 } #if $tax->exempt_amount
2218 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2220 #$tax += $taxable_charged * $cust_main_county->tax / 100
2221 $tax{ $tax->taxname || 'Tax' } +=
2222 $taxable_charged * $tax->tax / 100
2224 } #foreach my $tax ( @taxes )
2226 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2228 } #if $setup != 0 || $recur != 0
2230 } #if $cust_pkg->modified
2232 } #foreach my $cust_pkg
2234 unless ( $cust_bill->cust_bill_pkg ) {
2235 $cust_bill->delete; #don't create an invoice w/o line items
2236 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2240 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2242 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2243 my $tax = sprintf("%.2f", $tax{$taxname} );
2244 $charged = sprintf( "%.2f", $charged+$tax );
2246 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2247 'invnum' => $invnum,
2253 'itemdesc' => $taxname,
2255 $error = $cust_bill_pkg->insert;
2257 $dbh->rollback if $oldAutoCommit;
2258 return "can't create invoice line item for invoice #$invnum: $error";
2260 $total_setup += $tax;
2264 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2265 $error = $cust_bill->replace;
2267 $dbh->rollback if $oldAutoCommit;
2268 return "can't update charged for invoice #$invnum: $error";
2271 foreach my $hook ( @precommit_hooks ) {
2273 &{$hook}; #($self) ?
2276 $dbh->rollback if $oldAutoCommit;
2277 return "$@ running precommit hook $hook\n";
2281 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2285 =item collect OPTIONS
2287 (Attempt to) collect money for this customer's outstanding invoices (see
2288 L<FS::cust_bill>). Usually used after the bill method.
2290 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2291 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2292 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2294 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2295 and the invoice events web interface.
2297 If there is an error, returns the error, otherwise returns false.
2299 Options are passed as name-value pairs.
2301 Currently available options are:
2303 invoice_time - Use this time when deciding when to print invoices and
2304 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>
2305 for conversion functions.
2307 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2310 quiet - set true to surpress email card/ACH decline notices.
2312 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2315 payby - allows for one time override of normal customer billing method
2320 my( $self, %options ) = @_;
2321 my $invoice_time = $options{'invoice_time'} || time;
2324 local $SIG{HUP} = 'IGNORE';
2325 local $SIG{INT} = 'IGNORE';
2326 local $SIG{QUIT} = 'IGNORE';
2327 local $SIG{TERM} = 'IGNORE';
2328 local $SIG{TSTP} = 'IGNORE';
2329 local $SIG{PIPE} = 'IGNORE';
2331 my $oldAutoCommit = $FS::UID::AutoCommit;
2332 local $FS::UID::AutoCommit = 0;
2335 $self->select_for_update; #mutex
2337 my $balance = $self->balance;
2338 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2340 unless ( $balance > 0 ) { #redundant?????
2341 $dbh->rollback if $oldAutoCommit; #hmm
2345 if ( exists($options{'retry_card'}) ) {
2346 carp 'retry_card option passed to collect is deprecated; use retry';
2347 $options{'retry'} ||= $options{'retry_card'};
2349 if ( exists($options{'retry'}) && $options{'retry'} ) {
2350 my $error = $self->retry_realtime;
2352 $dbh->rollback if $oldAutoCommit;
2358 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2359 $extra_sql = " AND freq = '1m' ";
2361 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2364 foreach my $cust_bill ( $self->open_cust_bill ) {
2366 # don't try to charge for the same invoice if it's already in a batch
2367 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2369 last if $self->balance <= 0;
2371 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2374 foreach my $part_bill_event ( due_events ( $cust_bill,
2375 exists($options{'payby'})
2381 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2382 || $self->balance <= 0; # or if balance<=0
2385 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2386 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2389 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2390 # gah, even with transactions.
2391 $dbh->commit if $oldAutoCommit; #well.
2400 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2405 =item retry_realtime
2407 Schedules realtime / batch credit card / electronic check / LEC billing
2408 events for for retry. Useful if card information has changed or manual
2409 retry is desired. The 'collect' method must be called to actually retry
2412 Implementation details: For each of this customer's open invoices, changes
2413 the status of the first "done" (with statustext error) realtime processing
2418 sub retry_realtime {
2421 local $SIG{HUP} = 'IGNORE';
2422 local $SIG{INT} = 'IGNORE';
2423 local $SIG{QUIT} = 'IGNORE';
2424 local $SIG{TERM} = 'IGNORE';
2425 local $SIG{TSTP} = 'IGNORE';
2426 local $SIG{PIPE} = 'IGNORE';
2428 my $oldAutoCommit = $FS::UID::AutoCommit;
2429 local $FS::UID::AutoCommit = 0;
2432 foreach my $cust_bill (
2433 grep { $_->cust_bill_event }
2434 $self->open_cust_bill
2436 my @cust_bill_event =
2437 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2439 #$_->part_bill_event->plan eq 'realtime-card'
2440 $_->part_bill_event->eventcode =~
2441 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2442 && $_->status eq 'done'
2445 $cust_bill->cust_bill_event;
2446 next unless @cust_bill_event;
2447 my $error = $cust_bill_event[0]->retry;
2449 $dbh->rollback if $oldAutoCommit;
2450 return "error scheduling invoice event for retry: $error";
2455 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2460 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2462 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2463 via a Business::OnlinePayment realtime gateway. See
2464 L<http://420.am/business-onlinepayment> for supported gateways.
2466 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2468 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2470 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2471 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2472 if set, will override the value from the customer record.
2474 I<description> is a free-text field passed to the gateway. It defaults to
2475 "Internet services".
2477 If an I<invnum> is specified, this payment (if successful) is applied to the
2478 specified invoice. If you don't specify an I<invnum> you might want to
2479 call the B<apply_payments> method.
2481 I<quiet> can be set true to surpress email decline notices.
2483 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2484 resulting paynum, if any.
2486 I<payunique> is a unique identifier for this payment.
2488 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2495 my( $self, $method, $amount, %options ) = @_;
2497 warn "$me realtime_bop: $method $amount\n";
2498 warn " $_ => $options{$_}\n" foreach keys %options;
2501 $options{'description'} ||= 'Internet services';
2503 eval "use Business::OnlinePayment";
2506 my $payinfo = exists($options{'payinfo'})
2507 ? $options{'payinfo'}
2510 my %method2payby = (
2521 if ( $options{'invnum'} ) {
2522 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2523 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2525 map { $_->part_pkg->taxclass }
2527 map { $_->cust_pkg }
2528 $cust_bill->cust_bill_pkg;
2529 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2530 #different taxclasses
2531 $taxclass = $taxclasses[0];
2535 #look for an agent gateway override first
2537 if ( $method eq 'CC' ) {
2538 $cardtype = cardtype($payinfo);
2539 } elsif ( $method eq 'ECHECK' ) {
2542 $cardtype = $method;
2546 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2547 cardtype => $cardtype,
2548 taxclass => $taxclass, } )
2549 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2551 taxclass => $taxclass, } )
2552 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2553 cardtype => $cardtype,
2555 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2557 taxclass => '', } );
2559 my $payment_gateway = '';
2560 my( $processor, $login, $password, $action, @bop_options );
2561 if ( $override ) { #use a payment gateway override
2563 $payment_gateway = $override->payment_gateway;
2565 $processor = $payment_gateway->gateway_module;
2566 $login = $payment_gateway->gateway_username;
2567 $password = $payment_gateway->gateway_password;
2568 $action = $payment_gateway->gateway_action;
2569 @bop_options = $payment_gateway->options;
2571 } else { #use the standard settings from the config
2573 ( $processor, $login, $password, $action, @bop_options ) =
2574 $self->default_payment_gateway($method);
2582 my $address = exists($options{'address1'})
2583 ? $options{'address1'}
2585 my $address2 = exists($options{'address2'})
2586 ? $options{'address2'}
2588 $address .= ", ". $address2 if length($address2);
2590 my $o_payname = exists($options{'payname'})
2591 ? $options{'payname'}
2593 my($payname, $payfirst, $paylast);
2594 if ( $o_payname && $method ne 'ECHECK' ) {
2595 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2596 or return "Illegal payname $payname";
2597 ($payfirst, $paylast) = ($1, $2);
2599 $payfirst = $self->getfield('first');
2600 $paylast = $self->getfield('last');
2601 $payname = "$payfirst $paylast";
2604 my @invoicing_list = $self->invoicing_list_emailonly;
2605 if ( $conf->exists('emailinvoiceautoalways')
2606 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2607 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2608 push @invoicing_list, $self->all_emails;
2611 my $email = ($conf->exists('business-onlinepayment-email-override'))
2612 ? $conf->config('business-onlinepayment-email-override')
2613 : $invoicing_list[0];
2617 my $payip = exists($options{'payip'})
2620 $content{customer_ip} = $payip
2623 $content{invoice_number} = $options{'invnum'}
2624 if exists($options{'invnum'}) && length($options{'invnum'});
2626 $content{email_customer} =
2627 ( $conf->exists('business-onlinepayment-email_customer')
2628 || $conf->exists('business-onlinepayment-email-override') );
2631 if ( $method eq 'CC' ) {
2633 $content{card_number} = $payinfo;
2634 $paydate = exists($options{'paydate'})
2635 ? $options{'paydate'}
2637 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2638 $content{expiration} = "$2/$1";
2640 my $paycvv = exists($options{'paycvv'})
2641 ? $options{'paycvv'}
2643 $content{cvv2} = $paycvv
2646 my $paystart_month = exists($options{'paystart_month'})
2647 ? $options{'paystart_month'}
2648 : $self->paystart_month;
2650 my $paystart_year = exists($options{'paystart_year'})
2651 ? $options{'paystart_year'}
2652 : $self->paystart_year;
2654 $content{card_start} = "$paystart_month/$paystart_year"
2655 if $paystart_month && $paystart_year;
2657 my $payissue = exists($options{'payissue'})
2658 ? $options{'payissue'}
2660 $content{issue_number} = $payissue if $payissue;
2662 $content{recurring_billing} = 'YES'
2663 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2665 'payinfo' => $payinfo,
2667 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2669 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2673 } elsif ( $method eq 'ECHECK' ) {
2674 ( $content{account_number}, $content{routing_code} ) =
2675 split('@', $payinfo);
2676 $content{bank_name} = $o_payname;
2677 $content{bank_state} = exists($options{'paystate'})
2678 ? $options{'paystate'}
2679 : $self->getfield('paystate');
2680 $content{account_type} = exists($options{'paytype'})
2681 ? uc($options{'paytype'}) || 'CHECKING'
2682 : uc($self->getfield('paytype')) || 'CHECKING';
2683 $content{account_name} = $payname;
2684 $content{customer_org} = $self->company ? 'B' : 'I';
2685 $content{state_id} = exists($options{'stateid'})
2686 ? $options{'stateid'}
2687 : $self->getfield('stateid');
2688 $content{state_id_state} = exists($options{'stateid_state'})
2689 ? $options{'stateid_state'}
2690 : $self->getfield('stateid_state');
2691 $content{customer_ssn} = exists($options{'ss'})
2694 } elsif ( $method eq 'LEC' ) {
2695 $content{phone} = $payinfo;
2699 # run transaction(s)
2702 my $balance = exists( $options{'balance'} )
2703 ? $options{'balance'}
2706 $self->select_for_update; #mutex ... just until we get our pending record in
2708 #the checks here are intended to catch concurrent payments
2709 #double-form-submission prevention is taken care of in cust_pay_pending::check
2712 return "The customer's balance has changed; $method transaction aborted."
2713 if $self->balance < $balance;
2714 #&& $self->balance < $amount; #might as well anyway?
2716 #also check and make sure there aren't *other* pending payments for this cust
2718 my @pending = qsearch('cust_pay_pending', {
2719 'custnum' => $self->custnum,
2720 'status' => { op=>'!=', value=>'done' }
2722 return "A payment is already being processed for this customer (".
2723 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2724 "); $method transaction aborted."
2725 if scalar(@pending);
2727 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2729 my $cust_pay_pending = new FS::cust_pay_pending {
2730 'custnum' => $self->custnum,
2731 #'invnum' => $options{'invnum'},
2734 'payby' => $method2payby{$method},
2735 'payinfo' => $payinfo,
2736 'paydate' => $paydate,
2738 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2740 $cust_pay_pending->payunique( $options{payunique} )
2741 if length($options{payunique});
2742 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2743 return $cpp_new_err if $cpp_new_err;
2745 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2747 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2748 $transaction->content(
2751 'password' => $password,
2752 'action' => $action1,
2753 'description' => $options{'description'},
2754 'amount' => $amount,
2755 #'invoice_number' => $options{'invnum'},
2756 'customer_id' => $self->custnum,
2757 'last_name' => $paylast,
2758 'first_name' => $payfirst,
2760 'address' => $address,
2761 'city' => ( exists($options{'city'})
2764 'state' => ( exists($options{'state'})
2767 'zip' => ( exists($options{'zip'})
2770 'country' => ( exists($options{'country'})
2771 ? $options{'country'}
2773 'referer' => 'http://cleanwhisker.420.am/',
2775 'phone' => $self->daytime || $self->night,
2779 $cust_pay_pending->status('pending');
2780 my $cpp_pending_err = $cust_pay_pending->replace;
2781 return $cpp_pending_err if $cpp_pending_err;
2783 $transaction->submit();
2785 if ( $transaction->is_success() && $action2 ) {
2787 $cust_pay_pending->status('authorized');
2788 my $cpp_authorized_err = $cust_pay_pending->replace;
2789 return $cpp_authorized_err if $cpp_authorized_err;
2791 my $auth = $transaction->authorization;
2792 my $ordernum = $transaction->can('order_number')
2793 ? $transaction->order_number
2797 new Business::OnlinePayment( $processor, @bop_options );
2804 password => $password,
2805 order_number => $ordernum,
2807 authorization => $auth,
2808 description => $options{'description'},
2811 foreach my $field (qw( authorization_source_code returned_ACI
2812 transaction_identifier validation_code
2813 transaction_sequence_num local_transaction_date
2814 local_transaction_time AVS_result_code )) {
2815 $capture{$field} = $transaction->$field() if $transaction->can($field);
2818 $capture->content( %capture );
2822 unless ( $capture->is_success ) {
2823 my $e = "Authorization successful but capture failed, custnum #".
2824 $self->custnum. ': '. $capture->result_code.
2825 ": ". $capture->error_message;
2832 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
2833 my $cpp_captured_err = $cust_pay_pending->replace;
2834 return $cpp_captured_err if $cpp_captured_err;
2837 # remove paycvv after initial transaction
2840 #false laziness w/misc/process/payment.cgi - check both to make sure working
2842 if ( defined $self->dbdef_table->column('paycvv')
2843 && length($self->paycvv)
2844 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2846 my $error = $self->remove_cvv;
2848 warn "WARNING: error removing cvv: $error\n";
2856 if ( $transaction->is_success() ) {
2859 if ( $payment_gateway ) { # agent override
2860 $paybatch = $payment_gateway->gatewaynum. '-';
2863 $paybatch .= "$processor:". $transaction->authorization;
2865 $paybatch .= ':'. $transaction->order_number
2866 if $transaction->can('order_number')
2867 && length($transaction->order_number);
2869 my $cust_pay = new FS::cust_pay ( {
2870 'custnum' => $self->custnum,
2871 'invnum' => $options{'invnum'},
2874 'payby' => $method2payby{$method},
2875 'payinfo' => $payinfo,
2876 'paybatch' => $paybatch,
2877 'paydate' => $paydate,
2879 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
2880 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
2882 my $oldAutoCommit = $FS::UID::AutoCommit;
2883 local $FS::UID::AutoCommit = 0;
2886 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
2888 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2891 $cust_pay->invnum(''); #try again with no specific invnum
2892 my $error2 = $cust_pay->insert( $options{'manual'} ?
2893 ( 'manual' => 1 ) : ()
2896 # gah. but at least we have a record of the state we had to abort in
2897 # from cust_pay_pending now.
2898 my $e = "WARNING: $method captured but payment not recorded - ".
2899 "error inserting payment ($processor): $error2".
2900 " (previously tried insert with invnum #$options{'invnum'}" .
2901 ": $error ) - pending payment saved as paypendingnum ".
2902 $cust_pay_pending->paypendingnum. "\n";
2908 if ( $options{'paynum_ref'} ) {
2909 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
2912 $cust_pay_pending->status('done');
2913 $cust_pay_pending->statustext('captured');
2914 my $cpp_done_err = $cust_pay_pending->replace;
2916 if ( $cpp_done_err ) {
2918 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2919 my $e = "WARNING: $method captured but payment not recorded - ".
2920 "error updating status for paypendingnum ".
2921 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
2927 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2928 return ''; #no error
2934 my $perror = "$processor error: ". $transaction->error_message;
2936 unless ( $transaction->error_message ) {
2939 #this should be normalized :/
2941 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
2942 if ( $transaction->can('param')
2943 && $transaction->param('transaction_response') ) {
2944 $t_response = $transaction->param('transaction_response')
2946 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
2947 } elsif ( $transaction->can('response_page') ) {
2949 'page' => ( $transaction->can('response_page')
2950 ? $transaction->response_page
2953 'code' => ( $transaction->can('response_code')
2954 ? $transaction->response_code
2957 'headers' => ( $transaction->can('response_headers')
2958 ? $transaction->response_headers
2964 "No additional debugging information available for $processor";
2967 $perror .= "No error_message returned from $processor -- ".
2968 ( ref($t_response) ? Dumper($t_response) : $t_response );
2972 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
2973 && $conf->exists('emaildecline')
2974 && grep { $_ ne 'POST' } $self->invoicing_list
2975 && ! grep { $transaction->error_message =~ /$_/ }
2976 $conf->config('emaildecline-exclude')
2978 my @templ = $conf->config('declinetemplate');
2979 my $template = new Text::Template (
2981 SOURCE => [ map "$_\n", @templ ],
2982 ) or return "($perror) can't create template: $Text::Template::ERROR";
2983 $template->compile()
2984 or return "($perror) can't compile template: $Text::Template::ERROR";
2986 my $templ_hash = { error => $transaction->error_message };
2988 my $error = send_email(
2989 'from' => $conf->config('invoice_from'),
2990 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
2991 'subject' => 'Your payment could not be processed',
2992 'body' => [ $template->fill_in(HASH => $templ_hash) ],
2995 $perror .= " (also received error sending decline notification: $error)"
3000 $cust_pay_pending->status('done');
3001 $cust_pay_pending->statustext("declined: $perror");
3002 my $cpp_done_err = $cust_pay_pending->replace;
3003 if ( $cpp_done_err ) {
3004 my $e = "WARNING: $method declined but pending payment not resolved - ".
3005 "error updating status for paypendingnum ".
3006 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3008 $perror = "$e ($perror)";
3016 =item default_payment_gateway
3020 sub default_payment_gateway {
3021 my( $self, $method ) = @_;
3023 die "Real-time processing not enabled\n"
3024 unless $conf->exists('business-onlinepayment');
3027 my $bop_config = 'business-onlinepayment';
3028 $bop_config .= '-ach'
3029 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3030 my ( $processor, $login, $password, $action, @bop_options ) =
3031 $conf->config($bop_config);
3032 $action ||= 'normal authorization';
3033 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3034 die "No real-time processor is enabled - ".
3035 "did you set the business-onlinepayment configuration value?\n"
3038 ( $processor, $login, $password, $action, @bop_options )
3043 Removes the I<paycvv> field from the database directly.
3045 If there is an error, returns the error, otherwise returns false.
3051 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3052 or return dbh->errstr;
3053 $sth->execute($self->custnum)
3054 or return $sth->errstr;
3059 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3061 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3062 via a Business::OnlinePayment realtime gateway. See
3063 L<http://420.am/business-onlinepayment> for supported gateways.
3065 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3067 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3069 Most gateways require a reference to an original payment transaction to refund,
3070 so you probably need to specify a I<paynum>.
3072 I<amount> defaults to the original amount of the payment if not specified.
3074 I<reason> specifies a reason for the refund.
3076 I<paydate> specifies the expiration date for a credit card overriding the
3077 value from the customer record or the payment record. Specified as yyyy-mm-dd
3079 Implementation note: If I<amount> is unspecified or equal to the amount of the
3080 orignal payment, first an attempt is made to "void" the transaction via
3081 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3082 the normal attempt is made to "refund" ("credit") the transaction via the
3083 gateway is attempted.
3085 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3086 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3087 #if set, will override the value from the customer record.
3089 #If an I<invnum> is specified, this payment (if successful) is applied to the
3090 #specified invoice. If you don't specify an I<invnum> you might want to
3091 #call the B<apply_payments> method.
3095 #some false laziness w/realtime_bop, not enough to make it worth merging
3096 #but some useful small subs should be pulled out
3097 sub realtime_refund_bop {
3098 my( $self, $method, %options ) = @_;
3100 warn "$me realtime_refund_bop: $method refund\n";
3101 warn " $_ => $options{$_}\n" foreach keys %options;
3104 eval "use Business::OnlinePayment";
3108 # look up the original payment and optionally a gateway for that payment
3112 my $amount = $options{'amount'};
3114 my( $processor, $login, $password, @bop_options ) ;
3115 my( $auth, $order_number ) = ( '', '', '' );
3117 if ( $options{'paynum'} ) {
3119 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3120 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3121 or return "Unknown paynum $options{'paynum'}";
3122 $amount ||= $cust_pay->paid;
3124 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3125 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3126 $cust_pay->paybatch;
3127 my $gatewaynum = '';
3128 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3130 if ( $gatewaynum ) { #gateway for the payment to be refunded
3132 my $payment_gateway =
3133 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3134 die "payment gateway $gatewaynum not found"
3135 unless $payment_gateway;
3137 $processor = $payment_gateway->gateway_module;
3138 $login = $payment_gateway->gateway_username;
3139 $password = $payment_gateway->gateway_password;
3140 @bop_options = $payment_gateway->options;
3142 } else { #try the default gateway
3144 my( $conf_processor, $unused_action );
3145 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3146 $self->default_payment_gateway($method);
3148 return "processor of payment $options{'paynum'} $processor does not".
3149 " match default processor $conf_processor"
3150 unless $processor eq $conf_processor;
3155 } else { # didn't specify a paynum, so look for agent gateway overrides
3156 # like a normal transaction
3159 if ( $method eq 'CC' ) {
3160 $cardtype = cardtype($self->payinfo);
3161 } elsif ( $method eq 'ECHECK' ) {
3164 $cardtype = $method;
3167 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3168 cardtype => $cardtype,
3170 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3172 taxclass => '', } );
3174 if ( $override ) { #use a payment gateway override
3176 my $payment_gateway = $override->payment_gateway;
3178 $processor = $payment_gateway->gateway_module;
3179 $login = $payment_gateway->gateway_username;
3180 $password = $payment_gateway->gateway_password;
3181 #$action = $payment_gateway->gateway_action;
3182 @bop_options = $payment_gateway->options;
3184 } else { #use the standard settings from the config
3187 ( $processor, $login, $password, $unused_action, @bop_options ) =
3188 $self->default_payment_gateway($method);
3193 return "neither amount nor paynum specified" unless $amount;
3198 'password' => $password,
3199 'order_number' => $order_number,
3200 'amount' => $amount,
3201 'referer' => 'http://cleanwhisker.420.am/',
3203 $content{authorization} = $auth
3204 if length($auth); #echeck/ACH transactions have an order # but no auth
3205 #(at least with authorize.net)
3207 my $disable_void_after;
3208 if ($conf->exists('disable_void_after')
3209 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3210 $disable_void_after = $1;
3213 #first try void if applicable
3214 if ( $cust_pay && $cust_pay->paid == $amount
3216 ( not defined($disable_void_after) )
3217 || ( time < ($cust_pay->_date + $disable_void_after ) )
3220 warn " attempting void\n" if $DEBUG > 1;
3221 my $void = new Business::OnlinePayment( $processor, @bop_options );
3222 $void->content( 'action' => 'void', %content );
3224 if ( $void->is_success ) {
3225 my $error = $cust_pay->void($options{'reason'});
3227 # gah, even with transactions.
3228 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3229 "error voiding payment: $error";
3233 warn " void successful\n" if $DEBUG > 1;
3238 warn " void unsuccessful, trying refund\n"
3242 my $address = $self->address1;
3243 $address .= ", ". $self->address2 if $self->address2;
3245 my($payname, $payfirst, $paylast);
3246 if ( $self->payname && $method ne 'ECHECK' ) {
3247 $payname = $self->payname;
3248 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3249 or return "Illegal payname $payname";
3250 ($payfirst, $paylast) = ($1, $2);
3252 $payfirst = $self->getfield('first');
3253 $paylast = $self->getfield('last');
3254 $payname = "$payfirst $paylast";
3257 my @invoicing_list = $self->invoicing_list_emailonly;
3258 if ( $conf->exists('emailinvoiceautoalways')
3259 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3260 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3261 push @invoicing_list, $self->all_emails;
3264 my $email = ($conf->exists('business-onlinepayment-email-override'))
3265 ? $conf->config('business-onlinepayment-email-override')
3266 : $invoicing_list[0];
3268 my $payip = exists($options{'payip'})
3271 $content{customer_ip} = $payip
3275 if ( $method eq 'CC' ) {
3278 $content{card_number} = $payinfo = $cust_pay->payinfo;
3279 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3280 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3281 ($content{expiration} = "$2/$1"); # where available
3283 $content{card_number} = $payinfo = $self->payinfo;
3284 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3285 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3286 $content{expiration} = "$2/$1";
3289 } elsif ( $method eq 'ECHECK' ) {
3292 $payinfo = $cust_pay->payinfo;
3294 $payinfo = $self->payinfo;
3296 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3297 $content{bank_name} = $self->payname;
3298 $content{account_type} = 'CHECKING';
3299 $content{account_name} = $payname;
3300 $content{customer_org} = $self->company ? 'B' : 'I';
3301 $content{customer_ssn} = $self->ss;
3302 } elsif ( $method eq 'LEC' ) {
3303 $content{phone} = $payinfo = $self->payinfo;
3307 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3308 my %sub_content = $refund->content(
3309 'action' => 'credit',
3310 'customer_id' => $self->custnum,
3311 'last_name' => $paylast,
3312 'first_name' => $payfirst,
3314 'address' => $address,
3315 'city' => $self->city,
3316 'state' => $self->state,
3317 'zip' => $self->zip,
3318 'country' => $self->country,
3320 'phone' => $self->daytime || $self->night,
3323 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3327 return "$processor error: ". $refund->error_message
3328 unless $refund->is_success();
3330 my %method2payby = (
3336 my $paybatch = "$processor:". $refund->authorization;
3337 $paybatch .= ':'. $refund->order_number
3338 if $refund->can('order_number') && $refund->order_number;
3340 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3341 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3342 last unless @cust_bill_pay;
3343 my $cust_bill_pay = pop @cust_bill_pay;
3344 my $error = $cust_bill_pay->delete;
3348 my $cust_refund = new FS::cust_refund ( {
3349 'custnum' => $self->custnum,
3350 'paynum' => $options{'paynum'},
3351 'refund' => $amount,
3353 'payby' => $method2payby{$method},
3354 'payinfo' => $payinfo,
3355 'paybatch' => $paybatch,
3356 'reason' => $options{'reason'} || 'card or ACH refund',
3358 my $error = $cust_refund->insert;
3360 $cust_refund->paynum(''); #try again with no specific paynum
3361 my $error2 = $cust_refund->insert;
3363 # gah, even with transactions.
3364 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3365 "error inserting refund ($processor): $error2".
3366 " (previously tried insert with paynum #$options{'paynum'}" .
3377 =item batch_card OPTION => VALUE...
3379 Adds a payment for this invoice to the pending credit card batch (see
3380 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3381 runs the payment using a realtime gateway.
3386 my ($self, %options) = @_;
3389 if (exists($options{amount})) {
3390 $amount = $options{amount};
3392 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3394 return '' unless $amount > 0;
3396 my $invnum = delete $options{invnum};
3397 my $payby = $options{invnum} || $self->payby; #dubious
3399 if ($options{'realtime'}) {
3400 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3406 my $oldAutoCommit = $FS::UID::AutoCommit;
3407 local $FS::UID::AutoCommit = 0;
3410 #this needs to handle mysql as well as Pg, like svc_acct.pm
3411 #(make it into a common function if folks need to do batching with mysql)
3412 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3413 or return "Cannot lock pay_batch: " . $dbh->errstr;
3417 'payby' => FS::payby->payby2payment($payby),
3420 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3422 unless ( $pay_batch ) {
3423 $pay_batch = new FS::pay_batch \%pay_batch;
3424 my $error = $pay_batch->insert;
3426 $dbh->rollback if $oldAutoCommit;
3427 die "error creating new batch: $error\n";
3431 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3432 'batchnum' => $pay_batch->batchnum,
3433 'custnum' => $self->custnum,
3436 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3438 $options{$_} = '' unless exists($options{$_});
3441 my $cust_pay_batch = new FS::cust_pay_batch ( {
3442 'batchnum' => $pay_batch->batchnum,
3443 'invnum' => $invnum || 0, # is there a better value?
3444 # this field should be
3446 # cust_bill_pay_batch now
3447 'custnum' => $self->custnum,
3448 'last' => $self->getfield('last'),
3449 'first' => $self->getfield('first'),
3450 'address1' => $options{address1} || $self->address1,
3451 'address2' => $options{address2} || $self->address2,
3452 'city' => $options{city} || $self->city,
3453 'state' => $options{state} || $self->state,
3454 'zip' => $options{zip} || $self->zip,
3455 'country' => $options{country} || $self->country,
3456 'payby' => $options{payby} || $self->payby,
3457 'payinfo' => $options{payinfo} || $self->payinfo,
3458 'exp' => $options{paydate} || $self->paydate,
3459 'payname' => $options{payname} || $self->payname,
3460 'amount' => $amount, # consolidating
3463 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3464 if $old_cust_pay_batch;
3467 if ($old_cust_pay_batch) {
3468 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3470 $error = $cust_pay_batch->insert;
3474 $dbh->rollback if $oldAutoCommit;
3478 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3479 foreach my $cust_bill ($self->open_cust_bill) {
3480 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3481 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3482 'invnum' => $cust_bill->invnum,
3483 'paybatchnum' => $cust_pay_batch->paybatchnum,
3484 'amount' => $cust_bill->owed,
3487 if ($unapplied >= $cust_bill_pay_batch->amount){
3488 $unapplied -= $cust_bill_pay_batch->amount;
3491 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3492 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3494 $error = $cust_bill_pay_batch->insert;
3496 $dbh->rollback if $oldAutoCommit;
3501 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3507 Returns the total owed for this customer on all invoices
3508 (see L<FS::cust_bill/owed>).
3514 $self->total_owed_date(2145859200); #12/31/2037
3517 =item total_owed_date TIME
3519 Returns the total owed for this customer on all invoices with date earlier than
3520 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3521 see L<Time::Local> and L<Date::Parse> for conversion functions.
3525 sub total_owed_date {
3529 foreach my $cust_bill (
3530 grep { $_->_date <= $time }
3531 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3533 $total_bill += $cust_bill->owed;
3535 sprintf( "%.2f", $total_bill );
3538 =item apply_payments_and_credits
3540 Applies unapplied payments and credits.
3542 In most cases, this new method should be used in place of sequential
3543 apply_payments and apply_credits methods.
3545 If there is an error, returns the error, otherwise returns false.
3549 sub apply_payments_and_credits {
3552 local $SIG{HUP} = 'IGNORE';
3553 local $SIG{INT} = 'IGNORE';
3554 local $SIG{QUIT} = 'IGNORE';
3555 local $SIG{TERM} = 'IGNORE';
3556 local $SIG{TSTP} = 'IGNORE';
3557 local $SIG{PIPE} = 'IGNORE';
3559 my $oldAutoCommit = $FS::UID::AutoCommit;
3560 local $FS::UID::AutoCommit = 0;
3563 $self->select_for_update; #mutex
3565 foreach my $cust_bill ( $self->open_cust_bill ) {
3566 my $error = $cust_bill->apply_payments_and_credits;
3568 $dbh->rollback if $oldAutoCommit;
3569 return "Error applying: $error";
3573 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3578 =item apply_credits OPTION => VALUE ...
3580 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3581 to outstanding invoice balances in chronological order (or reverse
3582 chronological order if the I<order> option is set to B<newest>) and returns the
3583 value of any remaining unapplied credits available for refund (see
3584 L<FS::cust_refund>).
3586 Dies if there is an error.
3594 local $SIG{HUP} = 'IGNORE';
3595 local $SIG{INT} = 'IGNORE';
3596 local $SIG{QUIT} = 'IGNORE';
3597 local $SIG{TERM} = 'IGNORE';
3598 local $SIG{TSTP} = 'IGNORE';
3599 local $SIG{PIPE} = 'IGNORE';
3601 my $oldAutoCommit = $FS::UID::AutoCommit;
3602 local $FS::UID::AutoCommit = 0;
3605 $self->select_for_update; #mutex
3607 unless ( $self->total_credited ) {
3608 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3612 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3613 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3615 my @invoices = $self->open_cust_bill;
3616 @invoices = sort { $b->_date <=> $a->_date } @invoices
3617 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3620 foreach my $cust_bill ( @invoices ) {
3623 if ( !defined($credit) || $credit->credited == 0) {
3624 $credit = pop @credits or last;
3627 if ($cust_bill->owed >= $credit->credited) {
3628 $amount=$credit->credited;
3630 $amount=$cust_bill->owed;
3633 my $cust_credit_bill = new FS::cust_credit_bill ( {
3634 'crednum' => $credit->crednum,
3635 'invnum' => $cust_bill->invnum,
3636 'amount' => $amount,
3638 my $error = $cust_credit_bill->insert;
3640 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3644 redo if ($cust_bill->owed > 0);
3648 my $total_credited = $self->total_credited;
3650 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3652 return $total_credited;
3655 =item apply_payments
3657 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3658 to outstanding invoice balances in chronological order.
3660 #and returns the value of any remaining unapplied payments.
3662 Dies if there is an error.
3666 sub apply_payments {
3669 local $SIG{HUP} = 'IGNORE';
3670 local $SIG{INT} = 'IGNORE';
3671 local $SIG{QUIT} = 'IGNORE';
3672 local $SIG{TERM} = 'IGNORE';
3673 local $SIG{TSTP} = 'IGNORE';
3674 local $SIG{PIPE} = 'IGNORE';
3676 my $oldAutoCommit = $FS::UID::AutoCommit;
3677 local $FS::UID::AutoCommit = 0;
3680 $self->select_for_update; #mutex
3684 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3685 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3687 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3688 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3692 foreach my $cust_bill ( @invoices ) {
3695 if ( !defined($payment) || $payment->unapplied == 0 ) {
3696 $payment = pop @payments or last;
3699 if ( $cust_bill->owed >= $payment->unapplied ) {
3700 $amount = $payment->unapplied;
3702 $amount = $cust_bill->owed;
3705 my $cust_bill_pay = new FS::cust_bill_pay ( {
3706 'paynum' => $payment->paynum,
3707 'invnum' => $cust_bill->invnum,
3708 'amount' => $amount,
3710 my $error = $cust_bill_pay->insert;
3712 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3716 redo if ( $cust_bill->owed > 0);
3720 my $total_unapplied_payments = $self->total_unapplied_payments;
3722 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3724 return $total_unapplied_payments;
3727 =item total_credited
3729 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3730 customer. See L<FS::cust_credit/credited>.
3734 sub total_credited {
3736 my $total_credit = 0;
3737 foreach my $cust_credit ( qsearch('cust_credit', {
3738 'custnum' => $self->custnum,
3740 $total_credit += $cust_credit->credited;
3742 sprintf( "%.2f", $total_credit );
3745 =item total_unapplied_payments
3747 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3748 See L<FS::cust_pay/unapplied>.
3752 sub total_unapplied_payments {
3754 my $total_unapplied = 0;
3755 foreach my $cust_pay ( qsearch('cust_pay', {
3756 'custnum' => $self->custnum,
3758 $total_unapplied += $cust_pay->unapplied;
3760 sprintf( "%.2f", $total_unapplied );
3765 Returns the balance for this customer (total_owed minus total_credited
3766 minus total_unapplied_payments).
3773 $self->total_owed - $self->total_credited - $self->total_unapplied_payments
3777 =item balance_date TIME
3779 Returns the balance for this customer, only considering invoices with date
3780 earlier than TIME (total_owed_date minus total_credited minus
3781 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3782 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3791 $self->total_owed_date($time)
3792 - $self->total_credited
3793 - $self->total_unapplied_payments
3797 =item in_transit_payments
3799 Returns the total of requests for payments for this customer pending in
3800 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3804 sub in_transit_payments {
3806 my $in_transit_payments = 0;
3807 foreach my $pay_batch ( qsearch('pay_batch', {
3810 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3811 'batchnum' => $pay_batch->batchnum,
3812 'custnum' => $self->custnum,
3814 $in_transit_payments += $cust_pay_batch->amount;
3817 sprintf( "%.2f", $in_transit_payments );
3820 =item paydate_monthyear
3822 Returns a two-element list consisting of the month and year of this customer's
3823 paydate (credit card expiration date for CARD customers)
3827 sub paydate_monthyear {
3829 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3831 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3838 =item invoicing_list [ ARRAYREF ]
3840 If an arguement is given, sets these email addresses as invoice recipients
3841 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3842 (except as warnings), so use check_invoicing_list first.
3844 Returns a list of email addresses (with svcnum entries expanded).
3846 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3847 check it without disturbing anything by passing nothing.
3849 This interface may change in the future.
3853 sub invoicing_list {
3854 my( $self, $arrayref ) = @_;
3857 my @cust_main_invoice;
3858 if ( $self->custnum ) {
3859 @cust_main_invoice =
3860 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3862 @cust_main_invoice = ();
3864 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3865 #warn $cust_main_invoice->destnum;
3866 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3867 #warn $cust_main_invoice->destnum;
3868 my $error = $cust_main_invoice->delete;
3869 warn $error if $error;
3872 if ( $self->custnum ) {
3873 @cust_main_invoice =
3874 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3876 @cust_main_invoice = ();
3878 my %seen = map { $_->address => 1 } @cust_main_invoice;
3879 foreach my $address ( @{$arrayref} ) {
3880 next if exists $seen{$address} && $seen{$address};
3881 $seen{$address} = 1;
3882 my $cust_main_invoice = new FS::cust_main_invoice ( {
3883 'custnum' => $self->custnum,
3886 my $error = $cust_main_invoice->insert;
3887 warn $error if $error;
3891 if ( $self->custnum ) {
3893 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3900 =item check_invoicing_list ARRAYREF
3902 Checks these arguements as valid input for the invoicing_list method. If there
3903 is an error, returns the error, otherwise returns false.
3907 sub check_invoicing_list {
3908 my( $self, $arrayref ) = @_;
3910 foreach my $address ( @$arrayref ) {
3912 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3913 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3916 my $cust_main_invoice = new FS::cust_main_invoice ( {
3917 'custnum' => $self->custnum,
3920 my $error = $self->custnum
3921 ? $cust_main_invoice->check
3922 : $cust_main_invoice->checkdest
3924 return $error if $error;
3928 return "Email address required"
3929 if $conf->exists('cust_main-require_invoicing_list_email')
3930 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3935 =item set_default_invoicing_list
3937 Sets the invoicing list to all accounts associated with this customer,
3938 overwriting any previous invoicing list.
3942 sub set_default_invoicing_list {
3944 $self->invoicing_list($self->all_emails);
3949 Returns the email addresses of all accounts provisioned for this customer.
3956 foreach my $cust_pkg ( $self->all_pkgs ) {
3957 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3959 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3960 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3962 $list{$_}=1 foreach map { $_->email } @svc_acct;
3967 =item invoicing_list_addpost
3969 Adds postal invoicing to this customer. If this customer is already configured
3970 to receive postal invoices, does nothing.
3974 sub invoicing_list_addpost {
3976 return if grep { $_ eq 'POST' } $self->invoicing_list;
3977 my @invoicing_list = $self->invoicing_list;
3978 push @invoicing_list, 'POST';
3979 $self->invoicing_list(\@invoicing_list);
3982 =item invoicing_list_emailonly
3984 Returns the list of email invoice recipients (invoicing_list without non-email
3985 destinations such as POST and FAX).
3989 sub invoicing_list_emailonly {
3991 warn "$me invoicing_list_emailonly called"
3993 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3996 =item invoicing_list_emailonly_scalar
3998 Returns the list of email invoice recipients (invoicing_list without non-email
3999 destinations such as POST and FAX) as a comma-separated scalar.
4003 sub invoicing_list_emailonly_scalar {
4005 warn "$me invoicing_list_emailonly_scalar called"
4007 join(', ', $self->invoicing_list_emailonly);
4010 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4012 Returns an array of customers referred by this customer (referral_custnum set
4013 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4014 customers referred by customers referred by this customer and so on, inclusive.
4015 The default behavior is DEPTH 1 (no recursion).
4019 sub referral_cust_main {
4021 my $depth = @_ ? shift : 1;
4022 my $exclude = @_ ? shift : {};
4025 map { $exclude->{$_->custnum}++; $_; }
4026 grep { ! $exclude->{ $_->custnum } }
4027 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4031 map { $_->referral_cust_main($depth-1, $exclude) }
4038 =item referral_cust_main_ncancelled
4040 Same as referral_cust_main, except only returns customers with uncancelled
4045 sub referral_cust_main_ncancelled {
4047 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4050 =item referral_cust_pkg [ DEPTH ]
4052 Like referral_cust_main, except returns a flat list of all unsuspended (and
4053 uncancelled) packages for each customer. The number of items in this list may
4054 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4058 sub referral_cust_pkg {
4060 my $depth = @_ ? shift : 1;
4062 map { $_->unsuspended_pkgs }
4063 grep { $_->unsuspended_pkgs }
4064 $self->referral_cust_main($depth);
4067 =item referring_cust_main
4069 Returns the single cust_main record for the customer who referred this customer
4070 (referral_custnum), or false.
4074 sub referring_cust_main {
4076 return '' unless $self->referral_custnum;
4077 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4080 =item credit AMOUNT, REASON
4082 Applies a credit to this customer. If there is an error, returns the error,
4083 otherwise returns false.
4088 my( $self, $amount, $reason, %options ) = @_;
4089 my $cust_credit = new FS::cust_credit {
4090 'custnum' => $self->custnum,
4091 'amount' => $amount,
4092 'reason' => $reason,
4094 $cust_credit->insert(%options);
4097 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4099 Creates a one-time charge for this customer. If there is an error, returns
4100 the error, otherwise returns false.
4106 my ( $amount, $pkg, $comment, $taxclass, $additional );
4107 if ( ref( $_[0] ) ) {
4108 $amount = $_[0]->{amount};
4109 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4110 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4111 : '$'. sprintf("%.2f",$amount);
4112 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4113 $additional = $_[0]->{additional};
4116 $pkg = @_ ? shift : 'One-time charge';
4117 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4118 $taxclass = @_ ? shift : '';
4122 local $SIG{HUP} = 'IGNORE';
4123 local $SIG{INT} = 'IGNORE';
4124 local $SIG{QUIT} = 'IGNORE';
4125 local $SIG{TERM} = 'IGNORE';
4126 local $SIG{TSTP} = 'IGNORE';
4127 local $SIG{PIPE} = 'IGNORE';
4129 my $oldAutoCommit = $FS::UID::AutoCommit;
4130 local $FS::UID::AutoCommit = 0;
4133 my $part_pkg = new FS::part_pkg ( {
4135 'comment' => $comment,
4139 'taxclass' => $taxclass,
4142 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4143 ( 0 .. @$additional - 1 )
4145 'additional_count' => scalar(@$additional),
4146 'setup_fee' => $amount,
4149 my $error = $part_pkg->insert( options => \%options );
4151 $dbh->rollback if $oldAutoCommit;
4155 my $pkgpart = $part_pkg->pkgpart;
4156 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4157 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4158 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4159 $error = $type_pkgs->insert;
4161 $dbh->rollback if $oldAutoCommit;
4166 my $cust_pkg = new FS::cust_pkg ( {
4167 'custnum' => $self->custnum,
4168 'pkgpart' => $pkgpart,
4171 $error = $cust_pkg->insert;
4173 $dbh->rollback if $oldAutoCommit;
4177 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4184 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4190 sort { $a->_date <=> $b->_date }
4191 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4194 =item open_cust_bill
4196 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4201 sub open_cust_bill {
4203 grep { $_->owed > 0 } $self->cust_bill;
4208 Returns all the credits (see L<FS::cust_credit>) for this customer.
4214 sort { $a->_date <=> $b->_date }
4215 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4220 Returns all the payments (see L<FS::cust_pay>) for this customer.
4226 sort { $a->_date <=> $b->_date }
4227 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4232 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4238 sort { $a->_date <=> $b->_date }
4239 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4245 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4251 sort { $a->_date <=> $b->_date }
4252 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4257 Returns a name string for this customer, either "Company (Last, First)" or
4264 my $name = $self->contact;
4265 $name = $self->company. " ($name)" if $self->company;
4271 Returns a name string for this (service/shipping) contact, either
4272 "Company (Last, First)" or "Last, First".
4278 if ( $self->get('ship_last') ) {
4279 my $name = $self->ship_contact;
4280 $name = $self->ship_company. " ($name)" if $self->ship_company;
4289 Returns this customer's full (billing) contact name only, "Last, First"
4295 $self->get('last'). ', '. $self->first;
4300 Returns this customer's full (shipping) contact name only, "Last, First"
4306 $self->get('ship_last')
4307 ? $self->get('ship_last'). ', '. $self->ship_first
4313 Returns this customer's full country name
4319 code2country($self->country);
4326 Returns a status string for this customer, currently:
4330 =item prospect - No packages have ever been ordered
4332 =item active - One or more recurring packages is active
4334 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4336 =item suspended - All non-cancelled recurring packages are suspended
4338 =item cancelled - All recurring packages are cancelled
4344 sub status { shift->cust_status(@_); }
4348 for my $status (qw( prospect active inactive suspended cancelled )) {
4349 my $method = $status.'_sql';
4350 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4351 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4352 $sth->execute( ($self->custnum) x $numnum )
4353 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4354 return $status if $sth->fetchrow_arrayref->[0];
4358 =item ucfirst_cust_status
4360 =item ucfirst_status
4362 Returns the status with the first character capitalized.
4366 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4368 sub ucfirst_cust_status {
4370 ucfirst($self->cust_status);
4375 Returns a hex triplet color string for this customer's status.
4379 use vars qw(%statuscolor);
4381 'prospect' => '7e0079', #'000000', #black? naw, purple
4382 'active' => '00CC00', #green
4383 'inactive' => '0000CC', #blue
4384 'suspended' => 'FF9900', #yellow
4385 'cancelled' => 'FF0000', #red
4388 sub statuscolor { shift->cust_statuscolor(@_); }
4390 sub cust_statuscolor {
4392 $statuscolor{$self->cust_status};
4397 =head1 CLASS METHODS
4403 Returns an SQL expression identifying prospective cust_main records (customers
4404 with no packages ever ordered)
4408 use vars qw($select_count_pkgs);
4409 $select_count_pkgs =
4410 "SELECT COUNT(*) FROM cust_pkg
4411 WHERE cust_pkg.custnum = cust_main.custnum";
4413 sub select_count_pkgs_sql {
4417 sub prospect_sql { "
4418 0 = ( $select_count_pkgs )
4423 Returns an SQL expression identifying active cust_main records (customers with
4424 no active recurring packages, but otherwise unsuspended/uncancelled).
4429 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4435 Returns an SQL expression identifying inactive cust_main records (customers with
4436 active recurring packages).
4440 sub inactive_sql { "
4441 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4443 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4449 Returns an SQL expression identifying suspended cust_main records.
4454 sub suspended_sql { susp_sql(@_); }
4456 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4458 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4464 Returns an SQL expression identifying cancelled cust_main records.
4468 sub cancelled_sql { cancel_sql(@_); }
4471 my $recurring_sql = FS::cust_pkg->recurring_sql;
4472 #my $recurring_sql = "
4473 # '0' != ( select freq from part_pkg
4474 # where cust_pkg.pkgpart = part_pkg.pkgpart )
4478 0 < ( $select_count_pkgs )
4479 AND 0 = ( $select_count_pkgs AND $recurring_sql
4480 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4486 =item uncancelled_sql
4488 Returns an SQL expression identifying un-cancelled cust_main records.
4492 sub uncancelled_sql { uncancel_sql(@_); }
4493 sub uncancel_sql { "
4494 ( 0 < ( $select_count_pkgs
4495 AND ( cust_pkg.cancel IS NULL
4496 OR cust_pkg.cancel = 0
4499 OR 0 = ( $select_count_pkgs )
4505 Returns an SQL fragment to retreive the balance.
4510 COALESCE( ( SELECT SUM(charged) FROM cust_bill
4511 WHERE cust_bill.custnum = cust_main.custnum ), 0)
4512 - COALESCE( ( SELECT SUM(paid) FROM cust_pay
4513 WHERE cust_pay.custnum = cust_main.custnum ), 0)
4514 - COALESCE( ( SELECT SUM(amount) FROM cust_credit
4515 WHERE cust_credit.custnum = cust_main.custnum ), 0)
4516 + COALESCE( ( SELECT SUM(refund) FROM cust_refund
4517 WHERE cust_refund.custnum = cust_main.custnum ), 0)
4520 =item balance_date_sql TIME
4522 Returns an SQL fragment to retreive the balance for this customer, only
4523 considering invoices with date earlier than TIME. (total_owed_date minus total_credited minus
4524 total_unapplied_payments). TIME is specified as an SQL fragment or a numeric
4525 UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and
4526 L<Date::Parse> for conversion functions.
4530 sub balance_date_sql {
4531 my( $class, $time ) = @_;
4533 my $owed_sql = FS::cust_bill->owed_sql;
4534 my $unapp_refund_sql = FS::cust_refund->unapplied_sql;
4535 #my $unapp_credit_sql = FS::cust_credit->unapplied_sql;
4536 my $unapp_credit_sql = FS::cust_credit->credited_sql;
4537 my $unapp_pay_sql = FS::cust_pay->unapplied_sql;
4540 COALESCE( ( SELECT SUM($owed_sql) FROM cust_bill
4541 WHERE cust_bill.custnum = cust_main.custnum
4542 AND cust_bill._date <= $time )
4545 + COALESCE( ( SELECT SUM($unapp_refund_sql) FROM cust_refund
4546 WHERE cust_refund.custnum = cust_main.custnum )
4549 - COALESCE( ( SELECT SUM($unapp_credit_sql) FROM cust_credit
4550 WHERE cust_credit.custnum = cust_main.custnum )
4553 - COALESCE( ( SELECT SUM($unapp_pay_sql) FROM cust_pay
4554 WHERE cust_pay.custnum = cust_main.custnum )
4562 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
4564 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
4565 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
4566 appropriate ship_ field is also searched).
4568 Additional options are the same as FS::Record::qsearch
4573 my( $self, $fuzzy, $hash, @opt) = @_;
4578 check_and_rebuild_fuzzyfiles();
4579 foreach my $field ( keys %$fuzzy ) {
4581 my $all = $self->all_X($field);
4582 next unless scalar(@$all);
4585 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
4588 foreach ( keys %match ) {
4589 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
4590 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
4593 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
4596 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
4598 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
4606 Returns a masked version of the named field
4611 my ($self, $field) = @_;
4615 'x'x(length($self->getfield($field))-4).
4616 substr($self->getfield($field), (length($self->getfield($field))-4));
4626 =item smart_search OPTION => VALUE ...
4628 Accepts the following options: I<search>, the string to search for. The string
4629 will be searched for as a customer number, phone number, name or company name,
4630 as an exact, or, in some cases, a substring or fuzzy match (see the source code
4631 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
4632 skip fuzzy matching when an exact match is found.
4634 Any additional options are treated as an additional qualifier on the search
4637 Returns a (possibly empty) array of FS::cust_main objects.
4644 #here is the agent virtualization
4645 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
4649 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
4650 my $search = delete $options{'search'};
4651 ( my $alphanum_search = $search ) =~ s/\W//g;
4653 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
4655 #false laziness w/Record::ut_phone
4656 my $phonen = "$1-$2-$3";
4657 $phonen .= " x$4" if $4;
4659 push @cust_main, qsearch( {
4660 'table' => 'cust_main',
4661 'hashref' => { %options },
4662 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4664 join(' OR ', map "$_ = '$phonen'",
4665 qw( daytime night fax
4666 ship_daytime ship_night ship_fax )
4669 " AND $agentnums_sql", #agent virtualization
4672 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
4673 #try looking for matches with extensions unless one was specified
4675 push @cust_main, qsearch( {
4676 'table' => 'cust_main',
4677 'hashref' => { %options },
4678 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4680 join(' OR ', map "$_ LIKE '$phonen\%'",
4682 ship_daytime ship_night )
4685 " AND $agentnums_sql", #agent virtualization
4690 } elsif ( $search =~ /^\s*(\d+)\s*$/ ) { # customer # search
4691 # (also try agent_custid)
4692 # (regex needs tweaking if your
4693 # legacy cust numbers have letters)
4695 push @cust_main, qsearch( {
4696 'table' => 'cust_main',
4697 'hashref' => { 'custnum' => $1, %options },
4698 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4701 push @cust_main, qsearch( {
4702 'table' => 'cust_main',
4703 'hashref' => { 'agent_custid' => $1, %options },
4704 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4707 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
4709 my($company, $last, $first) = ( $1, $2, $3 );
4711 # "Company (Last, First)"
4712 #this is probably something a browser remembered,
4713 #so just do an exact search
4715 foreach my $prefix ( '', 'ship_' ) {
4716 push @cust_main, qsearch( {
4717 'table' => 'cust_main',
4718 'hashref' => { $prefix.'first' => $first,
4719 $prefix.'last' => $last,
4720 $prefix.'company' => $company,
4723 'extra_sql' => " AND $agentnums_sql",
4727 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
4728 # try (ship_){last,company}
4732 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
4733 # # full strings the browser remembers won't work
4734 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
4736 use Lingua::EN::NameParse;
4737 my $NameParse = new Lingua::EN::NameParse(
4739 allow_reversed => 1,
4742 my($last, $first) = ( '', '' );
4743 #maybe disable this too and just rely on NameParse?
4744 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
4746 ($last, $first) = ( $1, $2 );
4748 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
4749 } elsif ( ! $NameParse->parse($value) ) {
4751 my %name = $NameParse->components;
4752 $first = $name{'given_name_1'};
4753 $last = $name{'surname_1'};
4757 if ( $first && $last ) {
4759 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
4762 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4764 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
4765 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
4768 push @cust_main, qsearch( {
4769 'table' => 'cust_main',
4770 'hashref' => \%options,
4771 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4774 # or it just be something that was typed in... (try that in a sec)
4778 my $q_value = dbh->quote($value);
4781 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4782 $sql .= " ( LOWER(last) = $q_value
4783 OR LOWER(company) = $q_value
4784 OR LOWER(ship_last) = $q_value
4785 OR LOWER(ship_company) = $q_value
4788 push @cust_main, qsearch( {
4789 'table' => 'cust_main',
4790 'hashref' => \%options,
4791 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4794 #always do substring & fuzzy,
4795 #getting complains searches are not returning enough
4796 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
4798 #still some false laziness w/ search/cust_main.cgi
4803 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
4804 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
4807 if ( $first && $last ) {
4810 { 'first' => { op=>'ILIKE', value=>"%$first%" },
4811 'last' => { op=>'ILIKE', value=>"%$last%" },
4813 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
4814 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
4821 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
4822 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
4826 foreach my $hashref ( @hashrefs ) {
4828 push @cust_main, qsearch( {
4829 'table' => 'cust_main',
4830 'hashref' => { %$hashref,
4833 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
4842 " AND $agentnums_sql", #extra_sql #agent virtualization
4845 if ( $first && $last ) {
4846 push @cust_main, FS::cust_main->fuzzy_search(
4847 { 'last' => $last, #fuzzy hashref
4848 'first' => $first }, #
4852 foreach my $field ( 'last', 'company' ) {
4854 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
4859 #eliminate duplicates
4861 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
4869 =item check_and_rebuild_fuzzyfiles
4873 use vars qw(@fuzzyfields);
4874 @fuzzyfields = ( 'last', 'first', 'company' );
4876 sub check_and_rebuild_fuzzyfiles {
4877 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4878 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
4881 =item rebuild_fuzzyfiles
4885 sub rebuild_fuzzyfiles {
4887 use Fcntl qw(:flock);
4889 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4890 mkdir $dir, 0700 unless -d $dir;
4892 foreach my $fuzzy ( @fuzzyfields ) {
4894 open(LOCK,">>$dir/cust_main.$fuzzy")
4895 or die "can't open $dir/cust_main.$fuzzy: $!";
4897 or die "can't lock $dir/cust_main.$fuzzy: $!";
4899 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
4900 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
4902 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
4903 my $sth = dbh->prepare("SELECT $field FROM cust_main".
4904 " WHERE $field != '' AND $field IS NOT NULL");
4905 $sth->execute or die $sth->errstr;
4907 while ( my $row = $sth->fetchrow_arrayref ) {
4908 print CACHE $row->[0]. "\n";
4913 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
4915 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
4926 my( $self, $field ) = @_;
4927 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4928 open(CACHE,"<$dir/cust_main.$field")
4929 or die "can't open $dir/cust_main.$field: $!";
4930 my @array = map { chomp; $_; } <CACHE>;
4935 =item append_fuzzyfiles LASTNAME COMPANY
4939 sub append_fuzzyfiles {
4940 #my( $first, $last, $company ) = @_;
4942 &check_and_rebuild_fuzzyfiles;
4944 use Fcntl qw(:flock);
4946 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4948 foreach my $field (qw( first last company )) {
4953 open(CACHE,">>$dir/cust_main.$field")
4954 or die "can't open $dir/cust_main.$field: $!";
4955 flock(CACHE,LOCK_EX)
4956 or die "can't lock $dir/cust_main.$field: $!";
4958 print CACHE "$value\n";
4960 flock(CACHE,LOCK_UN)
4961 or die "can't unlock $dir/cust_main.$field: $!";
4976 #warn join('-',keys %$param);
4977 my $fh = $param->{filehandle};
4978 my $agentnum = $param->{agentnum};
4980 my $refnum = $param->{refnum};
4981 my $pkgpart = $param->{pkgpart};
4983 #my @fields = @{$param->{fields}};
4984 my $format = $param->{'format'};
4987 if ( $format eq 'simple' ) {
4988 @fields = qw( cust_pkg.setup dayphone first last
4989 address1 address2 city state zip comments );
4991 } elsif ( $format eq 'extended' ) {
4992 @fields = qw( agent_custid refnum
4993 last first address1 address2 city state zip country
4995 ship_last ship_first ship_address1 ship_address2
4996 ship_city ship_state ship_zip ship_country
4997 payinfo paycvv paydate
5000 svc_acct.username svc_acct._password
5003 } elsif ( $format eq 'extended-plus_company' ) {
5004 @fields = qw( agent_custid refnum
5005 last first company address1 address2 city state zip country
5007 ship_last ship_first ship_company ship_address1 ship_address2
5008 ship_city ship_state ship_zip ship_country
5009 payinfo paycvv paydate
5012 svc_acct.username svc_acct._password
5016 die "unknown format $format";
5019 eval "use Text::CSV_XS;";
5022 my $csv = new Text::CSV_XS;
5029 local $SIG{HUP} = 'IGNORE';
5030 local $SIG{INT} = 'IGNORE';
5031 local $SIG{QUIT} = 'IGNORE';
5032 local $SIG{TERM} = 'IGNORE';
5033 local $SIG{TSTP} = 'IGNORE';
5034 local $SIG{PIPE} = 'IGNORE';
5036 my $oldAutoCommit = $FS::UID::AutoCommit;
5037 local $FS::UID::AutoCommit = 0;
5040 #while ( $columns = $csv->getline($fh) ) {
5042 while ( defined($line=<$fh>) ) {
5044 $csv->parse($line) or do {
5045 $dbh->rollback if $oldAutoCommit;
5046 return "can't parse: ". $csv->error_input();
5049 my @columns = $csv->fields();
5050 #warn join('-',@columns);
5053 agentnum => $agentnum,
5055 country => $conf->config('countrydefault') || 'US',
5056 payby => $payby, #default
5057 paydate => '12/2037', #default
5059 my $billtime = time;
5060 my %cust_pkg = ( pkgpart => $pkgpart );
5062 foreach my $field ( @fields ) {
5064 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5066 #$cust_pkg{$1} = str2time( shift @$columns );
5067 if ( $1 eq 'pkgpart' ) {
5068 $cust_pkg{$1} = shift @columns;
5069 } elsif ( $1 eq 'setup' ) {
5070 $billtime = str2time(shift @columns);
5072 $cust_pkg{$1} = str2time( shift @columns );
5075 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5077 $svc_acct{$1} = shift @columns;
5081 #refnum interception
5082 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5084 my $referral = $columns[0];
5085 my %hash = ( 'referral' => $referral,
5086 'agentnum' => $agentnum,
5090 my $part_referral = qsearchs('part_referral', \%hash )
5091 || new FS::part_referral \%hash;
5093 unless ( $part_referral->refnum ) {
5094 my $error = $part_referral->insert;
5096 $dbh->rollback if $oldAutoCommit;
5097 return "can't auto-insert advertising source: $referral: $error";
5101 $columns[0] = $part_referral->refnum;
5104 #$cust_main{$field} = shift @$columns;
5105 $cust_main{$field} = shift @columns;
5109 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
5111 my $invoicing_list = $cust_main{'invoicing_list'}
5112 ? [ delete $cust_main{'invoicing_list'} ]
5115 my $cust_main = new FS::cust_main ( \%cust_main );
5118 tie my %hash, 'Tie::RefHash'; #this part is important
5120 if ( $cust_pkg{'pkgpart'} ) {
5121 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5124 if ( $svc_acct{'username'} ) {
5125 my $part_pkg = $cust_pkg->part_pkg;
5126 unless ( $part_pkg ) {
5127 $dbh->rollback if $oldAutoCommit;
5128 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
5130 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
5131 push @svc_acct, new FS::svc_acct ( \%svc_acct )
5134 $hash{$cust_pkg} = \@svc_acct;
5137 my $error = $cust_main->insert( \%hash, $invoicing_list );
5140 $dbh->rollback if $oldAutoCommit;
5141 return "can't insert customer for $line: $error";
5144 if ( $format eq 'simple' ) {
5146 #false laziness w/bill.cgi
5147 $error = $cust_main->bill( 'time' => $billtime );
5149 $dbh->rollback if $oldAutoCommit;
5150 return "can't bill customer for $line: $error";
5153 $error = $cust_main->apply_payments_and_credits;
5155 $dbh->rollback if $oldAutoCommit;
5156 return "can't bill customer for $line: $error";
5159 $error = $cust_main->collect();
5161 $dbh->rollback if $oldAutoCommit;
5162 return "can't collect customer for $line: $error";
5170 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5172 return "Empty file!" unless $imported;
5184 #warn join('-',keys %$param);
5185 my $fh = $param->{filehandle};
5186 my @fields = @{$param->{fields}};
5188 eval "use Text::CSV_XS;";
5191 my $csv = new Text::CSV_XS;
5198 local $SIG{HUP} = 'IGNORE';
5199 local $SIG{INT} = 'IGNORE';
5200 local $SIG{QUIT} = 'IGNORE';
5201 local $SIG{TERM} = 'IGNORE';
5202 local $SIG{TSTP} = 'IGNORE';
5203 local $SIG{PIPE} = 'IGNORE';
5205 my $oldAutoCommit = $FS::UID::AutoCommit;
5206 local $FS::UID::AutoCommit = 0;
5209 #while ( $columns = $csv->getline($fh) ) {
5211 while ( defined($line=<$fh>) ) {
5213 $csv->parse($line) or do {
5214 $dbh->rollback if $oldAutoCommit;
5215 return "can't parse: ". $csv->error_input();
5218 my @columns = $csv->fields();
5219 #warn join('-',@columns);
5222 foreach my $field ( @fields ) {
5223 $row{$field} = shift @columns;
5226 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
5227 unless ( $cust_main ) {
5228 $dbh->rollback if $oldAutoCommit;
5229 return "unknown custnum $row{'custnum'}";
5232 if ( $row{'amount'} > 0 ) {
5233 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5235 $dbh->rollback if $oldAutoCommit;
5239 } elsif ( $row{'amount'} < 0 ) {
5240 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5243 $dbh->rollback if $oldAutoCommit;
5253 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5255 return "Empty file!" unless $imported;
5261 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5263 Sends a templated email notification to the customer (see L<Text::Template>).
5265 OPTIONS is a hash and may include
5267 I<from> - the email sender (default is invoice_from)
5269 I<to> - comma-separated scalar or arrayref of recipients
5270 (default is invoicing_list)
5272 I<subject> - The subject line of the sent email notification
5273 (default is "Notice from company_name")
5275 I<extra_fields> - a hashref of name/value pairs which will be substituted
5278 The following variables are vavailable in the template.
5280 I<$first> - the customer first name
5281 I<$last> - the customer last name
5282 I<$company> - the customer company
5283 I<$payby> - a description of the method of payment for the customer
5284 # would be nice to use FS::payby::shortname
5285 I<$payinfo> - the account information used to collect for this customer
5286 I<$expdate> - the expiration of the customer payment in seconds from epoch
5291 my ($customer, $template, %options) = @_;
5293 return unless $conf->exists($template);
5295 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
5296 $from = $options{from} if exists($options{from});
5298 my $to = join(',', $customer->invoicing_list_emailonly);
5299 $to = $options{to} if exists($options{to});
5301 my $subject = "Notice from " . $conf->config('company_name')
5302 if $conf->exists('company_name');
5303 $subject = $options{subject} if exists($options{subject});
5305 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5306 SOURCE => [ map "$_\n",
5307 $conf->config($template)]
5309 or die "can't create new Text::Template object: Text::Template::ERROR";
5310 $notify_template->compile()
5311 or die "can't compile template: Text::Template::ERROR";
5313 my $paydate = $customer->paydate || '2037-12-31';
5314 $FS::notify_template::_template::first = $customer->first;
5315 $FS::notify_template::_template::last = $customer->last;
5316 $FS::notify_template::_template::company = $customer->company;
5317 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
5318 my $payby = $customer->payby;
5319 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5320 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5322 #credit cards expire at the end of the month/year of their exp date
5323 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5324 $FS::notify_template::_template::payby = 'credit card';
5325 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5326 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5328 }elsif ($payby eq 'COMP') {
5329 $FS::notify_template::_template::payby = 'complimentary account';
5331 $FS::notify_template::_template::payby = 'current method';
5333 $FS::notify_template::_template::expdate = $expire_time;
5335 for (keys %{$options{extra_fields}}){
5337 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5340 send_email(from => $from,
5342 subject => $subject,
5343 body => $notify_template->fill_in( PACKAGE =>
5344 'FS::notify_template::_template' ),
5349 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5351 Generates a templated notification to the customer (see L<Text::Template>).
5353 OPTIONS is a hash and may include
5355 I<extra_fields> - a hashref of name/value pairs which will be substituted
5356 into the template. These values may override values mentioned below
5357 and those from the customer record.
5359 The following variables are available in the template instead of or in addition
5360 to the fields of the customer record.
5362 I<$payby> - a description of the method of payment for the customer
5363 # would be nice to use FS::payby::shortname
5364 I<$payinfo> - the masked account information used to collect for this customer
5365 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5366 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
5370 sub generate_letter {
5371 my ($self, $template, %options) = @_;
5373 return unless $conf->exists($template);
5375 my $letter_template = new Text::Template
5377 SOURCE => [ map "$_\n", $conf->config($template)],
5378 DELIMITERS => [ '[@--', '--@]' ],
5380 or die "can't create new Text::Template object: Text::Template::ERROR";
5382 $letter_template->compile()
5383 or die "can't compile template: Text::Template::ERROR";
5385 my %letter_data = map { $_ => $self->$_ } $self->fields;
5386 $letter_data{payinfo} = $self->mask_payinfo;
5388 my $paydate = $self->paydate || '2037-12-31';
5389 my $payby = $self->payby;
5390 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5391 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5393 #credit cards expire at the end of the month/year of their exp date
5394 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5395 $letter_data{payby} = 'credit card';
5396 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5397 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5399 }elsif ($payby eq 'COMP') {
5400 $letter_data{payby} = 'complimentary account';
5402 $letter_data{payby} = 'current method';
5404 $letter_data{expdate} = $expire_time;
5406 for (keys %{$options{extra_fields}}){
5407 $letter_data{$_} = $options{extra_fields}->{$_};
5410 unless(exists($letter_data{returnaddress})){
5411 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5412 $self->_agent_template)
5415 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
5418 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5420 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
5421 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5425 ) or die "can't open temp file: $!\n";
5427 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5429 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5433 =item print_ps TEMPLATE
5435 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5441 my $file = $self->generate_letter(@_);
5442 FS::Misc::generate_ps($file);
5445 =item print TEMPLATE
5447 Prints the filled in template.
5449 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5453 sub queueable_print {
5456 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5457 or die "invalid customer number: " . $opt{custvnum};
5459 my $error = $self->print( $opt{template} );
5460 die $error if $error;
5464 my ($self, $template) = (shift, shift);
5465 do_print [ $self->print_ps($template) ];
5468 sub agent_template {
5470 $self->_agent_plandata('agent_templatename');
5473 sub agent_invoice_from {
5475 $self->_agent_plandata('agent_invoice_from');
5478 sub _agent_plandata {
5479 my( $self, $option ) = @_;
5482 if ( driver_name =~ /^Pg/i ) {
5484 } elsif ( driver_name =~ /^mysql/i ) {
5487 die "don't know how to use regular expressions in ". driver_name. " databases";
5490 my $part_bill_event = qsearchs( 'part_bill_event',
5492 'payby' => $self->payby,
5493 'plan' => 'send_agent',
5494 'plandata' => { 'op' => $regexp,
5495 'value' => "(^|\n)agentnum ".
5503 'ORDER BY seconds LIMIT 1'
5506 return '' unless $part_bill_event;
5508 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
5511 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
5512 " plandata for $option";
5524 The delete method should possibly take an FS::cust_main object reference
5525 instead of a scalar customer number.
5527 Bill and collect options should probably be passed as references instead of a
5530 There should probably be a configuration file with a list of allowed credit
5533 No multiple currency support (probably a larger project than just this module).
5535 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5537 Birthdates rely on negative epoch values.
5539 The payby for card/check batches is broken. With mixed batching, bad
5544 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5545 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5546 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.