4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use File::Slurp qw( slurp );
22 use File::Temp qw( tempfile );
23 use String::Approx qw(amatch);
24 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
37 use FS::cust_pay_pending;
38 use FS::cust_pay_void;
41 use FS::part_referral;
42 use FS::cust_main_county;
44 use FS::cust_main_invoice;
45 use FS::cust_credit_bill;
46 use FS::cust_bill_pay;
47 use FS::prepay_credit;
50 use FS::part_bill_event qw(due_events);
51 use FS::cust_bill_event;
52 use FS::cust_tax_exempt;
53 use FS::cust_tax_exempt_pkg;
55 use FS::payment_gateway;
56 use FS::agent_payment_gateway;
58 use FS::payinfo_Mixin;
60 @ISA = qw( FS::Record FS::payinfo_Mixin );
62 @EXPORT_OK = qw( smart_search );
64 $realtime_bop_decline_quiet = 0;
66 # 1 is mostly method/subroutine entry and options
67 # 2 traces progress of some operations
68 # 3 is even more information including possibly sensitive data
70 $me = '[FS::cust_main]';
74 $ignore_expired_card = 0;
76 @encrypted_fields = ('payinfo', 'paycvv');
77 sub nohistory_fields { ('paycvv'); }
79 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
81 #ask FS::UID to run this stuff for us later
82 #$FS::UID::callback{'FS::cust_main'} = sub {
83 install_callback FS::UID sub {
85 #yes, need it for stuff below (prolly should be cached)
90 my ( $hashref, $cache ) = @_;
91 if ( exists $hashref->{'pkgnum'} ) {
92 #@{ $self->{'_pkgnum'} } = ();
93 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
94 $self->{'_pkgnum'} = $subcache;
95 #push @{ $self->{'_pkgnum'} },
96 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
102 FS::cust_main - Object methods for cust_main records
108 $record = new FS::cust_main \%hash;
109 $record = new FS::cust_main { 'column' => 'value' };
111 $error = $record->insert;
113 $error = $new_record->replace($old_record);
115 $error = $record->delete;
117 $error = $record->check;
119 @cust_pkg = $record->all_pkgs;
121 @cust_pkg = $record->ncancelled_pkgs;
123 @cust_pkg = $record->suspended_pkgs;
125 $error = $record->bill;
126 $error = $record->bill %options;
127 $error = $record->bill 'time' => $time;
129 $error = $record->collect;
130 $error = $record->collect %options;
131 $error = $record->collect 'invoice_time' => $time,
136 An FS::cust_main object represents a customer. FS::cust_main inherits from
137 FS::Record. The following fields are currently supported:
141 =item custnum - primary key (assigned automatically for new customers)
143 =item agentnum - agent (see L<FS::agent>)
145 =item refnum - Advertising source (see L<FS::part_referral>)
151 =item ss - social security number (optional)
153 =item company - (optional)
157 =item address2 - (optional)
161 =item county - (optional, see L<FS::cust_main_county>)
163 =item state - (see L<FS::cust_main_county>)
167 =item country - (see L<FS::cust_main_county>)
169 =item daytime - phone (optional)
171 =item night - phone (optional)
173 =item fax - phone (optional)
175 =item ship_first - name
177 =item ship_last - name
179 =item ship_company - (optional)
183 =item ship_address2 - (optional)
187 =item ship_county - (optional, see L<FS::cust_main_county>)
189 =item ship_state - (see L<FS::cust_main_county>)
193 =item ship_country - (see L<FS::cust_main_county>)
195 =item ship_daytime - phone (optional)
197 =item ship_night - phone (optional)
199 =item ship_fax - phone (optional)
201 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
203 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
205 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
209 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
211 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
213 =item paystart_month - start date month (maestro/solo cards only)
215 =item paystart_year - start date year (maestro/solo cards only)
217 =item payissue - issue number (maestro/solo cards only)
219 =item payname - name on card or billing name
221 =item payip - IP address from which payment information was received
223 =item tax - tax exempt, empty or `Y'
225 =item otaker - order taker (assigned automatically, see L<FS::UID>)
227 =item comments - comments (optional)
229 =item referral_custnum - referring customer number
231 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
233 =item dundate - a suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
243 Creates a new customer. To add the customer to the database, see L<"insert">.
245 Note that this stores the hash reference, not a distinct copy of the hash it
246 points to. You can ask the object for a copy with the I<hash> method.
250 sub table { 'cust_main'; }
252 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
254 Adds this customer to the database. If there is an error, returns the error,
255 otherwise returns false.
257 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
258 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
259 are inserted atomicly, or the transaction is rolled back. Passing an empty
260 hash reference is equivalent to not supplying this parameter. There should be
261 a better explanation of this, but until then, here's an example:
264 tie %hash, 'Tie::RefHash'; #this part is important
266 $cust_pkg => [ $svc_acct ],
269 $cust_main->insert( \%hash );
271 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
272 be set as the invoicing list (see L<"invoicing_list">). Errors return as
273 expected and rollback the entire transaction; it is not necessary to call
274 check_invoicing_list first. The invoicing_list is set after the records in the
275 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
276 invoicing_list destination to the newly-created svc_acct. Here's an example:
278 $cust_main->insert( {}, [ $email, 'POST' ] );
280 Currently available options are: I<depend_jobnum> and I<noexport>.
282 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
283 on the supplied jobnum (they will not run until the specific job completes).
284 This can be used to defer provisioning until some action completes (such
285 as running the customer's credit card successfully).
287 The I<noexport> option is deprecated. If I<noexport> is set true, no
288 provisioning jobs (exports) are scheduled. (You can schedule them later with
289 the B<reexport> method.)
295 my $cust_pkgs = @_ ? shift : {};
296 my $invoicing_list = @_ ? shift : '';
298 warn "$me insert called with options ".
299 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
302 local $SIG{HUP} = 'IGNORE';
303 local $SIG{INT} = 'IGNORE';
304 local $SIG{QUIT} = 'IGNORE';
305 local $SIG{TERM} = 'IGNORE';
306 local $SIG{TSTP} = 'IGNORE';
307 local $SIG{PIPE} = 'IGNORE';
309 my $oldAutoCommit = $FS::UID::AutoCommit;
310 local $FS::UID::AutoCommit = 0;
313 my $prepay_identifier = '';
314 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
316 if ( $self->payby eq 'PREPAY' ) {
318 $self->payby('BILL');
319 $prepay_identifier = $self->payinfo;
322 warn " looking up prepaid card $prepay_identifier\n"
325 my $error = $self->get_prepay( $prepay_identifier,
326 'amount_ref' => \$amount,
327 'seconds_ref' => \$seconds,
328 'upbytes_ref' => \$upbytes,
329 'downbytes_ref' => \$downbytes,
330 'totalbytes_ref' => \$totalbytes,
333 $dbh->rollback if $oldAutoCommit;
334 #return "error applying prepaid card (transaction rolled back): $error";
338 $payby = 'PREP' if $amount;
340 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
343 $self->payby('BILL');
344 $amount = $self->paid;
348 warn " inserting $self\n"
351 $self->signupdate(time) unless $self->signupdate;
353 my $error = $self->SUPER::insert;
355 $dbh->rollback if $oldAutoCommit;
356 #return "inserting cust_main record (transaction rolled back): $error";
360 warn " setting invoicing list\n"
363 if ( $invoicing_list ) {
364 $error = $self->check_invoicing_list( $invoicing_list );
366 $dbh->rollback if $oldAutoCommit;
367 #return "checking invoicing_list (transaction rolled back): $error";
370 $self->invoicing_list( $invoicing_list );
373 if ( $conf->config('cust_main-skeleton_tables')
374 && $conf->config('cust_main-skeleton_custnum') ) {
376 warn " inserting skeleton records\n"
379 my $error = $self->start_copy_skel;
381 $dbh->rollback if $oldAutoCommit;
387 warn " ordering packages\n"
390 $error = $self->order_pkgs( $cust_pkgs,
392 'seconds_ref' => \$seconds,
393 'upbytes_ref' => \$upbytes,
394 'downbytes_ref' => \$downbytes,
395 'totalbytes_ref' => \$totalbytes,
398 $dbh->rollback if $oldAutoCommit;
403 $dbh->rollback if $oldAutoCommit;
404 return "No svc_acct record to apply pre-paid time";
406 if ( $upbytes || $downbytes || $totalbytes ) {
407 $dbh->rollback if $oldAutoCommit;
408 return "No svc_acct record to apply pre-paid data";
412 warn " inserting initial $payby payment of $amount\n"
414 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
416 $dbh->rollback if $oldAutoCommit;
417 return "inserting payment (transaction rolled back): $error";
421 unless ( $import || $skip_fuzzyfiles ) {
422 warn " queueing fuzzyfiles update\n"
424 $error = $self->queue_fuzzyfiles_update;
426 $dbh->rollback if $oldAutoCommit;
427 return "updating fuzzy search cache: $error";
431 warn " insert complete; committing transaction\n"
434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
439 sub start_copy_skel {
442 #'mg_user_preference' => {},
443 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
444 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
445 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
446 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
447 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
450 _copy_skel( 'cust_main', #tablename
451 $conf->config('cust_main-skeleton_custnum'), #sourceid
452 $self->custnum, #destid
453 @tables, #child tables
457 #recursive subroutine, not a method
459 my( $table, $sourceid, $destid, %child_tables ) = @_;
462 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
463 ( $table, $primary_key ) = ( $1, $2 );
465 my $dbdef_table = dbdef->table($table);
466 $primary_key = $dbdef_table->primary_key
467 or return "$table has no primary key".
468 " (or do you need to run dbdef-create?)";
471 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
472 join (', ', keys %child_tables). "\n"
475 foreach my $child_table_def ( keys %child_tables ) {
479 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
480 ( $child_table, $child_pkey ) = ( $1, $2 );
482 $child_table = $child_table_def;
484 $child_pkey = dbdef->table($child_table)->primary_key;
485 # or return "$table has no primary key".
486 # " (or do you need to run dbdef-create?)\n";
490 if ( keys %{ $child_tables{$child_table_def} } ) {
492 return "$child_table has no primary key".
493 " (run dbdef-create or try specifying it?)\n"
496 #false laziness w/Record::insert and only works on Pg
497 #refactor the proper last-inserted-id stuff out of Record::insert if this
498 # ever gets use for anything besides a quick kludge for one customer
499 my $default = dbdef->table($child_table)->column($child_pkey)->default;
500 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
501 or return "can't parse $child_table.$child_pkey default value ".
502 " for sequence name: $default";
507 my @sel_columns = grep { $_ ne $primary_key }
508 dbdef->table($child_table)->columns;
509 my $sel_columns = join(', ', @sel_columns );
511 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
512 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
513 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
515 my $sel_st = "SELECT $sel_columns FROM $child_table".
516 " WHERE $primary_key = $sourceid";
519 my $sel_sth = dbh->prepare( $sel_st )
520 or return dbh->errstr;
522 $sel_sth->execute or return $sel_sth->errstr;
524 while ( my $row = $sel_sth->fetchrow_hashref ) {
526 warn " selected row: ".
527 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
531 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
532 my $ins_sth =dbh->prepare($statement)
533 or return dbh->errstr;
534 my @param = ( $destid, map $row->{$_}, @ins_columns );
535 warn " $statement: [ ". join(', ', @param). " ]\n"
537 $ins_sth->execute( @param )
538 or return $ins_sth->errstr;
540 #next unless keys %{ $child_tables{$child_table} };
541 next unless $sequence;
543 #another section of that laziness
544 my $seq_sql = "SELECT currval('$sequence')";
545 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
546 $seq_sth->execute or return $seq_sth->errstr;
547 my $insertid = $seq_sth->fetchrow_arrayref->[0];
549 # don't drink soap! recurse! recurse! okay!
551 _copy_skel( $child_table_def,
552 $row->{$child_pkey}, #sourceid
554 %{ $child_tables{$child_table_def} },
556 return $error if $error;
566 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
567 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
569 Like the insert method on an existing record, this method orders a package
570 and included services atomicaly. Pass a Tie::RefHash data structure to this
571 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
572 be a better explanation of this, but until then, here's an example:
575 tie %hash, 'Tie::RefHash'; #this part is important
577 $cust_pkg => [ $svc_acct ],
580 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
582 Services can be new, in which case they are inserted, or existing unaudited
583 services, in which case they are linked to the newly-created package.
585 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
586 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
588 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
589 on the supplied jobnum (they will not run until the specific job completes).
590 This can be used to defer provisioning until some action completes (such
591 as running the customer's credit card successfully).
593 The I<noexport> option is deprecated. If I<noexport> is set true, no
594 provisioning jobs (exports) are scheduled. (You can schedule them later with
595 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
596 on the cust_main object is not recommended, as existing services will also be
599 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
600 provided, the scalars (provided by references) will be incremented by the
601 values of the prepaid card.`
607 my $cust_pkgs = shift;
608 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
610 $seconds_ref ||= $options{'seconds_ref'};
612 my %svc_options = ();
613 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
614 if exists $options{'depend_jobnum'};
615 warn "$me order_pkgs called with options ".
616 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
619 local $SIG{HUP} = 'IGNORE';
620 local $SIG{INT} = 'IGNORE';
621 local $SIG{QUIT} = 'IGNORE';
622 local $SIG{TERM} = 'IGNORE';
623 local $SIG{TSTP} = 'IGNORE';
624 local $SIG{PIPE} = 'IGNORE';
626 my $oldAutoCommit = $FS::UID::AutoCommit;
627 local $FS::UID::AutoCommit = 0;
630 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
632 foreach my $cust_pkg ( keys %$cust_pkgs ) {
633 $cust_pkg->custnum( $self->custnum );
634 my $error = $cust_pkg->insert;
636 $dbh->rollback if $oldAutoCommit;
637 return "inserting cust_pkg (transaction rolled back): $error";
639 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
640 if ( $svc_something->svcnum ) {
641 my $old_cust_svc = $svc_something->cust_svc;
642 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
643 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
644 $error = $new_cust_svc->replace($old_cust_svc);
646 $svc_something->pkgnum( $cust_pkg->pkgnum );
647 if ( $svc_something->isa('FS::svc_acct') ) {
648 foreach ( grep { $options{$_.'_ref'} && ${ $options{$_.'_ref'} } }
649 qw( seconds upbytes downbytes totalbytes )
651 $svc_something->$_( $svc_something->$_() + ${$options{$_.'_ref'}} );
652 ${ $options{$_.'_ref'} } = 0;
655 $error = $svc_something->insert(%svc_options);
658 $dbh->rollback if $oldAutoCommit;
659 #return "inserting svc_ (transaction rolled back): $error";
665 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
669 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
671 Recharges this (existing) customer with the specified prepaid card (see
672 L<FS::prepay_credit>), specified either by I<identifier> or as an
673 FS::prepay_credit object. If there is an error, returns the error, otherwise
676 Optionally, five scalar references can be passed as well. They will have their
677 values filled in with the amount, number of seconds, and number of upload,
678 download, and total bytes applied by this prepaid card.
682 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
683 #the only place that uses these args
684 sub recharge_prepay {
685 my( $self, $prepay_credit, $amountref, $secondsref,
686 $upbytesref, $downbytesref, $totalbytesref ) = @_;
688 local $SIG{HUP} = 'IGNORE';
689 local $SIG{INT} = 'IGNORE';
690 local $SIG{QUIT} = 'IGNORE';
691 local $SIG{TERM} = 'IGNORE';
692 local $SIG{TSTP} = 'IGNORE';
693 local $SIG{PIPE} = 'IGNORE';
695 my $oldAutoCommit = $FS::UID::AutoCommit;
696 local $FS::UID::AutoCommit = 0;
699 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
701 my $error = $self->get_prepay( $prepay_credit,
702 'amount_ref' => \$amount,
703 'seconds_ref' => \$seconds,
704 'upbytes_ref' => \$upbytes,
705 'downbytes_ref' => \$downbytes,
706 'totalbytes_ref' => \$totalbytes,
708 || $self->increment_seconds($seconds)
709 || $self->increment_upbytes($upbytes)
710 || $self->increment_downbytes($downbytes)
711 || $self->increment_totalbytes($totalbytes)
712 || $self->insert_cust_pay_prepay( $amount,
714 ? $prepay_credit->identifier
719 $dbh->rollback if $oldAutoCommit;
723 if ( defined($amountref) ) { $$amountref = $amount; }
724 if ( defined($secondsref) ) { $$secondsref = $seconds; }
725 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
726 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
727 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
729 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
734 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
736 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
737 specified either by I<identifier> or as an FS::prepay_credit object.
739 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
740 incremented by the values of the prepaid card.
742 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
743 check or set this customer's I<agentnum>.
745 If there is an error, returns the error, otherwise returns false.
751 my( $self, $prepay_credit, %opt ) = @_;
753 local $SIG{HUP} = 'IGNORE';
754 local $SIG{INT} = 'IGNORE';
755 local $SIG{QUIT} = 'IGNORE';
756 local $SIG{TERM} = 'IGNORE';
757 local $SIG{TSTP} = 'IGNORE';
758 local $SIG{PIPE} = 'IGNORE';
760 my $oldAutoCommit = $FS::UID::AutoCommit;
761 local $FS::UID::AutoCommit = 0;
764 unless ( ref($prepay_credit) ) {
766 my $identifier = $prepay_credit;
768 $prepay_credit = qsearchs(
770 { 'identifier' => $prepay_credit },
775 unless ( $prepay_credit ) {
776 $dbh->rollback if $oldAutoCommit;
777 return "Invalid prepaid card: ". $identifier;
782 if ( $prepay_credit->agentnum ) {
783 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
784 $dbh->rollback if $oldAutoCommit;
785 return "prepaid card not valid for agent ". $self->agentnum;
787 $self->agentnum($prepay_credit->agentnum);
790 my $error = $prepay_credit->delete;
792 $dbh->rollback if $oldAutoCommit;
793 return "removing prepay_credit (transaction rolled back): $error";
796 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
797 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
799 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
804 =item increment_upbytes SECONDS
806 Updates this customer's single or primary account (see L<FS::svc_acct>) by
807 the specified number of upbytes. If there is an error, returns the error,
808 otherwise returns false.
812 sub increment_upbytes {
813 _increment_column( shift, 'upbytes', @_);
816 =item increment_downbytes SECONDS
818 Updates this customer's single or primary account (see L<FS::svc_acct>) by
819 the specified number of downbytes. If there is an error, returns the error,
820 otherwise returns false.
824 sub increment_downbytes {
825 _increment_column( shift, 'downbytes', @_);
828 =item increment_totalbytes SECONDS
830 Updates this customer's single or primary account (see L<FS::svc_acct>) by
831 the specified number of totalbytes. If there is an error, returns the error,
832 otherwise returns false.
836 sub increment_totalbytes {
837 _increment_column( shift, 'totalbytes', @_);
840 =item increment_seconds SECONDS
842 Updates this customer's single or primary account (see L<FS::svc_acct>) by
843 the specified number of seconds. If there is an error, returns the error,
844 otherwise returns false.
848 sub increment_seconds {
849 _increment_column( shift, 'seconds', @_);
852 =item _increment_column AMOUNT
854 Updates this customer's single or primary account (see L<FS::svc_acct>) by
855 the specified number of seconds or bytes. If there is an error, returns
856 the error, otherwise returns false.
860 sub _increment_column {
861 my( $self, $column, $amount ) = @_;
862 warn "$me increment_column called: $column, $amount\n"
865 return '' unless $amount;
867 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
868 $self->ncancelled_pkgs;
871 return 'No packages with primary or single services found'.
872 ' to apply pre-paid time';
873 } elsif ( scalar(@cust_pkg) > 1 ) {
874 #maybe have a way to specify the package/account?
875 return 'Multiple packages found to apply pre-paid time';
878 my $cust_pkg = $cust_pkg[0];
879 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
883 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
886 return 'No account found to apply pre-paid time';
887 } elsif ( scalar(@cust_svc) > 1 ) {
888 return 'Multiple accounts found to apply pre-paid time';
891 my $svc_acct = $cust_svc[0]->svc_x;
892 warn " found service svcnum ". $svc_acct->pkgnum.
893 ' ('. $svc_acct->email. ")\n"
896 $column = "increment_$column";
897 $svc_acct->$column($amount);
901 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
903 Inserts a prepayment in the specified amount for this customer. An optional
904 second argument can specify the prepayment identifier for tracking purposes.
905 If there is an error, returns the error, otherwise returns false.
909 sub insert_cust_pay_prepay {
910 shift->insert_cust_pay('PREP', @_);
913 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
915 Inserts a cash payment in the specified amount for this customer. An optional
916 second argument can specify the payment identifier for tracking purposes.
917 If there is an error, returns the error, otherwise returns false.
921 sub insert_cust_pay_cash {
922 shift->insert_cust_pay('CASH', @_);
925 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
927 Inserts a Western Union payment in the specified amount for this customer. An
928 optional second argument can specify the prepayment identifier for tracking
929 purposes. If there is an error, returns the error, otherwise returns false.
933 sub insert_cust_pay_west {
934 shift->insert_cust_pay('WEST', @_);
937 sub insert_cust_pay {
938 my( $self, $payby, $amount ) = splice(@_, 0, 3);
939 my $payinfo = scalar(@_) ? shift : '';
941 my $cust_pay = new FS::cust_pay {
942 'custnum' => $self->custnum,
943 'paid' => sprintf('%.2f', $amount),
944 #'_date' => #date the prepaid card was purchased???
946 'payinfo' => $payinfo,
954 This method is deprecated. See the I<depend_jobnum> option to the insert and
955 order_pkgs methods for a better way to defer provisioning.
957 Re-schedules all exports by calling the B<reexport> method of all associated
958 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
959 otherwise returns false.
966 carp "WARNING: FS::cust_main::reexport is deprectated; ".
967 "use the depend_jobnum option to insert or order_pkgs to delay export";
969 local $SIG{HUP} = 'IGNORE';
970 local $SIG{INT} = 'IGNORE';
971 local $SIG{QUIT} = 'IGNORE';
972 local $SIG{TERM} = 'IGNORE';
973 local $SIG{TSTP} = 'IGNORE';
974 local $SIG{PIPE} = 'IGNORE';
976 my $oldAutoCommit = $FS::UID::AutoCommit;
977 local $FS::UID::AutoCommit = 0;
980 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
981 my $error = $cust_pkg->reexport;
983 $dbh->rollback if $oldAutoCommit;
988 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
993 =item delete NEW_CUSTNUM
995 This deletes the customer. If there is an error, returns the error, otherwise
998 This will completely remove all traces of the customer record. This is not
999 what you want when a customer cancels service; for that, cancel all of the
1000 customer's packages (see L</cancel>).
1002 If the customer has any uncancelled packages, you need to pass a new (valid)
1003 customer number for those packages to be transferred to. Cancelled packages
1004 will be deleted. Did I mention that this is NOT what you want when a customer
1005 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1007 You can't delete a customer with invoices (see L<FS::cust_bill>),
1008 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1009 refunds (see L<FS::cust_refund>).
1016 local $SIG{HUP} = 'IGNORE';
1017 local $SIG{INT} = 'IGNORE';
1018 local $SIG{QUIT} = 'IGNORE';
1019 local $SIG{TERM} = 'IGNORE';
1020 local $SIG{TSTP} = 'IGNORE';
1021 local $SIG{PIPE} = 'IGNORE';
1023 my $oldAutoCommit = $FS::UID::AutoCommit;
1024 local $FS::UID::AutoCommit = 0;
1027 if ( $self->cust_bill ) {
1028 $dbh->rollback if $oldAutoCommit;
1029 return "Can't delete a customer with invoices";
1031 if ( $self->cust_credit ) {
1032 $dbh->rollback if $oldAutoCommit;
1033 return "Can't delete a customer with credits";
1035 if ( $self->cust_pay ) {
1036 $dbh->rollback if $oldAutoCommit;
1037 return "Can't delete a customer with payments";
1039 if ( $self->cust_refund ) {
1040 $dbh->rollback if $oldAutoCommit;
1041 return "Can't delete a customer with refunds";
1044 my @cust_pkg = $self->ncancelled_pkgs;
1046 my $new_custnum = shift;
1047 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1048 $dbh->rollback if $oldAutoCommit;
1049 return "Invalid new customer number: $new_custnum";
1051 foreach my $cust_pkg ( @cust_pkg ) {
1052 my %hash = $cust_pkg->hash;
1053 $hash{'custnum'} = $new_custnum;
1054 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1055 my $error = $new_cust_pkg->replace($cust_pkg,
1056 options => { $cust_pkg->options },
1059 $dbh->rollback if $oldAutoCommit;
1064 my @cancelled_cust_pkg = $self->all_pkgs;
1065 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1066 my $error = $cust_pkg->delete;
1068 $dbh->rollback if $oldAutoCommit;
1073 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1074 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1076 my $error = $cust_main_invoice->delete;
1078 $dbh->rollback if $oldAutoCommit;
1083 my $error = $self->SUPER::delete;
1085 $dbh->rollback if $oldAutoCommit;
1089 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1094 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1096 Replaces the OLD_RECORD with this one in the database. If there is an error,
1097 returns the error, otherwise returns false.
1099 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1100 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1101 expected and rollback the entire transaction; it is not necessary to call
1102 check_invoicing_list first. Here's an example:
1104 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1112 warn "$me replace called\n"
1115 local $SIG{HUP} = 'IGNORE';
1116 local $SIG{INT} = 'IGNORE';
1117 local $SIG{QUIT} = 'IGNORE';
1118 local $SIG{TERM} = 'IGNORE';
1119 local $SIG{TSTP} = 'IGNORE';
1120 local $SIG{PIPE} = 'IGNORE';
1122 # We absolutely have to have an old vs. new record to make this work.
1123 if (!defined($old)) {
1124 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1127 my $curuser = $FS::CurrentUser::CurrentUser;
1128 if ( $self->payby eq 'COMP'
1129 && $self->payby ne $old->payby
1130 && ! $curuser->access_right('Complimentary customer')
1133 return "You are not permitted to create complimentary accounts.";
1136 local($ignore_expired_card) = 1
1137 if $old->payby =~ /^(CARD|DCRD)$/
1138 && $self->payby =~ /^(CARD|DCRD)$/
1139 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1141 my $oldAutoCommit = $FS::UID::AutoCommit;
1142 local $FS::UID::AutoCommit = 0;
1145 my $error = $self->SUPER::replace($old);
1148 $dbh->rollback if $oldAutoCommit;
1152 if ( @param ) { # INVOICING_LIST_ARYREF
1153 my $invoicing_list = shift @param;
1154 $error = $self->check_invoicing_list( $invoicing_list );
1156 $dbh->rollback if $oldAutoCommit;
1159 $self->invoicing_list( $invoicing_list );
1162 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1163 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1164 # card/check/lec info has changed, want to retry realtime_ invoice events
1165 my $error = $self->retry_realtime;
1167 $dbh->rollback if $oldAutoCommit;
1172 unless ( $import || $skip_fuzzyfiles ) {
1173 $error = $self->queue_fuzzyfiles_update;
1175 $dbh->rollback if $oldAutoCommit;
1176 return "updating fuzzy search cache: $error";
1180 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1185 =item queue_fuzzyfiles_update
1187 Used by insert & replace to update the fuzzy search cache
1191 sub queue_fuzzyfiles_update {
1194 local $SIG{HUP} = 'IGNORE';
1195 local $SIG{INT} = 'IGNORE';
1196 local $SIG{QUIT} = 'IGNORE';
1197 local $SIG{TERM} = 'IGNORE';
1198 local $SIG{TSTP} = 'IGNORE';
1199 local $SIG{PIPE} = 'IGNORE';
1201 my $oldAutoCommit = $FS::UID::AutoCommit;
1202 local $FS::UID::AutoCommit = 0;
1205 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1206 my $error = $queue->insert( map $self->getfield($_),
1207 qw(first last company)
1210 $dbh->rollback if $oldAutoCommit;
1211 return "queueing job (transaction rolled back): $error";
1214 if ( $self->ship_last ) {
1215 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1216 $error = $queue->insert( map $self->getfield("ship_$_"),
1217 qw(first last company)
1220 $dbh->rollback if $oldAutoCommit;
1221 return "queueing job (transaction rolled back): $error";
1225 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1232 Checks all fields to make sure this is a valid customer record. If there is
1233 an error, returns the error, otherwise returns false. Called by the insert
1234 and replace methods.
1241 warn "$me check BEFORE: \n". $self->_dump
1245 $self->ut_numbern('custnum')
1246 || $self->ut_number('agentnum')
1247 || $self->ut_textn('agent_custid')
1248 || $self->ut_number('refnum')
1249 || $self->ut_textn('custbatch')
1250 || $self->ut_name('last')
1251 || $self->ut_name('first')
1252 || $self->ut_snumbern('birthdate')
1253 || $self->ut_snumbern('signupdate')
1254 || $self->ut_textn('company')
1255 || $self->ut_text('address1')
1256 || $self->ut_textn('address2')
1257 || $self->ut_text('city')
1258 || $self->ut_textn('county')
1259 || $self->ut_textn('state')
1260 || $self->ut_country('country')
1261 || $self->ut_anything('comments')
1262 || $self->ut_numbern('referral_custnum')
1263 || $self->ut_textn('stateid')
1264 || $self->ut_textn('stateid_state')
1266 #barf. need message catalogs. i18n. etc.
1267 $error .= "Please select an advertising source."
1268 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1269 return $error if $error;
1271 return "Unknown agent"
1272 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1274 return "Unknown refnum"
1275 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1277 return "Unknown referring custnum: ". $self->referral_custnum
1278 unless ! $self->referral_custnum
1279 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1281 if ( $self->ss eq '' ) {
1286 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1287 or return "Illegal social security number: ". $self->ss;
1288 $self->ss("$1-$2-$3");
1292 # bad idea to disable, causes billing to fail because of no tax rates later
1293 # unless ( $import ) {
1294 unless ( qsearch('cust_main_county', {
1295 'country' => $self->country,
1298 return "Unknown state/county/country: ".
1299 $self->state. "/". $self->county. "/". $self->country
1300 unless qsearch('cust_main_county',{
1301 'state' => $self->state,
1302 'county' => $self->county,
1303 'country' => $self->country,
1309 $self->ut_phonen('daytime', $self->country)
1310 || $self->ut_phonen('night', $self->country)
1311 || $self->ut_phonen('fax', $self->country)
1312 || $self->ut_zip('zip', $self->country)
1314 return $error if $error;
1316 if ( $conf->exists('cust_main-require_phone')
1317 && ! length($self->daytime) && ! length($self->night)
1320 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1322 : FS::Msgcat::_gettext('daytime');
1323 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1325 : FS::Msgcat::_gettext('night');
1327 return "$daytime_label or $night_label is required"
1331 if ( $self->has_ship_address
1332 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1333 $self->addr_fields )
1337 $self->ut_name('ship_last')
1338 || $self->ut_name('ship_first')
1339 || $self->ut_textn('ship_company')
1340 || $self->ut_text('ship_address1')
1341 || $self->ut_textn('ship_address2')
1342 || $self->ut_text('ship_city')
1343 || $self->ut_textn('ship_county')
1344 || $self->ut_textn('ship_state')
1345 || $self->ut_country('ship_country')
1347 return $error if $error;
1349 #false laziness with above
1350 unless ( qsearchs('cust_main_county', {
1351 'country' => $self->ship_country,
1354 return "Unknown ship_state/ship_county/ship_country: ".
1355 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1356 unless qsearch('cust_main_county',{
1357 'state' => $self->ship_state,
1358 'county' => $self->ship_county,
1359 'country' => $self->ship_country,
1365 $self->ut_phonen('ship_daytime', $self->ship_country)
1366 || $self->ut_phonen('ship_night', $self->ship_country)
1367 || $self->ut_phonen('ship_fax', $self->ship_country)
1368 || $self->ut_zip('ship_zip', $self->ship_country)
1370 return $error if $error;
1372 return "Unit # is required."
1373 if $self->ship_address2 =~ /^\s*$/
1374 && $conf->exists('cust_main-require_address2');
1376 } else { # ship_ info eq billing info, so don't store dup info in database
1378 $self->setfield("ship_$_", '')
1379 foreach $self->addr_fields;
1381 return "Unit # is required."
1382 if $self->address2 =~ /^\s*$/
1383 && $conf->exists('cust_main-require_address2');
1387 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1388 # or return "Illegal payby: ". $self->payby;
1390 FS::payby->can_payby($self->table, $self->payby)
1391 or return "Illegal payby: ". $self->payby;
1393 $error = $self->ut_numbern('paystart_month')
1394 || $self->ut_numbern('paystart_year')
1395 || $self->ut_numbern('payissue')
1396 || $self->ut_textn('paytype')
1398 return $error if $error;
1400 if ( $self->payip eq '' ) {
1403 $error = $self->ut_ip('payip');
1404 return $error if $error;
1407 # If it is encrypted and the private key is not availaible then we can't
1408 # check the credit card.
1410 my $check_payinfo = 1;
1412 if ($self->is_encrypted($self->payinfo)) {
1416 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1418 my $payinfo = $self->payinfo;
1419 $payinfo =~ s/\D//g;
1420 $payinfo =~ /^(\d{13,16})$/
1421 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1423 $self->payinfo($payinfo);
1425 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1427 return gettext('unknown_card_type')
1428 if cardtype($self->payinfo) eq "Unknown";
1430 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1432 return 'Banned credit card: banned on '.
1433 time2str('%a %h %o at %r', $ban->_date).
1434 ' by '. $ban->otaker.
1435 ' (ban# '. $ban->bannum. ')';
1438 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1439 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1440 $self->paycvv =~ /^(\d{4})$/
1441 or return "CVV2 (CID) for American Express cards is four digits.";
1444 $self->paycvv =~ /^(\d{3})$/
1445 or return "CVV2 (CVC2/CID) is three digits.";
1452 my $cardtype = cardtype($payinfo);
1453 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1455 return "Start date or issue number is required for $cardtype cards"
1456 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1458 return "Start month must be between 1 and 12"
1459 if $self->paystart_month
1460 and $self->paystart_month < 1 || $self->paystart_month > 12;
1462 return "Start year must be 1990 or later"
1463 if $self->paystart_year
1464 and $self->paystart_year < 1990;
1466 return "Issue number must be beween 1 and 99"
1468 and $self->payissue < 1 || $self->payissue > 99;
1471 $self->paystart_month('');
1472 $self->paystart_year('');
1473 $self->payissue('');
1476 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1478 my $payinfo = $self->payinfo;
1479 $payinfo =~ s/[^\d\@]//g;
1480 if ( $conf->exists('echeck-nonus') ) {
1481 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1482 $payinfo = "$1\@$2";
1484 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1485 $payinfo = "$1\@$2";
1487 $self->payinfo($payinfo);
1490 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1492 return 'Banned ACH account: banned on '.
1493 time2str('%a %h %o at %r', $ban->_date).
1494 ' by '. $ban->otaker.
1495 ' (ban# '. $ban->bannum. ')';
1498 } elsif ( $self->payby eq 'LECB' ) {
1500 my $payinfo = $self->payinfo;
1501 $payinfo =~ s/\D//g;
1502 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1504 $self->payinfo($payinfo);
1507 } elsif ( $self->payby eq 'BILL' ) {
1509 $error = $self->ut_textn('payinfo');
1510 return "Illegal P.O. number: ". $self->payinfo if $error;
1513 } elsif ( $self->payby eq 'COMP' ) {
1515 my $curuser = $FS::CurrentUser::CurrentUser;
1516 if ( ! $self->custnum
1517 && ! $curuser->access_right('Complimentary customer')
1520 return "You are not permitted to create complimentary accounts."
1523 $error = $self->ut_textn('payinfo');
1524 return "Illegal comp account issuer: ". $self->payinfo if $error;
1527 } elsif ( $self->payby eq 'PREPAY' ) {
1529 my $payinfo = $self->payinfo;
1530 $payinfo =~ s/\W//g; #anything else would just confuse things
1531 $self->payinfo($payinfo);
1532 $error = $self->ut_alpha('payinfo');
1533 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1534 return "Unknown prepayment identifier"
1535 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1540 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1541 return "Expiration date required"
1542 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1546 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1547 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1548 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1549 ( $m, $y ) = ( $3, "20$2" );
1551 return "Illegal expiration date: ". $self->paydate;
1553 $self->paydate("$y-$m-01");
1554 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1555 return gettext('expired_card')
1557 && !$ignore_expired_card
1558 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1561 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1562 ( ! $conf->exists('require_cardname')
1563 || $self->payby !~ /^(CARD|DCRD)$/ )
1565 $self->payname( $self->first. " ". $self->getfield('last') );
1567 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1568 or return gettext('illegal_name'). " payname: ". $self->payname;
1572 foreach my $flag (qw( tax spool_cdr )) {
1573 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1577 $self->otaker(getotaker) unless $self->otaker;
1579 warn "$me check AFTER: \n". $self->_dump
1582 $self->SUPER::check;
1587 Returns a list of fields which have ship_ duplicates.
1592 qw( last first company
1593 address1 address2 city county state zip country
1598 =item has_ship_address
1600 Returns true if this customer record has a separate shipping address.
1604 sub has_ship_address {
1606 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1611 Returns all packages (see L<FS::cust_pkg>) for this customer.
1618 return $self->num_pkgs unless wantarray;
1621 if ( $self->{'_pkgnum'} ) {
1622 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1624 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1627 sort sort_packages @cust_pkg;
1630 =item ncancelled_pkgs
1632 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1636 sub ncancelled_pkgs {
1639 return $self->num_ncancelled_pkgs unless wantarray;
1642 if ( $self->{'_pkgnum'} ) {
1644 @cust_pkg = grep { ! $_->getfield('cancel') }
1645 values %{ $self->{'_pkgnum'}->cache };
1650 qsearch( 'cust_pkg', {
1651 'custnum' => $self->custnum,
1655 qsearch( 'cust_pkg', {
1656 'custnum' => $self->custnum,
1661 sort sort_packages @cust_pkg;
1665 # This should be generalized to use config options to determine order.
1668 if ( $a->get('cancel') xor $b->get('cancel') ) {
1669 return -1 if $b->get('cancel');
1670 return 1 if $a->get('cancel');
1671 #shouldn't get here...
1674 my @a_cust_svc = $a->cust_svc;
1675 my @b_cust_svc = $b->cust_svc;
1676 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1677 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1678 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
1679 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1684 =item suspended_pkgs
1686 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1690 sub suspended_pkgs {
1692 grep { $_->susp } $self->ncancelled_pkgs;
1695 =item unflagged_suspended_pkgs
1697 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1698 customer (thouse packages without the `manual_flag' set).
1702 sub unflagged_suspended_pkgs {
1704 return $self->suspended_pkgs
1705 unless dbdef->table('cust_pkg')->column('manual_flag');
1706 grep { ! $_->manual_flag } $self->suspended_pkgs;
1709 =item unsuspended_pkgs
1711 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1716 sub unsuspended_pkgs {
1718 grep { ! $_->susp } $self->ncancelled_pkgs;
1721 =item num_cancelled_pkgs
1723 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1728 sub num_cancelled_pkgs {
1729 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1732 sub num_ncancelled_pkgs {
1733 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1737 my( $self ) = shift;
1738 my $sql = scalar(@_) ? shift : '';
1739 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1740 my $sth = dbh->prepare(
1741 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1742 ) or die dbh->errstr;
1743 $sth->execute($self->custnum) or die $sth->errstr;
1744 $sth->fetchrow_arrayref->[0];
1749 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1750 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1751 on success or a list of errors.
1757 grep { $_->unsuspend } $self->suspended_pkgs;
1762 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1764 Returns a list: an empty list on success or a list of errors.
1770 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1773 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1775 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1776 PKGPARTs (see L<FS::part_pkg>).
1778 Returns a list: an empty list on success or a list of errors.
1782 sub suspend_if_pkgpart {
1784 my (@pkgparts, %opt);
1785 if (ref($_[0]) eq 'HASH'){
1786 @pkgparts = @{$_[0]{pkgparts}};
1791 grep { $_->suspend(%opt) }
1792 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1793 $self->unsuspended_pkgs;
1796 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1798 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1799 listed PKGPARTs (see L<FS::part_pkg>).
1801 Returns a list: an empty list on success or a list of errors.
1805 sub suspend_unless_pkgpart {
1807 my (@pkgparts, %opt);
1808 if (ref($_[0]) eq 'HASH'){
1809 @pkgparts = @{$_[0]{pkgparts}};
1814 grep { $_->suspend(%opt) }
1815 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1816 $self->unsuspended_pkgs;
1819 =item cancel [ OPTION => VALUE ... ]
1821 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1823 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1825 I<quiet> can be set true to supress email cancellation notices.
1827 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1829 I<ban> can be set true to ban this customer's credit card or ACH information,
1832 Always returns a list: an empty list on success or a list of errors.
1840 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1842 #should try decryption (we might have the private key)
1843 # and if not maybe queue a job for the server that does?
1844 return ( "Can't (yet) ban encrypted credit cards" )
1845 if $self->is_encrypted($self->payinfo);
1847 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1848 my $error = $ban->insert;
1849 return ( $error ) if $error;
1853 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1856 sub _banned_pay_hashref {
1867 'payby' => $payby2ban{$self->payby},
1868 'payinfo' => md5_base64($self->payinfo),
1869 #don't ever *search* on reason! #'reason' =>
1875 Returns all notes (see L<FS::cust_main_note>) for this customer.
1882 qsearch( 'cust_main_note',
1883 { 'custnum' => $self->custnum },
1885 'ORDER BY _DATE DESC'
1891 Returns the agent (see L<FS::agent>) for this customer.
1897 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1902 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1903 conjunction with the collect method.
1905 If there is an error, returns the error, otherwise returns false.
1907 Options are passed as name-value pairs. Currently available options are:
1911 =item resetup - if set true, re-charges setup fees.
1913 =item time - bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1917 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1919 =item invoice_time - used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1926 my( $self, %options ) = @_;
1927 return '' if $self->payby eq 'COMP';
1928 warn "$me bill customer ". $self->custnum. "\n"
1931 my $time = $options{'time'} || time;
1936 local $SIG{HUP} = 'IGNORE';
1937 local $SIG{INT} = 'IGNORE';
1938 local $SIG{QUIT} = 'IGNORE';
1939 local $SIG{TERM} = 'IGNORE';
1940 local $SIG{TSTP} = 'IGNORE';
1941 local $SIG{PIPE} = 'IGNORE';
1943 my $oldAutoCommit = $FS::UID::AutoCommit;
1944 local $FS::UID::AutoCommit = 0;
1947 $self->select_for_update; #mutex
1949 #create a new invoice
1950 #(we'll remove it later if it doesn't actually need to be generated [contains
1951 # no line items] and we're inside a transaciton so nothing else will see it)
1952 my $cust_bill = new FS::cust_bill ( {
1953 'custnum' => $self->custnum,
1954 '_date' => ( $options{'invoice_time'} || $time ),
1955 #'charged' => $charged,
1958 $error = $cust_bill->insert;
1960 $dbh->rollback if $oldAutoCommit;
1961 return "can't create invoice for customer #". $self->custnum. ": $error";
1963 my $invnum = $cust_bill->invnum;
1966 # find the packages which are due for billing, find out how much they are
1967 # & generate invoice database.
1970 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
1972 my @precommit_hooks = ();
1974 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
1975 foreach my $cust_pkg (@cust_pkgs) {
1977 #NO!! next if $cust_pkg->cancel;
1978 next if $cust_pkg->getfield('cancel');
1980 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1982 #? to avoid use of uninitialized value errors... ?
1983 $cust_pkg->setfield('bill', '')
1984 unless defined($cust_pkg->bill);
1986 my $part_pkg = $cust_pkg->part_pkg;
1988 my %hash = $cust_pkg->hash;
1989 my $old_cust_pkg = new FS::cust_pkg \%hash;
1999 if ( ! $cust_pkg->setup &&
2001 ( $conf->exists('disable_setup_suspended_pkgs') &&
2002 ! $cust_pkg->getfield('susp')
2003 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2005 || $options{'resetup'}
2008 warn " bill setup\n" if $DEBUG > 1;
2010 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2012 $dbh->rollback if $oldAutoCommit;
2013 return "$@ running calc_setup for $cust_pkg\n";
2016 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2018 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
2022 # bill recurring fee
2025 #XXX unit stuff here too
2029 if ( $part_pkg->getfield('freq') ne '0' &&
2030 ! $cust_pkg->getfield('susp') &&
2031 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2034 # XXX should this be a package event? probably. events are called
2035 # at collection time at the moment, though...
2036 if ( $part_pkg->can('reset_usage') ) {
2037 warn " resetting usage counters" if $DEBUG > 1;
2038 $part_pkg->reset_usage($cust_pkg);
2041 warn " bill recur\n" if $DEBUG > 1;
2043 # XXX shared with $recur_prog
2044 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2046 #over two params! lets at least switch to a hashref for the rest...
2047 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2049 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2051 $dbh->rollback if $oldAutoCommit;
2052 return "$@ running calc_recur for $cust_pkg\n";
2055 #change this bit to use Date::Manip? CAREFUL with timezones (see
2056 # mailing list archive)
2057 my ($sec,$min,$hour,$mday,$mon,$year) =
2058 (localtime($sdate) )[0,1,2,3,4,5];
2060 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2061 # only for figuring next bill date, nothing else, so, reset $sdate again
2063 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2064 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2065 $cust_pkg->last_bill($sdate);
2067 if ( $part_pkg->freq =~ /^\d+$/ ) {
2068 $mon += $part_pkg->freq;
2069 until ( $mon < 12 ) { $mon -= 12; $year++; }
2070 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2072 $mday += $weeks * 7;
2073 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2076 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2080 $dbh->rollback if $oldAutoCommit;
2081 return "unparsable frequency: ". $part_pkg->freq;
2083 $cust_pkg->setfield('bill',
2084 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2087 warn "\$setup is undefined" unless defined($setup);
2088 warn "\$recur is undefined" unless defined($recur);
2089 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2092 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2095 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2097 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2100 $error=$cust_pkg->replace($old_cust_pkg,
2101 options => { $cust_pkg->options },
2103 if ( $error ) { #just in case
2104 $dbh->rollback if $oldAutoCommit;
2105 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2108 $setup = sprintf( "%.2f", $setup );
2109 $recur = sprintf( "%.2f", $recur );
2110 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2111 $dbh->rollback if $oldAutoCommit;
2112 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2114 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2115 $dbh->rollback if $oldAutoCommit;
2116 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2119 if ( $setup != 0 || $recur != 0 ) {
2121 unless ($postal_charge) {
2122 $postal_charge = 1; # try only once
2123 my $postal_pkg = $self->charge_postal_fee();
2124 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2125 $dbh->rollback if $oldAutoCommit;
2126 return "can't charge postal invoice fee for customer ".
2127 $self->custnum. ": $postal_pkg";
2129 push @cust_pkgs, $postal_pkg if $postal_pkg;
2132 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2135 push @details, map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2137 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2138 'invnum' => $invnum,
2139 'pkgnum' => $cust_pkg->pkgnum,
2141 'unitsetup' => $unitsetup,
2143 'unitrecur' => $unitrecur,
2144 'quantity' => $cust_pkg->quantity,
2145 'details' => \@details,
2148 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2149 $cust_bill_pkg->sdate( $hash{last_bill} );
2150 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2151 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2152 $cust_bill_pkg->sdate( $sdate );
2153 $cust_bill_pkg->edate( $cust_pkg->bill );
2156 $error = $cust_bill_pkg->insert;
2158 $dbh->rollback if $oldAutoCommit;
2159 return "can't create invoice line item for invoice #$invnum: $error";
2161 $total_setup += $setup;
2162 $total_recur += $recur;
2168 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2171 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2174 my %taxhash = map { $_ => $self->get("$prefix$_") }
2175 qw( state county country );
2177 $taxhash{'taxclass'} = $part_pkg->taxclass;
2179 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2182 $taxhash{'taxclass'} = '';
2183 @taxes = qsearch( 'cust_main_county', \%taxhash );
2186 #one more try at a whole-country tax rate
2188 $taxhash{$_} = '' foreach qw( state county );
2189 @taxes = qsearch( 'cust_main_county', \%taxhash );
2192 # maybe eliminate this entirely, along with all the 0% records
2194 $dbh->rollback if $oldAutoCommit;
2196 "fatal: can't find tax rate for state/county/country/taxclass ".
2197 join('/', ( map $self->get("$prefix$_"),
2198 qw(state county country)
2200 $part_pkg->taxclass ). "\n";
2203 foreach my $tax ( @taxes ) {
2205 my $taxable_charged = 0;
2206 $taxable_charged += $setup
2207 unless $part_pkg->setuptax =~ /^Y$/i
2208 || $tax->setuptax =~ /^Y$/i;
2209 $taxable_charged += $recur
2210 unless $part_pkg->recurtax =~ /^Y$/i
2211 || $tax->recurtax =~ /^Y$/i;
2212 next unless $taxable_charged;
2214 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2215 #my ($mon,$year) = (localtime($sdate) )[4,5];
2216 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2218 my $freq = $part_pkg->freq || 1;
2219 if ( $freq !~ /(\d+)$/ ) {
2220 $dbh->rollback if $oldAutoCommit;
2221 return "daily/weekly package definitions not (yet?)".
2222 " compatible with monthly tax exemptions";
2224 my $taxable_per_month =
2225 sprintf("%.2f", $taxable_charged / $freq );
2227 #call the whole thing off if this customer has any old
2228 #exemption records...
2229 my @cust_tax_exempt =
2230 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2231 if ( @cust_tax_exempt ) {
2232 $dbh->rollback if $oldAutoCommit;
2234 'this customer still has old-style tax exemption records; '.
2235 'run bin/fs-migrate-cust_tax_exempt?';
2238 foreach my $which_month ( 1 .. $freq ) {
2240 #maintain the new exemption table now
2243 FROM cust_tax_exempt_pkg
2244 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2245 LEFT JOIN cust_bill USING ( invnum )
2251 my $sth = dbh->prepare($sql) or do {
2252 $dbh->rollback if $oldAutoCommit;
2253 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2261 $dbh->rollback if $oldAutoCommit;
2262 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2264 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2266 my $remaining_exemption =
2267 $tax->exempt_amount - $existing_exemption;
2268 if ( $remaining_exemption > 0 ) {
2269 my $addl = $remaining_exemption > $taxable_per_month
2270 ? $taxable_per_month
2271 : $remaining_exemption;
2272 $taxable_charged -= $addl;
2274 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2275 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2276 'taxnum' => $tax->taxnum,
2277 'year' => 1900+$year,
2279 'amount' => sprintf("%.2f", $addl ),
2281 $error = $cust_tax_exempt_pkg->insert;
2283 $dbh->rollback if $oldAutoCommit;
2284 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2286 } # if $remaining_exemption > 0
2290 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2291 until ( $mon < 13 ) { $mon -= 12; $year++; }
2293 } #foreach $which_month
2295 } #if $tax->exempt_amount
2297 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2299 #$tax += $taxable_charged * $cust_main_county->tax / 100
2300 $tax{ $tax->taxname || 'Tax' } +=
2301 $taxable_charged * $tax->tax / 100
2303 } #foreach my $tax ( @taxes )
2305 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2307 } #if $setup != 0 || $recur != 0
2309 } #if $cust_pkg->modified
2311 } #foreach my $cust_pkg
2313 unless ( $cust_bill->cust_bill_pkg ) {
2314 $cust_bill->delete; #don't create an invoice w/o line items
2315 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2319 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2321 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2322 my $tax = sprintf("%.2f", $tax{$taxname} );
2323 $charged = sprintf( "%.2f", $charged+$tax );
2325 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2326 'invnum' => $invnum,
2332 'itemdesc' => $taxname,
2334 $error = $cust_bill_pkg->insert;
2336 $dbh->rollback if $oldAutoCommit;
2337 return "can't create invoice line item for invoice #$invnum: $error";
2339 $total_setup += $tax;
2343 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2344 $error = $cust_bill->replace;
2346 $dbh->rollback if $oldAutoCommit;
2347 return "can't update charged for invoice #$invnum: $error";
2350 foreach my $hook ( @precommit_hooks ) {
2352 &{$hook}; #($self) ?
2355 $dbh->rollback if $oldAutoCommit;
2356 return "$@ running precommit hook $hook\n";
2360 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2364 =item collect OPTIONS
2366 (Attempt to) collect money for this customer's outstanding invoices (see
2367 L<FS::cust_bill>). Usually used after the bill method.
2369 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2370 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2371 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2373 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2374 and the invoice events web interface.
2376 If there is an error, returns the error, otherwise returns false.
2378 Options are passed as name-value pairs.
2380 Currently available options are:
2382 invoice_time - Use this time when deciding when to print invoices and
2383 late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse>
2384 for conversion functions.
2386 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2389 quiet - set true to surpress email card/ACH decline notices.
2391 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2394 payby - allows for one time override of normal customer billing method
2399 my( $self, %options ) = @_;
2400 my $invoice_time = $options{'invoice_time'} || time;
2403 local $SIG{HUP} = 'IGNORE';
2404 local $SIG{INT} = 'IGNORE';
2405 local $SIG{QUIT} = 'IGNORE';
2406 local $SIG{TERM} = 'IGNORE';
2407 local $SIG{TSTP} = 'IGNORE';
2408 local $SIG{PIPE} = 'IGNORE';
2410 my $oldAutoCommit = $FS::UID::AutoCommit;
2411 local $FS::UID::AutoCommit = 0;
2414 $self->select_for_update; #mutex
2416 my $balance = $self->balance;
2417 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2419 unless ( $balance > 0 ) { #redundant?????
2420 $dbh->rollback if $oldAutoCommit; #hmm
2424 if ( exists($options{'retry_card'}) ) {
2425 carp 'retry_card option passed to collect is deprecated; use retry';
2426 $options{'retry'} ||= $options{'retry_card'};
2428 if ( exists($options{'retry'}) && $options{'retry'} ) {
2429 my $error = $self->retry_realtime;
2431 $dbh->rollback if $oldAutoCommit;
2437 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2438 $extra_sql = " AND freq = '1m' ";
2440 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2443 foreach my $cust_bill ( $self->open_cust_bill ) {
2445 # don't try to charge for the same invoice if it's already in a batch
2446 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2448 last if $self->balance <= 0;
2450 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2453 foreach my $part_bill_event ( due_events ( $cust_bill,
2454 exists($options{'payby'})
2460 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2461 || $self->balance <= 0; # or if balance<=0
2464 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2465 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2468 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2469 # gah, even with transactions.
2470 $dbh->commit if $oldAutoCommit; #well.
2479 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2484 =item retry_realtime
2486 Schedules realtime / batch credit card / electronic check / LEC billing
2487 events for for retry. Useful if card information has changed or manual
2488 retry is desired. The 'collect' method must be called to actually retry
2491 Implementation details: For each of this customer's open invoices, changes
2492 the status of the first "done" (with statustext error) realtime processing
2497 sub retry_realtime {
2500 local $SIG{HUP} = 'IGNORE';
2501 local $SIG{INT} = 'IGNORE';
2502 local $SIG{QUIT} = 'IGNORE';
2503 local $SIG{TERM} = 'IGNORE';
2504 local $SIG{TSTP} = 'IGNORE';
2505 local $SIG{PIPE} = 'IGNORE';
2507 my $oldAutoCommit = $FS::UID::AutoCommit;
2508 local $FS::UID::AutoCommit = 0;
2511 foreach my $cust_bill (
2512 grep { $_->cust_bill_event }
2513 $self->open_cust_bill
2515 my @cust_bill_event =
2516 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2518 #$_->part_bill_event->plan eq 'realtime-card'
2519 $_->part_bill_event->eventcode =~
2520 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2521 && $_->status eq 'done'
2524 $cust_bill->cust_bill_event;
2525 next unless @cust_bill_event;
2526 my $error = $cust_bill_event[0]->retry;
2528 $dbh->rollback if $oldAutoCommit;
2529 return "error scheduling invoice event for retry: $error";
2534 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2539 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2541 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2542 via a Business::OnlinePayment realtime gateway. See
2543 L<http://420.am/business-onlinepayment> for supported gateways.
2545 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2547 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2549 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2550 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2551 if set, will override the value from the customer record.
2553 I<description> is a free-text field passed to the gateway. It defaults to
2554 "Internet services".
2556 If an I<invnum> is specified, this payment (if successful) is applied to the
2557 specified invoice. If you don't specify an I<invnum> you might want to
2558 call the B<apply_payments> method.
2560 I<quiet> can be set true to surpress email decline notices.
2562 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2563 resulting paynum, if any.
2565 I<payunique> is a unique identifier for this payment.
2567 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2574 my( $self, $method, $amount, %options ) = @_;
2576 warn "$me realtime_bop: $method $amount\n";
2577 warn " $_ => $options{$_}\n" foreach keys %options;
2580 $options{'description'} ||= 'Internet services';
2582 eval "use Business::OnlinePayment";
2585 my $payinfo = exists($options{'payinfo'})
2586 ? $options{'payinfo'}
2589 my %method2payby = (
2596 # set taxclass and trans_is_recur based on invnum if there is one
2600 my $trans_is_recur = 0;
2601 if ( $options{'invnum'} ) {
2603 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2604 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2607 map { $_->part_pkg }
2609 map { $_->cust_pkg }
2610 $cust_bill->cust_bill_pkg;
2612 my @taxclasses = map $_->taxclass, @part_pkg;
2613 $taxclass = $taxclasses[0]
2614 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
2615 #different taxclasses
2617 if grep { $_->freq ne '0' } @part_pkg;
2625 #look for an agent gateway override first
2627 if ( $method eq 'CC' ) {
2628 $cardtype = cardtype($payinfo);
2629 } elsif ( $method eq 'ECHECK' ) {
2632 $cardtype = $method;
2636 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2637 cardtype => $cardtype,
2638 taxclass => $taxclass, } )
2639 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2641 taxclass => $taxclass, } )
2642 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2643 cardtype => $cardtype,
2645 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2647 taxclass => '', } );
2649 my $payment_gateway = '';
2650 my( $processor, $login, $password, $action, @bop_options );
2651 if ( $override ) { #use a payment gateway override
2653 $payment_gateway = $override->payment_gateway;
2655 $processor = $payment_gateway->gateway_module;
2656 $login = $payment_gateway->gateway_username;
2657 $password = $payment_gateway->gateway_password;
2658 $action = $payment_gateway->gateway_action;
2659 @bop_options = $payment_gateway->options;
2661 } else { #use the standard settings from the config
2663 ( $processor, $login, $password, $action, @bop_options ) =
2664 $self->default_payment_gateway($method);
2672 my $address = exists($options{'address1'})
2673 ? $options{'address1'}
2675 my $address2 = exists($options{'address2'})
2676 ? $options{'address2'}
2678 $address .= ", ". $address2 if length($address2);
2680 my $o_payname = exists($options{'payname'})
2681 ? $options{'payname'}
2683 my($payname, $payfirst, $paylast);
2684 if ( $o_payname && $method ne 'ECHECK' ) {
2685 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2686 or return "Illegal payname $payname";
2687 ($payfirst, $paylast) = ($1, $2);
2689 $payfirst = $self->getfield('first');
2690 $paylast = $self->getfield('last');
2691 $payname = "$payfirst $paylast";
2694 my @invoicing_list = $self->invoicing_list_emailonly;
2695 if ( $conf->exists('emailinvoiceautoalways')
2696 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2697 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2698 push @invoicing_list, $self->all_emails;
2701 my $email = ($conf->exists('business-onlinepayment-email-override'))
2702 ? $conf->config('business-onlinepayment-email-override')
2703 : $invoicing_list[0];
2707 my $payip = exists($options{'payip'})
2710 $content{customer_ip} = $payip
2713 $content{invoice_number} = $options{'invnum'}
2714 if exists($options{'invnum'}) && length($options{'invnum'});
2716 $content{email_customer} =
2717 ( $conf->exists('business-onlinepayment-email_customer')
2718 || $conf->exists('business-onlinepayment-email-override') );
2721 if ( $method eq 'CC' ) {
2723 $content{card_number} = $payinfo;
2724 $paydate = exists($options{'paydate'})
2725 ? $options{'paydate'}
2727 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2728 $content{expiration} = "$2/$1";
2730 my $paycvv = exists($options{'paycvv'})
2731 ? $options{'paycvv'}
2733 $content{cvv2} = $paycvv
2736 my $paystart_month = exists($options{'paystart_month'})
2737 ? $options{'paystart_month'}
2738 : $self->paystart_month;
2740 my $paystart_year = exists($options{'paystart_year'})
2741 ? $options{'paystart_year'}
2742 : $self->paystart_year;
2744 $content{card_start} = "$paystart_month/$paystart_year"
2745 if $paystart_month && $paystart_year;
2747 my $payissue = exists($options{'payissue'})
2748 ? $options{'payissue'}
2750 $content{issue_number} = $payissue if $payissue;
2752 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
2753 'trans_is_recur' => $trans_is_recur,
2757 $content{recurring_billing} = 'YES';
2758 $content{acct_code} = 'rebill'
2759 if $conf->exists('credit_card-recurring_billing_acct_code');
2762 } elsif ( $method eq 'ECHECK' ) {
2763 ( $content{account_number}, $content{routing_code} ) =
2764 split('@', $payinfo);
2765 $content{bank_name} = $o_payname;
2766 $content{bank_state} = exists($options{'paystate'})
2767 ? $options{'paystate'}
2768 : $self->getfield('paystate');
2769 $content{account_type} = exists($options{'paytype'})
2770 ? uc($options{'paytype'}) || 'CHECKING'
2771 : uc($self->getfield('paytype')) || 'CHECKING';
2772 $content{account_name} = $payname;
2773 $content{customer_org} = $self->company ? 'B' : 'I';
2774 $content{state_id} = exists($options{'stateid'})
2775 ? $options{'stateid'}
2776 : $self->getfield('stateid');
2777 $content{state_id_state} = exists($options{'stateid_state'})
2778 ? $options{'stateid_state'}
2779 : $self->getfield('stateid_state');
2780 $content{customer_ssn} = exists($options{'ss'})
2783 } elsif ( $method eq 'LEC' ) {
2784 $content{phone} = $payinfo;
2788 # run transaction(s)
2791 my $balance = exists( $options{'balance'} )
2792 ? $options{'balance'}
2795 $self->select_for_update; #mutex ... just until we get our pending record in
2797 #the checks here are intended to catch concurrent payments
2798 #double-form-submission prevention is taken care of in cust_pay_pending::check
2801 return "The customer's balance has changed; $method transaction aborted."
2802 if $self->balance < $balance;
2803 #&& $self->balance < $amount; #might as well anyway?
2805 #also check and make sure there aren't *other* pending payments for this cust
2807 my @pending = qsearch('cust_pay_pending', {
2808 'custnum' => $self->custnum,
2809 'status' => { op=>'!=', value=>'done' }
2811 return "A payment is already being processed for this customer (".
2812 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2813 "); $method transaction aborted."
2814 if scalar(@pending);
2816 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2818 my $cust_pay_pending = new FS::cust_pay_pending {
2819 'custnum' => $self->custnum,
2820 #'invnum' => $options{'invnum'},
2823 'payby' => $method2payby{$method},
2824 'payinfo' => $payinfo,
2825 'paydate' => $paydate,
2826 'recurring_billing' => $content{recurring_billing},
2828 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2830 $cust_pay_pending->payunique( $options{payunique} )
2831 if defined($options{payunique}) && length($options{payunique});
2832 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2833 return $cpp_new_err if $cpp_new_err;
2835 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2837 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2838 $transaction->content(
2841 'password' => $password,
2842 'action' => $action1,
2843 'description' => $options{'description'},
2844 'amount' => $amount,
2845 #'invoice_number' => $options{'invnum'},
2846 'customer_id' => $self->custnum,
2847 'last_name' => $paylast,
2848 'first_name' => $payfirst,
2850 'address' => $address,
2851 'city' => ( exists($options{'city'})
2854 'state' => ( exists($options{'state'})
2857 'zip' => ( exists($options{'zip'})
2860 'country' => ( exists($options{'country'})
2861 ? $options{'country'}
2863 'referer' => 'http://cleanwhisker.420.am/',
2865 'phone' => $self->daytime || $self->night,
2869 $cust_pay_pending->status('pending');
2870 my $cpp_pending_err = $cust_pay_pending->replace;
2871 return $cpp_pending_err if $cpp_pending_err;
2873 $transaction->submit();
2875 if ( $transaction->is_success() && $action2 ) {
2877 $cust_pay_pending->status('authorized');
2878 my $cpp_authorized_err = $cust_pay_pending->replace;
2879 return $cpp_authorized_err if $cpp_authorized_err;
2881 my $auth = $transaction->authorization;
2882 my $ordernum = $transaction->can('order_number')
2883 ? $transaction->order_number
2887 new Business::OnlinePayment( $processor, @bop_options );
2894 password => $password,
2895 order_number => $ordernum,
2897 authorization => $auth,
2898 description => $options{'description'},
2901 foreach my $field (qw( authorization_source_code returned_ACI
2902 transaction_identifier validation_code
2903 transaction_sequence_num local_transaction_date
2904 local_transaction_time AVS_result_code )) {
2905 $capture{$field} = $transaction->$field() if $transaction->can($field);
2908 $capture->content( %capture );
2912 unless ( $capture->is_success ) {
2913 my $e = "Authorization successful but capture failed, custnum #".
2914 $self->custnum. ': '. $capture->result_code.
2915 ": ". $capture->error_message;
2922 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
2923 my $cpp_captured_err = $cust_pay_pending->replace;
2924 return $cpp_captured_err if $cpp_captured_err;
2927 # remove paycvv after initial transaction
2930 #false laziness w/misc/process/payment.cgi - check both to make sure working
2932 if ( defined $self->dbdef_table->column('paycvv')
2933 && length($self->paycvv)
2934 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2936 my $error = $self->remove_cvv;
2938 warn "WARNING: error removing cvv: $error\n";
2946 if ( $transaction->is_success() ) {
2949 if ( $payment_gateway ) { # agent override
2950 $paybatch = $payment_gateway->gatewaynum. '-';
2953 $paybatch .= "$processor:". $transaction->authorization;
2955 $paybatch .= ':'. $transaction->order_number
2956 if $transaction->can('order_number')
2957 && length($transaction->order_number);
2959 my $cust_pay = new FS::cust_pay ( {
2960 'custnum' => $self->custnum,
2961 'invnum' => $options{'invnum'},
2964 'payby' => $method2payby{$method},
2965 'payinfo' => $payinfo,
2966 'paybatch' => $paybatch,
2967 'paydate' => $paydate,
2969 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
2970 $cust_pay->payunique( $options{payunique} )
2971 if defined($options{payunique}) && length($options{payunique});
2973 my $oldAutoCommit = $FS::UID::AutoCommit;
2974 local $FS::UID::AutoCommit = 0;
2977 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
2979 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2982 $cust_pay->invnum(''); #try again with no specific invnum
2983 my $error2 = $cust_pay->insert( $options{'manual'} ?
2984 ( 'manual' => 1 ) : ()
2987 # gah. but at least we have a record of the state we had to abort in
2988 # from cust_pay_pending now.
2989 my $e = "WARNING: $method captured but payment not recorded - ".
2990 "error inserting payment ($processor): $error2".
2991 " (previously tried insert with invnum #$options{'invnum'}" .
2992 ": $error ) - pending payment saved as paypendingnum ".
2993 $cust_pay_pending->paypendingnum. "\n";
2999 if ( $options{'paynum_ref'} ) {
3000 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3003 $cust_pay_pending->status('done');
3004 $cust_pay_pending->statustext('captured');
3005 my $cpp_done_err = $cust_pay_pending->replace;
3007 if ( $cpp_done_err ) {
3009 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3010 my $e = "WARNING: $method captured but payment not recorded - ".
3011 "error updating status for paypendingnum ".
3012 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3018 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3019 return ''; #no error
3025 my $perror = "$processor error: ". $transaction->error_message;
3027 unless ( $transaction->error_message ) {
3030 #this should be normalized :/
3032 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
3033 if ( $transaction->can('param')
3034 && $transaction->param('transaction_response') ) {
3035 $t_response = $transaction->param('transaction_response')
3037 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
3038 } elsif ( $transaction->can('response_page') ) {
3040 'page' => ( $transaction->can('response_page')
3041 ? $transaction->response_page
3044 'code' => ( $transaction->can('response_code')
3045 ? $transaction->response_code
3048 'headers' => ( $transaction->can('response_headers')
3049 ? $transaction->response_headers
3055 "No additional debugging information available for $processor";
3058 $perror .= "No error_message returned from $processor -- ".
3059 ( ref($t_response) ? Dumper($t_response) : $t_response );
3063 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3064 && $conf->exists('emaildecline')
3065 && grep { $_ ne 'POST' } $self->invoicing_list
3066 && ! grep { $transaction->error_message =~ /$_/ }
3067 $conf->config('emaildecline-exclude')
3069 my @templ = $conf->config('declinetemplate');
3070 my $template = new Text::Template (
3072 SOURCE => [ map "$_\n", @templ ],
3073 ) or return "($perror) can't create template: $Text::Template::ERROR";
3074 $template->compile()
3075 or return "($perror) can't compile template: $Text::Template::ERROR";
3077 my $templ_hash = { error => $transaction->error_message };
3079 my $error = send_email(
3080 'from' => $conf->config('invoice_from'),
3081 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3082 'subject' => 'Your payment could not be processed',
3083 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3086 $perror .= " (also received error sending decline notification: $error)"
3091 $cust_pay_pending->status('done');
3092 $cust_pay_pending->statustext("declined: $perror");
3093 my $cpp_done_err = $cust_pay_pending->replace;
3094 if ( $cpp_done_err ) {
3095 my $e = "WARNING: $method declined but pending payment not resolved - ".
3096 "error updating status for paypendingnum ".
3097 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3099 $perror = "$e ($perror)";
3107 =item default_payment_gateway
3111 sub default_payment_gateway {
3112 my( $self, $method ) = @_;
3114 die "Real-time processing not enabled\n"
3115 unless $conf->exists('business-onlinepayment');
3118 my $bop_config = 'business-onlinepayment';
3119 $bop_config .= '-ach'
3120 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3121 my ( $processor, $login, $password, $action, @bop_options ) =
3122 $conf->config($bop_config);
3123 $action ||= 'normal authorization';
3124 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3125 die "No real-time processor is enabled - ".
3126 "did you set the business-onlinepayment configuration value?\n"
3129 ( $processor, $login, $password, $action, @bop_options )
3134 Removes the I<paycvv> field from the database directly.
3136 If there is an error, returns the error, otherwise returns false.
3142 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3143 or return dbh->errstr;
3144 $sth->execute($self->custnum)
3145 or return $sth->errstr;
3150 sub _bop_recurring_billing {
3151 my( $self, %opt ) = @_;
3153 my $method = $conf->config('credit_card-recurring_billing_flag');
3155 if ( $method eq 'transaction_is_recur' ) {
3157 return 1 if $opt{'trans_is_recur'};
3161 my %hash = ( 'custnum' => $self->custnum,
3166 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
3167 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
3178 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3180 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3181 via a Business::OnlinePayment realtime gateway. See
3182 L<http://420.am/business-onlinepayment> for supported gateways.
3184 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3186 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3188 Most gateways require a reference to an original payment transaction to refund,
3189 so you probably need to specify a I<paynum>.
3191 I<amount> defaults to the original amount of the payment if not specified.
3193 I<reason> specifies a reason for the refund.
3195 I<paydate> specifies the expiration date for a credit card overriding the
3196 value from the customer record or the payment record. Specified as yyyy-mm-dd
3198 Implementation note: If I<amount> is unspecified or equal to the amount of the
3199 orignal payment, first an attempt is made to "void" the transaction via
3200 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3201 the normal attempt is made to "refund" ("credit") the transaction via the
3202 gateway is attempted.
3204 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3205 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3206 #if set, will override the value from the customer record.
3208 #If an I<invnum> is specified, this payment (if successful) is applied to the
3209 #specified invoice. If you don't specify an I<invnum> you might want to
3210 #call the B<apply_payments> method.
3214 #some false laziness w/realtime_bop, not enough to make it worth merging
3215 #but some useful small subs should be pulled out
3216 sub realtime_refund_bop {
3217 my( $self, $method, %options ) = @_;
3219 warn "$me realtime_refund_bop: $method refund\n";
3220 warn " $_ => $options{$_}\n" foreach keys %options;
3223 eval "use Business::OnlinePayment";
3227 # look up the original payment and optionally a gateway for that payment
3231 my $amount = $options{'amount'};
3233 my( $processor, $login, $password, @bop_options ) ;
3234 my( $auth, $order_number ) = ( '', '', '' );
3236 if ( $options{'paynum'} ) {
3238 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3239 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3240 or return "Unknown paynum $options{'paynum'}";
3241 $amount ||= $cust_pay->paid;
3243 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3244 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3245 $cust_pay->paybatch;
3246 my $gatewaynum = '';
3247 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3249 if ( $gatewaynum ) { #gateway for the payment to be refunded
3251 my $payment_gateway =
3252 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3253 die "payment gateway $gatewaynum not found"
3254 unless $payment_gateway;
3256 $processor = $payment_gateway->gateway_module;
3257 $login = $payment_gateway->gateway_username;
3258 $password = $payment_gateway->gateway_password;
3259 @bop_options = $payment_gateway->options;
3261 } else { #try the default gateway
3263 my( $conf_processor, $unused_action );
3264 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3265 $self->default_payment_gateway($method);
3267 return "processor of payment $options{'paynum'} $processor does not".
3268 " match default processor $conf_processor"
3269 unless $processor eq $conf_processor;
3274 } else { # didn't specify a paynum, so look for agent gateway overrides
3275 # like a normal transaction
3278 if ( $method eq 'CC' ) {
3279 $cardtype = cardtype($self->payinfo);
3280 } elsif ( $method eq 'ECHECK' ) {
3283 $cardtype = $method;
3286 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3287 cardtype => $cardtype,
3289 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3291 taxclass => '', } );
3293 if ( $override ) { #use a payment gateway override
3295 my $payment_gateway = $override->payment_gateway;
3297 $processor = $payment_gateway->gateway_module;
3298 $login = $payment_gateway->gateway_username;
3299 $password = $payment_gateway->gateway_password;
3300 #$action = $payment_gateway->gateway_action;
3301 @bop_options = $payment_gateway->options;
3303 } else { #use the standard settings from the config
3306 ( $processor, $login, $password, $unused_action, @bop_options ) =
3307 $self->default_payment_gateway($method);
3312 return "neither amount nor paynum specified" unless $amount;
3317 'password' => $password,
3318 'order_number' => $order_number,
3319 'amount' => $amount,
3320 'referer' => 'http://cleanwhisker.420.am/',
3322 $content{authorization} = $auth
3323 if length($auth); #echeck/ACH transactions have an order # but no auth
3324 #(at least with authorize.net)
3326 my $disable_void_after;
3327 if ($conf->exists('disable_void_after')
3328 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3329 $disable_void_after = $1;
3332 #first try void if applicable
3333 if ( $cust_pay && $cust_pay->paid == $amount
3335 ( not defined($disable_void_after) )
3336 || ( time < ($cust_pay->_date + $disable_void_after ) )
3339 warn " attempting void\n" if $DEBUG > 1;
3340 my $void = new Business::OnlinePayment( $processor, @bop_options );
3341 $void->content( 'action' => 'void', %content );
3343 if ( $void->is_success ) {
3344 my $error = $cust_pay->void($options{'reason'});
3346 # gah, even with transactions.
3347 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3348 "error voiding payment: $error";
3352 warn " void successful\n" if $DEBUG > 1;
3357 warn " void unsuccessful, trying refund\n"
3361 my $address = $self->address1;
3362 $address .= ", ". $self->address2 if $self->address2;
3364 my($payname, $payfirst, $paylast);
3365 if ( $self->payname && $method ne 'ECHECK' ) {
3366 $payname = $self->payname;
3367 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3368 or return "Illegal payname $payname";
3369 ($payfirst, $paylast) = ($1, $2);
3371 $payfirst = $self->getfield('first');
3372 $paylast = $self->getfield('last');
3373 $payname = "$payfirst $paylast";
3376 my @invoicing_list = $self->invoicing_list_emailonly;
3377 if ( $conf->exists('emailinvoiceautoalways')
3378 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3379 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3380 push @invoicing_list, $self->all_emails;
3383 my $email = ($conf->exists('business-onlinepayment-email-override'))
3384 ? $conf->config('business-onlinepayment-email-override')
3385 : $invoicing_list[0];
3387 my $payip = exists($options{'payip'})
3390 $content{customer_ip} = $payip
3394 if ( $method eq 'CC' ) {
3397 $content{card_number} = $payinfo = $cust_pay->payinfo;
3398 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3399 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3400 ($content{expiration} = "$2/$1"); # where available
3402 $content{card_number} = $payinfo = $self->payinfo;
3403 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3404 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3405 $content{expiration} = "$2/$1";
3408 } elsif ( $method eq 'ECHECK' ) {
3411 $payinfo = $cust_pay->payinfo;
3413 $payinfo = $self->payinfo;
3415 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3416 $content{bank_name} = $self->payname;
3417 $content{account_type} = 'CHECKING';
3418 $content{account_name} = $payname;
3419 $content{customer_org} = $self->company ? 'B' : 'I';
3420 $content{customer_ssn} = $self->ss;
3421 } elsif ( $method eq 'LEC' ) {
3422 $content{phone} = $payinfo = $self->payinfo;
3426 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3427 my %sub_content = $refund->content(
3428 'action' => 'credit',
3429 'customer_id' => $self->custnum,
3430 'last_name' => $paylast,
3431 'first_name' => $payfirst,
3433 'address' => $address,
3434 'city' => $self->city,
3435 'state' => $self->state,
3436 'zip' => $self->zip,
3437 'country' => $self->country,
3439 'phone' => $self->daytime || $self->night,
3442 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3446 return "$processor error: ". $refund->error_message
3447 unless $refund->is_success();
3449 my %method2payby = (
3455 my $paybatch = "$processor:". $refund->authorization;
3456 $paybatch .= ':'. $refund->order_number
3457 if $refund->can('order_number') && $refund->order_number;
3459 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3460 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3461 last unless @cust_bill_pay;
3462 my $cust_bill_pay = pop @cust_bill_pay;
3463 my $error = $cust_bill_pay->delete;
3467 my $cust_refund = new FS::cust_refund ( {
3468 'custnum' => $self->custnum,
3469 'paynum' => $options{'paynum'},
3470 'refund' => $amount,
3472 'payby' => $method2payby{$method},
3473 'payinfo' => $payinfo,
3474 'paybatch' => $paybatch,
3475 'reason' => $options{'reason'} || 'card or ACH refund',
3477 my $error = $cust_refund->insert;
3479 $cust_refund->paynum(''); #try again with no specific paynum
3480 my $error2 = $cust_refund->insert;
3482 # gah, even with transactions.
3483 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3484 "error inserting refund ($processor): $error2".
3485 " (previously tried insert with paynum #$options{'paynum'}" .
3496 =item batch_card OPTION => VALUE...
3498 Adds a payment for this invoice to the pending credit card batch (see
3499 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3500 runs the payment using a realtime gateway.
3505 my ($self, %options) = @_;
3508 if (exists($options{amount})) {
3509 $amount = $options{amount};
3511 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3513 return '' unless $amount > 0;
3515 my $invnum = delete $options{invnum};
3516 my $payby = $options{invnum} || $self->payby; #dubious
3518 if ($options{'realtime'}) {
3519 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3525 my $oldAutoCommit = $FS::UID::AutoCommit;
3526 local $FS::UID::AutoCommit = 0;
3529 #this needs to handle mysql as well as Pg, like svc_acct.pm
3530 #(make it into a common function if folks need to do batching with mysql)
3531 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3532 or return "Cannot lock pay_batch: " . $dbh->errstr;
3536 'payby' => FS::payby->payby2payment($payby),
3539 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3541 unless ( $pay_batch ) {
3542 $pay_batch = new FS::pay_batch \%pay_batch;
3543 my $error = $pay_batch->insert;
3545 $dbh->rollback if $oldAutoCommit;
3546 die "error creating new batch: $error\n";
3550 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3551 'batchnum' => $pay_batch->batchnum,
3552 'custnum' => $self->custnum,
3555 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3557 $options{$_} = '' unless exists($options{$_});
3560 my $cust_pay_batch = new FS::cust_pay_batch ( {
3561 'batchnum' => $pay_batch->batchnum,
3562 'invnum' => $invnum || 0, # is there a better value?
3563 # this field should be
3565 # cust_bill_pay_batch now
3566 'custnum' => $self->custnum,
3567 'last' => $self->getfield('last'),
3568 'first' => $self->getfield('first'),
3569 'address1' => $options{address1} || $self->address1,
3570 'address2' => $options{address2} || $self->address2,
3571 'city' => $options{city} || $self->city,
3572 'state' => $options{state} || $self->state,
3573 'zip' => $options{zip} || $self->zip,
3574 'country' => $options{country} || $self->country,
3575 'payby' => $options{payby} || $self->payby,
3576 'payinfo' => $options{payinfo} || $self->payinfo,
3577 'exp' => $options{paydate} || $self->paydate,
3578 'payname' => $options{payname} || $self->payname,
3579 'amount' => $amount, # consolidating
3582 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3583 if $old_cust_pay_batch;
3586 if ($old_cust_pay_batch) {
3587 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3589 $error = $cust_pay_batch->insert;
3593 $dbh->rollback if $oldAutoCommit;
3597 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3598 foreach my $cust_bill ($self->open_cust_bill) {
3599 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3600 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3601 'invnum' => $cust_bill->invnum,
3602 'paybatchnum' => $cust_pay_batch->paybatchnum,
3603 'amount' => $cust_bill->owed,
3606 if ($unapplied >= $cust_bill_pay_batch->amount){
3607 $unapplied -= $cust_bill_pay_batch->amount;
3610 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3611 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3613 $error = $cust_bill_pay_batch->insert;
3615 $dbh->rollback if $oldAutoCommit;
3620 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3626 Returns the total owed for this customer on all invoices
3627 (see L<FS::cust_bill/owed>).
3633 $self->total_owed_date(2145859200); #12/31/2037
3636 =item total_owed_date TIME
3638 Returns the total owed for this customer on all invoices with date earlier than
3639 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3640 see L<Time::Local> and L<Date::Parse> for conversion functions.
3644 sub total_owed_date {
3648 foreach my $cust_bill (
3649 grep { $_->_date <= $time }
3650 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3652 $total_bill += $cust_bill->owed;
3654 sprintf( "%.2f", $total_bill );
3657 =item apply_payments_and_credits
3659 Applies unapplied payments and credits.
3661 In most cases, this new method should be used in place of sequential
3662 apply_payments and apply_credits methods.
3664 If there is an error, returns the error, otherwise returns false.
3668 sub apply_payments_and_credits {
3671 local $SIG{HUP} = 'IGNORE';
3672 local $SIG{INT} = 'IGNORE';
3673 local $SIG{QUIT} = 'IGNORE';
3674 local $SIG{TERM} = 'IGNORE';
3675 local $SIG{TSTP} = 'IGNORE';
3676 local $SIG{PIPE} = 'IGNORE';
3678 my $oldAutoCommit = $FS::UID::AutoCommit;
3679 local $FS::UID::AutoCommit = 0;
3682 $self->select_for_update; #mutex
3684 foreach my $cust_bill ( $self->open_cust_bill ) {
3685 my $error = $cust_bill->apply_payments_and_credits;
3687 $dbh->rollback if $oldAutoCommit;
3688 return "Error applying: $error";
3692 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3697 =item apply_credits OPTION => VALUE ...
3699 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3700 to outstanding invoice balances in chronological order (or reverse
3701 chronological order if the I<order> option is set to B<newest>) and returns the
3702 value of any remaining unapplied credits available for refund (see
3703 L<FS::cust_refund>).
3705 Dies if there is an error.
3713 local $SIG{HUP} = 'IGNORE';
3714 local $SIG{INT} = 'IGNORE';
3715 local $SIG{QUIT} = 'IGNORE';
3716 local $SIG{TERM} = 'IGNORE';
3717 local $SIG{TSTP} = 'IGNORE';
3718 local $SIG{PIPE} = 'IGNORE';
3720 my $oldAutoCommit = $FS::UID::AutoCommit;
3721 local $FS::UID::AutoCommit = 0;
3724 $self->select_for_update; #mutex
3726 unless ( $self->total_credited ) {
3727 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3731 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3732 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3734 my @invoices = $self->open_cust_bill;
3735 @invoices = sort { $b->_date <=> $a->_date } @invoices
3736 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3739 foreach my $cust_bill ( @invoices ) {
3742 if ( !defined($credit) || $credit->credited == 0) {
3743 $credit = pop @credits or last;
3746 if ($cust_bill->owed >= $credit->credited) {
3747 $amount=$credit->credited;
3749 $amount=$cust_bill->owed;
3752 my $cust_credit_bill = new FS::cust_credit_bill ( {
3753 'crednum' => $credit->crednum,
3754 'invnum' => $cust_bill->invnum,
3755 'amount' => $amount,
3757 my $error = $cust_credit_bill->insert;
3759 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3763 redo if ($cust_bill->owed > 0);
3767 my $total_credited = $self->total_credited;
3769 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3771 return $total_credited;
3774 =item apply_payments
3776 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3777 to outstanding invoice balances in chronological order.
3779 #and returns the value of any remaining unapplied payments.
3781 Dies if there is an error.
3785 sub apply_payments {
3788 local $SIG{HUP} = 'IGNORE';
3789 local $SIG{INT} = 'IGNORE';
3790 local $SIG{QUIT} = 'IGNORE';
3791 local $SIG{TERM} = 'IGNORE';
3792 local $SIG{TSTP} = 'IGNORE';
3793 local $SIG{PIPE} = 'IGNORE';
3795 my $oldAutoCommit = $FS::UID::AutoCommit;
3796 local $FS::UID::AutoCommit = 0;
3799 $self->select_for_update; #mutex
3803 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3804 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3806 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3807 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3811 foreach my $cust_bill ( @invoices ) {
3814 if ( !defined($payment) || $payment->unapplied == 0 ) {
3815 $payment = pop @payments or last;
3818 if ( $cust_bill->owed >= $payment->unapplied ) {
3819 $amount = $payment->unapplied;
3821 $amount = $cust_bill->owed;
3824 my $cust_bill_pay = new FS::cust_bill_pay ( {
3825 'paynum' => $payment->paynum,
3826 'invnum' => $cust_bill->invnum,
3827 'amount' => $amount,
3829 my $error = $cust_bill_pay->insert;
3831 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3835 redo if ( $cust_bill->owed > 0);
3839 my $total_unapplied_payments = $self->total_unapplied_payments;
3841 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3843 return $total_unapplied_payments;
3846 =item total_credited
3848 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3849 customer. See L<FS::cust_credit/credited>.
3853 sub total_credited {
3855 my $total_credit = 0;
3856 foreach my $cust_credit ( qsearch('cust_credit', {
3857 'custnum' => $self->custnum,
3859 $total_credit += $cust_credit->credited;
3861 sprintf( "%.2f", $total_credit );
3864 =item total_unapplied_payments
3866 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3867 See L<FS::cust_pay/unapplied>.
3871 sub total_unapplied_payments {
3873 my $total_unapplied = 0;
3874 foreach my $cust_pay ( qsearch('cust_pay', {
3875 'custnum' => $self->custnum,
3877 $total_unapplied += $cust_pay->unapplied;
3879 sprintf( "%.2f", $total_unapplied );
3882 =item total_unapplied_refunds
3884 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3885 customer. See L<FS::cust_refund/unapplied>.
3889 sub total_unapplied_refunds {
3891 my $total_unapplied = 0;
3892 foreach my $cust_refund ( qsearch('cust_refund', {
3893 'custnum' => $self->custnum,
3895 $total_unapplied += $cust_refund->unapplied;
3897 sprintf( "%.2f", $total_unapplied );
3902 Returns the balance for this customer (total_owed plus total_unrefunded, minus
3903 total_credited minus total_unapplied_payments).
3911 + $self->total_unapplied_refunds
3912 - $self->total_credited
3913 - $self->total_unapplied_payments
3917 =item balance_date TIME
3919 Returns the balance for this customer, only considering invoices with date
3920 earlier than TIME (total_owed_date minus total_credited minus
3921 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3922 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3931 $self->total_owed_date($time)
3932 + $self->total_unapplied_refunds
3933 - $self->total_credited
3934 - $self->total_unapplied_payments
3938 =item in_transit_payments
3940 Returns the total of requests for payments for this customer pending in
3941 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3945 sub in_transit_payments {
3947 my $in_transit_payments = 0;
3948 foreach my $pay_batch ( qsearch('pay_batch', {
3951 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3952 'batchnum' => $pay_batch->batchnum,
3953 'custnum' => $self->custnum,
3955 $in_transit_payments += $cust_pay_batch->amount;
3958 sprintf( "%.2f", $in_transit_payments );
3961 =item paydate_monthyear
3963 Returns a two-element list consisting of the month and year of this customer's
3964 paydate (credit card expiration date for CARD customers)
3968 sub paydate_monthyear {
3970 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3972 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3979 =item invoicing_list [ ARRAYREF ]
3981 If an arguement is given, sets these email addresses as invoice recipients
3982 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3983 (except as warnings), so use check_invoicing_list first.
3985 Returns a list of email addresses (with svcnum entries expanded).
3987 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3988 check it without disturbing anything by passing nothing.
3990 This interface may change in the future.
3994 sub invoicing_list {
3995 my( $self, $arrayref ) = @_;
3998 my @cust_main_invoice;
3999 if ( $self->custnum ) {
4000 @cust_main_invoice =
4001 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4003 @cust_main_invoice = ();
4005 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4006 #warn $cust_main_invoice->destnum;
4007 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4008 #warn $cust_main_invoice->destnum;
4009 my $error = $cust_main_invoice->delete;
4010 warn $error if $error;
4013 if ( $self->custnum ) {
4014 @cust_main_invoice =
4015 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4017 @cust_main_invoice = ();
4019 my %seen = map { $_->address => 1 } @cust_main_invoice;
4020 foreach my $address ( @{$arrayref} ) {
4021 next if exists $seen{$address} && $seen{$address};
4022 $seen{$address} = 1;
4023 my $cust_main_invoice = new FS::cust_main_invoice ( {
4024 'custnum' => $self->custnum,
4027 my $error = $cust_main_invoice->insert;
4028 warn $error if $error;
4032 if ( $self->custnum ) {
4034 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4041 =item check_invoicing_list ARRAYREF
4043 Checks these arguements as valid input for the invoicing_list method. If there
4044 is an error, returns the error, otherwise returns false.
4048 sub check_invoicing_list {
4049 my( $self, $arrayref ) = @_;
4051 foreach my $address ( @$arrayref ) {
4053 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4054 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4057 my $cust_main_invoice = new FS::cust_main_invoice ( {
4058 'custnum' => $self->custnum,
4061 my $error = $self->custnum
4062 ? $cust_main_invoice->check
4063 : $cust_main_invoice->checkdest
4065 return $error if $error;
4069 return "Email address required"
4070 if $conf->exists('cust_main-require_invoicing_list_email')
4071 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4076 =item set_default_invoicing_list
4078 Sets the invoicing list to all accounts associated with this customer,
4079 overwriting any previous invoicing list.
4083 sub set_default_invoicing_list {
4085 $self->invoicing_list($self->all_emails);
4090 Returns the email addresses of all accounts provisioned for this customer.
4097 foreach my $cust_pkg ( $self->all_pkgs ) {
4098 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4100 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4101 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4103 $list{$_}=1 foreach map { $_->email } @svc_acct;
4108 =item invoicing_list_addpost
4110 Adds postal invoicing to this customer. If this customer is already configured
4111 to receive postal invoices, does nothing.
4115 sub invoicing_list_addpost {
4117 return if grep { $_ eq 'POST' } $self->invoicing_list;
4118 my @invoicing_list = $self->invoicing_list;
4119 push @invoicing_list, 'POST';
4120 $self->invoicing_list(\@invoicing_list);
4123 =item invoicing_list_emailonly
4125 Returns the list of email invoice recipients (invoicing_list without non-email
4126 destinations such as POST and FAX).
4130 sub invoicing_list_emailonly {
4132 warn "$me invoicing_list_emailonly called"
4134 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4137 =item invoicing_list_emailonly_scalar
4139 Returns the list of email invoice recipients (invoicing_list without non-email
4140 destinations such as POST and FAX) as a comma-separated scalar.
4144 sub invoicing_list_emailonly_scalar {
4146 warn "$me invoicing_list_emailonly_scalar called"
4148 join(', ', $self->invoicing_list_emailonly);
4151 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4153 Returns an array of customers referred by this customer (referral_custnum set
4154 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4155 customers referred by customers referred by this customer and so on, inclusive.
4156 The default behavior is DEPTH 1 (no recursion).
4160 sub referral_cust_main {
4162 my $depth = @_ ? shift : 1;
4163 my $exclude = @_ ? shift : {};
4166 map { $exclude->{$_->custnum}++; $_; }
4167 grep { ! $exclude->{ $_->custnum } }
4168 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4172 map { $_->referral_cust_main($depth-1, $exclude) }
4179 =item referral_cust_main_ncancelled
4181 Same as referral_cust_main, except only returns customers with uncancelled
4186 sub referral_cust_main_ncancelled {
4188 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4191 =item referral_cust_pkg [ DEPTH ]
4193 Like referral_cust_main, except returns a flat list of all unsuspended (and
4194 uncancelled) packages for each customer. The number of items in this list may
4195 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4199 sub referral_cust_pkg {
4201 my $depth = @_ ? shift : 1;
4203 map { $_->unsuspended_pkgs }
4204 grep { $_->unsuspended_pkgs }
4205 $self->referral_cust_main($depth);
4208 =item referring_cust_main
4210 Returns the single cust_main record for the customer who referred this customer
4211 (referral_custnum), or false.
4215 sub referring_cust_main {
4217 return '' unless $self->referral_custnum;
4218 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4221 =item credit AMOUNT, REASON
4223 Applies a credit to this customer. If there is an error, returns the error,
4224 otherwise returns false.
4229 my( $self, $amount, $reason, %options ) = @_;
4230 my $cust_credit = new FS::cust_credit {
4231 'custnum' => $self->custnum,
4232 'amount' => $amount,
4233 'reason' => $reason,
4235 $cust_credit->insert(%options);
4238 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4240 Creates a one-time charge for this customer. If there is an error, returns
4241 the error, otherwise returns false.
4247 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4248 if ( ref( $_[0] ) ) {
4249 $amount = $_[0]->{amount};
4250 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4251 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4252 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4253 : '$'. sprintf("%.2f",$amount);
4254 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4255 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4256 $additional = $_[0]->{additional};
4260 $pkg = @_ ? shift : 'One-time charge';
4261 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4262 $taxclass = @_ ? shift : '';
4266 local $SIG{HUP} = 'IGNORE';
4267 local $SIG{INT} = 'IGNORE';
4268 local $SIG{QUIT} = 'IGNORE';
4269 local $SIG{TERM} = 'IGNORE';
4270 local $SIG{TSTP} = 'IGNORE';
4271 local $SIG{PIPE} = 'IGNORE';
4273 my $oldAutoCommit = $FS::UID::AutoCommit;
4274 local $FS::UID::AutoCommit = 0;
4277 my $part_pkg = new FS::part_pkg ( {
4279 'comment' => $comment,
4283 'classnum' => $classnum ? $classnum : '',
4284 'taxclass' => $taxclass,
4287 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4288 ( 0 .. @$additional - 1 )
4290 'additional_count' => scalar(@$additional),
4291 'setup_fee' => $amount,
4294 my $error = $part_pkg->insert( options => \%options );
4296 $dbh->rollback if $oldAutoCommit;
4300 my $pkgpart = $part_pkg->pkgpart;
4301 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4302 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4303 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4304 $error = $type_pkgs->insert;
4306 $dbh->rollback if $oldAutoCommit;
4311 my $cust_pkg = new FS::cust_pkg ( {
4312 'custnum' => $self->custnum,
4313 'pkgpart' => $pkgpart,
4314 'quantity' => $quantity,
4317 $error = $cust_pkg->insert;
4319 $dbh->rollback if $oldAutoCommit;
4323 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4328 #=item charge_postal_fee
4330 #Applies a one time charge this customer. If there is an error,
4331 #returns the error, returns the cust_pkg charge object or false
4332 #if there was no charge.
4336 # This should be a customer event. For that to work requires that bill
4337 # also be a customer event.
4339 sub charge_postal_fee {
4342 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4343 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4345 my $cust_pkg = new FS::cust_pkg ( {
4346 'custnum' => $self->custnum,
4347 'pkgpart' => $pkgpart,
4351 my $error = $cust_pkg->insert;
4352 $error ? $error : $cust_pkg;
4357 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4363 sort { $a->_date <=> $b->_date }
4364 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4367 =item open_cust_bill
4369 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4374 sub open_cust_bill {
4376 grep { $_->owed > 0 } $self->cust_bill;
4381 Returns all the credits (see L<FS::cust_credit>) for this customer.
4387 sort { $a->_date <=> $b->_date }
4388 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4393 Returns all the payments (see L<FS::cust_pay>) for this customer.
4399 sort { $a->_date <=> $b->_date }
4400 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4405 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4411 sort { $a->_date <=> $b->_date }
4412 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4418 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4424 sort { $a->_date <=> $b->_date }
4425 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4430 Returns a name string for this customer, either "Company (Last, First)" or
4437 my $name = $self->contact;
4438 $name = $self->company. " ($name)" if $self->company;
4444 Returns a name string for this (service/shipping) contact, either
4445 "Company (Last, First)" or "Last, First".
4451 if ( $self->get('ship_last') ) {
4452 my $name = $self->ship_contact;
4453 $name = $self->ship_company. " ($name)" if $self->ship_company;
4462 Returns a name string for this customer, either "Company" or "First Last".
4468 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4471 =item ship_name_short
4473 Returns a name string for this (service/shipping) contact, either "Company"
4478 sub ship_name_short {
4480 if ( $self->get('ship_last') ) {
4481 $self->ship_company !~ /^\s*$/
4482 ? $self->ship_company
4483 : $self->ship_contact_firstlast;
4485 $self->name_company_or_firstlast;
4491 Returns this customer's full (billing) contact name only, "Last, First"
4497 $self->get('last'). ', '. $self->first;
4502 Returns this customer's full (shipping) contact name only, "Last, First"
4508 $self->get('ship_last')
4509 ? $self->get('ship_last'). ', '. $self->ship_first
4513 =item contact_firstlast
4515 Returns this customers full (billing) contact name only, "First Last".
4519 sub contact_firstlast {
4521 $self->first. ' '. $self->get('last');
4524 =item ship_contact_firstlast
4526 Returns this customer's full (shipping) contact name only, "First Last".
4530 sub ship_contact_firstlast {
4532 $self->get('ship_last')
4533 ? $self->first. ' '. $self->get('ship_last')
4534 : $self->contact_firstlast;
4539 Returns this customer's full country name
4545 code2country($self->country);
4552 Returns a status string for this customer, currently:
4556 =item prospect - No packages have ever been ordered
4558 =item active - One or more recurring packages is active
4560 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4562 =item suspended - All non-cancelled recurring packages are suspended
4564 =item cancelled - All recurring packages are cancelled
4570 sub status { shift->cust_status(@_); }
4574 for my $status (qw( prospect active inactive suspended cancelled )) {
4575 my $method = $status.'_sql';
4576 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4577 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4578 $sth->execute( ($self->custnum) x $numnum )
4579 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4580 return $status if $sth->fetchrow_arrayref->[0];
4584 =item ucfirst_cust_status
4586 =item ucfirst_status
4588 Returns the status with the first character capitalized.
4592 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4594 sub ucfirst_cust_status {
4596 ucfirst($self->cust_status);
4601 Returns a hex triplet color string for this customer's status.
4605 use vars qw(%statuscolor);
4606 tie %statuscolor, 'Tie::IxHash',
4607 'prospect' => '7e0079', #'000000', #black? naw, purple
4608 'active' => '00CC00', #green
4609 'inactive' => '0000CC', #blue
4610 'suspended' => 'FF9900', #yellow
4611 'cancelled' => 'FF0000', #red
4614 sub statuscolor { shift->cust_statuscolor(@_); }
4616 sub cust_statuscolor {
4618 $statuscolor{$self->cust_status};
4623 =head1 CLASS METHODS
4629 Class method that returns the list of possible status strings for customers
4630 (see L<the status method|/status>). For example:
4632 @statuses = FS::cust_main->statuses();
4637 #my $self = shift; #could be class...
4643 Returns an SQL expression identifying prospective cust_main records (customers
4644 with no packages ever ordered)
4648 use vars qw($select_count_pkgs);
4649 $select_count_pkgs =
4650 "SELECT COUNT(*) FROM cust_pkg
4651 WHERE cust_pkg.custnum = cust_main.custnum";
4653 sub select_count_pkgs_sql {
4657 sub prospect_sql { "
4658 0 = ( $select_count_pkgs )
4663 Returns an SQL expression identifying active cust_main records (customers with
4664 active recurring packages).
4669 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4675 Returns an SQL expression identifying inactive cust_main records (customers with
4676 no active recurring packages, but otherwise unsuspended/uncancelled).
4680 sub inactive_sql { "
4681 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4683 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4689 Returns an SQL expression identifying suspended cust_main records.
4694 sub suspended_sql { susp_sql(@_); }
4696 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4698 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4704 Returns an SQL expression identifying cancelled cust_main records.
4708 sub cancelled_sql { cancel_sql(@_); }
4711 my $recurring_sql = FS::cust_pkg->recurring_sql;
4712 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4715 0 < ( $select_count_pkgs )
4716 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4717 AND 0 = ( $select_count_pkgs AND $recurring_sql
4718 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4720 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4726 =item uncancelled_sql
4728 Returns an SQL expression identifying un-cancelled cust_main records.
4732 sub uncancelled_sql { uncancel_sql(@_); }
4733 sub uncancel_sql { "
4734 ( 0 < ( $select_count_pkgs
4735 AND ( cust_pkg.cancel IS NULL
4736 OR cust_pkg.cancel = 0
4739 OR 0 = ( $select_count_pkgs )
4745 Returns an SQL fragment to retreive the balance.
4750 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4751 WHERE cust_bill.custnum = cust_main.custnum )
4752 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4753 WHERE cust_pay.custnum = cust_main.custnum )
4754 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4755 WHERE cust_credit.custnum = cust_main.custnum )
4756 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4757 WHERE cust_refund.custnum = cust_main.custnum )
4760 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4762 Returns an SQL fragment to retreive the balance for this customer, only
4763 considering invoices with date earlier than START_TIME, and optionally not
4764 later than END_TIME (total_owed_date minus total_credited minus
4765 total_unapplied_payments).
4767 Times are specified as SQL fragments or numeric
4768 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4769 L<Date::Parse> for conversion functions. The empty string can be passed
4770 to disable that time constraint completely.
4772 Available options are:
4776 =item unapplied_date - set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
4778 =item total - set to true to remove all customer comparison clauses, for totals
4780 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4782 =item join - JOIN clause (typically used with the total option)
4790 sub balance_date_sql {
4791 my( $class, $start, $end, %opt ) = @_;
4793 my $owed = FS::cust_bill->owed_sql;
4794 my $unapp_refund = FS::cust_refund->unapplied_sql;
4795 my $unapp_credit = FS::cust_credit->unapplied_sql;
4796 my $unapp_pay = FS::cust_pay->unapplied_sql;
4798 my $j = $opt{'join'} || '';
4800 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4801 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4802 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4803 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4805 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4806 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4807 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4808 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4813 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4815 Helper method for balance_date_sql; name (and usage) subject to change
4816 (suggestions welcome).
4818 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4819 cust_refund, cust_credit or cust_pay).
4821 If TABLE is "cust_bill" or the unapplied_date option is true, only
4822 considers records with date earlier than START_TIME, and optionally not
4823 later than END_TIME .
4827 sub _money_table_where {
4828 my( $class, $table, $start, $end, %opt ) = @_;
4831 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4832 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4833 push @where, "$table._date <= $start" if defined($start) && length($start);
4834 push @where, "$table._date > $end" if defined($end) && length($end);
4836 push @where, @{$opt{'where'}} if $opt{'where'};
4837 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4843 =item search_sql HASHREF
4847 Returns a qsearch hash expression to search for parameters specified in HREF.
4848 Valid parameters are
4856 =item cancelled_pkgs
4862 listref of start date, end date
4868 =item current_balance
4870 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
4874 =item flattened_pkgs
4883 my ($class, $params) = @_;
4894 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
4896 "cust_main.agentnum = $1";
4903 #prospect active inactive suspended cancelled
4904 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
4905 my $method = $params->{'status'}. '_sql';
4906 #push @where, $class->$method();
4907 push @where, FS::cust_main->$method();
4911 # parse cancelled package checkbox
4916 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
4917 unless $params->{'cancelled_pkgs'};
4923 foreach my $field (qw( signupdate )) {
4925 next unless exists($params->{$field});
4927 my($beginning, $ending) = @{$params->{$field}};
4930 "cust_main.$field IS NOT NULL",
4931 "cust_main.$field >= $beginning",
4932 "cust_main.$field <= $ending";
4934 $orderby ||= "ORDER BY cust_main.$field";
4942 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
4944 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
4951 #my $balance_sql = $class->balance_sql();
4952 my $balance_sql = FS::cust_main->balance_sql();
4954 push @where, map { s/current_balance/$balance_sql/; $_ }
4955 @{ $params->{'current_balance'} };
4961 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
4963 "cust_main.custbatch = '$1'";
4967 # setup queries, subs, etc. for the search
4970 $orderby ||= 'ORDER BY custnum';
4972 # here is the agent virtualization
4973 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
4975 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
4977 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
4979 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
4981 my $select = join(', ',
4982 'cust_main.custnum',
4983 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
4986 my(@extra_headers) = ();
4987 my(@extra_fields) = ();
4989 if ($params->{'flattened_pkgs'}) {
4991 if ($dbh->{Driver}->{Name} eq 'Pg') {
4993 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
4995 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
4996 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
4997 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
4999 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
5000 "omitting packing information from report.";
5003 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
5005 my $sth = dbh->prepare($header_query) or die dbh->errstr;
5006 $sth->execute() or die $sth->errstr;
5007 my $headerrow = $sth->fetchrow_arrayref;
5008 my $headercount = $headerrow ? $headerrow->[0] : 0;
5009 while($headercount) {
5010 unshift @extra_headers, "Package ". $headercount;
5011 unshift @extra_fields, eval q!sub {my $c = shift;
5012 my @a = split '\|', $c->magic;
5013 my $p = $a[!.--$headercount. q!];
5021 'table' => 'cust_main',
5022 'select' => $select,
5024 'extra_sql' => $extra_sql,
5025 'order_by' => $orderby,
5026 'count_query' => $count_query,
5027 'extra_headers' => \@extra_headers,
5028 'extra_fields' => \@extra_fields,
5033 =item email_search_sql HASHREF
5037 Emails a notice to the specified customers.
5039 Valid parameters are those of the L<search_sql> method, plus the following:
5061 Optional job queue job for status updates.
5065 Returns an error message, or false for success.
5067 If an error occurs during any email, stops the enture send and returns that
5068 error. Presumably if you're getting SMTP errors aborting is better than
5069 retrying everything.
5073 sub email_search_sql {
5074 my($class, $params) = @_;
5076 my $from = delete $params->{from};
5077 my $subject = delete $params->{subject};
5078 my $html_body = delete $params->{html_body};
5079 my $text_body = delete $params->{text_body};
5081 my $job = delete $params->{'job'};
5083 my $sql_query = $class->search_sql($params);
5085 my $count_query = delete($sql_query->{'count_query'});
5086 my $count_sth = dbh->prepare($count_query)
5087 or die "Error preparing $count_query: ". dbh->errstr;
5089 or die "Error executing $count_query: ". $count_sth->errstr;
5090 my $count_arrayref = $count_sth->fetchrow_arrayref;
5091 my $num_cust = $count_arrayref->[0];
5093 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5094 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5097 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5099 #eventually order+limit magic to reduce memory use?
5100 foreach my $cust_main ( qsearch($sql_query) ) {
5102 my $to = $cust_main->invoicing_list_emailonly_scalar;
5105 my $error = send_email(
5109 'subject' => $subject,
5110 'html_body' => $html_body,
5111 'text_body' => $text_body,
5114 return $error if $error;
5116 if ( $job ) { #progressbar foo
5118 if ( time - $min_sec > $last ) {
5119 my $error = $job->update_statustext(
5120 int( 100 * $num / $num_cust )
5122 die $error if $error;
5132 use Storable qw(thaw);
5135 sub process_email_search_sql {
5137 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5139 my $param = thaw(decode_base64(shift));
5140 warn Dumper($param) if $DEBUG;
5142 $param->{'job'} = $job;
5144 my $error = FS::cust_main->email_search_sql( $param );
5145 die $error if $error;
5149 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5151 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5152 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5153 appropriate ship_ field is also searched).
5155 Additional options are the same as FS::Record::qsearch
5160 my( $self, $fuzzy, $hash, @opt) = @_;
5165 check_and_rebuild_fuzzyfiles();
5166 foreach my $field ( keys %$fuzzy ) {
5168 my $all = $self->all_X($field);
5169 next unless scalar(@$all);
5172 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5175 foreach ( keys %match ) {
5176 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5177 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5180 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5183 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5185 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5193 Returns a masked version of the named field
5198 my ($self, $field) = @_;
5202 'x'x(length($self->getfield($field))-4).
5203 substr($self->getfield($field), (length($self->getfield($field))-4));
5213 =item smart_search OPTION => VALUE ...
5215 Accepts the following options: I<search>, the string to search for. The string
5216 will be searched for as a customer number, phone number, name or company name,
5217 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5218 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5219 skip fuzzy matching when an exact match is found.
5221 Any additional options are treated as an additional qualifier on the search
5224 Returns a (possibly empty) array of FS::cust_main objects.
5231 #here is the agent virtualization
5232 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5236 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5237 my $search = delete $options{'search'};
5238 ( my $alphanum_search = $search ) =~ s/\W//g;
5240 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5242 #false laziness w/Record::ut_phone
5243 my $phonen = "$1-$2-$3";
5244 $phonen .= " x$4" if $4;
5246 push @cust_main, qsearch( {
5247 'table' => 'cust_main',
5248 'hashref' => { %options },
5249 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5251 join(' OR ', map "$_ = '$phonen'",
5252 qw( daytime night fax
5253 ship_daytime ship_night ship_fax )
5256 " AND $agentnums_sql", #agent virtualization
5259 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5260 #try looking for matches with extensions unless one was specified
5262 push @cust_main, qsearch( {
5263 'table' => 'cust_main',
5264 'hashref' => { %options },
5265 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5267 join(' OR ', map "$_ LIKE '$phonen\%'",
5269 ship_daytime ship_night )
5272 " AND $agentnums_sql", #agent virtualization
5277 # custnum search (also try agent_custid), with some tweaking options if your
5278 # legacy cust "numbers" have letters
5279 } elsif ( $search =~ /^\s*(\d+)\s*$/
5280 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5281 && $search =~ /^\s*(\w\w?\d+)\s*$/
5286 push @cust_main, qsearch( {
5287 'table' => 'cust_main',
5288 'hashref' => { 'custnum' => $1, %options },
5289 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5292 push @cust_main, qsearch( {
5293 'table' => 'cust_main',
5294 'hashref' => { 'agent_custid' => $1, %options },
5295 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5298 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5300 my($company, $last, $first) = ( $1, $2, $3 );
5302 # "Company (Last, First)"
5303 #this is probably something a browser remembered,
5304 #so just do an exact search
5306 foreach my $prefix ( '', 'ship_' ) {
5307 push @cust_main, qsearch( {
5308 'table' => 'cust_main',
5309 'hashref' => { $prefix.'first' => $first,
5310 $prefix.'last' => $last,
5311 $prefix.'company' => $company,
5314 'extra_sql' => " AND $agentnums_sql",
5318 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5319 # try (ship_){last,company}
5323 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5324 # # full strings the browser remembers won't work
5325 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5327 use Lingua::EN::NameParse;
5328 my $NameParse = new Lingua::EN::NameParse(
5330 allow_reversed => 1,
5333 my($last, $first) = ( '', '' );
5334 #maybe disable this too and just rely on NameParse?
5335 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5337 ($last, $first) = ( $1, $2 );
5339 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5340 } elsif ( ! $NameParse->parse($value) ) {
5342 my %name = $NameParse->components;
5343 $first = $name{'given_name_1'};
5344 $last = $name{'surname_1'};
5348 if ( $first && $last ) {
5350 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5353 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5355 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5356 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5359 push @cust_main, qsearch( {
5360 'table' => 'cust_main',
5361 'hashref' => \%options,
5362 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5365 # or it just be something that was typed in... (try that in a sec)
5369 my $q_value = dbh->quote($value);
5372 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5373 $sql .= " ( LOWER(last) = $q_value
5374 OR LOWER(company) = $q_value
5375 OR LOWER(ship_last) = $q_value
5376 OR LOWER(ship_company) = $q_value
5379 push @cust_main, qsearch( {
5380 'table' => 'cust_main',
5381 'hashref' => \%options,
5382 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5385 #always do substring & fuzzy,
5386 #getting complains searches are not returning enough
5387 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5389 #still some false laziness w/search_sql (was search/cust_main.cgi)
5394 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5395 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5398 if ( $first && $last ) {
5401 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5402 'last' => { op=>'ILIKE', value=>"%$last%" },
5404 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5405 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5412 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5413 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5417 foreach my $hashref ( @hashrefs ) {
5419 push @cust_main, qsearch( {
5420 'table' => 'cust_main',
5421 'hashref' => { %$hashref,
5424 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5433 " AND $agentnums_sql", #extra_sql #agent virtualization
5436 if ( $first && $last ) {
5437 push @cust_main, FS::cust_main->fuzzy_search(
5438 { 'last' => $last, #fuzzy hashref
5439 'first' => $first }, #
5443 foreach my $field ( 'last', 'company' ) {
5445 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5450 #eliminate duplicates
5452 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5462 Accepts the following options: I<email>, the email address to search for. The
5463 email address will be searched for as an email invoice destination and as an
5466 #Any additional options are treated as an additional qualifier on the search
5467 #(i.e. I<agentnum>).
5469 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5479 my $email = delete $options{'email'};
5481 #we're only being used by RT at the moment... no agent virtualization yet
5482 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5486 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5488 my ( $user, $domain ) = ( $1, $2 );
5490 warn "$me smart_search: searching for $user in domain $domain"
5496 'table' => 'cust_main_invoice',
5497 'hashref' => { 'dest' => $email },
5504 map $_->cust_svc->cust_pkg,
5506 'table' => 'svc_acct',
5507 'hashref' => { 'username' => $user, },
5509 'AND ( SELECT domain FROM svc_domain
5510 WHERE svc_acct.domsvc = svc_domain.svcnum
5511 ) = '. dbh->quote($domain),
5517 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5519 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5526 =item check_and_rebuild_fuzzyfiles
5530 use vars qw(@fuzzyfields);
5531 @fuzzyfields = ( 'last', 'first', 'company' );
5533 sub check_and_rebuild_fuzzyfiles {
5534 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5535 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5538 =item rebuild_fuzzyfiles
5542 sub rebuild_fuzzyfiles {
5544 use Fcntl qw(:flock);
5546 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5547 mkdir $dir, 0700 unless -d $dir;
5549 foreach my $fuzzy ( @fuzzyfields ) {
5551 open(LOCK,">>$dir/cust_main.$fuzzy")
5552 or die "can't open $dir/cust_main.$fuzzy: $!";
5554 or die "can't lock $dir/cust_main.$fuzzy: $!";
5556 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5557 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5559 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5560 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5561 " WHERE $field != '' AND $field IS NOT NULL");
5562 $sth->execute or die $sth->errstr;
5564 while ( my $row = $sth->fetchrow_arrayref ) {
5565 print CACHE $row->[0]. "\n";
5570 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5572 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5583 my( $self, $field ) = @_;
5584 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5585 open(CACHE,"<$dir/cust_main.$field")
5586 or die "can't open $dir/cust_main.$field: $!";
5587 my @array = map { chomp; $_; } <CACHE>;
5592 =item append_fuzzyfiles LASTNAME COMPANY
5596 sub append_fuzzyfiles {
5597 #my( $first, $last, $company ) = @_;
5599 &check_and_rebuild_fuzzyfiles;
5601 use Fcntl qw(:flock);
5603 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5605 foreach my $field (qw( first last company )) {
5610 open(CACHE,">>$dir/cust_main.$field")
5611 or die "can't open $dir/cust_main.$field: $!";
5612 flock(CACHE,LOCK_EX)
5613 or die "can't lock $dir/cust_main.$field: $!";
5615 print CACHE "$value\n";
5617 flock(CACHE,LOCK_UN)
5618 or die "can't unlock $dir/cust_main.$field: $!";
5627 =item process_batch_import
5629 Load a batch import as a queued JSRPC job
5633 use Storable qw(thaw);
5636 sub process_batch_import {
5639 my $param = thaw(decode_base64(shift));
5640 warn Dumper($param) if $DEBUG;
5642 my $files = $param->{'uploaded_files'}
5643 or die "No files provided.\n";
5645 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
5647 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
5648 my $file = $dir. $files{'file'};
5651 if ( $file =~ /\.(\w+)$/i ) {
5655 warn "can't parse file type from filename $file; defaulting to CSV";
5660 FS::cust_main::batch_import( {
5664 custbatch => $param->{custbatch},
5665 agentnum => $param->{'agentnum'},
5666 refnum => $param->{'refnum'},
5667 pkgpart => $param->{'pkgpart'},
5668 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
5669 # city state zip comments )],
5670 'format' => $param->{'format'},
5675 die "$error\n" if $error;
5683 #some false laziness w/cdr.pm now
5687 my $job = $param->{job};
5689 my $filename = $param->{file};
5690 my $type = $param->{type} || 'csv';
5692 my $custbatch = $param->{custbatch};
5694 my $agentnum = $param->{agentnum};
5695 my $refnum = $param->{refnum};
5696 my $pkgpart = $param->{pkgpart};
5698 my $format = $param->{'format'};
5702 if ( $format eq 'simple' ) {
5703 @fields = qw( cust_pkg.setup dayphone first last
5704 address1 address2 city state zip comments );
5706 } elsif ( $format eq 'extended' ) {
5707 @fields = qw( agent_custid refnum
5708 last first address1 address2 city state zip country
5710 ship_last ship_first ship_address1 ship_address2
5711 ship_city ship_state ship_zip ship_country
5712 payinfo paycvv paydate
5715 svc_acct.username svc_acct._password
5718 } elsif ( $format eq 'extended-plus_company' ) {
5719 @fields = qw( agent_custid refnum
5720 last first company address1 address2 city state zip country
5722 ship_last ship_first ship_company ship_address1 ship_address2
5723 ship_city ship_state ship_zip ship_country
5724 payinfo paycvv paydate
5727 svc_acct.username svc_acct._password
5731 die "unknown format $format";
5737 if ( $type eq 'csv' ) {
5739 eval "use Text::CSV_XS;";
5742 $parser = new Text::CSV_XS;
5744 @buffer = split(/\r?\n/, slurp($filename) );
5745 $count = scalar(@buffer);
5747 } elsif ( $type eq 'xls' ) {
5749 eval "use Spreadsheet::ParseExcel;";
5752 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
5753 $parser = $excel->{Worksheet}[0]; #first sheet
5755 $count = $parser->{MaxRow} || $parser->{MinRow};
5759 die "Unknown file type $type\n";
5764 local $SIG{HUP} = 'IGNORE';
5765 local $SIG{INT} = 'IGNORE';
5766 local $SIG{QUIT} = 'IGNORE';
5767 local $SIG{TERM} = 'IGNORE';
5768 local $SIG{TSTP} = 'IGNORE';
5769 local $SIG{PIPE} = 'IGNORE';
5771 my $oldAutoCommit = $FS::UID::AutoCommit;
5772 local $FS::UID::AutoCommit = 0;
5777 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
5781 if ( $type eq 'csv' ) {
5783 last unless scalar(@buffer);
5784 $line = shift(@buffer);
5786 $parser->parse($line) or do {
5787 $dbh->rollback if $oldAutoCommit;
5788 return "can't parse: ". $parser->error_input();
5790 @columns = $parser->fields();
5792 } elsif ( $type eq 'xls' ) {
5794 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
5796 my @row = @{ $parser->{Cells}[$row] };
5797 @columns = map $_->{Val}, @row;
5800 #warn $z++. ": $_\n" for @columns;
5803 die "Unknown file type $type\n";
5806 #warn join('-',@columns);
5809 custbatch => $custbatch,
5810 agentnum => $agentnum,
5812 country => $conf->config('countrydefault') || 'US',
5813 payby => $payby, #default
5814 paydate => '12/2037', #default
5816 my $billtime = time;
5817 my %cust_pkg = ( pkgpart => $pkgpart );
5819 foreach my $field ( @fields ) {
5821 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5823 #$cust_pkg{$1} = str2time( shift @$columns );
5824 if ( $1 eq 'pkgpart' ) {
5825 $cust_pkg{$1} = shift @columns;
5826 } elsif ( $1 eq 'setup' ) {
5827 $billtime = str2time(shift @columns);
5829 $cust_pkg{$1} = str2time( shift @columns );
5832 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5834 $svc_acct{$1} = shift @columns;
5838 #refnum interception
5839 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5841 my $referral = $columns[0];
5842 my %hash = ( 'referral' => $referral,
5843 'agentnum' => $agentnum,
5847 my $part_referral = qsearchs('part_referral', \%hash )
5848 || new FS::part_referral \%hash;
5850 unless ( $part_referral->refnum ) {
5851 my $error = $part_referral->insert;
5853 $dbh->rollback if $oldAutoCommit;
5854 return "can't auto-insert advertising source: $referral: $error";
5858 $columns[0] = $part_referral->refnum;
5861 my $value = shift @columns;
5862 $cust_main{$field} = $value if length($value);
5866 $cust_main{'payby'} = 'CARD'
5867 if defined $cust_main{'payinfo'}
5868 && length $cust_main{'payinfo'};
5870 my $invoicing_list = $cust_main{'invoicing_list'}
5871 ? [ delete $cust_main{'invoicing_list'} ]
5874 my $cust_main = new FS::cust_main ( \%cust_main );
5877 tie my %hash, 'Tie::RefHash'; #this part is important
5879 if ( $cust_pkg{'pkgpart'} ) {
5880 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5883 if ( $svc_acct{'username'} ) {
5884 my $part_pkg = $cust_pkg->part_pkg;
5885 unless ( $part_pkg ) {
5886 $dbh->rollback if $oldAutoCommit;
5887 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
5889 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
5890 push @svc_acct, new FS::svc_acct ( \%svc_acct )
5893 $hash{$cust_pkg} = \@svc_acct;
5896 my $error = $cust_main->insert( \%hash, $invoicing_list );
5899 $dbh->rollback if $oldAutoCommit;
5900 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
5903 if ( $format eq 'simple' ) {
5905 #false laziness w/bill.cgi
5906 $error = $cust_main->bill( 'time' => $billtime );
5908 $dbh->rollback if $oldAutoCommit;
5909 return "can't bill customer for $line: $error";
5912 $error = $cust_main->apply_payments_and_credits;
5914 $dbh->rollback if $oldAutoCommit;
5915 return "can't bill customer for $line: $error";
5918 $error = $cust_main->collect();
5920 $dbh->rollback if $oldAutoCommit;
5921 return "can't collect customer for $line: $error";
5928 if ( $job && time - $min_sec > $last ) { #progress bar
5929 $job->update_statustext( int(100 * $row / $count) );
5935 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
5937 return "Empty file!" unless $row;
5949 #warn join('-',keys %$param);
5950 my $fh = $param->{filehandle};
5951 my @fields = @{$param->{fields}};
5953 eval "use Text::CSV_XS;";
5956 my $csv = new Text::CSV_XS;
5963 local $SIG{HUP} = 'IGNORE';
5964 local $SIG{INT} = 'IGNORE';
5965 local $SIG{QUIT} = 'IGNORE';
5966 local $SIG{TERM} = 'IGNORE';
5967 local $SIG{TSTP} = 'IGNORE';
5968 local $SIG{PIPE} = 'IGNORE';
5970 my $oldAutoCommit = $FS::UID::AutoCommit;
5971 local $FS::UID::AutoCommit = 0;
5974 #while ( $columns = $csv->getline($fh) ) {
5976 while ( defined($line=<$fh>) ) {
5978 $csv->parse($line) or do {
5979 $dbh->rollback if $oldAutoCommit;
5980 return "can't parse: ". $csv->error_input();
5983 my @columns = $csv->fields();
5984 #warn join('-',@columns);
5987 foreach my $field ( @fields ) {
5988 $row{$field} = shift @columns;
5991 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
5992 unless ( $cust_main ) {
5993 $dbh->rollback if $oldAutoCommit;
5994 return "unknown custnum $row{'custnum'}";
5997 if ( $row{'amount'} > 0 ) {
5998 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
6000 $dbh->rollback if $oldAutoCommit;
6004 } elsif ( $row{'amount'} < 0 ) {
6005 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
6008 $dbh->rollback if $oldAutoCommit;
6018 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6020 return "Empty file!" unless $imported;
6026 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6028 Sends a templated email notification to the customer (see L<Text::Template>).
6030 OPTIONS is a hash and may include
6032 I<from> - the email sender (default is invoice_from)
6034 I<to> - comma-separated scalar or arrayref of recipients
6035 (default is invoicing_list)
6037 I<subject> - The subject line of the sent email notification
6038 (default is "Notice from company_name")
6040 I<extra_fields> - a hashref of name/value pairs which will be substituted
6043 The following variables are vavailable in the template.
6045 I<$first> - the customer first name
6046 I<$last> - the customer last name
6047 I<$company> - the customer company
6048 I<$payby> - a description of the method of payment for the customer
6049 # would be nice to use FS::payby::shortname
6050 I<$payinfo> - the account information used to collect for this customer
6051 I<$expdate> - the expiration of the customer payment in seconds from epoch
6056 my ($customer, $template, %options) = @_;
6058 return unless $conf->exists($template);
6060 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6061 $from = $options{from} if exists($options{from});
6063 my $to = join(',', $customer->invoicing_list_emailonly);
6064 $to = $options{to} if exists($options{to});
6066 my $subject = "Notice from " . $conf->config('company_name')
6067 if $conf->exists('company_name');
6068 $subject = $options{subject} if exists($options{subject});
6070 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6071 SOURCE => [ map "$_\n",
6072 $conf->config($template)]
6074 or die "can't create new Text::Template object: Text::Template::ERROR";
6075 $notify_template->compile()
6076 or die "can't compile template: Text::Template::ERROR";
6078 my $paydate = $customer->paydate || '2037-12-31';
6079 $FS::notify_template::_template::first = $customer->first;
6080 $FS::notify_template::_template::last = $customer->last;
6081 $FS::notify_template::_template::company = $customer->company;
6082 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6083 my $payby = $customer->payby;
6084 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6085 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6087 #credit cards expire at the end of the month/year of their exp date
6088 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6089 $FS::notify_template::_template::payby = 'credit card';
6090 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6091 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6093 }elsif ($payby eq 'COMP') {
6094 $FS::notify_template::_template::payby = 'complimentary account';
6096 $FS::notify_template::_template::payby = 'current method';
6098 $FS::notify_template::_template::expdate = $expire_time;
6100 for (keys %{$options{extra_fields}}){
6102 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6105 send_email(from => $from,
6107 subject => $subject,
6108 body => $notify_template->fill_in( PACKAGE =>
6109 'FS::notify_template::_template' ),
6114 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6116 Generates a templated notification to the customer (see L<Text::Template>).
6118 OPTIONS is a hash and may include
6120 I<extra_fields> - a hashref of name/value pairs which will be substituted
6121 into the template. These values may override values mentioned below
6122 and those from the customer record.
6124 The following variables are available in the template instead of or in addition
6125 to the fields of the customer record.
6127 I<$payby> - a description of the method of payment for the customer
6128 # would be nice to use FS::payby::shortname
6129 I<$payinfo> - the masked account information used to collect for this customer
6130 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6131 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
6135 sub generate_letter {
6136 my ($self, $template, %options) = @_;
6138 return unless $conf->exists($template);
6140 my $letter_template = new Text::Template
6142 SOURCE => [ map "$_\n", $conf->config($template)],
6143 DELIMITERS => [ '[@--', '--@]' ],
6145 or die "can't create new Text::Template object: Text::Template::ERROR";
6147 $letter_template->compile()
6148 or die "can't compile template: Text::Template::ERROR";
6150 my %letter_data = map { $_ => $self->$_ } $self->fields;
6151 $letter_data{payinfo} = $self->mask_payinfo;
6153 my $paydate = $self->paydate || '2037-12-31';
6154 my $payby = $self->payby;
6155 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6156 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6158 #credit cards expire at the end of the month/year of their exp date
6159 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6160 $letter_data{payby} = 'credit card';
6161 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6162 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6164 }elsif ($payby eq 'COMP') {
6165 $letter_data{payby} = 'complimentary account';
6167 $letter_data{payby} = 'current method';
6169 $letter_data{expdate} = $expire_time;
6171 for (keys %{$options{extra_fields}}){
6172 $letter_data{$_} = $options{extra_fields}->{$_};
6175 unless(exists($letter_data{returnaddress})){
6176 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6177 $self->_agent_template)
6180 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
6183 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6185 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6186 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6190 ) or die "can't open temp file: $!\n";
6192 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6194 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6198 =item print_ps TEMPLATE
6200 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6206 my $file = $self->generate_letter(@_);
6207 FS::Misc::generate_ps($file);
6210 =item print TEMPLATE
6212 Prints the filled in template.
6214 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6218 sub queueable_print {
6221 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6222 or die "invalid customer number: " . $opt{custvnum};
6224 my $error = $self->print( $opt{template} );
6225 die $error if $error;
6229 my ($self, $template) = (shift, shift);
6230 do_print [ $self->print_ps($template) ];
6233 sub agent_template {
6235 $self->_agent_plandata('agent_templatename');
6238 sub agent_invoice_from {
6240 $self->_agent_plandata('agent_invoice_from');
6243 sub _agent_plandata {
6244 my( $self, $option ) = @_;
6247 if ( driver_name =~ /^Pg/i ) {
6249 } elsif ( driver_name =~ /^mysql/i ) {
6252 die "don't know how to use regular expressions in ". driver_name. " databases";
6255 my $part_bill_event = qsearchs( 'part_bill_event',
6257 'payby' => $self->payby,
6258 'plan' => 'send_agent',
6259 'plandata' => { 'op' => $regexp,
6260 'value' => "(^|\n)agentnum ".
6268 'ORDER BY seconds LIMIT 1'
6271 return '' unless $part_bill_event;
6273 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6276 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6277 " plandata for $option";
6283 sub _upgrade_data { #class method
6284 my ($class, %opts) = @_;
6286 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
6287 my $sth = dbh->prepare($sql) or die dbh->errstr;
6288 $sth->execute or die $sth->errstr;
6298 The delete method should possibly take an FS::cust_main object reference
6299 instead of a scalar customer number.
6301 Bill and collect options should probably be passed as references instead of a
6304 There should probably be a configuration file with a list of allowed credit
6307 No multiple currency support (probably a larger project than just this module).
6309 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6311 Birthdates rely on negative epoch values.
6313 The payby for card/check batches is broken. With mixed batching, bad
6318 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6319 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6320 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.