4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use String::Approx qw(amatch);
22 use Business::CreditCard 0.28;
25 use FS::UID qw( getotaker dbh driver_name );
26 use FS::Record qw( qsearchs qsearch dbdef );
27 use FS::Misc qw( send_email generate_ps do_print );
28 use FS::Msgcat qw(gettext);
32 use FS::cust_bill_pkg;
34 use FS::cust_pay_pending;
35 use FS::cust_pay_void;
38 use FS::part_referral;
39 use FS::cust_main_county;
41 use FS::cust_main_invoice;
42 use FS::cust_credit_bill;
43 use FS::cust_bill_pay;
44 use FS::prepay_credit;
47 use FS::part_bill_event qw(due_events);
48 use FS::cust_bill_event;
49 use FS::cust_tax_exempt;
50 use FS::cust_tax_exempt_pkg;
52 use FS::payment_gateway;
53 use FS::agent_payment_gateway;
55 use FS::payinfo_Mixin;
57 @ISA = qw( FS::Record FS::payinfo_Mixin );
59 @EXPORT_OK = qw( smart_search );
61 $realtime_bop_decline_quiet = 0;
63 # 1 is mostly method/subroutine entry and options
64 # 2 traces progress of some operations
65 # 3 is even more information including possibly sensitive data
67 $me = '[FS::cust_main]';
71 $ignore_expired_card = 0;
73 @encrypted_fields = ('payinfo', 'paycvv');
74 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
76 #ask FS::UID to run this stuff for us later
77 #$FS::UID::callback{'FS::cust_main'} = sub {
78 install_callback FS::UID sub {
80 #yes, need it for stuff below (prolly should be cached)
85 my ( $hashref, $cache ) = @_;
86 if ( exists $hashref->{'pkgnum'} ) {
87 #@{ $self->{'_pkgnum'} } = ();
88 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
89 $self->{'_pkgnum'} = $subcache;
90 #push @{ $self->{'_pkgnum'} },
91 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
97 FS::cust_main - Object methods for cust_main records
103 $record = new FS::cust_main \%hash;
104 $record = new FS::cust_main { 'column' => 'value' };
106 $error = $record->insert;
108 $error = $new_record->replace($old_record);
110 $error = $record->delete;
112 $error = $record->check;
114 @cust_pkg = $record->all_pkgs;
116 @cust_pkg = $record->ncancelled_pkgs;
118 @cust_pkg = $record->suspended_pkgs;
120 $error = $record->bill;
121 $error = $record->bill %options;
122 $error = $record->bill 'time' => $time;
124 $error = $record->collect;
125 $error = $record->collect %options;
126 $error = $record->collect 'invoice_time' => $time,
131 An FS::cust_main object represents a customer. FS::cust_main inherits from
132 FS::Record. The following fields are currently supported:
136 =item custnum - primary key (assigned automatically for new customers)
138 =item agentnum - agent (see L<FS::agent>)
140 =item refnum - Advertising source (see L<FS::part_referral>)
146 =item ss - social security number (optional)
148 =item company - (optional)
152 =item address2 - (optional)
156 =item county - (optional, see L<FS::cust_main_county>)
158 =item state - (see L<FS::cust_main_county>)
162 =item country - (see L<FS::cust_main_county>)
164 =item daytime - phone (optional)
166 =item night - phone (optional)
168 =item fax - phone (optional)
170 =item ship_first - name
172 =item ship_last - name
174 =item ship_company - (optional)
178 =item ship_address2 - (optional)
182 =item ship_county - (optional, see L<FS::cust_main_county>)
184 =item ship_state - (see L<FS::cust_main_county>)
188 =item ship_country - (see L<FS::cust_main_county>)
190 =item ship_daytime - phone (optional)
192 =item ship_night - phone (optional)
194 =item ship_fax - phone (optional)
196 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
198 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
200 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
204 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
206 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
208 =item paystart_month - start date month (maestro/solo cards only)
210 =item paystart_year - start date year (maestro/solo cards only)
212 =item payissue - issue number (maestro/solo cards only)
214 =item payname - name on card or billing name
216 =item payip - IP address from which payment information was received
218 =item tax - tax exempt, empty or `Y'
220 =item otaker - order taker (assigned automatically, see L<FS::UID>)
222 =item comments - comments (optional)
224 =item referral_custnum - referring customer number
226 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
236 Creates a new customer. To add the customer to the database, see L<"insert">.
238 Note that this stores the hash reference, not a distinct copy of the hash it
239 points to. You can ask the object for a copy with the I<hash> method.
243 sub table { 'cust_main'; }
245 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
247 Adds this customer to the database. If there is an error, returns the error,
248 otherwise returns false.
250 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
251 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
252 are inserted atomicly, or the transaction is rolled back. Passing an empty
253 hash reference is equivalent to not supplying this parameter. There should be
254 a better explanation of this, but until then, here's an example:
257 tie %hash, 'Tie::RefHash'; #this part is important
259 $cust_pkg => [ $svc_acct ],
262 $cust_main->insert( \%hash );
264 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
265 be set as the invoicing list (see L<"invoicing_list">). Errors return as
266 expected and rollback the entire transaction; it is not necessary to call
267 check_invoicing_list first. The invoicing_list is set after the records in the
268 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
269 invoicing_list destination to the newly-created svc_acct. Here's an example:
271 $cust_main->insert( {}, [ $email, 'POST' ] );
273 Currently available options are: I<depend_jobnum> and I<noexport>.
275 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
276 on the supplied jobnum (they will not run until the specific job completes).
277 This can be used to defer provisioning until some action completes (such
278 as running the customer's credit card successfully).
280 The I<noexport> option is deprecated. If I<noexport> is set true, no
281 provisioning jobs (exports) are scheduled. (You can schedule them later with
282 the B<reexport> method.)
288 my $cust_pkgs = @_ ? shift : {};
289 my $invoicing_list = @_ ? shift : '';
291 warn "$me insert called with options ".
292 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
295 local $SIG{HUP} = 'IGNORE';
296 local $SIG{INT} = 'IGNORE';
297 local $SIG{QUIT} = 'IGNORE';
298 local $SIG{TERM} = 'IGNORE';
299 local $SIG{TSTP} = 'IGNORE';
300 local $SIG{PIPE} = 'IGNORE';
302 my $oldAutoCommit = $FS::UID::AutoCommit;
303 local $FS::UID::AutoCommit = 0;
306 my $prepay_identifier = '';
307 my( $amount, $seconds ) = ( 0, 0 );
309 if ( $self->payby eq 'PREPAY' ) {
311 $self->payby('BILL');
312 $prepay_identifier = $self->payinfo;
315 warn " looking up prepaid card $prepay_identifier\n"
318 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
320 $dbh->rollback if $oldAutoCommit;
321 #return "error applying prepaid card (transaction rolled back): $error";
325 $payby = 'PREP' if $amount;
327 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
330 $self->payby('BILL');
331 $amount = $self->paid;
335 warn " inserting $self\n"
338 $self->signupdate(time) unless $self->signupdate;
340 my $error = $self->SUPER::insert;
342 $dbh->rollback if $oldAutoCommit;
343 #return "inserting cust_main record (transaction rolled back): $error";
347 warn " setting invoicing list\n"
350 if ( $invoicing_list ) {
351 $error = $self->check_invoicing_list( $invoicing_list );
353 $dbh->rollback if $oldAutoCommit;
354 #return "checking invoicing_list (transaction rolled back): $error";
357 $self->invoicing_list( $invoicing_list );
360 if ( $conf->config('cust_main-skeleton_tables')
361 && $conf->config('cust_main-skeleton_custnum') ) {
363 warn " inserting skeleton records\n"
366 my $error = $self->start_copy_skel;
368 $dbh->rollback if $oldAutoCommit;
374 warn " ordering packages\n"
377 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
379 $dbh->rollback if $oldAutoCommit;
384 $dbh->rollback if $oldAutoCommit;
385 return "No svc_acct record to apply pre-paid time";
389 warn " inserting initial $payby payment of $amount\n"
391 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
393 $dbh->rollback if $oldAutoCommit;
394 return "inserting payment (transaction rolled back): $error";
398 unless ( $import || $skip_fuzzyfiles ) {
399 warn " queueing fuzzyfiles update\n"
401 $error = $self->queue_fuzzyfiles_update;
403 $dbh->rollback if $oldAutoCommit;
404 return "updating fuzzy search cache: $error";
408 warn " insert complete; committing transaction\n"
411 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
416 sub start_copy_skel {
419 #'mg_user_preference' => {},
420 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
421 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
422 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
423 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
424 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
427 _copy_skel( 'cust_main', #tablename
428 $conf->config('cust_main-skeleton_custnum'), #sourceid
429 $self->custnum, #destid
430 @tables, #child tables
434 #recursive subroutine, not a method
436 my( $table, $sourceid, $destid, %child_tables ) = @_;
439 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
440 ( $table, $primary_key ) = ( $1, $2 );
442 my $dbdef_table = dbdef->table($table);
443 $primary_key = $dbdef_table->primary_key
444 or return "$table has no primary key".
445 " (or do you need to run dbdef-create?)";
448 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
449 join (', ', keys %child_tables). "\n"
452 foreach my $child_table_def ( keys %child_tables ) {
456 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
457 ( $child_table, $child_pkey ) = ( $1, $2 );
459 $child_table = $child_table_def;
461 $child_pkey = dbdef->table($child_table)->primary_key;
462 # or return "$table has no primary key".
463 # " (or do you need to run dbdef-create?)\n";
467 if ( keys %{ $child_tables{$child_table_def} } ) {
469 return "$child_table has no primary key".
470 " (run dbdef-create or try specifying it?)\n"
473 #false laziness w/Record::insert and only works on Pg
474 #refactor the proper last-inserted-id stuff out of Record::insert if this
475 # ever gets use for anything besides a quick kludge for one customer
476 my $default = dbdef->table($child_table)->column($child_pkey)->default;
477 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
478 or return "can't parse $child_table.$child_pkey default value ".
479 " for sequence name: $default";
484 my @sel_columns = grep { $_ ne $primary_key }
485 dbdef->table($child_table)->columns;
486 my $sel_columns = join(', ', @sel_columns );
488 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
489 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
490 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
492 my $sel_st = "SELECT $sel_columns FROM $child_table".
493 " WHERE $primary_key = $sourceid";
496 my $sel_sth = dbh->prepare( $sel_st )
497 or return dbh->errstr;
499 $sel_sth->execute or return $sel_sth->errstr;
501 while ( my $row = $sel_sth->fetchrow_hashref ) {
503 warn " selected row: ".
504 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
508 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
509 my $ins_sth =dbh->prepare($statement)
510 or return dbh->errstr;
511 my @param = ( $destid, map $row->{$_}, @ins_columns );
512 warn " $statement: [ ". join(', ', @param). " ]\n"
514 $ins_sth->execute( @param )
515 or return $ins_sth->errstr;
517 #next unless keys %{ $child_tables{$child_table} };
518 next unless $sequence;
520 #another section of that laziness
521 my $seq_sql = "SELECT currval('$sequence')";
522 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
523 $seq_sth->execute or return $seq_sth->errstr;
524 my $insertid = $seq_sth->fetchrow_arrayref->[0];
526 # don't drink soap! recurse! recurse! okay!
528 _copy_skel( $child_table_def,
529 $row->{$child_pkey}, #sourceid
531 %{ $child_tables{$child_table_def} },
533 return $error if $error;
543 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
545 Like the insert method on an existing record, this method orders a package
546 and included services atomicaly. Pass a Tie::RefHash data structure to this
547 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
548 be a better explanation of this, but until then, here's an example:
551 tie %hash, 'Tie::RefHash'; #this part is important
553 $cust_pkg => [ $svc_acct ],
556 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
558 Services can be new, in which case they are inserted, or existing unaudited
559 services, in which case they are linked to the newly-created package.
561 Currently available options are: I<depend_jobnum> and I<noexport>.
563 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
564 on the supplied jobnum (they will not run until the specific job completes).
565 This can be used to defer provisioning until some action completes (such
566 as running the customer's credit card successfully).
568 The I<noexport> option is deprecated. If I<noexport> is set true, no
569 provisioning jobs (exports) are scheduled. (You can schedule them later with
570 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
571 on the cust_main object is not recommended, as existing services will also be
578 my $cust_pkgs = shift;
581 my %svc_options = ();
582 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
583 if exists $options{'depend_jobnum'};
584 warn "$me order_pkgs called with options ".
585 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
588 local $SIG{HUP} = 'IGNORE';
589 local $SIG{INT} = 'IGNORE';
590 local $SIG{QUIT} = 'IGNORE';
591 local $SIG{TERM} = 'IGNORE';
592 local $SIG{TSTP} = 'IGNORE';
593 local $SIG{PIPE} = 'IGNORE';
595 my $oldAutoCommit = $FS::UID::AutoCommit;
596 local $FS::UID::AutoCommit = 0;
599 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
601 foreach my $cust_pkg ( keys %$cust_pkgs ) {
602 $cust_pkg->custnum( $self->custnum );
603 my $error = $cust_pkg->insert;
605 $dbh->rollback if $oldAutoCommit;
606 return "inserting cust_pkg (transaction rolled back): $error";
608 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
609 if ( $svc_something->svcnum ) {
610 my $old_cust_svc = $svc_something->cust_svc;
611 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
612 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
613 $error = $new_cust_svc->replace($old_cust_svc);
615 $svc_something->pkgnum( $cust_pkg->pkgnum );
616 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
617 $svc_something->seconds( $svc_something->seconds + $$seconds );
620 $error = $svc_something->insert(%svc_options);
623 $dbh->rollback if $oldAutoCommit;
624 #return "inserting svc_ (transaction rolled back): $error";
630 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
634 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
636 Recharges this (existing) customer with the specified prepaid card (see
637 L<FS::prepay_credit>), specified either by I<identifier> or as an
638 FS::prepay_credit object. If there is an error, returns the error, otherwise
641 Optionally, four scalar references can be passed as well. They will have their
642 values filled in with the amount, number of seconds, and number of upload and
643 download bytes applied by this prepaid
648 sub recharge_prepay {
649 my( $self, $prepay_credit, $amountref, $secondsref,
650 $upbytesref, $downbytesref, $totalbytesref ) = @_;
652 local $SIG{HUP} = 'IGNORE';
653 local $SIG{INT} = 'IGNORE';
654 local $SIG{QUIT} = 'IGNORE';
655 local $SIG{TERM} = 'IGNORE';
656 local $SIG{TSTP} = 'IGNORE';
657 local $SIG{PIPE} = 'IGNORE';
659 my $oldAutoCommit = $FS::UID::AutoCommit;
660 local $FS::UID::AutoCommit = 0;
663 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
665 my $error = $self->get_prepay($prepay_credit, \$amount,
666 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
667 || $self->increment_seconds($seconds)
668 || $self->increment_upbytes($upbytes)
669 || $self->increment_downbytes($downbytes)
670 || $self->increment_totalbytes($totalbytes)
671 || $self->insert_cust_pay_prepay( $amount,
673 ? $prepay_credit->identifier
678 $dbh->rollback if $oldAutoCommit;
682 if ( defined($amountref) ) { $$amountref = $amount; }
683 if ( defined($secondsref) ) { $$secondsref = $seconds; }
684 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
685 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
686 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
688 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
693 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
695 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
696 specified either by I<identifier> or as an FS::prepay_credit object.
698 References to I<amount> and I<seconds> scalars should be passed as arguments
699 and will be incremented by the values of the prepaid card.
701 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
702 check or set this customer's I<agentnum>.
704 If there is an error, returns the error, otherwise returns false.
710 my( $self, $prepay_credit, $amountref, $secondsref,
711 $upref, $downref, $totalref) = @_;
713 local $SIG{HUP} = 'IGNORE';
714 local $SIG{INT} = 'IGNORE';
715 local $SIG{QUIT} = 'IGNORE';
716 local $SIG{TERM} = 'IGNORE';
717 local $SIG{TSTP} = 'IGNORE';
718 local $SIG{PIPE} = 'IGNORE';
720 my $oldAutoCommit = $FS::UID::AutoCommit;
721 local $FS::UID::AutoCommit = 0;
724 unless ( ref($prepay_credit) ) {
726 my $identifier = $prepay_credit;
728 $prepay_credit = qsearchs(
730 { 'identifier' => $prepay_credit },
735 unless ( $prepay_credit ) {
736 $dbh->rollback if $oldAutoCommit;
737 return "Invalid prepaid card: ". $identifier;
742 if ( $prepay_credit->agentnum ) {
743 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
744 $dbh->rollback if $oldAutoCommit;
745 return "prepaid card not valid for agent ". $self->agentnum;
747 $self->agentnum($prepay_credit->agentnum);
750 my $error = $prepay_credit->delete;
752 $dbh->rollback if $oldAutoCommit;
753 return "removing prepay_credit (transaction rolled back): $error";
756 $$amountref += $prepay_credit->amount;
757 $$secondsref += $prepay_credit->seconds;
758 $$upref += $prepay_credit->upbytes;
759 $$downref += $prepay_credit->downbytes;
760 $$totalref += $prepay_credit->totalbytes;
762 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
767 =item increment_upbytes SECONDS
769 Updates this customer's single or primary account (see L<FS::svc_acct>) by
770 the specified number of upbytes. If there is an error, returns the error,
771 otherwise returns false.
775 sub increment_upbytes {
776 _increment_column( shift, 'upbytes', @_);
779 =item increment_downbytes SECONDS
781 Updates this customer's single or primary account (see L<FS::svc_acct>) by
782 the specified number of downbytes. If there is an error, returns the error,
783 otherwise returns false.
787 sub increment_downbytes {
788 _increment_column( shift, 'downbytes', @_);
791 =item increment_totalbytes SECONDS
793 Updates this customer's single or primary account (see L<FS::svc_acct>) by
794 the specified number of totalbytes. If there is an error, returns the error,
795 otherwise returns false.
799 sub increment_totalbytes {
800 _increment_column( shift, 'totalbytes', @_);
803 =item increment_seconds SECONDS
805 Updates this customer's single or primary account (see L<FS::svc_acct>) by
806 the specified number of seconds. If there is an error, returns the error,
807 otherwise returns false.
811 sub increment_seconds {
812 _increment_column( shift, 'seconds', @_);
815 =item _increment_column AMOUNT
817 Updates this customer's single or primary account (see L<FS::svc_acct>) by
818 the specified number of seconds or bytes. If there is an error, returns
819 the error, otherwise returns false.
823 sub _increment_column {
824 my( $self, $column, $amount ) = @_;
825 warn "$me increment_column called: $column, $amount\n"
828 return '' unless $amount;
830 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
831 $self->ncancelled_pkgs;
834 return 'No packages with primary or single services found'.
835 ' to apply pre-paid time';
836 } elsif ( scalar(@cust_pkg) > 1 ) {
837 #maybe have a way to specify the package/account?
838 return 'Multiple packages found to apply pre-paid time';
841 my $cust_pkg = $cust_pkg[0];
842 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
846 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
849 return 'No account found to apply pre-paid time';
850 } elsif ( scalar(@cust_svc) > 1 ) {
851 return 'Multiple accounts found to apply pre-paid time';
854 my $svc_acct = $cust_svc[0]->svc_x;
855 warn " found service svcnum ". $svc_acct->pkgnum.
856 ' ('. $svc_acct->email. ")\n"
859 $column = "increment_$column";
860 $svc_acct->$column($amount);
864 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
866 Inserts a prepayment in the specified amount for this customer. An optional
867 second argument can specify the prepayment identifier for tracking purposes.
868 If there is an error, returns the error, otherwise returns false.
872 sub insert_cust_pay_prepay {
873 shift->insert_cust_pay('PREP', @_);
876 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
878 Inserts a cash payment in the specified amount for this customer. An optional
879 second argument can specify the payment identifier for tracking purposes.
880 If there is an error, returns the error, otherwise returns false.
884 sub insert_cust_pay_cash {
885 shift->insert_cust_pay('CASH', @_);
888 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
890 Inserts a Western Union payment in the specified amount for this customer. An
891 optional second argument can specify the prepayment identifier for tracking
892 purposes. If there is an error, returns the error, otherwise returns false.
896 sub insert_cust_pay_west {
897 shift->insert_cust_pay('WEST', @_);
900 sub insert_cust_pay {
901 my( $self, $payby, $amount ) = splice(@_, 0, 3);
902 my $payinfo = scalar(@_) ? shift : '';
904 my $cust_pay = new FS::cust_pay {
905 'custnum' => $self->custnum,
906 'paid' => sprintf('%.2f', $amount),
907 #'_date' => #date the prepaid card was purchased???
909 'payinfo' => $payinfo,
917 This method is deprecated. See the I<depend_jobnum> option to the insert and
918 order_pkgs methods for a better way to defer provisioning.
920 Re-schedules all exports by calling the B<reexport> method of all associated
921 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
922 otherwise returns false.
929 carp "WARNING: FS::cust_main::reexport is deprectated; ".
930 "use the depend_jobnum option to insert or order_pkgs to delay export";
932 local $SIG{HUP} = 'IGNORE';
933 local $SIG{INT} = 'IGNORE';
934 local $SIG{QUIT} = 'IGNORE';
935 local $SIG{TERM} = 'IGNORE';
936 local $SIG{TSTP} = 'IGNORE';
937 local $SIG{PIPE} = 'IGNORE';
939 my $oldAutoCommit = $FS::UID::AutoCommit;
940 local $FS::UID::AutoCommit = 0;
943 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
944 my $error = $cust_pkg->reexport;
946 $dbh->rollback if $oldAutoCommit;
951 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
956 =item delete NEW_CUSTNUM
958 This deletes the customer. If there is an error, returns the error, otherwise
961 This will completely remove all traces of the customer record. This is not
962 what you want when a customer cancels service; for that, cancel all of the
963 customer's packages (see L</cancel>).
965 If the customer has any uncancelled packages, you need to pass a new (valid)
966 customer number for those packages to be transferred to. Cancelled packages
967 will be deleted. Did I mention that this is NOT what you want when a customer
968 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
970 You can't delete a customer with invoices (see L<FS::cust_bill>),
971 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
972 refunds (see L<FS::cust_refund>).
979 local $SIG{HUP} = 'IGNORE';
980 local $SIG{INT} = 'IGNORE';
981 local $SIG{QUIT} = 'IGNORE';
982 local $SIG{TERM} = 'IGNORE';
983 local $SIG{TSTP} = 'IGNORE';
984 local $SIG{PIPE} = 'IGNORE';
986 my $oldAutoCommit = $FS::UID::AutoCommit;
987 local $FS::UID::AutoCommit = 0;
990 if ( $self->cust_bill ) {
991 $dbh->rollback if $oldAutoCommit;
992 return "Can't delete a customer with invoices";
994 if ( $self->cust_credit ) {
995 $dbh->rollback if $oldAutoCommit;
996 return "Can't delete a customer with credits";
998 if ( $self->cust_pay ) {
999 $dbh->rollback if $oldAutoCommit;
1000 return "Can't delete a customer with payments";
1002 if ( $self->cust_refund ) {
1003 $dbh->rollback if $oldAutoCommit;
1004 return "Can't delete a customer with refunds";
1007 my @cust_pkg = $self->ncancelled_pkgs;
1009 my $new_custnum = shift;
1010 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1011 $dbh->rollback if $oldAutoCommit;
1012 return "Invalid new customer number: $new_custnum";
1014 foreach my $cust_pkg ( @cust_pkg ) {
1015 my %hash = $cust_pkg->hash;
1016 $hash{'custnum'} = $new_custnum;
1017 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1018 my $error = $new_cust_pkg->replace($cust_pkg,
1019 options => { $cust_pkg->options },
1022 $dbh->rollback if $oldAutoCommit;
1027 my @cancelled_cust_pkg = $self->all_pkgs;
1028 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1029 my $error = $cust_pkg->delete;
1031 $dbh->rollback if $oldAutoCommit;
1036 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1037 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1039 my $error = $cust_main_invoice->delete;
1041 $dbh->rollback if $oldAutoCommit;
1046 my $error = $self->SUPER::delete;
1048 $dbh->rollback if $oldAutoCommit;
1052 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1057 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1059 Replaces the OLD_RECORD with this one in the database. If there is an error,
1060 returns the error, otherwise returns false.
1062 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1063 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1064 expected and rollback the entire transaction; it is not necessary to call
1065 check_invoicing_list first. Here's an example:
1067 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1075 warn "$me replace called\n"
1078 local $SIG{HUP} = 'IGNORE';
1079 local $SIG{INT} = 'IGNORE';
1080 local $SIG{QUIT} = 'IGNORE';
1081 local $SIG{TERM} = 'IGNORE';
1082 local $SIG{TSTP} = 'IGNORE';
1083 local $SIG{PIPE} = 'IGNORE';
1085 # We absolutely have to have an old vs. new record to make this work.
1086 if (!defined($old)) {
1087 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1090 my $curuser = $FS::CurrentUser::CurrentUser;
1091 if ( $self->payby eq 'COMP'
1092 && $self->payby ne $old->payby
1093 && ! $curuser->access_right('Complimentary customer')
1096 return "You are not permitted to create complimentary accounts.";
1099 local($ignore_expired_card) = 1
1100 if $old->payby =~ /^(CARD|DCRD)$/
1101 && $self->payby =~ /^(CARD|DCRD)$/
1102 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1104 my $oldAutoCommit = $FS::UID::AutoCommit;
1105 local $FS::UID::AutoCommit = 0;
1108 my $error = $self->SUPER::replace($old);
1111 $dbh->rollback if $oldAutoCommit;
1115 if ( @param ) { # INVOICING_LIST_ARYREF
1116 my $invoicing_list = shift @param;
1117 $error = $self->check_invoicing_list( $invoicing_list );
1119 $dbh->rollback if $oldAutoCommit;
1122 $self->invoicing_list( $invoicing_list );
1125 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1126 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1127 # card/check/lec info has changed, want to retry realtime_ invoice events
1128 my $error = $self->retry_realtime;
1130 $dbh->rollback if $oldAutoCommit;
1135 unless ( $import || $skip_fuzzyfiles ) {
1136 $error = $self->queue_fuzzyfiles_update;
1138 $dbh->rollback if $oldAutoCommit;
1139 return "updating fuzzy search cache: $error";
1143 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1148 =item queue_fuzzyfiles_update
1150 Used by insert & replace to update the fuzzy search cache
1154 sub queue_fuzzyfiles_update {
1157 local $SIG{HUP} = 'IGNORE';
1158 local $SIG{INT} = 'IGNORE';
1159 local $SIG{QUIT} = 'IGNORE';
1160 local $SIG{TERM} = 'IGNORE';
1161 local $SIG{TSTP} = 'IGNORE';
1162 local $SIG{PIPE} = 'IGNORE';
1164 my $oldAutoCommit = $FS::UID::AutoCommit;
1165 local $FS::UID::AutoCommit = 0;
1168 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1169 my $error = $queue->insert( map $self->getfield($_),
1170 qw(first last company)
1173 $dbh->rollback if $oldAutoCommit;
1174 return "queueing job (transaction rolled back): $error";
1177 if ( $self->ship_last ) {
1178 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1179 $error = $queue->insert( map $self->getfield("ship_$_"),
1180 qw(first last company)
1183 $dbh->rollback if $oldAutoCommit;
1184 return "queueing job (transaction rolled back): $error";
1188 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1195 Checks all fields to make sure this is a valid customer record. If there is
1196 an error, returns the error, otherwise returns false. Called by the insert
1197 and replace methods.
1204 warn "$me check BEFORE: \n". $self->_dump
1208 $self->ut_numbern('custnum')
1209 || $self->ut_number('agentnum')
1210 || $self->ut_textn('agent_custid')
1211 || $self->ut_number('refnum')
1212 || $self->ut_name('last')
1213 || $self->ut_name('first')
1214 || $self->ut_snumbern('birthdate')
1215 || $self->ut_snumbern('signupdate')
1216 || $self->ut_textn('company')
1217 || $self->ut_text('address1')
1218 || $self->ut_textn('address2')
1219 || $self->ut_text('city')
1220 || $self->ut_textn('county')
1221 || $self->ut_textn('state')
1222 || $self->ut_country('country')
1223 || $self->ut_anything('comments')
1224 || $self->ut_numbern('referral_custnum')
1225 || $self->ut_textn('stateid')
1226 || $self->ut_textn('stateid_state')
1228 #barf. need message catalogs. i18n. etc.
1229 $error .= "Please select an advertising source."
1230 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1231 return $error if $error;
1233 return "Unknown agent"
1234 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1236 return "Unknown refnum"
1237 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1239 return "Unknown referring custnum: ". $self->referral_custnum
1240 unless ! $self->referral_custnum
1241 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1243 if ( $self->ss eq '' ) {
1248 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1249 or return "Illegal social security number: ". $self->ss;
1250 $self->ss("$1-$2-$3");
1254 # bad idea to disable, causes billing to fail because of no tax rates later
1255 # unless ( $import ) {
1256 unless ( qsearch('cust_main_county', {
1257 'country' => $self->country,
1260 return "Unknown state/county/country: ".
1261 $self->state. "/". $self->county. "/". $self->country
1262 unless qsearch('cust_main_county',{
1263 'state' => $self->state,
1264 'county' => $self->county,
1265 'country' => $self->country,
1271 $self->ut_phonen('daytime', $self->country)
1272 || $self->ut_phonen('night', $self->country)
1273 || $self->ut_phonen('fax', $self->country)
1274 || $self->ut_zip('zip', $self->country)
1276 return $error if $error;
1278 if ( $conf->exists('cust_main-require_phone')
1279 && ! length($self->daytime) && ! length($self->night)
1282 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1284 : FS::Msgcat::_gettext('daytime');
1285 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1287 : FS::Msgcat::_gettext('night');
1289 return "$daytime_label or $night_label is required"
1293 if ( $self->has_ship_address
1294 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1295 $self->addr_fields )
1299 $self->ut_name('ship_last')
1300 || $self->ut_name('ship_first')
1301 || $self->ut_textn('ship_company')
1302 || $self->ut_text('ship_address1')
1303 || $self->ut_textn('ship_address2')
1304 || $self->ut_text('ship_city')
1305 || $self->ut_textn('ship_county')
1306 || $self->ut_textn('ship_state')
1307 || $self->ut_country('ship_country')
1309 return $error if $error;
1311 #false laziness with above
1312 unless ( qsearchs('cust_main_county', {
1313 'country' => $self->ship_country,
1316 return "Unknown ship_state/ship_county/ship_country: ".
1317 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1318 unless qsearch('cust_main_county',{
1319 'state' => $self->ship_state,
1320 'county' => $self->ship_county,
1321 'country' => $self->ship_country,
1327 $self->ut_phonen('ship_daytime', $self->ship_country)
1328 || $self->ut_phonen('ship_night', $self->ship_country)
1329 || $self->ut_phonen('ship_fax', $self->ship_country)
1330 || $self->ut_zip('ship_zip', $self->ship_country)
1332 return $error if $error;
1334 return "Unit # is required."
1335 if $self->ship_address2 =~ /^\s*$/
1336 && $conf->exists('cust_main-require_address2');
1338 } else { # ship_ info eq billing info, so don't store dup info in database
1340 $self->setfield("ship_$_", '')
1341 foreach $self->addr_fields;
1343 return "Unit # is required."
1344 if $self->address2 =~ /^\s*$/
1345 && $conf->exists('cust_main-require_address2');
1349 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1350 # or return "Illegal payby: ". $self->payby;
1352 FS::payby->can_payby($self->table, $self->payby)
1353 or return "Illegal payby: ". $self->payby;
1355 $error = $self->ut_numbern('paystart_month')
1356 || $self->ut_numbern('paystart_year')
1357 || $self->ut_numbern('payissue')
1358 || $self->ut_textn('paytype')
1360 return $error if $error;
1362 if ( $self->payip eq '' ) {
1365 $error = $self->ut_ip('payip');
1366 return $error if $error;
1369 # If it is encrypted and the private key is not availaible then we can't
1370 # check the credit card.
1372 my $check_payinfo = 1;
1374 if ($self->is_encrypted($self->payinfo)) {
1378 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1380 my $payinfo = $self->payinfo;
1381 $payinfo =~ s/\D//g;
1382 $payinfo =~ /^(\d{13,16})$/
1383 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1385 $self->payinfo($payinfo);
1387 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1389 return gettext('unknown_card_type')
1390 if cardtype($self->payinfo) eq "Unknown";
1392 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1394 return 'Banned credit card: banned on '.
1395 time2str('%a %h %o at %r', $ban->_date).
1396 ' by '. $ban->otaker.
1397 ' (ban# '. $ban->bannum. ')';
1400 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1401 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1402 $self->paycvv =~ /^(\d{4})$/
1403 or return "CVV2 (CID) for American Express cards is four digits.";
1406 $self->paycvv =~ /^(\d{3})$/
1407 or return "CVV2 (CVC2/CID) is three digits.";
1414 my $cardtype = cardtype($payinfo);
1415 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1417 return "Start date or issue number is required for $cardtype cards"
1418 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1420 return "Start month must be between 1 and 12"
1421 if $self->paystart_month
1422 and $self->paystart_month < 1 || $self->paystart_month > 12;
1424 return "Start year must be 1990 or later"
1425 if $self->paystart_year
1426 and $self->paystart_year < 1990;
1428 return "Issue number must be beween 1 and 99"
1430 and $self->payissue < 1 || $self->payissue > 99;
1433 $self->paystart_month('');
1434 $self->paystart_year('');
1435 $self->payissue('');
1438 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1440 my $payinfo = $self->payinfo;
1441 $payinfo =~ s/[^\d\@]//g;
1442 if ( $conf->exists('echeck-nonus') ) {
1443 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1444 $payinfo = "$1\@$2";
1446 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1447 $payinfo = "$1\@$2";
1449 $self->payinfo($payinfo);
1452 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1454 return 'Banned ACH account: banned on '.
1455 time2str('%a %h %o at %r', $ban->_date).
1456 ' by '. $ban->otaker.
1457 ' (ban# '. $ban->bannum. ')';
1460 } elsif ( $self->payby eq 'LECB' ) {
1462 my $payinfo = $self->payinfo;
1463 $payinfo =~ s/\D//g;
1464 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1466 $self->payinfo($payinfo);
1469 } elsif ( $self->payby eq 'BILL' ) {
1471 $error = $self->ut_textn('payinfo');
1472 return "Illegal P.O. number: ". $self->payinfo if $error;
1475 } elsif ( $self->payby eq 'COMP' ) {
1477 my $curuser = $FS::CurrentUser::CurrentUser;
1478 if ( ! $self->custnum
1479 && ! $curuser->access_right('Complimentary customer')
1482 return "You are not permitted to create complimentary accounts."
1485 $error = $self->ut_textn('payinfo');
1486 return "Illegal comp account issuer: ". $self->payinfo if $error;
1489 } elsif ( $self->payby eq 'PREPAY' ) {
1491 my $payinfo = $self->payinfo;
1492 $payinfo =~ s/\W//g; #anything else would just confuse things
1493 $self->payinfo($payinfo);
1494 $error = $self->ut_alpha('payinfo');
1495 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1496 return "Unknown prepayment identifier"
1497 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1502 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1503 return "Expiration date required"
1504 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1508 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1509 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1510 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1511 ( $m, $y ) = ( $3, "20$2" );
1513 return "Illegal expiration date: ". $self->paydate;
1515 $self->paydate("$y-$m-01");
1516 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1517 return gettext('expired_card')
1519 && !$ignore_expired_card
1520 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1523 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1524 ( ! $conf->exists('require_cardname')
1525 || $self->payby !~ /^(CARD|DCRD)$/ )
1527 $self->payname( $self->first. " ". $self->getfield('last') );
1529 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1530 or return gettext('illegal_name'). " payname: ". $self->payname;
1534 foreach my $flag (qw( tax spool_cdr )) {
1535 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1539 $self->otaker(getotaker) unless $self->otaker;
1541 warn "$me check AFTER: \n". $self->_dump
1544 $self->SUPER::check;
1549 Returns a list of fields which have ship_ duplicates.
1554 qw( last first company
1555 address1 address2 city county state zip country
1560 =item has_ship_address
1562 Returns true if this customer record has a separate shipping address.
1566 sub has_ship_address {
1568 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1573 Returns all packages (see L<FS::cust_pkg>) for this customer.
1580 return $self->num_pkgs unless wantarray;
1583 if ( $self->{'_pkgnum'} ) {
1584 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1586 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1589 sort sort_packages @cust_pkg;
1592 =item ncancelled_pkgs
1594 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1598 sub ncancelled_pkgs {
1601 return $self->num_ncancelled_pkgs unless wantarray;
1604 if ( $self->{'_pkgnum'} ) {
1606 @cust_pkg = grep { ! $_->getfield('cancel') }
1607 values %{ $self->{'_pkgnum'}->cache };
1612 qsearch( 'cust_pkg', {
1613 'custnum' => $self->custnum,
1617 qsearch( 'cust_pkg', {
1618 'custnum' => $self->custnum,
1623 sort sort_packages @cust_pkg;
1627 # This should be generalized to use config options to determine order.
1629 if ( $a->get('cancel') and $b->get('cancel') ) {
1630 $a->pkgnum <=> $b->pkgnum;
1631 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1632 return -1 if $b->get('cancel');
1633 return 1 if $a->get('cancel');
1636 $a->pkgnum <=> $b->pkgnum;
1640 =item suspended_pkgs
1642 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1646 sub suspended_pkgs {
1648 grep { $_->susp } $self->ncancelled_pkgs;
1651 =item unflagged_suspended_pkgs
1653 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1654 customer (thouse packages without the `manual_flag' set).
1658 sub unflagged_suspended_pkgs {
1660 return $self->suspended_pkgs
1661 unless dbdef->table('cust_pkg')->column('manual_flag');
1662 grep { ! $_->manual_flag } $self->suspended_pkgs;
1665 =item unsuspended_pkgs
1667 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1672 sub unsuspended_pkgs {
1674 grep { ! $_->susp } $self->ncancelled_pkgs;
1677 =item num_cancelled_pkgs
1679 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1684 sub num_cancelled_pkgs {
1685 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1688 sub num_ncancelled_pkgs {
1689 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1693 my( $self ) = shift;
1694 my $sql = scalar(@_) ? shift : '';
1695 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1696 my $sth = dbh->prepare(
1697 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1698 ) or die dbh->errstr;
1699 $sth->execute($self->custnum) or die $sth->errstr;
1700 $sth->fetchrow_arrayref->[0];
1705 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1706 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1707 on success or a list of errors.
1713 grep { $_->unsuspend } $self->suspended_pkgs;
1718 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1720 Returns a list: an empty list on success or a list of errors.
1726 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1729 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1731 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1732 PKGPARTs (see L<FS::part_pkg>).
1734 Returns a list: an empty list on success or a list of errors.
1738 sub suspend_if_pkgpart {
1740 my (@pkgparts, %opt);
1741 if (ref($_[0]) eq 'HASH'){
1742 @pkgparts = @{$_[0]{pkgparts}};
1747 grep { $_->suspend(%opt) }
1748 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1749 $self->unsuspended_pkgs;
1752 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1754 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1755 listed PKGPARTs (see L<FS::part_pkg>).
1757 Returns a list: an empty list on success or a list of errors.
1761 sub suspend_unless_pkgpart {
1763 my (@pkgparts, %opt);
1764 if (ref($_[0]) eq 'HASH'){
1765 @pkgparts = @{$_[0]{pkgparts}};
1770 grep { $_->suspend(%opt) }
1771 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1772 $self->unsuspended_pkgs;
1775 =item cancel [ OPTION => VALUE ... ]
1777 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1779 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1781 I<quiet> can be set true to supress email cancellation notices.
1783 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1785 I<ban> can be set true to ban this customer's credit card or ACH information,
1788 Always returns a list: an empty list on success or a list of errors.
1796 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1798 #should try decryption (we might have the private key)
1799 # and if not maybe queue a job for the server that does?
1800 return ( "Can't (yet) ban encrypted credit cards" )
1801 if $self->is_encrypted($self->payinfo);
1803 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1804 my $error = $ban->insert;
1805 return ( $error ) if $error;
1809 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1812 sub _banned_pay_hashref {
1823 'payby' => $payby2ban{$self->payby},
1824 'payinfo' => md5_base64($self->payinfo),
1825 #don't ever *search* on reason! #'reason' =>
1831 Returns all notes (see L<FS::cust_main_note>) for this customer.
1838 qsearch( 'cust_main_note',
1839 { 'custnum' => $self->custnum },
1841 'ORDER BY _DATE DESC'
1847 Returns the agent (see L<FS::agent>) for this customer.
1853 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1858 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1859 conjunction with the collect method.
1861 If there is an error, returns the error, otherwise returns false.
1863 Options are passed as name-value pairs. Currently available options are:
1867 =item resetup - if set true, re-charges setup fees.
1869 =item time - bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1873 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1875 =item invoice_time - used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1882 my( $self, %options ) = @_;
1883 return '' if $self->payby eq 'COMP';
1884 warn "$me bill customer ". $self->custnum. "\n"
1887 my $time = $options{'time'} || time;
1892 local $SIG{HUP} = 'IGNORE';
1893 local $SIG{INT} = 'IGNORE';
1894 local $SIG{QUIT} = 'IGNORE';
1895 local $SIG{TERM} = 'IGNORE';
1896 local $SIG{TSTP} = 'IGNORE';
1897 local $SIG{PIPE} = 'IGNORE';
1899 my $oldAutoCommit = $FS::UID::AutoCommit;
1900 local $FS::UID::AutoCommit = 0;
1903 $self->select_for_update; #mutex
1905 #create a new invoice
1906 #(we'll remove it later if it doesn't actually need to be generated [contains
1907 # no line items] and we're inside a transaciton so nothing else will see it)
1908 my $cust_bill = new FS::cust_bill ( {
1909 'custnum' => $self->custnum,
1910 '_date' => ( $options{'invoice_time'} || $time ),
1911 #'charged' => $charged,
1914 $error = $cust_bill->insert;
1916 $dbh->rollback if $oldAutoCommit;
1917 return "can't create invoice for customer #". $self->custnum. ": $error";
1919 my $invnum = $cust_bill->invnum;
1922 # find the packages which are due for billing, find out how much they are
1923 # & generate invoice database.
1926 my( $total_setup, $total_recur ) = ( 0, 0 );
1928 my @precommit_hooks = ();
1930 foreach my $cust_pkg (
1931 qsearch('cust_pkg', { 'custnum' => $self->custnum } )
1934 #NO!! next if $cust_pkg->cancel;
1935 next if $cust_pkg->getfield('cancel');
1937 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1939 #? to avoid use of uninitialized value errors... ?
1940 $cust_pkg->setfield('bill', '')
1941 unless defined($cust_pkg->bill);
1943 my $part_pkg = $cust_pkg->part_pkg;
1945 my %hash = $cust_pkg->hash;
1946 my $old_cust_pkg = new FS::cust_pkg \%hash;
1955 if ( ! $cust_pkg->setup &&
1957 ( $conf->exists('disable_setup_suspended_pkgs') &&
1958 ! $cust_pkg->getfield('susp')
1959 ) || ! $conf->exists('disable_setup_suspended_pkgs')
1961 || $options{'resetup'}
1964 warn " bill setup\n" if $DEBUG > 1;
1966 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
1968 $dbh->rollback if $oldAutoCommit;
1969 return "$@ running calc_setup for $cust_pkg\n";
1972 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
1976 # bill recurring fee
1981 if ( $part_pkg->getfield('freq') ne '0' &&
1982 ! $cust_pkg->getfield('susp') &&
1983 ( $cust_pkg->getfield('bill') || 0 ) <= $time
1986 # XXX should this be a package event? probably. events are called
1987 # at collection time at the moment, though...
1988 if ( $part_pkg->can('reset_usage') ) {
1989 warn " resetting usage counters" if $DEBUG > 1;
1990 $part_pkg->reset_usage($cust_pkg);
1993 warn " bill recur\n" if $DEBUG > 1;
1995 # XXX shared with $recur_prog
1996 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1998 #over two params! lets at least switch to a hashref for the rest...
1999 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2001 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2003 $dbh->rollback if $oldAutoCommit;
2004 return "$@ running calc_recur for $cust_pkg\n";
2007 #change this bit to use Date::Manip? CAREFUL with timezones (see
2008 # mailing list archive)
2009 my ($sec,$min,$hour,$mday,$mon,$year) =
2010 (localtime($sdate) )[0,1,2,3,4,5];
2012 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2013 # only for figuring next bill date, nothing else, so, reset $sdate again
2015 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2016 $cust_pkg->last_bill($sdate);
2018 if ( $part_pkg->freq =~ /^\d+$/ ) {
2019 $mon += $part_pkg->freq;
2020 until ( $mon < 12 ) { $mon -= 12; $year++; }
2021 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2023 $mday += $weeks * 7;
2024 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2027 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2031 $dbh->rollback if $oldAutoCommit;
2032 return "unparsable frequency: ". $part_pkg->freq;
2034 $cust_pkg->setfield('bill',
2035 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2038 warn "\$setup is undefined" unless defined($setup);
2039 warn "\$recur is undefined" unless defined($recur);
2040 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2043 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2046 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2048 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2051 $error=$cust_pkg->replace($old_cust_pkg,
2052 options => { $cust_pkg->options },
2054 if ( $error ) { #just in case
2055 $dbh->rollback if $oldAutoCommit;
2056 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2059 $setup = sprintf( "%.2f", $setup );
2060 $recur = sprintf( "%.2f", $recur );
2061 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2062 $dbh->rollback if $oldAutoCommit;
2063 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2065 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2066 $dbh->rollback if $oldAutoCommit;
2067 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2070 if ( $setup != 0 || $recur != 0 ) {
2072 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2074 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2075 'invnum' => $invnum,
2076 'pkgnum' => $cust_pkg->pkgnum,
2080 'edate' => $cust_pkg->bill,
2081 'details' => \@details,
2083 $error = $cust_bill_pkg->insert;
2085 $dbh->rollback if $oldAutoCommit;
2086 return "can't create invoice line item for invoice #$invnum: $error";
2088 $total_setup += $setup;
2089 $total_recur += $recur;
2095 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2098 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2101 my %taxhash = map { $_ => $self->get("$prefix$_") }
2102 qw( state county country );
2104 $taxhash{'taxclass'} = $part_pkg->taxclass;
2106 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2109 $taxhash{'taxclass'} = '';
2110 @taxes = qsearch( 'cust_main_county', \%taxhash );
2113 #one more try at a whole-country tax rate
2115 $taxhash{$_} = '' foreach qw( state county );
2116 @taxes = qsearch( 'cust_main_county', \%taxhash );
2119 # maybe eliminate this entirely, along with all the 0% records
2121 $dbh->rollback if $oldAutoCommit;
2123 "fatal: can't find tax rate for state/county/country/taxclass ".
2124 join('/', ( map $self->get("$prefix$_"),
2125 qw(state county country)
2127 $part_pkg->taxclass ). "\n";
2130 foreach my $tax ( @taxes ) {
2132 my $taxable_charged = 0;
2133 $taxable_charged += $setup
2134 unless $part_pkg->setuptax =~ /^Y$/i
2135 || $tax->setuptax =~ /^Y$/i;
2136 $taxable_charged += $recur
2137 unless $part_pkg->recurtax =~ /^Y$/i
2138 || $tax->recurtax =~ /^Y$/i;
2139 next unless $taxable_charged;
2141 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2142 #my ($mon,$year) = (localtime($sdate) )[4,5];
2143 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2145 my $freq = $part_pkg->freq || 1;
2146 if ( $freq !~ /(\d+)$/ ) {
2147 $dbh->rollback if $oldAutoCommit;
2148 return "daily/weekly package definitions not (yet?)".
2149 " compatible with monthly tax exemptions";
2151 my $taxable_per_month =
2152 sprintf("%.2f", $taxable_charged / $freq );
2154 #call the whole thing off if this customer has any old
2155 #exemption records...
2156 my @cust_tax_exempt =
2157 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2158 if ( @cust_tax_exempt ) {
2159 $dbh->rollback if $oldAutoCommit;
2161 'this customer still has old-style tax exemption records; '.
2162 'run bin/fs-migrate-cust_tax_exempt?';
2165 foreach my $which_month ( 1 .. $freq ) {
2167 #maintain the new exemption table now
2170 FROM cust_tax_exempt_pkg
2171 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2172 LEFT JOIN cust_bill USING ( invnum )
2178 my $sth = dbh->prepare($sql) or do {
2179 $dbh->rollback if $oldAutoCommit;
2180 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2188 $dbh->rollback if $oldAutoCommit;
2189 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2191 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2193 my $remaining_exemption =
2194 $tax->exempt_amount - $existing_exemption;
2195 if ( $remaining_exemption > 0 ) {
2196 my $addl = $remaining_exemption > $taxable_per_month
2197 ? $taxable_per_month
2198 : $remaining_exemption;
2199 $taxable_charged -= $addl;
2201 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2202 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2203 'taxnum' => $tax->taxnum,
2204 'year' => 1900+$year,
2206 'amount' => sprintf("%.2f", $addl ),
2208 $error = $cust_tax_exempt_pkg->insert;
2210 $dbh->rollback if $oldAutoCommit;
2211 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2213 } # if $remaining_exemption > 0
2217 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2218 until ( $mon < 13 ) { $mon -= 12; $year++; }
2220 } #foreach $which_month
2222 } #if $tax->exempt_amount
2224 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2226 #$tax += $taxable_charged * $cust_main_county->tax / 100
2227 $tax{ $tax->taxname || 'Tax' } +=
2228 $taxable_charged * $tax->tax / 100
2230 } #foreach my $tax ( @taxes )
2232 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2234 } #if $setup != 0 || $recur != 0
2236 } #if $cust_pkg->modified
2238 } #foreach my $cust_pkg
2240 unless ( $cust_bill->cust_bill_pkg ) {
2241 $cust_bill->delete; #don't create an invoice w/o line items
2242 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2246 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2248 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2249 my $tax = sprintf("%.2f", $tax{$taxname} );
2250 $charged = sprintf( "%.2f", $charged+$tax );
2252 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2253 'invnum' => $invnum,
2259 'itemdesc' => $taxname,
2261 $error = $cust_bill_pkg->insert;
2263 $dbh->rollback if $oldAutoCommit;
2264 return "can't create invoice line item for invoice #$invnum: $error";
2266 $total_setup += $tax;
2270 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2271 $error = $cust_bill->replace;
2273 $dbh->rollback if $oldAutoCommit;
2274 return "can't update charged for invoice #$invnum: $error";
2277 foreach my $hook ( @precommit_hooks ) {
2279 &{$hook}; #($self) ?
2282 $dbh->rollback if $oldAutoCommit;
2283 return "$@ running precommit hook $hook\n";
2287 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2291 =item collect OPTIONS
2293 (Attempt to) collect money for this customer's outstanding invoices (see
2294 L<FS::cust_bill>). Usually used after the bill method.
2296 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2297 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2298 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2300 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2301 and the invoice events web interface.
2303 If there is an error, returns the error, otherwise returns false.
2305 Options are passed as name-value pairs.
2307 Currently available options are:
2309 invoice_time - Use this time when deciding when to print invoices and
2310 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>
2311 for conversion functions.
2313 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2316 quiet - set true to surpress email card/ACH decline notices.
2318 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2321 payby - allows for one time override of normal customer billing method
2326 my( $self, %options ) = @_;
2327 my $invoice_time = $options{'invoice_time'} || time;
2330 local $SIG{HUP} = 'IGNORE';
2331 local $SIG{INT} = 'IGNORE';
2332 local $SIG{QUIT} = 'IGNORE';
2333 local $SIG{TERM} = 'IGNORE';
2334 local $SIG{TSTP} = 'IGNORE';
2335 local $SIG{PIPE} = 'IGNORE';
2337 my $oldAutoCommit = $FS::UID::AutoCommit;
2338 local $FS::UID::AutoCommit = 0;
2341 $self->select_for_update; #mutex
2343 my $balance = $self->balance;
2344 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2346 unless ( $balance > 0 ) { #redundant?????
2347 $dbh->rollback if $oldAutoCommit; #hmm
2351 if ( exists($options{'retry_card'}) ) {
2352 carp 'retry_card option passed to collect is deprecated; use retry';
2353 $options{'retry'} ||= $options{'retry_card'};
2355 if ( exists($options{'retry'}) && $options{'retry'} ) {
2356 my $error = $self->retry_realtime;
2358 $dbh->rollback if $oldAutoCommit;
2364 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2365 $extra_sql = " AND freq = '1m' ";
2367 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2370 foreach my $cust_bill ( $self->open_cust_bill ) {
2372 # don't try to charge for the same invoice if it's already in a batch
2373 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2375 last if $self->balance <= 0;
2377 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2380 foreach my $part_bill_event ( due_events ( $cust_bill,
2381 exists($options{'payby'})
2387 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2388 || $self->balance <= 0; # or if balance<=0
2391 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2392 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2395 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2396 # gah, even with transactions.
2397 $dbh->commit if $oldAutoCommit; #well.
2406 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2411 =item retry_realtime
2413 Schedules realtime / batch credit card / electronic check / LEC billing
2414 events for for retry. Useful if card information has changed or manual
2415 retry is desired. The 'collect' method must be called to actually retry
2418 Implementation details: For each of this customer's open invoices, changes
2419 the status of the first "done" (with statustext error) realtime processing
2424 sub retry_realtime {
2427 local $SIG{HUP} = 'IGNORE';
2428 local $SIG{INT} = 'IGNORE';
2429 local $SIG{QUIT} = 'IGNORE';
2430 local $SIG{TERM} = 'IGNORE';
2431 local $SIG{TSTP} = 'IGNORE';
2432 local $SIG{PIPE} = 'IGNORE';
2434 my $oldAutoCommit = $FS::UID::AutoCommit;
2435 local $FS::UID::AutoCommit = 0;
2438 foreach my $cust_bill (
2439 grep { $_->cust_bill_event }
2440 $self->open_cust_bill
2442 my @cust_bill_event =
2443 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2445 #$_->part_bill_event->plan eq 'realtime-card'
2446 $_->part_bill_event->eventcode =~
2447 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2448 && $_->status eq 'done'
2451 $cust_bill->cust_bill_event;
2452 next unless @cust_bill_event;
2453 my $error = $cust_bill_event[0]->retry;
2455 $dbh->rollback if $oldAutoCommit;
2456 return "error scheduling invoice event for retry: $error";
2461 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2466 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2468 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2469 via a Business::OnlinePayment realtime gateway. See
2470 L<http://420.am/business-onlinepayment> for supported gateways.
2472 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2474 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2476 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2477 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2478 if set, will override the value from the customer record.
2480 I<description> is a free-text field passed to the gateway. It defaults to
2481 "Internet services".
2483 If an I<invnum> is specified, this payment (if successful) is applied to the
2484 specified invoice. If you don't specify an I<invnum> you might want to
2485 call the B<apply_payments> method.
2487 I<quiet> can be set true to surpress email decline notices.
2489 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2490 resulting paynum, if any.
2492 I<payunique> is a unique identifier for this payment.
2494 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2501 my( $self, $method, $amount, %options ) = @_;
2503 warn "$me realtime_bop: $method $amount\n";
2504 warn " $_ => $options{$_}\n" foreach keys %options;
2507 $options{'description'} ||= 'Internet services';
2509 eval "use Business::OnlinePayment";
2512 my $payinfo = exists($options{'payinfo'})
2513 ? $options{'payinfo'}
2516 my %method2payby = (
2527 if ( $options{'invnum'} ) {
2528 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2529 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2531 map { $_->part_pkg->taxclass }
2533 map { $_->cust_pkg }
2534 $cust_bill->cust_bill_pkg;
2535 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2536 #different taxclasses
2537 $taxclass = $taxclasses[0];
2541 #look for an agent gateway override first
2543 if ( $method eq 'CC' ) {
2544 $cardtype = cardtype($payinfo);
2545 } elsif ( $method eq 'ECHECK' ) {
2548 $cardtype = $method;
2552 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2553 cardtype => $cardtype,
2554 taxclass => $taxclass, } )
2555 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2557 taxclass => $taxclass, } )
2558 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2559 cardtype => $cardtype,
2561 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2563 taxclass => '', } );
2565 my $payment_gateway = '';
2566 my( $processor, $login, $password, $action, @bop_options );
2567 if ( $override ) { #use a payment gateway override
2569 $payment_gateway = $override->payment_gateway;
2571 $processor = $payment_gateway->gateway_module;
2572 $login = $payment_gateway->gateway_username;
2573 $password = $payment_gateway->gateway_password;
2574 $action = $payment_gateway->gateway_action;
2575 @bop_options = $payment_gateway->options;
2577 } else { #use the standard settings from the config
2579 ( $processor, $login, $password, $action, @bop_options ) =
2580 $self->default_payment_gateway($method);
2588 my $address = exists($options{'address1'})
2589 ? $options{'address1'}
2591 my $address2 = exists($options{'address2'})
2592 ? $options{'address2'}
2594 $address .= ", ". $address2 if length($address2);
2596 my $o_payname = exists($options{'payname'})
2597 ? $options{'payname'}
2599 my($payname, $payfirst, $paylast);
2600 if ( $o_payname && $method ne 'ECHECK' ) {
2601 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2602 or return "Illegal payname $payname";
2603 ($payfirst, $paylast) = ($1, $2);
2605 $payfirst = $self->getfield('first');
2606 $paylast = $self->getfield('last');
2607 $payname = "$payfirst $paylast";
2610 my @invoicing_list = $self->invoicing_list_emailonly;
2611 if ( $conf->exists('emailinvoiceautoalways')
2612 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2613 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2614 push @invoicing_list, $self->all_emails;
2617 my $email = ($conf->exists('business-onlinepayment-email-override'))
2618 ? $conf->config('business-onlinepayment-email-override')
2619 : $invoicing_list[0];
2623 my $payip = exists($options{'payip'})
2626 $content{customer_ip} = $payip
2629 $content{invoice_number} = $options{'invnum'}
2630 if exists($options{'invnum'}) && length($options{'invnum'});
2632 $content{email_customer} =
2633 ( $conf->exists('business-onlinepayment-email_customer')
2634 || $conf->exists('business-onlinepayment-email-override') );
2637 if ( $method eq 'CC' ) {
2639 $content{card_number} = $payinfo;
2640 $paydate = exists($options{'paydate'})
2641 ? $options{'paydate'}
2643 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2644 $content{expiration} = "$2/$1";
2646 my $paycvv = exists($options{'paycvv'})
2647 ? $options{'paycvv'}
2649 $content{cvv2} = $paycvv
2652 my $paystart_month = exists($options{'paystart_month'})
2653 ? $options{'paystart_month'}
2654 : $self->paystart_month;
2656 my $paystart_year = exists($options{'paystart_year'})
2657 ? $options{'paystart_year'}
2658 : $self->paystart_year;
2660 $content{card_start} = "$paystart_month/$paystart_year"
2661 if $paystart_month && $paystart_year;
2663 my $payissue = exists($options{'payissue'})
2664 ? $options{'payissue'}
2666 $content{issue_number} = $payissue if $payissue;
2668 $content{recurring_billing} = 'YES'
2669 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2671 'payinfo' => $payinfo,
2673 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2675 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2679 } elsif ( $method eq 'ECHECK' ) {
2680 ( $content{account_number}, $content{routing_code} ) =
2681 split('@', $payinfo);
2682 $content{bank_name} = $o_payname;
2683 $content{bank_state} = exists($options{'paystate'})
2684 ? $options{'paystate'}
2685 : $self->getfield('paystate');
2686 $content{account_type} = exists($options{'paytype'})
2687 ? uc($options{'paytype'}) || 'CHECKING'
2688 : uc($self->getfield('paytype')) || 'CHECKING';
2689 $content{account_name} = $payname;
2690 $content{customer_org} = $self->company ? 'B' : 'I';
2691 $content{state_id} = exists($options{'stateid'})
2692 ? $options{'stateid'}
2693 : $self->getfield('stateid');
2694 $content{state_id_state} = exists($options{'stateid_state'})
2695 ? $options{'stateid_state'}
2696 : $self->getfield('stateid_state');
2697 $content{customer_ssn} = exists($options{'ss'})
2700 } elsif ( $method eq 'LEC' ) {
2701 $content{phone} = $payinfo;
2705 # run transaction(s)
2708 my $balance = exists( $options{'balance'} )
2709 ? $options{'balance'}
2712 $self->select_for_update; #mutex ... just until we get our pending record in
2714 #the checks here are intended to catch concurrent payments
2715 #double-form-submission prevention is taken care of in cust_pay_pending::check
2718 return "The customer's balance has changed; $method transaction aborted."
2719 if $self->balance < $balance;
2720 #&& $self->balance < $amount; #might as well anyway?
2722 #also check and make sure there aren't *other* pending payments for this cust
2724 my @pending = qsearch('cust_pay_pending', {
2725 'custnum' => $self->custnum,
2726 'status' => { op=>'!=', value=>'done' }
2728 return "A payment is already being processed for this customer (".
2729 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2730 "); $method transaction aborted."
2731 if scalar(@pending);
2733 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2735 my $cust_pay_pending = new FS::cust_pay_pending {
2736 'custnum' => $self->custnum,
2737 #'invnum' => $options{'invnum'},
2740 'payby' => $method2payby{$method},
2741 'payinfo' => $payinfo,
2742 'paydate' => $paydate,
2744 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2746 $cust_pay_pending->payunique( $options{payunique} )
2747 if length($options{payunique});
2748 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2749 return $cpp_new_err if $cpp_new_err;
2751 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2753 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2754 $transaction->content(
2757 'password' => $password,
2758 'action' => $action1,
2759 'description' => $options{'description'},
2760 'amount' => $amount,
2761 #'invoice_number' => $options{'invnum'},
2762 'customer_id' => $self->custnum,
2763 'last_name' => $paylast,
2764 'first_name' => $payfirst,
2766 'address' => $address,
2767 'city' => ( exists($options{'city'})
2770 'state' => ( exists($options{'state'})
2773 'zip' => ( exists($options{'zip'})
2776 'country' => ( exists($options{'country'})
2777 ? $options{'country'}
2779 'referer' => 'http://cleanwhisker.420.am/',
2781 'phone' => $self->daytime || $self->night,
2785 $cust_pay_pending->status('pending');
2786 my $cpp_pending_err = $cust_pay_pending->replace;
2787 return $cpp_pending_err if $cpp_pending_err;
2789 $transaction->submit();
2791 if ( $transaction->is_success() && $action2 ) {
2793 $cust_pay_pending->status('authorized');
2794 my $cpp_authorized_err = $cust_pay_pending->replace;
2795 return $cpp_authorized_err if $cpp_authorized_err;
2797 my $auth = $transaction->authorization;
2798 my $ordernum = $transaction->can('order_number')
2799 ? $transaction->order_number
2803 new Business::OnlinePayment( $processor, @bop_options );
2810 password => $password,
2811 order_number => $ordernum,
2813 authorization => $auth,
2814 description => $options{'description'},
2817 foreach my $field (qw( authorization_source_code returned_ACI
2818 transaction_identifier validation_code
2819 transaction_sequence_num local_transaction_date
2820 local_transaction_time AVS_result_code )) {
2821 $capture{$field} = $transaction->$field() if $transaction->can($field);
2824 $capture->content( %capture );
2828 unless ( $capture->is_success ) {
2829 my $e = "Authorization successful but capture failed, custnum #".
2830 $self->custnum. ': '. $capture->result_code.
2831 ": ". $capture->error_message;
2838 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
2839 my $cpp_captured_err = $cust_pay_pending->replace;
2840 return $cpp_captured_err if $cpp_captured_err;
2843 # remove paycvv after initial transaction
2846 #false laziness w/misc/process/payment.cgi - check both to make sure working
2848 if ( defined $self->dbdef_table->column('paycvv')
2849 && length($self->paycvv)
2850 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2852 my $error = $self->remove_cvv;
2854 warn "WARNING: error removing cvv: $error\n";
2862 if ( $transaction->is_success() ) {
2865 if ( $payment_gateway ) { # agent override
2866 $paybatch = $payment_gateway->gatewaynum. '-';
2869 $paybatch .= "$processor:". $transaction->authorization;
2871 $paybatch .= ':'. $transaction->order_number
2872 if $transaction->can('order_number')
2873 && length($transaction->order_number);
2875 my $cust_pay = new FS::cust_pay ( {
2876 'custnum' => $self->custnum,
2877 'invnum' => $options{'invnum'},
2880 'payby' => $method2payby{$method},
2881 'payinfo' => $payinfo,
2882 'paybatch' => $paybatch,
2883 'paydate' => $paydate,
2885 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
2886 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
2888 my $oldAutoCommit = $FS::UID::AutoCommit;
2889 local $FS::UID::AutoCommit = 0;
2892 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
2894 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2897 $cust_pay->invnum(''); #try again with no specific invnum
2898 my $error2 = $cust_pay->insert( $options{'manual'} ?
2899 ( 'manual' => 1 ) : ()
2902 # gah. but at least we have a record of the state we had to abort in
2903 # from cust_pay_pending now.
2904 my $e = "WARNING: $method captured but payment not recorded - ".
2905 "error inserting payment ($processor): $error2".
2906 " (previously tried insert with invnum #$options{'invnum'}" .
2907 ": $error ) - pending payment saved as paypendingnum ".
2908 $cust_pay_pending->paypendingnum. "\n";
2914 if ( $options{'paynum_ref'} ) {
2915 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
2918 $cust_pay_pending->status('done');
2919 $cust_pay_pending->statustext('captured');
2920 my $cpp_done_err = $cust_pay_pending->replace;
2922 if ( $cpp_done_err ) {
2924 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2925 my $e = "WARNING: $method captured but payment not recorded - ".
2926 "error updating status for paypendingnum ".
2927 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
2933 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2934 return ''; #no error
2940 my $perror = "$processor error: ". $transaction->error_message;
2942 unless ( $transaction->error_message ) {
2945 #this should be normalized :/
2947 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
2948 if ( $transaction->can('param')
2949 && $transaction->param('transaction_response') ) {
2950 $t_response = $transaction->param('transaction_response')
2952 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
2953 } elsif ( $transaction->can('response_page') ) {
2955 'page' => ( $transaction->can('response_page')
2956 ? $transaction->response_page
2959 'code' => ( $transaction->can('response_code')
2960 ? $transaction->response_code
2963 'headers' => ( $transaction->can('response_headers')
2964 ? $transaction->response_headers
2970 "No additional debugging information available for $processor";
2973 $perror .= "No error_message returned from $processor -- ".
2974 ( ref($t_response) ? Dumper($t_response) : $t_response );
2978 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
2979 && $conf->exists('emaildecline')
2980 && grep { $_ ne 'POST' } $self->invoicing_list
2981 && ! grep { $transaction->error_message =~ /$_/ }
2982 $conf->config('emaildecline-exclude')
2984 my @templ = $conf->config('declinetemplate');
2985 my $template = new Text::Template (
2987 SOURCE => [ map "$_\n", @templ ],
2988 ) or return "($perror) can't create template: $Text::Template::ERROR";
2989 $template->compile()
2990 or return "($perror) can't compile template: $Text::Template::ERROR";
2992 my $templ_hash = { error => $transaction->error_message };
2994 my $error = send_email(
2995 'from' => $conf->config('invoice_from'),
2996 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
2997 'subject' => 'Your payment could not be processed',
2998 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3001 $perror .= " (also received error sending decline notification: $error)"
3006 $cust_pay_pending->status('done');
3007 $cust_pay_pending->statustext("declined: $perror");
3008 my $cpp_done_err = $cust_pay_pending->replace;
3009 if ( $cpp_done_err ) {
3010 my $e = "WARNING: $method declined but pending payment not resolved - ".
3011 "error updating status for paypendingnum ".
3012 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3014 $perror = "$e ($perror)";
3022 =item default_payment_gateway
3026 sub default_payment_gateway {
3027 my( $self, $method ) = @_;
3029 die "Real-time processing not enabled\n"
3030 unless $conf->exists('business-onlinepayment');
3033 my $bop_config = 'business-onlinepayment';
3034 $bop_config .= '-ach'
3035 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3036 my ( $processor, $login, $password, $action, @bop_options ) =
3037 $conf->config($bop_config);
3038 $action ||= 'normal authorization';
3039 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3040 die "No real-time processor is enabled - ".
3041 "did you set the business-onlinepayment configuration value?\n"
3044 ( $processor, $login, $password, $action, @bop_options )
3049 Removes the I<paycvv> field from the database directly.
3051 If there is an error, returns the error, otherwise returns false.
3057 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3058 or return dbh->errstr;
3059 $sth->execute($self->custnum)
3060 or return $sth->errstr;
3065 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3067 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3068 via a Business::OnlinePayment realtime gateway. See
3069 L<http://420.am/business-onlinepayment> for supported gateways.
3071 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3073 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3075 Most gateways require a reference to an original payment transaction to refund,
3076 so you probably need to specify a I<paynum>.
3078 I<amount> defaults to the original amount of the payment if not specified.
3080 I<reason> specifies a reason for the refund.
3082 I<paydate> specifies the expiration date for a credit card overriding the
3083 value from the customer record or the payment record. Specified as yyyy-mm-dd
3085 Implementation note: If I<amount> is unspecified or equal to the amount of the
3086 orignal payment, first an attempt is made to "void" the transaction via
3087 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3088 the normal attempt is made to "refund" ("credit") the transaction via the
3089 gateway is attempted.
3091 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3092 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3093 #if set, will override the value from the customer record.
3095 #If an I<invnum> is specified, this payment (if successful) is applied to the
3096 #specified invoice. If you don't specify an I<invnum> you might want to
3097 #call the B<apply_payments> method.
3101 #some false laziness w/realtime_bop, not enough to make it worth merging
3102 #but some useful small subs should be pulled out
3103 sub realtime_refund_bop {
3104 my( $self, $method, %options ) = @_;
3106 warn "$me realtime_refund_bop: $method refund\n";
3107 warn " $_ => $options{$_}\n" foreach keys %options;
3110 eval "use Business::OnlinePayment";
3114 # look up the original payment and optionally a gateway for that payment
3118 my $amount = $options{'amount'};
3120 my( $processor, $login, $password, @bop_options ) ;
3121 my( $auth, $order_number ) = ( '', '', '' );
3123 if ( $options{'paynum'} ) {
3125 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3126 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3127 or return "Unknown paynum $options{'paynum'}";
3128 $amount ||= $cust_pay->paid;
3130 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3131 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3132 $cust_pay->paybatch;
3133 my $gatewaynum = '';
3134 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3136 if ( $gatewaynum ) { #gateway for the payment to be refunded
3138 my $payment_gateway =
3139 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3140 die "payment gateway $gatewaynum not found"
3141 unless $payment_gateway;
3143 $processor = $payment_gateway->gateway_module;
3144 $login = $payment_gateway->gateway_username;
3145 $password = $payment_gateway->gateway_password;
3146 @bop_options = $payment_gateway->options;
3148 } else { #try the default gateway
3150 my( $conf_processor, $unused_action );
3151 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3152 $self->default_payment_gateway($method);
3154 return "processor of payment $options{'paynum'} $processor does not".
3155 " match default processor $conf_processor"
3156 unless $processor eq $conf_processor;
3161 } else { # didn't specify a paynum, so look for agent gateway overrides
3162 # like a normal transaction
3165 if ( $method eq 'CC' ) {
3166 $cardtype = cardtype($self->payinfo);
3167 } elsif ( $method eq 'ECHECK' ) {
3170 $cardtype = $method;
3173 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3174 cardtype => $cardtype,
3176 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3178 taxclass => '', } );
3180 if ( $override ) { #use a payment gateway override
3182 my $payment_gateway = $override->payment_gateway;
3184 $processor = $payment_gateway->gateway_module;
3185 $login = $payment_gateway->gateway_username;
3186 $password = $payment_gateway->gateway_password;
3187 #$action = $payment_gateway->gateway_action;
3188 @bop_options = $payment_gateway->options;
3190 } else { #use the standard settings from the config
3193 ( $processor, $login, $password, $unused_action, @bop_options ) =
3194 $self->default_payment_gateway($method);
3199 return "neither amount nor paynum specified" unless $amount;
3204 'password' => $password,
3205 'order_number' => $order_number,
3206 'amount' => $amount,
3207 'referer' => 'http://cleanwhisker.420.am/',
3209 $content{authorization} = $auth
3210 if length($auth); #echeck/ACH transactions have an order # but no auth
3211 #(at least with authorize.net)
3213 my $disable_void_after;
3214 if ($conf->exists('disable_void_after')
3215 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3216 $disable_void_after = $1;
3219 #first try void if applicable
3220 if ( $cust_pay && $cust_pay->paid == $amount
3222 ( not defined($disable_void_after) )
3223 || ( time < ($cust_pay->_date + $disable_void_after ) )
3226 warn " attempting void\n" if $DEBUG > 1;
3227 my $void = new Business::OnlinePayment( $processor, @bop_options );
3228 $void->content( 'action' => 'void', %content );
3230 if ( $void->is_success ) {
3231 my $error = $cust_pay->void($options{'reason'});
3233 # gah, even with transactions.
3234 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3235 "error voiding payment: $error";
3239 warn " void successful\n" if $DEBUG > 1;
3244 warn " void unsuccessful, trying refund\n"
3248 my $address = $self->address1;
3249 $address .= ", ". $self->address2 if $self->address2;
3251 my($payname, $payfirst, $paylast);
3252 if ( $self->payname && $method ne 'ECHECK' ) {
3253 $payname = $self->payname;
3254 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3255 or return "Illegal payname $payname";
3256 ($payfirst, $paylast) = ($1, $2);
3258 $payfirst = $self->getfield('first');
3259 $paylast = $self->getfield('last');
3260 $payname = "$payfirst $paylast";
3263 my @invoicing_list = $self->invoicing_list_emailonly;
3264 if ( $conf->exists('emailinvoiceautoalways')
3265 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3266 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3267 push @invoicing_list, $self->all_emails;
3270 my $email = ($conf->exists('business-onlinepayment-email-override'))
3271 ? $conf->config('business-onlinepayment-email-override')
3272 : $invoicing_list[0];
3274 my $payip = exists($options{'payip'})
3277 $content{customer_ip} = $payip
3281 if ( $method eq 'CC' ) {
3284 $content{card_number} = $payinfo = $cust_pay->payinfo;
3285 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3286 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3287 ($content{expiration} = "$2/$1"); # where available
3289 $content{card_number} = $payinfo = $self->payinfo;
3290 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3291 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3292 $content{expiration} = "$2/$1";
3295 } elsif ( $method eq 'ECHECK' ) {
3298 $payinfo = $cust_pay->payinfo;
3300 $payinfo = $self->payinfo;
3302 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3303 $content{bank_name} = $self->payname;
3304 $content{account_type} = 'CHECKING';
3305 $content{account_name} = $payname;
3306 $content{customer_org} = $self->company ? 'B' : 'I';
3307 $content{customer_ssn} = $self->ss;
3308 } elsif ( $method eq 'LEC' ) {
3309 $content{phone} = $payinfo = $self->payinfo;
3313 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3314 my %sub_content = $refund->content(
3315 'action' => 'credit',
3316 'customer_id' => $self->custnum,
3317 'last_name' => $paylast,
3318 'first_name' => $payfirst,
3320 'address' => $address,
3321 'city' => $self->city,
3322 'state' => $self->state,
3323 'zip' => $self->zip,
3324 'country' => $self->country,
3326 'phone' => $self->daytime || $self->night,
3329 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3333 return "$processor error: ". $refund->error_message
3334 unless $refund->is_success();
3336 my %method2payby = (
3342 my $paybatch = "$processor:". $refund->authorization;
3343 $paybatch .= ':'. $refund->order_number
3344 if $refund->can('order_number') && $refund->order_number;
3346 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3347 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3348 last unless @cust_bill_pay;
3349 my $cust_bill_pay = pop @cust_bill_pay;
3350 my $error = $cust_bill_pay->delete;
3354 my $cust_refund = new FS::cust_refund ( {
3355 'custnum' => $self->custnum,
3356 'paynum' => $options{'paynum'},
3357 'refund' => $amount,
3359 'payby' => $method2payby{$method},
3360 'payinfo' => $payinfo,
3361 'paybatch' => $paybatch,
3362 'reason' => $options{'reason'} || 'card or ACH refund',
3364 my $error = $cust_refund->insert;
3366 $cust_refund->paynum(''); #try again with no specific paynum
3367 my $error2 = $cust_refund->insert;
3369 # gah, even with transactions.
3370 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3371 "error inserting refund ($processor): $error2".
3372 " (previously tried insert with paynum #$options{'paynum'}" .
3383 =item batch_card OPTION => VALUE...
3385 Adds a payment for this invoice to the pending credit card batch (see
3386 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3387 runs the payment using a realtime gateway.
3392 my ($self, %options) = @_;
3395 if (exists($options{amount})) {
3396 $amount = $options{amount};
3398 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3400 return '' unless $amount > 0;
3402 my $invnum = delete $options{invnum};
3403 my $payby = $options{invnum} || $self->payby; #dubious
3405 if ($options{'realtime'}) {
3406 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3412 my $oldAutoCommit = $FS::UID::AutoCommit;
3413 local $FS::UID::AutoCommit = 0;
3416 #this needs to handle mysql as well as Pg, like svc_acct.pm
3417 #(make it into a common function if folks need to do batching with mysql)
3418 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3419 or return "Cannot lock pay_batch: " . $dbh->errstr;
3423 'payby' => FS::payby->payby2payment($payby),
3426 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3428 unless ( $pay_batch ) {
3429 $pay_batch = new FS::pay_batch \%pay_batch;
3430 my $error = $pay_batch->insert;
3432 $dbh->rollback if $oldAutoCommit;
3433 die "error creating new batch: $error\n";
3437 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3438 'batchnum' => $pay_batch->batchnum,
3439 'custnum' => $self->custnum,
3442 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3444 $options{$_} = '' unless exists($options{$_});
3447 my $cust_pay_batch = new FS::cust_pay_batch ( {
3448 'batchnum' => $pay_batch->batchnum,
3449 'invnum' => $invnum || 0, # is there a better value?
3450 # this field should be
3452 # cust_bill_pay_batch now
3453 'custnum' => $self->custnum,
3454 'last' => $self->getfield('last'),
3455 'first' => $self->getfield('first'),
3456 'address1' => $options{address1} || $self->address1,
3457 'address2' => $options{address2} || $self->address2,
3458 'city' => $options{city} || $self->city,
3459 'state' => $options{state} || $self->state,
3460 'zip' => $options{zip} || $self->zip,
3461 'country' => $options{country} || $self->country,
3462 'payby' => $options{payby} || $self->payby,
3463 'payinfo' => $options{payinfo} || $self->payinfo,
3464 'exp' => $options{paydate} || $self->paydate,
3465 'payname' => $options{payname} || $self->payname,
3466 'amount' => $amount, # consolidating
3469 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3470 if $old_cust_pay_batch;
3473 if ($old_cust_pay_batch) {
3474 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3476 $error = $cust_pay_batch->insert;
3480 $dbh->rollback if $oldAutoCommit;
3484 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3485 foreach my $cust_bill ($self->open_cust_bill) {
3486 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3487 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3488 'invnum' => $cust_bill->invnum,
3489 'paybatchnum' => $cust_pay_batch->paybatchnum,
3490 'amount' => $cust_bill->owed,
3493 if ($unapplied >= $cust_bill_pay_batch->amount){
3494 $unapplied -= $cust_bill_pay_batch->amount;
3497 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3498 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3500 $error = $cust_bill_pay_batch->insert;
3502 $dbh->rollback if $oldAutoCommit;
3507 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3513 Returns the total owed for this customer on all invoices
3514 (see L<FS::cust_bill/owed>).
3520 $self->total_owed_date(2145859200); #12/31/2037
3523 =item total_owed_date TIME
3525 Returns the total owed for this customer on all invoices with date earlier than
3526 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3527 see L<Time::Local> and L<Date::Parse> for conversion functions.
3531 sub total_owed_date {
3535 foreach my $cust_bill (
3536 grep { $_->_date <= $time }
3537 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3539 $total_bill += $cust_bill->owed;
3541 sprintf( "%.2f", $total_bill );
3544 =item apply_payments_and_credits
3546 Applies unapplied payments and credits.
3548 In most cases, this new method should be used in place of sequential
3549 apply_payments and apply_credits methods.
3551 If there is an error, returns the error, otherwise returns false.
3555 sub apply_payments_and_credits {
3558 local $SIG{HUP} = 'IGNORE';
3559 local $SIG{INT} = 'IGNORE';
3560 local $SIG{QUIT} = 'IGNORE';
3561 local $SIG{TERM} = 'IGNORE';
3562 local $SIG{TSTP} = 'IGNORE';
3563 local $SIG{PIPE} = 'IGNORE';
3565 my $oldAutoCommit = $FS::UID::AutoCommit;
3566 local $FS::UID::AutoCommit = 0;
3569 $self->select_for_update; #mutex
3571 foreach my $cust_bill ( $self->open_cust_bill ) {
3572 my $error = $cust_bill->apply_payments_and_credits;
3574 $dbh->rollback if $oldAutoCommit;
3575 return "Error applying: $error";
3579 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3584 =item apply_credits OPTION => VALUE ...
3586 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3587 to outstanding invoice balances in chronological order (or reverse
3588 chronological order if the I<order> option is set to B<newest>) and returns the
3589 value of any remaining unapplied credits available for refund (see
3590 L<FS::cust_refund>).
3592 Dies if there is an error.
3600 local $SIG{HUP} = 'IGNORE';
3601 local $SIG{INT} = 'IGNORE';
3602 local $SIG{QUIT} = 'IGNORE';
3603 local $SIG{TERM} = 'IGNORE';
3604 local $SIG{TSTP} = 'IGNORE';
3605 local $SIG{PIPE} = 'IGNORE';
3607 my $oldAutoCommit = $FS::UID::AutoCommit;
3608 local $FS::UID::AutoCommit = 0;
3611 $self->select_for_update; #mutex
3613 unless ( $self->total_credited ) {
3614 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3618 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3619 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3621 my @invoices = $self->open_cust_bill;
3622 @invoices = sort { $b->_date <=> $a->_date } @invoices
3623 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3626 foreach my $cust_bill ( @invoices ) {
3629 if ( !defined($credit) || $credit->credited == 0) {
3630 $credit = pop @credits or last;
3633 if ($cust_bill->owed >= $credit->credited) {
3634 $amount=$credit->credited;
3636 $amount=$cust_bill->owed;
3639 my $cust_credit_bill = new FS::cust_credit_bill ( {
3640 'crednum' => $credit->crednum,
3641 'invnum' => $cust_bill->invnum,
3642 'amount' => $amount,
3644 my $error = $cust_credit_bill->insert;
3646 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3650 redo if ($cust_bill->owed > 0);
3654 my $total_credited = $self->total_credited;
3656 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3658 return $total_credited;
3661 =item apply_payments
3663 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3664 to outstanding invoice balances in chronological order.
3666 #and returns the value of any remaining unapplied payments.
3668 Dies if there is an error.
3672 sub apply_payments {
3675 local $SIG{HUP} = 'IGNORE';
3676 local $SIG{INT} = 'IGNORE';
3677 local $SIG{QUIT} = 'IGNORE';
3678 local $SIG{TERM} = 'IGNORE';
3679 local $SIG{TSTP} = 'IGNORE';
3680 local $SIG{PIPE} = 'IGNORE';
3682 my $oldAutoCommit = $FS::UID::AutoCommit;
3683 local $FS::UID::AutoCommit = 0;
3686 $self->select_for_update; #mutex
3690 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3691 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3693 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3694 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3698 foreach my $cust_bill ( @invoices ) {
3701 if ( !defined($payment) || $payment->unapplied == 0 ) {
3702 $payment = pop @payments or last;
3705 if ( $cust_bill->owed >= $payment->unapplied ) {
3706 $amount = $payment->unapplied;
3708 $amount = $cust_bill->owed;
3711 my $cust_bill_pay = new FS::cust_bill_pay ( {
3712 'paynum' => $payment->paynum,
3713 'invnum' => $cust_bill->invnum,
3714 'amount' => $amount,
3716 my $error = $cust_bill_pay->insert;
3718 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3722 redo if ( $cust_bill->owed > 0);
3726 my $total_unapplied_payments = $self->total_unapplied_payments;
3728 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3730 return $total_unapplied_payments;
3733 =item total_credited
3735 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3736 customer. See L<FS::cust_credit/credited>.
3740 sub total_credited {
3742 my $total_credit = 0;
3743 foreach my $cust_credit ( qsearch('cust_credit', {
3744 'custnum' => $self->custnum,
3746 $total_credit += $cust_credit->credited;
3748 sprintf( "%.2f", $total_credit );
3751 =item total_unapplied_payments
3753 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3754 See L<FS::cust_pay/unapplied>.
3758 sub total_unapplied_payments {
3760 my $total_unapplied = 0;
3761 foreach my $cust_pay ( qsearch('cust_pay', {
3762 'custnum' => $self->custnum,
3764 $total_unapplied += $cust_pay->unapplied;
3766 sprintf( "%.2f", $total_unapplied );
3769 =item total_unapplied_refunds
3771 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3772 customer. See L<FS::cust_refund/unapplied>.
3776 sub total_unapplied_refunds {
3778 my $total_unapplied = 0;
3779 foreach my $cust_refund ( qsearch('cust_refund', {
3780 'custnum' => $self->custnum,
3782 $total_unapplied += $cust_refund->unapplied;
3784 sprintf( "%.2f", $total_unapplied );
3789 Returns the balance for this customer (total_owed plus total_unrefunded, minus
3790 total_credited minus total_unapplied_payments).
3798 + $self->total_unapplied_refunds
3799 - $self->total_credited
3800 - $self->total_unapplied_payments
3804 =item balance_date TIME
3806 Returns the balance for this customer, only considering invoices with date
3807 earlier than TIME (total_owed_date minus total_credited minus
3808 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3809 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3818 $self->total_owed_date($time)
3819 + $self->total_unapplied_refunds
3820 - $self->total_credited
3821 - $self->total_unapplied_payments
3825 =item in_transit_payments
3827 Returns the total of requests for payments for this customer pending in
3828 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3832 sub in_transit_payments {
3834 my $in_transit_payments = 0;
3835 foreach my $pay_batch ( qsearch('pay_batch', {
3838 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3839 'batchnum' => $pay_batch->batchnum,
3840 'custnum' => $self->custnum,
3842 $in_transit_payments += $cust_pay_batch->amount;
3845 sprintf( "%.2f", $in_transit_payments );
3848 =item paydate_monthyear
3850 Returns a two-element list consisting of the month and year of this customer's
3851 paydate (credit card expiration date for CARD customers)
3855 sub paydate_monthyear {
3857 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3859 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3866 =item invoicing_list [ ARRAYREF ]
3868 If an arguement is given, sets these email addresses as invoice recipients
3869 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3870 (except as warnings), so use check_invoicing_list first.
3872 Returns a list of email addresses (with svcnum entries expanded).
3874 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3875 check it without disturbing anything by passing nothing.
3877 This interface may change in the future.
3881 sub invoicing_list {
3882 my( $self, $arrayref ) = @_;
3885 my @cust_main_invoice;
3886 if ( $self->custnum ) {
3887 @cust_main_invoice =
3888 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3890 @cust_main_invoice = ();
3892 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3893 #warn $cust_main_invoice->destnum;
3894 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3895 #warn $cust_main_invoice->destnum;
3896 my $error = $cust_main_invoice->delete;
3897 warn $error if $error;
3900 if ( $self->custnum ) {
3901 @cust_main_invoice =
3902 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3904 @cust_main_invoice = ();
3906 my %seen = map { $_->address => 1 } @cust_main_invoice;
3907 foreach my $address ( @{$arrayref} ) {
3908 next if exists $seen{$address} && $seen{$address};
3909 $seen{$address} = 1;
3910 my $cust_main_invoice = new FS::cust_main_invoice ( {
3911 'custnum' => $self->custnum,
3914 my $error = $cust_main_invoice->insert;
3915 warn $error if $error;
3919 if ( $self->custnum ) {
3921 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3928 =item check_invoicing_list ARRAYREF
3930 Checks these arguements as valid input for the invoicing_list method. If there
3931 is an error, returns the error, otherwise returns false.
3935 sub check_invoicing_list {
3936 my( $self, $arrayref ) = @_;
3938 foreach my $address ( @$arrayref ) {
3940 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3941 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3944 my $cust_main_invoice = new FS::cust_main_invoice ( {
3945 'custnum' => $self->custnum,
3948 my $error = $self->custnum
3949 ? $cust_main_invoice->check
3950 : $cust_main_invoice->checkdest
3952 return $error if $error;
3956 return "Email address required"
3957 if $conf->exists('cust_main-require_invoicing_list_email')
3958 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3963 =item set_default_invoicing_list
3965 Sets the invoicing list to all accounts associated with this customer,
3966 overwriting any previous invoicing list.
3970 sub set_default_invoicing_list {
3972 $self->invoicing_list($self->all_emails);
3977 Returns the email addresses of all accounts provisioned for this customer.
3984 foreach my $cust_pkg ( $self->all_pkgs ) {
3985 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3987 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3988 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3990 $list{$_}=1 foreach map { $_->email } @svc_acct;
3995 =item invoicing_list_addpost
3997 Adds postal invoicing to this customer. If this customer is already configured
3998 to receive postal invoices, does nothing.
4002 sub invoicing_list_addpost {
4004 return if grep { $_ eq 'POST' } $self->invoicing_list;
4005 my @invoicing_list = $self->invoicing_list;
4006 push @invoicing_list, 'POST';
4007 $self->invoicing_list(\@invoicing_list);
4010 =item invoicing_list_emailonly
4012 Returns the list of email invoice recipients (invoicing_list without non-email
4013 destinations such as POST and FAX).
4017 sub invoicing_list_emailonly {
4019 warn "$me invoicing_list_emailonly called"
4021 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4024 =item invoicing_list_emailonly_scalar
4026 Returns the list of email invoice recipients (invoicing_list without non-email
4027 destinations such as POST and FAX) as a comma-separated scalar.
4031 sub invoicing_list_emailonly_scalar {
4033 warn "$me invoicing_list_emailonly_scalar called"
4035 join(', ', $self->invoicing_list_emailonly);
4038 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4040 Returns an array of customers referred by this customer (referral_custnum set
4041 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4042 customers referred by customers referred by this customer and so on, inclusive.
4043 The default behavior is DEPTH 1 (no recursion).
4047 sub referral_cust_main {
4049 my $depth = @_ ? shift : 1;
4050 my $exclude = @_ ? shift : {};
4053 map { $exclude->{$_->custnum}++; $_; }
4054 grep { ! $exclude->{ $_->custnum } }
4055 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4059 map { $_->referral_cust_main($depth-1, $exclude) }
4066 =item referral_cust_main_ncancelled
4068 Same as referral_cust_main, except only returns customers with uncancelled
4073 sub referral_cust_main_ncancelled {
4075 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4078 =item referral_cust_pkg [ DEPTH ]
4080 Like referral_cust_main, except returns a flat list of all unsuspended (and
4081 uncancelled) packages for each customer. The number of items in this list may
4082 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4086 sub referral_cust_pkg {
4088 my $depth = @_ ? shift : 1;
4090 map { $_->unsuspended_pkgs }
4091 grep { $_->unsuspended_pkgs }
4092 $self->referral_cust_main($depth);
4095 =item referring_cust_main
4097 Returns the single cust_main record for the customer who referred this customer
4098 (referral_custnum), or false.
4102 sub referring_cust_main {
4104 return '' unless $self->referral_custnum;
4105 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4108 =item credit AMOUNT, REASON
4110 Applies a credit to this customer. If there is an error, returns the error,
4111 otherwise returns false.
4116 my( $self, $amount, $reason, %options ) = @_;
4117 my $cust_credit = new FS::cust_credit {
4118 'custnum' => $self->custnum,
4119 'amount' => $amount,
4120 'reason' => $reason,
4122 $cust_credit->insert(%options);
4125 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4127 Creates a one-time charge for this customer. If there is an error, returns
4128 the error, otherwise returns false.
4134 my ( $amount, $pkg, $comment, $taxclass, $additional );
4135 if ( ref( $_[0] ) ) {
4136 $amount = $_[0]->{amount};
4137 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4138 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4139 : '$'. sprintf("%.2f",$amount);
4140 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4141 $additional = $_[0]->{additional};
4144 $pkg = @_ ? shift : 'One-time charge';
4145 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4146 $taxclass = @_ ? shift : '';
4150 local $SIG{HUP} = 'IGNORE';
4151 local $SIG{INT} = 'IGNORE';
4152 local $SIG{QUIT} = 'IGNORE';
4153 local $SIG{TERM} = 'IGNORE';
4154 local $SIG{TSTP} = 'IGNORE';
4155 local $SIG{PIPE} = 'IGNORE';
4157 my $oldAutoCommit = $FS::UID::AutoCommit;
4158 local $FS::UID::AutoCommit = 0;
4161 my $part_pkg = new FS::part_pkg ( {
4163 'comment' => $comment,
4167 'taxclass' => $taxclass,
4170 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4171 ( 0 .. @$additional - 1 )
4173 'additional_count' => scalar(@$additional),
4174 'setup_fee' => $amount,
4177 my $error = $part_pkg->insert( options => \%options );
4179 $dbh->rollback if $oldAutoCommit;
4183 my $pkgpart = $part_pkg->pkgpart;
4184 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4185 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4186 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4187 $error = $type_pkgs->insert;
4189 $dbh->rollback if $oldAutoCommit;
4194 my $cust_pkg = new FS::cust_pkg ( {
4195 'custnum' => $self->custnum,
4196 'pkgpart' => $pkgpart,
4199 $error = $cust_pkg->insert;
4201 $dbh->rollback if $oldAutoCommit;
4205 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4212 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4218 sort { $a->_date <=> $b->_date }
4219 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4222 =item open_cust_bill
4224 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4229 sub open_cust_bill {
4231 grep { $_->owed > 0 } $self->cust_bill;
4236 Returns all the credits (see L<FS::cust_credit>) for this customer.
4242 sort { $a->_date <=> $b->_date }
4243 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4248 Returns all the payments (see L<FS::cust_pay>) for this customer.
4254 sort { $a->_date <=> $b->_date }
4255 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4260 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4266 sort { $a->_date <=> $b->_date }
4267 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4273 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4279 sort { $a->_date <=> $b->_date }
4280 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4285 Returns a name string for this customer, either "Company (Last, First)" or
4292 my $name = $self->contact;
4293 $name = $self->company. " ($name)" if $self->company;
4299 Returns a name string for this (service/shipping) contact, either
4300 "Company (Last, First)" or "Last, First".
4306 if ( $self->get('ship_last') ) {
4307 my $name = $self->ship_contact;
4308 $name = $self->ship_company. " ($name)" if $self->ship_company;
4317 Returns this customer's full (billing) contact name only, "Last, First"
4323 $self->get('last'). ', '. $self->first;
4328 Returns this customer's full (shipping) contact name only, "Last, First"
4334 $self->get('ship_last')
4335 ? $self->get('ship_last'). ', '. $self->ship_first
4341 Returns this customer's full country name
4347 code2country($self->country);
4354 Returns a status string for this customer, currently:
4358 =item prospect - No packages have ever been ordered
4360 =item active - One or more recurring packages is active
4362 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4364 =item suspended - All non-cancelled recurring packages are suspended
4366 =item cancelled - All recurring packages are cancelled
4372 sub status { shift->cust_status(@_); }
4376 for my $status (qw( prospect active inactive suspended cancelled )) {
4377 my $method = $status.'_sql';
4378 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4379 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4380 $sth->execute( ($self->custnum) x $numnum )
4381 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4382 return $status if $sth->fetchrow_arrayref->[0];
4386 =item ucfirst_cust_status
4388 =item ucfirst_status
4390 Returns the status with the first character capitalized.
4394 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4396 sub ucfirst_cust_status {
4398 ucfirst($self->cust_status);
4403 Returns a hex triplet color string for this customer's status.
4407 use vars qw(%statuscolor);
4409 'prospect' => '7e0079', #'000000', #black? naw, purple
4410 'active' => '00CC00', #green
4411 'inactive' => '0000CC', #blue
4412 'suspended' => 'FF9900', #yellow
4413 'cancelled' => 'FF0000', #red
4416 sub statuscolor { shift->cust_statuscolor(@_); }
4418 sub cust_statuscolor {
4420 $statuscolor{$self->cust_status};
4425 =head1 CLASS METHODS
4431 Returns an SQL expression identifying prospective cust_main records (customers
4432 with no packages ever ordered)
4436 use vars qw($select_count_pkgs);
4437 $select_count_pkgs =
4438 "SELECT COUNT(*) FROM cust_pkg
4439 WHERE cust_pkg.custnum = cust_main.custnum";
4441 sub select_count_pkgs_sql {
4445 sub prospect_sql { "
4446 0 = ( $select_count_pkgs )
4451 Returns an SQL expression identifying active cust_main records (customers with
4452 no active recurring packages, but otherwise unsuspended/uncancelled).
4457 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4463 Returns an SQL expression identifying inactive cust_main records (customers with
4464 active recurring packages).
4468 sub inactive_sql { "
4469 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4471 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4477 Returns an SQL expression identifying suspended cust_main records.
4482 sub suspended_sql { susp_sql(@_); }
4484 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4486 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4492 Returns an SQL expression identifying cancelled cust_main records.
4496 sub cancelled_sql { cancel_sql(@_); }
4499 my $recurring_sql = FS::cust_pkg->recurring_sql;
4500 #my $recurring_sql = "
4501 # '0' != ( select freq from part_pkg
4502 # where cust_pkg.pkgpart = part_pkg.pkgpart )
4506 0 < ( $select_count_pkgs )
4507 AND 0 = ( $select_count_pkgs AND $recurring_sql
4508 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4514 =item uncancelled_sql
4516 Returns an SQL expression identifying un-cancelled cust_main records.
4520 sub uncancelled_sql { uncancel_sql(@_); }
4521 sub uncancel_sql { "
4522 ( 0 < ( $select_count_pkgs
4523 AND ( cust_pkg.cancel IS NULL
4524 OR cust_pkg.cancel = 0
4527 OR 0 = ( $select_count_pkgs )
4533 Returns an SQL fragment to retreive the balance.
4538 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4539 WHERE cust_bill.custnum = cust_main.custnum )
4540 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4541 WHERE cust_pay.custnum = cust_main.custnum )
4542 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4543 WHERE cust_credit.custnum = cust_main.custnum )
4544 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4545 WHERE cust_refund.custnum = cust_main.custnum )
4548 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4550 Returns an SQL fragment to retreive the balance for this customer, only
4551 considering invoices with date earlier than START_TIME, and optionally not
4552 later than END_TIME (total_owed_date minus total_credited minus
4553 total_unapplied_payments).
4555 Times are specified as SQL fragments or numeric
4556 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4557 L<Date::Parse> for conversion functions. The empty string can be passed
4558 to disable that time constraint completely.
4560 Available options are:
4564 =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)
4566 =item total - set to true to remove all customer comparison clauses, for totals
4568 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4570 =item join - JOIN clause (typically used with the total option)
4578 sub balance_date_sql {
4579 my( $class, $start, $end, %opt ) = @_;
4581 my $owed = FS::cust_bill->owed_sql;
4582 my $unapp_refund = FS::cust_refund->unapplied_sql;
4583 my $unapp_credit = FS::cust_credit->unapplied_sql;
4584 my $unapp_pay = FS::cust_pay->unapplied_sql;
4586 my $j = $opt{'join'} || '';
4588 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4589 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4590 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4591 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4593 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4594 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4595 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4596 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4601 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4603 Helper method for balance_date_sql; name (and usage) subject to change
4604 (suggestions welcome).
4606 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4607 cust_refund, cust_credit or cust_pay).
4609 If TABLE is "cust_bill" or the unapplied_date option is true, only
4610 considers records with date earlier than START_TIME, and optionally not
4611 later than END_TIME .
4615 sub _money_table_where {
4616 my( $class, $table, $start, $end, %opt ) = @_;
4619 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4620 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4621 push @where, "$table._date <= $start" if defined($start) && length($start);
4622 push @where, "$table._date > $end" if defined($end) && length($end);
4624 push @where, @{$opt{'where'}} if $opt{'where'};
4625 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4631 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
4633 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
4634 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
4635 appropriate ship_ field is also searched).
4637 Additional options are the same as FS::Record::qsearch
4642 my( $self, $fuzzy, $hash, @opt) = @_;
4647 check_and_rebuild_fuzzyfiles();
4648 foreach my $field ( keys %$fuzzy ) {
4650 my $all = $self->all_X($field);
4651 next unless scalar(@$all);
4654 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
4657 foreach ( keys %match ) {
4658 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
4659 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
4662 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
4665 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
4667 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
4675 Returns a masked version of the named field
4680 my ($self, $field) = @_;
4684 'x'x(length($self->getfield($field))-4).
4685 substr($self->getfield($field), (length($self->getfield($field))-4));
4695 =item smart_search OPTION => VALUE ...
4697 Accepts the following options: I<search>, the string to search for. The string
4698 will be searched for as a customer number, phone number, name or company name,
4699 as an exact, or, in some cases, a substring or fuzzy match (see the source code
4700 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
4701 skip fuzzy matching when an exact match is found.
4703 Any additional options are treated as an additional qualifier on the search
4706 Returns a (possibly empty) array of FS::cust_main objects.
4713 #here is the agent virtualization
4714 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
4718 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
4719 my $search = delete $options{'search'};
4720 ( my $alphanum_search = $search ) =~ s/\W//g;
4722 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
4724 #false laziness w/Record::ut_phone
4725 my $phonen = "$1-$2-$3";
4726 $phonen .= " x$4" if $4;
4728 push @cust_main, qsearch( {
4729 'table' => 'cust_main',
4730 'hashref' => { %options },
4731 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4733 join(' OR ', map "$_ = '$phonen'",
4734 qw( daytime night fax
4735 ship_daytime ship_night ship_fax )
4738 " AND $agentnums_sql", #agent virtualization
4741 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
4742 #try looking for matches with extensions unless one was specified
4744 push @cust_main, qsearch( {
4745 'table' => 'cust_main',
4746 'hashref' => { %options },
4747 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4749 join(' OR ', map "$_ LIKE '$phonen\%'",
4751 ship_daytime ship_night )
4754 " AND $agentnums_sql", #agent virtualization
4759 # custnum search (also try agent_custid), with some tweaking options if your
4760 # legacy cust "numbers" have letters
4761 } elsif ( $search =~ /^\s*(\d+)\s*$/
4762 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
4763 && $search =~ /^\s*(\w\w?\d+)\s*$/
4768 push @cust_main, qsearch( {
4769 'table' => 'cust_main',
4770 'hashref' => { 'custnum' => $1, %options },
4771 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4774 push @cust_main, qsearch( {
4775 'table' => 'cust_main',
4776 'hashref' => { 'agent_custid' => $1, %options },
4777 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4780 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
4782 my($company, $last, $first) = ( $1, $2, $3 );
4784 # "Company (Last, First)"
4785 #this is probably something a browser remembered,
4786 #so just do an exact search
4788 foreach my $prefix ( '', 'ship_' ) {
4789 push @cust_main, qsearch( {
4790 'table' => 'cust_main',
4791 'hashref' => { $prefix.'first' => $first,
4792 $prefix.'last' => $last,
4793 $prefix.'company' => $company,
4796 'extra_sql' => " AND $agentnums_sql",
4800 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
4801 # try (ship_){last,company}
4805 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
4806 # # full strings the browser remembers won't work
4807 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
4809 use Lingua::EN::NameParse;
4810 my $NameParse = new Lingua::EN::NameParse(
4812 allow_reversed => 1,
4815 my($last, $first) = ( '', '' );
4816 #maybe disable this too and just rely on NameParse?
4817 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
4819 ($last, $first) = ( $1, $2 );
4821 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
4822 } elsif ( ! $NameParse->parse($value) ) {
4824 my %name = $NameParse->components;
4825 $first = $name{'given_name_1'};
4826 $last = $name{'surname_1'};
4830 if ( $first && $last ) {
4832 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
4835 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4837 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
4838 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
4841 push @cust_main, qsearch( {
4842 'table' => 'cust_main',
4843 'hashref' => \%options,
4844 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4847 # or it just be something that was typed in... (try that in a sec)
4851 my $q_value = dbh->quote($value);
4854 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4855 $sql .= " ( LOWER(last) = $q_value
4856 OR LOWER(company) = $q_value
4857 OR LOWER(ship_last) = $q_value
4858 OR LOWER(ship_company) = $q_value
4861 push @cust_main, qsearch( {
4862 'table' => 'cust_main',
4863 'hashref' => \%options,
4864 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4867 #always do substring & fuzzy,
4868 #getting complains searches are not returning enough
4869 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
4871 #still some false laziness w/ search/cust_main.cgi
4876 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
4877 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
4880 if ( $first && $last ) {
4883 { 'first' => { op=>'ILIKE', value=>"%$first%" },
4884 'last' => { op=>'ILIKE', value=>"%$last%" },
4886 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
4887 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
4894 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
4895 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
4899 foreach my $hashref ( @hashrefs ) {
4901 push @cust_main, qsearch( {
4902 'table' => 'cust_main',
4903 'hashref' => { %$hashref,
4906 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
4915 " AND $agentnums_sql", #extra_sql #agent virtualization
4918 if ( $first && $last ) {
4919 push @cust_main, FS::cust_main->fuzzy_search(
4920 { 'last' => $last, #fuzzy hashref
4921 'first' => $first }, #
4925 foreach my $field ( 'last', 'company' ) {
4927 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
4932 #eliminate duplicates
4934 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
4942 =item check_and_rebuild_fuzzyfiles
4946 use vars qw(@fuzzyfields);
4947 @fuzzyfields = ( 'last', 'first', 'company' );
4949 sub check_and_rebuild_fuzzyfiles {
4950 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4951 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
4954 =item rebuild_fuzzyfiles
4958 sub rebuild_fuzzyfiles {
4960 use Fcntl qw(:flock);
4962 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4963 mkdir $dir, 0700 unless -d $dir;
4965 foreach my $fuzzy ( @fuzzyfields ) {
4967 open(LOCK,">>$dir/cust_main.$fuzzy")
4968 or die "can't open $dir/cust_main.$fuzzy: $!";
4970 or die "can't lock $dir/cust_main.$fuzzy: $!";
4972 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
4973 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
4975 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
4976 my $sth = dbh->prepare("SELECT $field FROM cust_main".
4977 " WHERE $field != '' AND $field IS NOT NULL");
4978 $sth->execute or die $sth->errstr;
4980 while ( my $row = $sth->fetchrow_arrayref ) {
4981 print CACHE $row->[0]. "\n";
4986 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
4988 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
4999 my( $self, $field ) = @_;
5000 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5001 open(CACHE,"<$dir/cust_main.$field")
5002 or die "can't open $dir/cust_main.$field: $!";
5003 my @array = map { chomp; $_; } <CACHE>;
5008 =item append_fuzzyfiles LASTNAME COMPANY
5012 sub append_fuzzyfiles {
5013 #my( $first, $last, $company ) = @_;
5015 &check_and_rebuild_fuzzyfiles;
5017 use Fcntl qw(:flock);
5019 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5021 foreach my $field (qw( first last company )) {
5026 open(CACHE,">>$dir/cust_main.$field")
5027 or die "can't open $dir/cust_main.$field: $!";
5028 flock(CACHE,LOCK_EX)
5029 or die "can't lock $dir/cust_main.$field: $!";
5031 print CACHE "$value\n";
5033 flock(CACHE,LOCK_UN)
5034 or die "can't unlock $dir/cust_main.$field: $!";
5049 #warn join('-',keys %$param);
5050 my $fh = $param->{filehandle};
5051 my $agentnum = $param->{agentnum};
5053 my $refnum = $param->{refnum};
5054 my $pkgpart = $param->{pkgpart};
5056 #my @fields = @{$param->{fields}};
5057 my $format = $param->{'format'};
5060 if ( $format eq 'simple' ) {
5061 @fields = qw( cust_pkg.setup dayphone first last
5062 address1 address2 city state zip comments );
5064 } elsif ( $format eq 'extended' ) {
5065 @fields = qw( agent_custid refnum
5066 last first address1 address2 city state zip country
5068 ship_last ship_first ship_address1 ship_address2
5069 ship_city ship_state ship_zip ship_country
5070 payinfo paycvv paydate
5073 svc_acct.username svc_acct._password
5076 } elsif ( $format eq 'extended-plus_company' ) {
5077 @fields = qw( agent_custid refnum
5078 last first company address1 address2 city state zip country
5080 ship_last ship_first ship_company ship_address1 ship_address2
5081 ship_city ship_state ship_zip ship_country
5082 payinfo paycvv paydate
5085 svc_acct.username svc_acct._password
5089 die "unknown format $format";
5092 eval "use Text::CSV_XS;";
5095 my $csv = new Text::CSV_XS;
5102 local $SIG{HUP} = 'IGNORE';
5103 local $SIG{INT} = 'IGNORE';
5104 local $SIG{QUIT} = 'IGNORE';
5105 local $SIG{TERM} = 'IGNORE';
5106 local $SIG{TSTP} = 'IGNORE';
5107 local $SIG{PIPE} = 'IGNORE';
5109 my $oldAutoCommit = $FS::UID::AutoCommit;
5110 local $FS::UID::AutoCommit = 0;
5113 #while ( $columns = $csv->getline($fh) ) {
5115 while ( defined($line=<$fh>) ) {
5117 $csv->parse($line) or do {
5118 $dbh->rollback if $oldAutoCommit;
5119 return "can't parse: ". $csv->error_input();
5122 my @columns = $csv->fields();
5123 #warn join('-',@columns);
5126 agentnum => $agentnum,
5128 country => $conf->config('countrydefault') || 'US',
5129 payby => $payby, #default
5130 paydate => '12/2037', #default
5132 my $billtime = time;
5133 my %cust_pkg = ( pkgpart => $pkgpart );
5135 foreach my $field ( @fields ) {
5137 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5139 #$cust_pkg{$1} = str2time( shift @$columns );
5140 if ( $1 eq 'pkgpart' ) {
5141 $cust_pkg{$1} = shift @columns;
5142 } elsif ( $1 eq 'setup' ) {
5143 $billtime = str2time(shift @columns);
5145 $cust_pkg{$1} = str2time( shift @columns );
5148 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5150 $svc_acct{$1} = shift @columns;
5154 #refnum interception
5155 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5157 my $referral = $columns[0];
5158 my %hash = ( 'referral' => $referral,
5159 'agentnum' => $agentnum,
5163 my $part_referral = qsearchs('part_referral', \%hash )
5164 || new FS::part_referral \%hash;
5166 unless ( $part_referral->refnum ) {
5167 my $error = $part_referral->insert;
5169 $dbh->rollback if $oldAutoCommit;
5170 return "can't auto-insert advertising source: $referral: $error";
5174 $columns[0] = $part_referral->refnum;
5177 #$cust_main{$field} = shift @$columns;
5178 $cust_main{$field} = shift @columns;
5182 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
5184 my $invoicing_list = $cust_main{'invoicing_list'}
5185 ? [ delete $cust_main{'invoicing_list'} ]
5188 my $cust_main = new FS::cust_main ( \%cust_main );
5191 tie my %hash, 'Tie::RefHash'; #this part is important
5193 if ( $cust_pkg{'pkgpart'} ) {
5194 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5197 if ( $svc_acct{'username'} ) {
5198 my $part_pkg = $cust_pkg->part_pkg;
5199 unless ( $part_pkg ) {
5200 $dbh->rollback if $oldAutoCommit;
5201 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
5203 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
5204 push @svc_acct, new FS::svc_acct ( \%svc_acct )
5207 $hash{$cust_pkg} = \@svc_acct;
5210 my $error = $cust_main->insert( \%hash, $invoicing_list );
5213 $dbh->rollback if $oldAutoCommit;
5214 return "can't insert customer for $line: $error";
5217 if ( $format eq 'simple' ) {
5219 #false laziness w/bill.cgi
5220 $error = $cust_main->bill( 'time' => $billtime );
5222 $dbh->rollback if $oldAutoCommit;
5223 return "can't bill customer for $line: $error";
5226 $error = $cust_main->apply_payments_and_credits;
5228 $dbh->rollback if $oldAutoCommit;
5229 return "can't bill customer for $line: $error";
5232 $error = $cust_main->collect();
5234 $dbh->rollback if $oldAutoCommit;
5235 return "can't collect customer for $line: $error";
5243 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5245 return "Empty file!" unless $imported;
5257 #warn join('-',keys %$param);
5258 my $fh = $param->{filehandle};
5259 my @fields = @{$param->{fields}};
5261 eval "use Text::CSV_XS;";
5264 my $csv = new Text::CSV_XS;
5271 local $SIG{HUP} = 'IGNORE';
5272 local $SIG{INT} = 'IGNORE';
5273 local $SIG{QUIT} = 'IGNORE';
5274 local $SIG{TERM} = 'IGNORE';
5275 local $SIG{TSTP} = 'IGNORE';
5276 local $SIG{PIPE} = 'IGNORE';
5278 my $oldAutoCommit = $FS::UID::AutoCommit;
5279 local $FS::UID::AutoCommit = 0;
5282 #while ( $columns = $csv->getline($fh) ) {
5284 while ( defined($line=<$fh>) ) {
5286 $csv->parse($line) or do {
5287 $dbh->rollback if $oldAutoCommit;
5288 return "can't parse: ". $csv->error_input();
5291 my @columns = $csv->fields();
5292 #warn join('-',@columns);
5295 foreach my $field ( @fields ) {
5296 $row{$field} = shift @columns;
5299 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
5300 unless ( $cust_main ) {
5301 $dbh->rollback if $oldAutoCommit;
5302 return "unknown custnum $row{'custnum'}";
5305 if ( $row{'amount'} > 0 ) {
5306 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5308 $dbh->rollback if $oldAutoCommit;
5312 } elsif ( $row{'amount'} < 0 ) {
5313 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5316 $dbh->rollback if $oldAutoCommit;
5326 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5328 return "Empty file!" unless $imported;
5334 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5336 Sends a templated email notification to the customer (see L<Text::Template>).
5338 OPTIONS is a hash and may include
5340 I<from> - the email sender (default is invoice_from)
5342 I<to> - comma-separated scalar or arrayref of recipients
5343 (default is invoicing_list)
5345 I<subject> - The subject line of the sent email notification
5346 (default is "Notice from company_name")
5348 I<extra_fields> - a hashref of name/value pairs which will be substituted
5351 The following variables are vavailable in the template.
5353 I<$first> - the customer first name
5354 I<$last> - the customer last name
5355 I<$company> - the customer company
5356 I<$payby> - a description of the method of payment for the customer
5357 # would be nice to use FS::payby::shortname
5358 I<$payinfo> - the account information used to collect for this customer
5359 I<$expdate> - the expiration of the customer payment in seconds from epoch
5364 my ($customer, $template, %options) = @_;
5366 return unless $conf->exists($template);
5368 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
5369 $from = $options{from} if exists($options{from});
5371 my $to = join(',', $customer->invoicing_list_emailonly);
5372 $to = $options{to} if exists($options{to});
5374 my $subject = "Notice from " . $conf->config('company_name')
5375 if $conf->exists('company_name');
5376 $subject = $options{subject} if exists($options{subject});
5378 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5379 SOURCE => [ map "$_\n",
5380 $conf->config($template)]
5382 or die "can't create new Text::Template object: Text::Template::ERROR";
5383 $notify_template->compile()
5384 or die "can't compile template: Text::Template::ERROR";
5386 my $paydate = $customer->paydate || '2037-12-31';
5387 $FS::notify_template::_template::first = $customer->first;
5388 $FS::notify_template::_template::last = $customer->last;
5389 $FS::notify_template::_template::company = $customer->company;
5390 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
5391 my $payby = $customer->payby;
5392 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5393 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5395 #credit cards expire at the end of the month/year of their exp date
5396 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5397 $FS::notify_template::_template::payby = 'credit card';
5398 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5399 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5401 }elsif ($payby eq 'COMP') {
5402 $FS::notify_template::_template::payby = 'complimentary account';
5404 $FS::notify_template::_template::payby = 'current method';
5406 $FS::notify_template::_template::expdate = $expire_time;
5408 for (keys %{$options{extra_fields}}){
5410 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5413 send_email(from => $from,
5415 subject => $subject,
5416 body => $notify_template->fill_in( PACKAGE =>
5417 'FS::notify_template::_template' ),
5422 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5424 Generates a templated notification to the customer (see L<Text::Template>).
5426 OPTIONS is a hash and may include
5428 I<extra_fields> - a hashref of name/value pairs which will be substituted
5429 into the template. These values may override values mentioned below
5430 and those from the customer record.
5432 The following variables are available in the template instead of or in addition
5433 to the fields of the customer record.
5435 I<$payby> - a description of the method of payment for the customer
5436 # would be nice to use FS::payby::shortname
5437 I<$payinfo> - the masked account information used to collect for this customer
5438 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5439 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
5443 sub generate_letter {
5444 my ($self, $template, %options) = @_;
5446 return unless $conf->exists($template);
5448 my $letter_template = new Text::Template
5450 SOURCE => [ map "$_\n", $conf->config($template)],
5451 DELIMITERS => [ '[@--', '--@]' ],
5453 or die "can't create new Text::Template object: Text::Template::ERROR";
5455 $letter_template->compile()
5456 or die "can't compile template: Text::Template::ERROR";
5458 my %letter_data = map { $_ => $self->$_ } $self->fields;
5459 $letter_data{payinfo} = $self->mask_payinfo;
5461 my $paydate = $self->paydate || '2037-12-31';
5462 my $payby = $self->payby;
5463 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5464 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5466 #credit cards expire at the end of the month/year of their exp date
5467 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5468 $letter_data{payby} = 'credit card';
5469 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5470 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5472 }elsif ($payby eq 'COMP') {
5473 $letter_data{payby} = 'complimentary account';
5475 $letter_data{payby} = 'current method';
5477 $letter_data{expdate} = $expire_time;
5479 for (keys %{$options{extra_fields}}){
5480 $letter_data{$_} = $options{extra_fields}->{$_};
5483 unless(exists($letter_data{returnaddress})){
5484 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5485 $self->_agent_template)
5488 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
5491 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5493 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
5494 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5498 ) or die "can't open temp file: $!\n";
5500 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5502 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5506 =item print_ps TEMPLATE
5508 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5514 my $file = $self->generate_letter(@_);
5515 FS::Misc::generate_ps($file);
5518 =item print TEMPLATE
5520 Prints the filled in template.
5522 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5526 sub queueable_print {
5529 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5530 or die "invalid customer number: " . $opt{custvnum};
5532 my $error = $self->print( $opt{template} );
5533 die $error if $error;
5537 my ($self, $template) = (shift, shift);
5538 do_print [ $self->print_ps($template) ];
5541 sub agent_template {
5543 $self->_agent_plandata('agent_templatename');
5546 sub agent_invoice_from {
5548 $self->_agent_plandata('agent_invoice_from');
5551 sub _agent_plandata {
5552 my( $self, $option ) = @_;
5555 if ( driver_name =~ /^Pg/i ) {
5557 } elsif ( driver_name =~ /^mysql/i ) {
5560 die "don't know how to use regular expressions in ". driver_name. " databases";
5563 my $part_bill_event = qsearchs( 'part_bill_event',
5565 'payby' => $self->payby,
5566 'plan' => 'send_agent',
5567 'plandata' => { 'op' => $regexp,
5568 'value' => "(^|\n)agentnum ".
5576 'ORDER BY seconds LIMIT 1'
5579 return '' unless $part_bill_event;
5581 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
5584 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
5585 " plandata for $option";
5597 The delete method should possibly take an FS::cust_main object reference
5598 instead of a scalar customer number.
5600 Bill and collect options should probably be passed as references instead of a
5603 There should probably be a configuration file with a list of allowed credit
5606 No multiple currency support (probably a larger project than just this module).
5608 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5610 Birthdates rely on negative epoch values.
5612 The payby for card/check batches is broken. With mixed batching, bad
5617 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5618 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5619 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.