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( generate_email 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, $postal_charge ) = ( 0, 0, 0 );
1928 my @precommit_hooks = ();
1930 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
1931 foreach my $cust_pkg (@cust_pkgs) {
1933 #NO!! next if $cust_pkg->cancel;
1934 next if $cust_pkg->getfield('cancel');
1936 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1938 #? to avoid use of uninitialized value errors... ?
1939 $cust_pkg->setfield('bill', '')
1940 unless defined($cust_pkg->bill);
1942 my $part_pkg = $cust_pkg->part_pkg;
1944 my %hash = $cust_pkg->hash;
1945 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 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
1974 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
1978 # bill recurring fee
1981 #XXX unit stuff here too
1985 if ( $part_pkg->getfield('freq') ne '0' &&
1986 ! $cust_pkg->getfield('susp') &&
1987 ( $cust_pkg->getfield('bill') || 0 ) <= $time
1990 # XXX should this be a package event? probably. events are called
1991 # at collection time at the moment, though...
1992 if ( $part_pkg->can('reset_usage') ) {
1993 warn " resetting usage counters" if $DEBUG > 1;
1994 $part_pkg->reset_usage($cust_pkg);
1997 warn " bill recur\n" if $DEBUG > 1;
1999 # XXX shared with $recur_prog
2000 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2002 #over two params! lets at least switch to a hashref for the rest...
2003 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2005 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2007 $dbh->rollback if $oldAutoCommit;
2008 return "$@ running calc_recur for $cust_pkg\n";
2011 #change this bit to use Date::Manip? CAREFUL with timezones (see
2012 # mailing list archive)
2013 my ($sec,$min,$hour,$mday,$mon,$year) =
2014 (localtime($sdate) )[0,1,2,3,4,5];
2016 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2017 # only for figuring next bill date, nothing else, so, reset $sdate again
2019 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2020 $cust_pkg->last_bill($sdate);
2022 if ( $part_pkg->freq =~ /^\d+$/ ) {
2023 $mon += $part_pkg->freq;
2024 until ( $mon < 12 ) { $mon -= 12; $year++; }
2025 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2027 $mday += $weeks * 7;
2028 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2031 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2035 $dbh->rollback if $oldAutoCommit;
2036 return "unparsable frequency: ". $part_pkg->freq;
2038 $cust_pkg->setfield('bill',
2039 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2042 warn "\$setup is undefined" unless defined($setup);
2043 warn "\$recur is undefined" unless defined($recur);
2044 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2047 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2050 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2052 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2055 $error=$cust_pkg->replace($old_cust_pkg,
2056 options => { $cust_pkg->options },
2058 if ( $error ) { #just in case
2059 $dbh->rollback if $oldAutoCommit;
2060 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2063 $setup = sprintf( "%.2f", $setup );
2064 $recur = sprintf( "%.2f", $recur );
2065 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2066 $dbh->rollback if $oldAutoCommit;
2067 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2069 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2070 $dbh->rollback if $oldAutoCommit;
2071 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2074 if ( $setup != 0 || $recur != 0 ) {
2076 unless ($postal_charge) {
2077 $postal_charge = 1; # try only once
2078 my $postal_pkg = $self->charge_postal_fee();
2079 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2080 $dbh->rollback if $oldAutoCommit;
2081 return "can't charge postal invoice fee for customer ".
2082 $self->custnum. ": $postal_pkg";
2084 push @cust_pkgs, $postal_pkg if $postal_pkg;
2087 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2089 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2090 'invnum' => $invnum,
2091 'pkgnum' => $cust_pkg->pkgnum,
2093 'unitsetup' => $unitsetup,
2095 'unitrecur' => $unitrecur,
2096 'quantity' => $cust_pkg->quantity,
2098 'edate' => $cust_pkg->bill,
2099 'details' => \@details,
2101 $error = $cust_bill_pkg->insert;
2103 $dbh->rollback if $oldAutoCommit;
2104 return "can't create invoice line item for invoice #$invnum: $error";
2106 $total_setup += $setup;
2107 $total_recur += $recur;
2113 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2116 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2119 my %taxhash = map { $_ => $self->get("$prefix$_") }
2120 qw( state county country );
2122 $taxhash{'taxclass'} = $part_pkg->taxclass;
2124 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2127 $taxhash{'taxclass'} = '';
2128 @taxes = qsearch( 'cust_main_county', \%taxhash );
2131 #one more try at a whole-country tax rate
2133 $taxhash{$_} = '' foreach qw( state county );
2134 @taxes = qsearch( 'cust_main_county', \%taxhash );
2137 # maybe eliminate this entirely, along with all the 0% records
2139 $dbh->rollback if $oldAutoCommit;
2141 "fatal: can't find tax rate for state/county/country/taxclass ".
2142 join('/', ( map $self->get("$prefix$_"),
2143 qw(state county country)
2145 $part_pkg->taxclass ). "\n";
2148 foreach my $tax ( @taxes ) {
2150 my $taxable_charged = 0;
2151 $taxable_charged += $setup
2152 unless $part_pkg->setuptax =~ /^Y$/i
2153 || $tax->setuptax =~ /^Y$/i;
2154 $taxable_charged += $recur
2155 unless $part_pkg->recurtax =~ /^Y$/i
2156 || $tax->recurtax =~ /^Y$/i;
2157 next unless $taxable_charged;
2159 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2160 #my ($mon,$year) = (localtime($sdate) )[4,5];
2161 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2163 my $freq = $part_pkg->freq || 1;
2164 if ( $freq !~ /(\d+)$/ ) {
2165 $dbh->rollback if $oldAutoCommit;
2166 return "daily/weekly package definitions not (yet?)".
2167 " compatible with monthly tax exemptions";
2169 my $taxable_per_month =
2170 sprintf("%.2f", $taxable_charged / $freq );
2172 #call the whole thing off if this customer has any old
2173 #exemption records...
2174 my @cust_tax_exempt =
2175 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2176 if ( @cust_tax_exempt ) {
2177 $dbh->rollback if $oldAutoCommit;
2179 'this customer still has old-style tax exemption records; '.
2180 'run bin/fs-migrate-cust_tax_exempt?';
2183 foreach my $which_month ( 1 .. $freq ) {
2185 #maintain the new exemption table now
2188 FROM cust_tax_exempt_pkg
2189 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2190 LEFT JOIN cust_bill USING ( invnum )
2196 my $sth = dbh->prepare($sql) or do {
2197 $dbh->rollback if $oldAutoCommit;
2198 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2206 $dbh->rollback if $oldAutoCommit;
2207 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2209 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2211 my $remaining_exemption =
2212 $tax->exempt_amount - $existing_exemption;
2213 if ( $remaining_exemption > 0 ) {
2214 my $addl = $remaining_exemption > $taxable_per_month
2215 ? $taxable_per_month
2216 : $remaining_exemption;
2217 $taxable_charged -= $addl;
2219 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2220 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2221 'taxnum' => $tax->taxnum,
2222 'year' => 1900+$year,
2224 'amount' => sprintf("%.2f", $addl ),
2226 $error = $cust_tax_exempt_pkg->insert;
2228 $dbh->rollback if $oldAutoCommit;
2229 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2231 } # if $remaining_exemption > 0
2235 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2236 until ( $mon < 13 ) { $mon -= 12; $year++; }
2238 } #foreach $which_month
2240 } #if $tax->exempt_amount
2242 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2244 #$tax += $taxable_charged * $cust_main_county->tax / 100
2245 $tax{ $tax->taxname || 'Tax' } +=
2246 $taxable_charged * $tax->tax / 100
2248 } #foreach my $tax ( @taxes )
2250 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2252 } #if $setup != 0 || $recur != 0
2254 } #if $cust_pkg->modified
2256 } #foreach my $cust_pkg
2258 unless ( $cust_bill->cust_bill_pkg ) {
2259 $cust_bill->delete; #don't create an invoice w/o line items
2260 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2264 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2266 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2267 my $tax = sprintf("%.2f", $tax{$taxname} );
2268 $charged = sprintf( "%.2f", $charged+$tax );
2270 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2271 'invnum' => $invnum,
2277 'itemdesc' => $taxname,
2279 $error = $cust_bill_pkg->insert;
2281 $dbh->rollback if $oldAutoCommit;
2282 return "can't create invoice line item for invoice #$invnum: $error";
2284 $total_setup += $tax;
2288 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2289 $error = $cust_bill->replace;
2291 $dbh->rollback if $oldAutoCommit;
2292 return "can't update charged for invoice #$invnum: $error";
2295 foreach my $hook ( @precommit_hooks ) {
2297 &{$hook}; #($self) ?
2300 $dbh->rollback if $oldAutoCommit;
2301 return "$@ running precommit hook $hook\n";
2305 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2309 =item collect OPTIONS
2311 (Attempt to) collect money for this customer's outstanding invoices (see
2312 L<FS::cust_bill>). Usually used after the bill method.
2314 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2315 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2316 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2318 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2319 and the invoice events web interface.
2321 If there is an error, returns the error, otherwise returns false.
2323 Options are passed as name-value pairs.
2325 Currently available options are:
2327 invoice_time - Use this time when deciding when to print invoices and
2328 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>
2329 for conversion functions.
2331 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2334 quiet - set true to surpress email card/ACH decline notices.
2336 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2339 payby - allows for one time override of normal customer billing method
2344 my( $self, %options ) = @_;
2345 my $invoice_time = $options{'invoice_time'} || time;
2348 local $SIG{HUP} = 'IGNORE';
2349 local $SIG{INT} = 'IGNORE';
2350 local $SIG{QUIT} = 'IGNORE';
2351 local $SIG{TERM} = 'IGNORE';
2352 local $SIG{TSTP} = 'IGNORE';
2353 local $SIG{PIPE} = 'IGNORE';
2355 my $oldAutoCommit = $FS::UID::AutoCommit;
2356 local $FS::UID::AutoCommit = 0;
2359 $self->select_for_update; #mutex
2361 my $balance = $self->balance;
2362 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2364 unless ( $balance > 0 ) { #redundant?????
2365 $dbh->rollback if $oldAutoCommit; #hmm
2369 if ( exists($options{'retry_card'}) ) {
2370 carp 'retry_card option passed to collect is deprecated; use retry';
2371 $options{'retry'} ||= $options{'retry_card'};
2373 if ( exists($options{'retry'}) && $options{'retry'} ) {
2374 my $error = $self->retry_realtime;
2376 $dbh->rollback if $oldAutoCommit;
2382 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2383 $extra_sql = " AND freq = '1m' ";
2385 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2388 foreach my $cust_bill ( $self->open_cust_bill ) {
2390 # don't try to charge for the same invoice if it's already in a batch
2391 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2393 last if $self->balance <= 0;
2395 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2398 foreach my $part_bill_event ( due_events ( $cust_bill,
2399 exists($options{'payby'})
2405 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2406 || $self->balance <= 0; # or if balance<=0
2409 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2410 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2413 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2414 # gah, even with transactions.
2415 $dbh->commit if $oldAutoCommit; #well.
2424 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2429 =item retry_realtime
2431 Schedules realtime / batch credit card / electronic check / LEC billing
2432 events for for retry. Useful if card information has changed or manual
2433 retry is desired. The 'collect' method must be called to actually retry
2436 Implementation details: For each of this customer's open invoices, changes
2437 the status of the first "done" (with statustext error) realtime processing
2442 sub retry_realtime {
2445 local $SIG{HUP} = 'IGNORE';
2446 local $SIG{INT} = 'IGNORE';
2447 local $SIG{QUIT} = 'IGNORE';
2448 local $SIG{TERM} = 'IGNORE';
2449 local $SIG{TSTP} = 'IGNORE';
2450 local $SIG{PIPE} = 'IGNORE';
2452 my $oldAutoCommit = $FS::UID::AutoCommit;
2453 local $FS::UID::AutoCommit = 0;
2456 foreach my $cust_bill (
2457 grep { $_->cust_bill_event }
2458 $self->open_cust_bill
2460 my @cust_bill_event =
2461 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2463 #$_->part_bill_event->plan eq 'realtime-card'
2464 $_->part_bill_event->eventcode =~
2465 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2466 && $_->status eq 'done'
2469 $cust_bill->cust_bill_event;
2470 next unless @cust_bill_event;
2471 my $error = $cust_bill_event[0]->retry;
2473 $dbh->rollback if $oldAutoCommit;
2474 return "error scheduling invoice event for retry: $error";
2479 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2484 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2486 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2487 via a Business::OnlinePayment realtime gateway. See
2488 L<http://420.am/business-onlinepayment> for supported gateways.
2490 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2492 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2494 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2495 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2496 if set, will override the value from the customer record.
2498 I<description> is a free-text field passed to the gateway. It defaults to
2499 "Internet services".
2501 If an I<invnum> is specified, this payment (if successful) is applied to the
2502 specified invoice. If you don't specify an I<invnum> you might want to
2503 call the B<apply_payments> method.
2505 I<quiet> can be set true to surpress email decline notices.
2507 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2508 resulting paynum, if any.
2510 I<payunique> is a unique identifier for this payment.
2512 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2519 my( $self, $method, $amount, %options ) = @_;
2521 warn "$me realtime_bop: $method $amount\n";
2522 warn " $_ => $options{$_}\n" foreach keys %options;
2525 $options{'description'} ||= 'Internet services';
2527 eval "use Business::OnlinePayment";
2530 my $payinfo = exists($options{'payinfo'})
2531 ? $options{'payinfo'}
2534 my %method2payby = (
2545 if ( $options{'invnum'} ) {
2546 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2547 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2549 map { $_->part_pkg->taxclass }
2551 map { $_->cust_pkg }
2552 $cust_bill->cust_bill_pkg;
2553 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2554 #different taxclasses
2555 $taxclass = $taxclasses[0];
2559 #look for an agent gateway override first
2561 if ( $method eq 'CC' ) {
2562 $cardtype = cardtype($payinfo);
2563 } elsif ( $method eq 'ECHECK' ) {
2566 $cardtype = $method;
2570 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2571 cardtype => $cardtype,
2572 taxclass => $taxclass, } )
2573 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2575 taxclass => $taxclass, } )
2576 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2577 cardtype => $cardtype,
2579 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2581 taxclass => '', } );
2583 my $payment_gateway = '';
2584 my( $processor, $login, $password, $action, @bop_options );
2585 if ( $override ) { #use a payment gateway override
2587 $payment_gateway = $override->payment_gateway;
2589 $processor = $payment_gateway->gateway_module;
2590 $login = $payment_gateway->gateway_username;
2591 $password = $payment_gateway->gateway_password;
2592 $action = $payment_gateway->gateway_action;
2593 @bop_options = $payment_gateway->options;
2595 } else { #use the standard settings from the config
2597 ( $processor, $login, $password, $action, @bop_options ) =
2598 $self->default_payment_gateway($method);
2606 my $address = exists($options{'address1'})
2607 ? $options{'address1'}
2609 my $address2 = exists($options{'address2'})
2610 ? $options{'address2'}
2612 $address .= ", ". $address2 if length($address2);
2614 my $o_payname = exists($options{'payname'})
2615 ? $options{'payname'}
2617 my($payname, $payfirst, $paylast);
2618 if ( $o_payname && $method ne 'ECHECK' ) {
2619 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2620 or return "Illegal payname $payname";
2621 ($payfirst, $paylast) = ($1, $2);
2623 $payfirst = $self->getfield('first');
2624 $paylast = $self->getfield('last');
2625 $payname = "$payfirst $paylast";
2628 my @invoicing_list = $self->invoicing_list_emailonly;
2629 if ( $conf->exists('emailinvoiceautoalways')
2630 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2631 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2632 push @invoicing_list, $self->all_emails;
2635 my $email = ($conf->exists('business-onlinepayment-email-override'))
2636 ? $conf->config('business-onlinepayment-email-override')
2637 : $invoicing_list[0];
2641 my $payip = exists($options{'payip'})
2644 $content{customer_ip} = $payip
2647 $content{invoice_number} = $options{'invnum'}
2648 if exists($options{'invnum'}) && length($options{'invnum'});
2650 $content{email_customer} =
2651 ( $conf->exists('business-onlinepayment-email_customer')
2652 || $conf->exists('business-onlinepayment-email-override') );
2655 if ( $method eq 'CC' ) {
2657 $content{card_number} = $payinfo;
2658 $paydate = exists($options{'paydate'})
2659 ? $options{'paydate'}
2661 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2662 $content{expiration} = "$2/$1";
2664 my $paycvv = exists($options{'paycvv'})
2665 ? $options{'paycvv'}
2667 $content{cvv2} = $paycvv
2670 my $paystart_month = exists($options{'paystart_month'})
2671 ? $options{'paystart_month'}
2672 : $self->paystart_month;
2674 my $paystart_year = exists($options{'paystart_year'})
2675 ? $options{'paystart_year'}
2676 : $self->paystart_year;
2678 $content{card_start} = "$paystart_month/$paystart_year"
2679 if $paystart_month && $paystart_year;
2681 my $payissue = exists($options{'payissue'})
2682 ? $options{'payissue'}
2684 $content{issue_number} = $payissue if $payissue;
2686 $content{recurring_billing} = 'YES'
2687 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2689 'payinfo' => $payinfo,
2691 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2693 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2697 } elsif ( $method eq 'ECHECK' ) {
2698 ( $content{account_number}, $content{routing_code} ) =
2699 split('@', $payinfo);
2700 $content{bank_name} = $o_payname;
2701 $content{bank_state} = exists($options{'paystate'})
2702 ? $options{'paystate'}
2703 : $self->getfield('paystate');
2704 $content{account_type} = exists($options{'paytype'})
2705 ? uc($options{'paytype'}) || 'CHECKING'
2706 : uc($self->getfield('paytype')) || 'CHECKING';
2707 $content{account_name} = $payname;
2708 $content{customer_org} = $self->company ? 'B' : 'I';
2709 $content{state_id} = exists($options{'stateid'})
2710 ? $options{'stateid'}
2711 : $self->getfield('stateid');
2712 $content{state_id_state} = exists($options{'stateid_state'})
2713 ? $options{'stateid_state'}
2714 : $self->getfield('stateid_state');
2715 $content{customer_ssn} = exists($options{'ss'})
2718 } elsif ( $method eq 'LEC' ) {
2719 $content{phone} = $payinfo;
2723 # run transaction(s)
2726 my $balance = exists( $options{'balance'} )
2727 ? $options{'balance'}
2730 $self->select_for_update; #mutex ... just until we get our pending record in
2732 #the checks here are intended to catch concurrent payments
2733 #double-form-submission prevention is taken care of in cust_pay_pending::check
2736 return "The customer's balance has changed; $method transaction aborted."
2737 if $self->balance < $balance;
2738 #&& $self->balance < $amount; #might as well anyway?
2740 #also check and make sure there aren't *other* pending payments for this cust
2742 my @pending = qsearch('cust_pay_pending', {
2743 'custnum' => $self->custnum,
2744 'status' => { op=>'!=', value=>'done' }
2746 return "A payment is already being processed for this customer (".
2747 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2748 "); $method transaction aborted."
2749 if scalar(@pending);
2751 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2753 my $cust_pay_pending = new FS::cust_pay_pending {
2754 'custnum' => $self->custnum,
2755 #'invnum' => $options{'invnum'},
2758 'payby' => $method2payby{$method},
2759 'payinfo' => $payinfo,
2760 'paydate' => $paydate,
2762 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2764 $cust_pay_pending->payunique( $options{payunique} )
2765 if defined($options{payunique}) && length($options{payunique});
2766 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2767 return $cpp_new_err if $cpp_new_err;
2769 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2771 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2772 $transaction->content(
2775 'password' => $password,
2776 'action' => $action1,
2777 'description' => $options{'description'},
2778 'amount' => $amount,
2779 #'invoice_number' => $options{'invnum'},
2780 'customer_id' => $self->custnum,
2781 'last_name' => $paylast,
2782 'first_name' => $payfirst,
2784 'address' => $address,
2785 'city' => ( exists($options{'city'})
2788 'state' => ( exists($options{'state'})
2791 'zip' => ( exists($options{'zip'})
2794 'country' => ( exists($options{'country'})
2795 ? $options{'country'}
2797 'referer' => 'http://cleanwhisker.420.am/',
2799 'phone' => $self->daytime || $self->night,
2803 $cust_pay_pending->status('pending');
2804 my $cpp_pending_err = $cust_pay_pending->replace;
2805 return $cpp_pending_err if $cpp_pending_err;
2807 $transaction->submit();
2809 if ( $transaction->is_success() && $action2 ) {
2811 $cust_pay_pending->status('authorized');
2812 my $cpp_authorized_err = $cust_pay_pending->replace;
2813 return $cpp_authorized_err if $cpp_authorized_err;
2815 my $auth = $transaction->authorization;
2816 my $ordernum = $transaction->can('order_number')
2817 ? $transaction->order_number
2821 new Business::OnlinePayment( $processor, @bop_options );
2828 password => $password,
2829 order_number => $ordernum,
2831 authorization => $auth,
2832 description => $options{'description'},
2835 foreach my $field (qw( authorization_source_code returned_ACI
2836 transaction_identifier validation_code
2837 transaction_sequence_num local_transaction_date
2838 local_transaction_time AVS_result_code )) {
2839 $capture{$field} = $transaction->$field() if $transaction->can($field);
2842 $capture->content( %capture );
2846 unless ( $capture->is_success ) {
2847 my $e = "Authorization successful but capture failed, custnum #".
2848 $self->custnum. ': '. $capture->result_code.
2849 ": ". $capture->error_message;
2856 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
2857 my $cpp_captured_err = $cust_pay_pending->replace;
2858 return $cpp_captured_err if $cpp_captured_err;
2861 # remove paycvv after initial transaction
2864 #false laziness w/misc/process/payment.cgi - check both to make sure working
2866 if ( defined $self->dbdef_table->column('paycvv')
2867 && length($self->paycvv)
2868 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2870 my $error = $self->remove_cvv;
2872 warn "WARNING: error removing cvv: $error\n";
2880 if ( $transaction->is_success() ) {
2883 if ( $payment_gateway ) { # agent override
2884 $paybatch = $payment_gateway->gatewaynum. '-';
2887 $paybatch .= "$processor:". $transaction->authorization;
2889 $paybatch .= ':'. $transaction->order_number
2890 if $transaction->can('order_number')
2891 && length($transaction->order_number);
2893 my $cust_pay = new FS::cust_pay ( {
2894 'custnum' => $self->custnum,
2895 'invnum' => $options{'invnum'},
2898 'payby' => $method2payby{$method},
2899 'payinfo' => $payinfo,
2900 'paybatch' => $paybatch,
2901 'paydate' => $paydate,
2903 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
2904 $cust_pay->payunique( $options{payunique} )
2905 if defined($options{payunique}) && length($options{payunique});
2907 my $oldAutoCommit = $FS::UID::AutoCommit;
2908 local $FS::UID::AutoCommit = 0;
2911 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
2913 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2916 $cust_pay->invnum(''); #try again with no specific invnum
2917 my $error2 = $cust_pay->insert( $options{'manual'} ?
2918 ( 'manual' => 1 ) : ()
2921 # gah. but at least we have a record of the state we had to abort in
2922 # from cust_pay_pending now.
2923 my $e = "WARNING: $method captured but payment not recorded - ".
2924 "error inserting payment ($processor): $error2".
2925 " (previously tried insert with invnum #$options{'invnum'}" .
2926 ": $error ) - pending payment saved as paypendingnum ".
2927 $cust_pay_pending->paypendingnum. "\n";
2933 if ( $options{'paynum_ref'} ) {
2934 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
2937 $cust_pay_pending->status('done');
2938 $cust_pay_pending->statustext('captured');
2939 my $cpp_done_err = $cust_pay_pending->replace;
2941 if ( $cpp_done_err ) {
2943 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2944 my $e = "WARNING: $method captured but payment not recorded - ".
2945 "error updating status for paypendingnum ".
2946 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
2952 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2953 return ''; #no error
2959 my $perror = "$processor error: ". $transaction->error_message;
2961 unless ( $transaction->error_message ) {
2964 #this should be normalized :/
2966 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
2967 if ( $transaction->can('param')
2968 && $transaction->param('transaction_response') ) {
2969 $t_response = $transaction->param('transaction_response')
2971 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
2972 } elsif ( $transaction->can('response_page') ) {
2974 'page' => ( $transaction->can('response_page')
2975 ? $transaction->response_page
2978 'code' => ( $transaction->can('response_code')
2979 ? $transaction->response_code
2982 'headers' => ( $transaction->can('response_headers')
2983 ? $transaction->response_headers
2989 "No additional debugging information available for $processor";
2992 $perror .= "No error_message returned from $processor -- ".
2993 ( ref($t_response) ? Dumper($t_response) : $t_response );
2997 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
2998 && $conf->exists('emaildecline')
2999 && grep { $_ ne 'POST' } $self->invoicing_list
3000 && ! grep { $transaction->error_message =~ /$_/ }
3001 $conf->config('emaildecline-exclude')
3003 my @templ = $conf->config('declinetemplate');
3004 my $template = new Text::Template (
3006 SOURCE => [ map "$_\n", @templ ],
3007 ) or return "($perror) can't create template: $Text::Template::ERROR";
3008 $template->compile()
3009 or return "($perror) can't compile template: $Text::Template::ERROR";
3011 my $templ_hash = { error => $transaction->error_message };
3013 my $error = send_email(
3014 'from' => $conf->config('invoice_from'),
3015 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3016 'subject' => 'Your payment could not be processed',
3017 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3020 $perror .= " (also received error sending decline notification: $error)"
3025 $cust_pay_pending->status('done');
3026 $cust_pay_pending->statustext("declined: $perror");
3027 my $cpp_done_err = $cust_pay_pending->replace;
3028 if ( $cpp_done_err ) {
3029 my $e = "WARNING: $method declined but pending payment not resolved - ".
3030 "error updating status for paypendingnum ".
3031 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3033 $perror = "$e ($perror)";
3041 =item default_payment_gateway
3045 sub default_payment_gateway {
3046 my( $self, $method ) = @_;
3048 die "Real-time processing not enabled\n"
3049 unless $conf->exists('business-onlinepayment');
3052 my $bop_config = 'business-onlinepayment';
3053 $bop_config .= '-ach'
3054 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3055 my ( $processor, $login, $password, $action, @bop_options ) =
3056 $conf->config($bop_config);
3057 $action ||= 'normal authorization';
3058 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3059 die "No real-time processor is enabled - ".
3060 "did you set the business-onlinepayment configuration value?\n"
3063 ( $processor, $login, $password, $action, @bop_options )
3068 Removes the I<paycvv> field from the database directly.
3070 If there is an error, returns the error, otherwise returns false.
3076 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3077 or return dbh->errstr;
3078 $sth->execute($self->custnum)
3079 or return $sth->errstr;
3084 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3086 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3087 via a Business::OnlinePayment realtime gateway. See
3088 L<http://420.am/business-onlinepayment> for supported gateways.
3090 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3092 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3094 Most gateways require a reference to an original payment transaction to refund,
3095 so you probably need to specify a I<paynum>.
3097 I<amount> defaults to the original amount of the payment if not specified.
3099 I<reason> specifies a reason for the refund.
3101 I<paydate> specifies the expiration date for a credit card overriding the
3102 value from the customer record or the payment record. Specified as yyyy-mm-dd
3104 Implementation note: If I<amount> is unspecified or equal to the amount of the
3105 orignal payment, first an attempt is made to "void" the transaction via
3106 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3107 the normal attempt is made to "refund" ("credit") the transaction via the
3108 gateway is attempted.
3110 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3111 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3112 #if set, will override the value from the customer record.
3114 #If an I<invnum> is specified, this payment (if successful) is applied to the
3115 #specified invoice. If you don't specify an I<invnum> you might want to
3116 #call the B<apply_payments> method.
3120 #some false laziness w/realtime_bop, not enough to make it worth merging
3121 #but some useful small subs should be pulled out
3122 sub realtime_refund_bop {
3123 my( $self, $method, %options ) = @_;
3125 warn "$me realtime_refund_bop: $method refund\n";
3126 warn " $_ => $options{$_}\n" foreach keys %options;
3129 eval "use Business::OnlinePayment";
3133 # look up the original payment and optionally a gateway for that payment
3137 my $amount = $options{'amount'};
3139 my( $processor, $login, $password, @bop_options ) ;
3140 my( $auth, $order_number ) = ( '', '', '' );
3142 if ( $options{'paynum'} ) {
3144 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3145 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3146 or return "Unknown paynum $options{'paynum'}";
3147 $amount ||= $cust_pay->paid;
3149 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3150 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3151 $cust_pay->paybatch;
3152 my $gatewaynum = '';
3153 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3155 if ( $gatewaynum ) { #gateway for the payment to be refunded
3157 my $payment_gateway =
3158 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3159 die "payment gateway $gatewaynum not found"
3160 unless $payment_gateway;
3162 $processor = $payment_gateway->gateway_module;
3163 $login = $payment_gateway->gateway_username;
3164 $password = $payment_gateway->gateway_password;
3165 @bop_options = $payment_gateway->options;
3167 } else { #try the default gateway
3169 my( $conf_processor, $unused_action );
3170 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3171 $self->default_payment_gateway($method);
3173 return "processor of payment $options{'paynum'} $processor does not".
3174 " match default processor $conf_processor"
3175 unless $processor eq $conf_processor;
3180 } else { # didn't specify a paynum, so look for agent gateway overrides
3181 # like a normal transaction
3184 if ( $method eq 'CC' ) {
3185 $cardtype = cardtype($self->payinfo);
3186 } elsif ( $method eq 'ECHECK' ) {
3189 $cardtype = $method;
3192 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3193 cardtype => $cardtype,
3195 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3197 taxclass => '', } );
3199 if ( $override ) { #use a payment gateway override
3201 my $payment_gateway = $override->payment_gateway;
3203 $processor = $payment_gateway->gateway_module;
3204 $login = $payment_gateway->gateway_username;
3205 $password = $payment_gateway->gateway_password;
3206 #$action = $payment_gateway->gateway_action;
3207 @bop_options = $payment_gateway->options;
3209 } else { #use the standard settings from the config
3212 ( $processor, $login, $password, $unused_action, @bop_options ) =
3213 $self->default_payment_gateway($method);
3218 return "neither amount nor paynum specified" unless $amount;
3223 'password' => $password,
3224 'order_number' => $order_number,
3225 'amount' => $amount,
3226 'referer' => 'http://cleanwhisker.420.am/',
3228 $content{authorization} = $auth
3229 if length($auth); #echeck/ACH transactions have an order # but no auth
3230 #(at least with authorize.net)
3232 my $disable_void_after;
3233 if ($conf->exists('disable_void_after')
3234 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3235 $disable_void_after = $1;
3238 #first try void if applicable
3239 if ( $cust_pay && $cust_pay->paid == $amount
3241 ( not defined($disable_void_after) )
3242 || ( time < ($cust_pay->_date + $disable_void_after ) )
3245 warn " attempting void\n" if $DEBUG > 1;
3246 my $void = new Business::OnlinePayment( $processor, @bop_options );
3247 $void->content( 'action' => 'void', %content );
3249 if ( $void->is_success ) {
3250 my $error = $cust_pay->void($options{'reason'});
3252 # gah, even with transactions.
3253 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3254 "error voiding payment: $error";
3258 warn " void successful\n" if $DEBUG > 1;
3263 warn " void unsuccessful, trying refund\n"
3267 my $address = $self->address1;
3268 $address .= ", ". $self->address2 if $self->address2;
3270 my($payname, $payfirst, $paylast);
3271 if ( $self->payname && $method ne 'ECHECK' ) {
3272 $payname = $self->payname;
3273 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3274 or return "Illegal payname $payname";
3275 ($payfirst, $paylast) = ($1, $2);
3277 $payfirst = $self->getfield('first');
3278 $paylast = $self->getfield('last');
3279 $payname = "$payfirst $paylast";
3282 my @invoicing_list = $self->invoicing_list_emailonly;
3283 if ( $conf->exists('emailinvoiceautoalways')
3284 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3285 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3286 push @invoicing_list, $self->all_emails;
3289 my $email = ($conf->exists('business-onlinepayment-email-override'))
3290 ? $conf->config('business-onlinepayment-email-override')
3291 : $invoicing_list[0];
3293 my $payip = exists($options{'payip'})
3296 $content{customer_ip} = $payip
3300 if ( $method eq 'CC' ) {
3303 $content{card_number} = $payinfo = $cust_pay->payinfo;
3304 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3305 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3306 ($content{expiration} = "$2/$1"); # where available
3308 $content{card_number} = $payinfo = $self->payinfo;
3309 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3310 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3311 $content{expiration} = "$2/$1";
3314 } elsif ( $method eq 'ECHECK' ) {
3317 $payinfo = $cust_pay->payinfo;
3319 $payinfo = $self->payinfo;
3321 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3322 $content{bank_name} = $self->payname;
3323 $content{account_type} = 'CHECKING';
3324 $content{account_name} = $payname;
3325 $content{customer_org} = $self->company ? 'B' : 'I';
3326 $content{customer_ssn} = $self->ss;
3327 } elsif ( $method eq 'LEC' ) {
3328 $content{phone} = $payinfo = $self->payinfo;
3332 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3333 my %sub_content = $refund->content(
3334 'action' => 'credit',
3335 'customer_id' => $self->custnum,
3336 'last_name' => $paylast,
3337 'first_name' => $payfirst,
3339 'address' => $address,
3340 'city' => $self->city,
3341 'state' => $self->state,
3342 'zip' => $self->zip,
3343 'country' => $self->country,
3345 'phone' => $self->daytime || $self->night,
3348 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3352 return "$processor error: ". $refund->error_message
3353 unless $refund->is_success();
3355 my %method2payby = (
3361 my $paybatch = "$processor:". $refund->authorization;
3362 $paybatch .= ':'. $refund->order_number
3363 if $refund->can('order_number') && $refund->order_number;
3365 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3366 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3367 last unless @cust_bill_pay;
3368 my $cust_bill_pay = pop @cust_bill_pay;
3369 my $error = $cust_bill_pay->delete;
3373 my $cust_refund = new FS::cust_refund ( {
3374 'custnum' => $self->custnum,
3375 'paynum' => $options{'paynum'},
3376 'refund' => $amount,
3378 'payby' => $method2payby{$method},
3379 'payinfo' => $payinfo,
3380 'paybatch' => $paybatch,
3381 'reason' => $options{'reason'} || 'card or ACH refund',
3383 my $error = $cust_refund->insert;
3385 $cust_refund->paynum(''); #try again with no specific paynum
3386 my $error2 = $cust_refund->insert;
3388 # gah, even with transactions.
3389 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3390 "error inserting refund ($processor): $error2".
3391 " (previously tried insert with paynum #$options{'paynum'}" .
3402 =item batch_card OPTION => VALUE...
3404 Adds a payment for this invoice to the pending credit card batch (see
3405 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3406 runs the payment using a realtime gateway.
3411 my ($self, %options) = @_;
3414 if (exists($options{amount})) {
3415 $amount = $options{amount};
3417 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3419 return '' unless $amount > 0;
3421 my $invnum = delete $options{invnum};
3422 my $payby = $options{invnum} || $self->payby; #dubious
3424 if ($options{'realtime'}) {
3425 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3431 my $oldAutoCommit = $FS::UID::AutoCommit;
3432 local $FS::UID::AutoCommit = 0;
3435 #this needs to handle mysql as well as Pg, like svc_acct.pm
3436 #(make it into a common function if folks need to do batching with mysql)
3437 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3438 or return "Cannot lock pay_batch: " . $dbh->errstr;
3442 'payby' => FS::payby->payby2payment($payby),
3445 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3447 unless ( $pay_batch ) {
3448 $pay_batch = new FS::pay_batch \%pay_batch;
3449 my $error = $pay_batch->insert;
3451 $dbh->rollback if $oldAutoCommit;
3452 die "error creating new batch: $error\n";
3456 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3457 'batchnum' => $pay_batch->batchnum,
3458 'custnum' => $self->custnum,
3461 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3463 $options{$_} = '' unless exists($options{$_});
3466 my $cust_pay_batch = new FS::cust_pay_batch ( {
3467 'batchnum' => $pay_batch->batchnum,
3468 'invnum' => $invnum || 0, # is there a better value?
3469 # this field should be
3471 # cust_bill_pay_batch now
3472 'custnum' => $self->custnum,
3473 'last' => $self->getfield('last'),
3474 'first' => $self->getfield('first'),
3475 'address1' => $options{address1} || $self->address1,
3476 'address2' => $options{address2} || $self->address2,
3477 'city' => $options{city} || $self->city,
3478 'state' => $options{state} || $self->state,
3479 'zip' => $options{zip} || $self->zip,
3480 'country' => $options{country} || $self->country,
3481 'payby' => $options{payby} || $self->payby,
3482 'payinfo' => $options{payinfo} || $self->payinfo,
3483 'exp' => $options{paydate} || $self->paydate,
3484 'payname' => $options{payname} || $self->payname,
3485 'amount' => $amount, # consolidating
3488 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3489 if $old_cust_pay_batch;
3492 if ($old_cust_pay_batch) {
3493 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3495 $error = $cust_pay_batch->insert;
3499 $dbh->rollback if $oldAutoCommit;
3503 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3504 foreach my $cust_bill ($self->open_cust_bill) {
3505 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3506 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3507 'invnum' => $cust_bill->invnum,
3508 'paybatchnum' => $cust_pay_batch->paybatchnum,
3509 'amount' => $cust_bill->owed,
3512 if ($unapplied >= $cust_bill_pay_batch->amount){
3513 $unapplied -= $cust_bill_pay_batch->amount;
3516 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3517 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3519 $error = $cust_bill_pay_batch->insert;
3521 $dbh->rollback if $oldAutoCommit;
3526 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3532 Returns the total owed for this customer on all invoices
3533 (see L<FS::cust_bill/owed>).
3539 $self->total_owed_date(2145859200); #12/31/2037
3542 =item total_owed_date TIME
3544 Returns the total owed for this customer on all invoices with date earlier than
3545 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3546 see L<Time::Local> and L<Date::Parse> for conversion functions.
3550 sub total_owed_date {
3554 foreach my $cust_bill (
3555 grep { $_->_date <= $time }
3556 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3558 $total_bill += $cust_bill->owed;
3560 sprintf( "%.2f", $total_bill );
3563 =item apply_payments_and_credits
3565 Applies unapplied payments and credits.
3567 In most cases, this new method should be used in place of sequential
3568 apply_payments and apply_credits methods.
3570 If there is an error, returns the error, otherwise returns false.
3574 sub apply_payments_and_credits {
3577 local $SIG{HUP} = 'IGNORE';
3578 local $SIG{INT} = 'IGNORE';
3579 local $SIG{QUIT} = 'IGNORE';
3580 local $SIG{TERM} = 'IGNORE';
3581 local $SIG{TSTP} = 'IGNORE';
3582 local $SIG{PIPE} = 'IGNORE';
3584 my $oldAutoCommit = $FS::UID::AutoCommit;
3585 local $FS::UID::AutoCommit = 0;
3588 $self->select_for_update; #mutex
3590 foreach my $cust_bill ( $self->open_cust_bill ) {
3591 my $error = $cust_bill->apply_payments_and_credits;
3593 $dbh->rollback if $oldAutoCommit;
3594 return "Error applying: $error";
3598 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3603 =item apply_credits OPTION => VALUE ...
3605 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3606 to outstanding invoice balances in chronological order (or reverse
3607 chronological order if the I<order> option is set to B<newest>) and returns the
3608 value of any remaining unapplied credits available for refund (see
3609 L<FS::cust_refund>).
3611 Dies if there is an error.
3619 local $SIG{HUP} = 'IGNORE';
3620 local $SIG{INT} = 'IGNORE';
3621 local $SIG{QUIT} = 'IGNORE';
3622 local $SIG{TERM} = 'IGNORE';
3623 local $SIG{TSTP} = 'IGNORE';
3624 local $SIG{PIPE} = 'IGNORE';
3626 my $oldAutoCommit = $FS::UID::AutoCommit;
3627 local $FS::UID::AutoCommit = 0;
3630 $self->select_for_update; #mutex
3632 unless ( $self->total_credited ) {
3633 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3637 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3638 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3640 my @invoices = $self->open_cust_bill;
3641 @invoices = sort { $b->_date <=> $a->_date } @invoices
3642 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3645 foreach my $cust_bill ( @invoices ) {
3648 if ( !defined($credit) || $credit->credited == 0) {
3649 $credit = pop @credits or last;
3652 if ($cust_bill->owed >= $credit->credited) {
3653 $amount=$credit->credited;
3655 $amount=$cust_bill->owed;
3658 my $cust_credit_bill = new FS::cust_credit_bill ( {
3659 'crednum' => $credit->crednum,
3660 'invnum' => $cust_bill->invnum,
3661 'amount' => $amount,
3663 my $error = $cust_credit_bill->insert;
3665 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3669 redo if ($cust_bill->owed > 0);
3673 my $total_credited = $self->total_credited;
3675 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3677 return $total_credited;
3680 =item apply_payments
3682 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3683 to outstanding invoice balances in chronological order.
3685 #and returns the value of any remaining unapplied payments.
3687 Dies if there is an error.
3691 sub apply_payments {
3694 local $SIG{HUP} = 'IGNORE';
3695 local $SIG{INT} = 'IGNORE';
3696 local $SIG{QUIT} = 'IGNORE';
3697 local $SIG{TERM} = 'IGNORE';
3698 local $SIG{TSTP} = 'IGNORE';
3699 local $SIG{PIPE} = 'IGNORE';
3701 my $oldAutoCommit = $FS::UID::AutoCommit;
3702 local $FS::UID::AutoCommit = 0;
3705 $self->select_for_update; #mutex
3709 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3710 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3712 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3713 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3717 foreach my $cust_bill ( @invoices ) {
3720 if ( !defined($payment) || $payment->unapplied == 0 ) {
3721 $payment = pop @payments or last;
3724 if ( $cust_bill->owed >= $payment->unapplied ) {
3725 $amount = $payment->unapplied;
3727 $amount = $cust_bill->owed;
3730 my $cust_bill_pay = new FS::cust_bill_pay ( {
3731 'paynum' => $payment->paynum,
3732 'invnum' => $cust_bill->invnum,
3733 'amount' => $amount,
3735 my $error = $cust_bill_pay->insert;
3737 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3741 redo if ( $cust_bill->owed > 0);
3745 my $total_unapplied_payments = $self->total_unapplied_payments;
3747 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3749 return $total_unapplied_payments;
3752 =item total_credited
3754 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3755 customer. See L<FS::cust_credit/credited>.
3759 sub total_credited {
3761 my $total_credit = 0;
3762 foreach my $cust_credit ( qsearch('cust_credit', {
3763 'custnum' => $self->custnum,
3765 $total_credit += $cust_credit->credited;
3767 sprintf( "%.2f", $total_credit );
3770 =item total_unapplied_payments
3772 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3773 See L<FS::cust_pay/unapplied>.
3777 sub total_unapplied_payments {
3779 my $total_unapplied = 0;
3780 foreach my $cust_pay ( qsearch('cust_pay', {
3781 'custnum' => $self->custnum,
3783 $total_unapplied += $cust_pay->unapplied;
3785 sprintf( "%.2f", $total_unapplied );
3788 =item total_unapplied_refunds
3790 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3791 customer. See L<FS::cust_refund/unapplied>.
3795 sub total_unapplied_refunds {
3797 my $total_unapplied = 0;
3798 foreach my $cust_refund ( qsearch('cust_refund', {
3799 'custnum' => $self->custnum,
3801 $total_unapplied += $cust_refund->unapplied;
3803 sprintf( "%.2f", $total_unapplied );
3808 Returns the balance for this customer (total_owed plus total_unrefunded, minus
3809 total_credited minus total_unapplied_payments).
3817 + $self->total_unapplied_refunds
3818 - $self->total_credited
3819 - $self->total_unapplied_payments
3823 =item balance_date TIME
3825 Returns the balance for this customer, only considering invoices with date
3826 earlier than TIME (total_owed_date minus total_credited minus
3827 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3828 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3837 $self->total_owed_date($time)
3838 + $self->total_unapplied_refunds
3839 - $self->total_credited
3840 - $self->total_unapplied_payments
3844 =item in_transit_payments
3846 Returns the total of requests for payments for this customer pending in
3847 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3851 sub in_transit_payments {
3853 my $in_transit_payments = 0;
3854 foreach my $pay_batch ( qsearch('pay_batch', {
3857 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3858 'batchnum' => $pay_batch->batchnum,
3859 'custnum' => $self->custnum,
3861 $in_transit_payments += $cust_pay_batch->amount;
3864 sprintf( "%.2f", $in_transit_payments );
3867 =item paydate_monthyear
3869 Returns a two-element list consisting of the month and year of this customer's
3870 paydate (credit card expiration date for CARD customers)
3874 sub paydate_monthyear {
3876 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3878 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3885 =item invoicing_list [ ARRAYREF ]
3887 If an arguement is given, sets these email addresses as invoice recipients
3888 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3889 (except as warnings), so use check_invoicing_list first.
3891 Returns a list of email addresses (with svcnum entries expanded).
3893 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3894 check it without disturbing anything by passing nothing.
3896 This interface may change in the future.
3900 sub invoicing_list {
3901 my( $self, $arrayref ) = @_;
3904 my @cust_main_invoice;
3905 if ( $self->custnum ) {
3906 @cust_main_invoice =
3907 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3909 @cust_main_invoice = ();
3911 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3912 #warn $cust_main_invoice->destnum;
3913 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3914 #warn $cust_main_invoice->destnum;
3915 my $error = $cust_main_invoice->delete;
3916 warn $error if $error;
3919 if ( $self->custnum ) {
3920 @cust_main_invoice =
3921 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3923 @cust_main_invoice = ();
3925 my %seen = map { $_->address => 1 } @cust_main_invoice;
3926 foreach my $address ( @{$arrayref} ) {
3927 next if exists $seen{$address} && $seen{$address};
3928 $seen{$address} = 1;
3929 my $cust_main_invoice = new FS::cust_main_invoice ( {
3930 'custnum' => $self->custnum,
3933 my $error = $cust_main_invoice->insert;
3934 warn $error if $error;
3938 if ( $self->custnum ) {
3940 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3947 =item check_invoicing_list ARRAYREF
3949 Checks these arguements as valid input for the invoicing_list method. If there
3950 is an error, returns the error, otherwise returns false.
3954 sub check_invoicing_list {
3955 my( $self, $arrayref ) = @_;
3957 foreach my $address ( @$arrayref ) {
3959 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3960 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3963 my $cust_main_invoice = new FS::cust_main_invoice ( {
3964 'custnum' => $self->custnum,
3967 my $error = $self->custnum
3968 ? $cust_main_invoice->check
3969 : $cust_main_invoice->checkdest
3971 return $error if $error;
3975 return "Email address required"
3976 if $conf->exists('cust_main-require_invoicing_list_email')
3977 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3982 =item set_default_invoicing_list
3984 Sets the invoicing list to all accounts associated with this customer,
3985 overwriting any previous invoicing list.
3989 sub set_default_invoicing_list {
3991 $self->invoicing_list($self->all_emails);
3996 Returns the email addresses of all accounts provisioned for this customer.
4003 foreach my $cust_pkg ( $self->all_pkgs ) {
4004 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4006 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4007 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4009 $list{$_}=1 foreach map { $_->email } @svc_acct;
4014 =item invoicing_list_addpost
4016 Adds postal invoicing to this customer. If this customer is already configured
4017 to receive postal invoices, does nothing.
4021 sub invoicing_list_addpost {
4023 return if grep { $_ eq 'POST' } $self->invoicing_list;
4024 my @invoicing_list = $self->invoicing_list;
4025 push @invoicing_list, 'POST';
4026 $self->invoicing_list(\@invoicing_list);
4029 =item invoicing_list_emailonly
4031 Returns the list of email invoice recipients (invoicing_list without non-email
4032 destinations such as POST and FAX).
4036 sub invoicing_list_emailonly {
4038 warn "$me invoicing_list_emailonly called"
4040 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4043 =item invoicing_list_emailonly_scalar
4045 Returns the list of email invoice recipients (invoicing_list without non-email
4046 destinations such as POST and FAX) as a comma-separated scalar.
4050 sub invoicing_list_emailonly_scalar {
4052 warn "$me invoicing_list_emailonly_scalar called"
4054 join(', ', $self->invoicing_list_emailonly);
4057 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4059 Returns an array of customers referred by this customer (referral_custnum set
4060 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4061 customers referred by customers referred by this customer and so on, inclusive.
4062 The default behavior is DEPTH 1 (no recursion).
4066 sub referral_cust_main {
4068 my $depth = @_ ? shift : 1;
4069 my $exclude = @_ ? shift : {};
4072 map { $exclude->{$_->custnum}++; $_; }
4073 grep { ! $exclude->{ $_->custnum } }
4074 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4078 map { $_->referral_cust_main($depth-1, $exclude) }
4085 =item referral_cust_main_ncancelled
4087 Same as referral_cust_main, except only returns customers with uncancelled
4092 sub referral_cust_main_ncancelled {
4094 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4097 =item referral_cust_pkg [ DEPTH ]
4099 Like referral_cust_main, except returns a flat list of all unsuspended (and
4100 uncancelled) packages for each customer. The number of items in this list may
4101 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4105 sub referral_cust_pkg {
4107 my $depth = @_ ? shift : 1;
4109 map { $_->unsuspended_pkgs }
4110 grep { $_->unsuspended_pkgs }
4111 $self->referral_cust_main($depth);
4114 =item referring_cust_main
4116 Returns the single cust_main record for the customer who referred this customer
4117 (referral_custnum), or false.
4121 sub referring_cust_main {
4123 return '' unless $self->referral_custnum;
4124 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4127 =item credit AMOUNT, REASON
4129 Applies a credit to this customer. If there is an error, returns the error,
4130 otherwise returns false.
4135 my( $self, $amount, $reason, %options ) = @_;
4136 my $cust_credit = new FS::cust_credit {
4137 'custnum' => $self->custnum,
4138 'amount' => $amount,
4139 'reason' => $reason,
4141 $cust_credit->insert(%options);
4144 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4146 Creates a one-time charge for this customer. If there is an error, returns
4147 the error, otherwise returns false.
4153 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4154 if ( ref( $_[0] ) ) {
4155 $amount = $_[0]->{amount};
4156 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4157 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4158 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4159 : '$'. sprintf("%.2f",$amount);
4160 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4161 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4162 $additional = $_[0]->{additional};
4166 $pkg = @_ ? shift : 'One-time charge';
4167 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4168 $taxclass = @_ ? shift : '';
4172 local $SIG{HUP} = 'IGNORE';
4173 local $SIG{INT} = 'IGNORE';
4174 local $SIG{QUIT} = 'IGNORE';
4175 local $SIG{TERM} = 'IGNORE';
4176 local $SIG{TSTP} = 'IGNORE';
4177 local $SIG{PIPE} = 'IGNORE';
4179 my $oldAutoCommit = $FS::UID::AutoCommit;
4180 local $FS::UID::AutoCommit = 0;
4183 my $part_pkg = new FS::part_pkg ( {
4185 'comment' => $comment,
4189 'classnum' => $classnum ? $classnum : '',
4190 'taxclass' => $taxclass,
4193 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4194 ( 0 .. @$additional - 1 )
4196 'additional_count' => scalar(@$additional),
4197 'setup_fee' => $amount,
4200 my $error = $part_pkg->insert( options => \%options );
4202 $dbh->rollback if $oldAutoCommit;
4206 my $pkgpart = $part_pkg->pkgpart;
4207 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4208 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4209 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4210 $error = $type_pkgs->insert;
4212 $dbh->rollback if $oldAutoCommit;
4217 my $cust_pkg = new FS::cust_pkg ( {
4218 'custnum' => $self->custnum,
4219 'pkgpart' => $pkgpart,
4220 'quantity' => $quantity,
4223 $error = $cust_pkg->insert;
4225 $dbh->rollback if $oldAutoCommit;
4229 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4234 #=item charge_postal_fee
4236 #Applies a one time charge this customer. If there is an error,
4237 #returns the error, returns the cust_pkg charge object or false
4238 #if there was no charge.
4242 # This should be a customer event. For that to work requires that bill
4243 # also be a customer event.
4245 sub charge_postal_fee {
4248 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4249 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4251 my $cust_pkg = new FS::cust_pkg ( {
4252 'custnum' => $self->custnum,
4253 'pkgpart' => $pkgpart,
4257 my $error = $cust_pkg->insert;
4258 $error ? $error : $cust_pkg;
4263 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4269 sort { $a->_date <=> $b->_date }
4270 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4273 =item open_cust_bill
4275 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4280 sub open_cust_bill {
4282 grep { $_->owed > 0 } $self->cust_bill;
4287 Returns all the credits (see L<FS::cust_credit>) for this customer.
4293 sort { $a->_date <=> $b->_date }
4294 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4299 Returns all the payments (see L<FS::cust_pay>) for this customer.
4305 sort { $a->_date <=> $b->_date }
4306 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4311 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4317 sort { $a->_date <=> $b->_date }
4318 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4324 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4330 sort { $a->_date <=> $b->_date }
4331 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4336 Returns a name string for this customer, either "Company (Last, First)" or
4343 my $name = $self->contact;
4344 $name = $self->company. " ($name)" if $self->company;
4350 Returns a name string for this (service/shipping) contact, either
4351 "Company (Last, First)" or "Last, First".
4357 if ( $self->get('ship_last') ) {
4358 my $name = $self->ship_contact;
4359 $name = $self->ship_company. " ($name)" if $self->ship_company;
4368 Returns this customer's full (billing) contact name only, "Last, First"
4374 $self->get('last'). ', '. $self->first;
4379 Returns this customer's full (shipping) contact name only, "Last, First"
4385 $self->get('ship_last')
4386 ? $self->get('ship_last'). ', '. $self->ship_first
4392 Returns this customer's full country name
4398 code2country($self->country);
4405 Returns a status string for this customer, currently:
4409 =item prospect - No packages have ever been ordered
4411 =item active - One or more recurring packages is active
4413 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4415 =item suspended - All non-cancelled recurring packages are suspended
4417 =item cancelled - All recurring packages are cancelled
4423 sub status { shift->cust_status(@_); }
4427 for my $status (qw( prospect active inactive suspended cancelled )) {
4428 my $method = $status.'_sql';
4429 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4430 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4431 $sth->execute( ($self->custnum) x $numnum )
4432 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4433 return $status if $sth->fetchrow_arrayref->[0];
4437 =item ucfirst_cust_status
4439 =item ucfirst_status
4441 Returns the status with the first character capitalized.
4445 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4447 sub ucfirst_cust_status {
4449 ucfirst($self->cust_status);
4454 Returns a hex triplet color string for this customer's status.
4458 use vars qw(%statuscolor);
4459 tie %statuscolor, 'Tie::IxHash',
4460 'prospect' => '7e0079', #'000000', #black? naw, purple
4461 'active' => '00CC00', #green
4462 'inactive' => '0000CC', #blue
4463 'suspended' => 'FF9900', #yellow
4464 'cancelled' => 'FF0000', #red
4467 sub statuscolor { shift->cust_statuscolor(@_); }
4469 sub cust_statuscolor {
4471 $statuscolor{$self->cust_status};
4476 =head1 CLASS METHODS
4482 Class method that returns the list of possible status strings for customers
4483 (see L<the status method|/status>). For example:
4485 @statuses = FS::cust_main->statuses();
4490 #my $self = shift; #could be class...
4496 Returns an SQL expression identifying prospective cust_main records (customers
4497 with no packages ever ordered)
4501 use vars qw($select_count_pkgs);
4502 $select_count_pkgs =
4503 "SELECT COUNT(*) FROM cust_pkg
4504 WHERE cust_pkg.custnum = cust_main.custnum";
4506 sub select_count_pkgs_sql {
4510 sub prospect_sql { "
4511 0 = ( $select_count_pkgs )
4516 Returns an SQL expression identifying active cust_main records (customers with
4517 active recurring packages).
4522 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4528 Returns an SQL expression identifying inactive cust_main records (customers with
4529 no active recurring packages, but otherwise unsuspended/uncancelled).
4533 sub inactive_sql { "
4534 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4536 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4542 Returns an SQL expression identifying suspended cust_main records.
4547 sub suspended_sql { susp_sql(@_); }
4549 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4551 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4557 Returns an SQL expression identifying cancelled cust_main records.
4561 sub cancelled_sql { cancel_sql(@_); }
4564 my $recurring_sql = FS::cust_pkg->recurring_sql;
4565 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4568 0 < ( $select_count_pkgs )
4569 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4570 AND 0 = ( $select_count_pkgs AND $recurring_sql
4571 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4578 =item uncancelled_sql
4580 Returns an SQL expression identifying un-cancelled cust_main records.
4584 sub uncancelled_sql { uncancel_sql(@_); }
4585 sub uncancel_sql { "
4586 ( 0 < ( $select_count_pkgs
4587 AND ( cust_pkg.cancel IS NULL
4588 OR cust_pkg.cancel = 0
4591 OR 0 = ( $select_count_pkgs )
4597 Returns an SQL fragment to retreive the balance.
4602 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4603 WHERE cust_bill.custnum = cust_main.custnum )
4604 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4605 WHERE cust_pay.custnum = cust_main.custnum )
4606 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4607 WHERE cust_credit.custnum = cust_main.custnum )
4608 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4609 WHERE cust_refund.custnum = cust_main.custnum )
4612 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4614 Returns an SQL fragment to retreive the balance for this customer, only
4615 considering invoices with date earlier than START_TIME, and optionally not
4616 later than END_TIME (total_owed_date minus total_credited minus
4617 total_unapplied_payments).
4619 Times are specified as SQL fragments or numeric
4620 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4621 L<Date::Parse> for conversion functions. The empty string can be passed
4622 to disable that time constraint completely.
4624 Available options are:
4628 =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)
4630 =item total - set to true to remove all customer comparison clauses, for totals
4632 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4634 =item join - JOIN clause (typically used with the total option)
4642 sub balance_date_sql {
4643 my( $class, $start, $end, %opt ) = @_;
4645 my $owed = FS::cust_bill->owed_sql;
4646 my $unapp_refund = FS::cust_refund->unapplied_sql;
4647 my $unapp_credit = FS::cust_credit->unapplied_sql;
4648 my $unapp_pay = FS::cust_pay->unapplied_sql;
4650 my $j = $opt{'join'} || '';
4652 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4653 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4654 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4655 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4657 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4658 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4659 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4660 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4665 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4667 Helper method for balance_date_sql; name (and usage) subject to change
4668 (suggestions welcome).
4670 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4671 cust_refund, cust_credit or cust_pay).
4673 If TABLE is "cust_bill" or the unapplied_date option is true, only
4674 considers records with date earlier than START_TIME, and optionally not
4675 later than END_TIME .
4679 sub _money_table_where {
4680 my( $class, $table, $start, $end, %opt ) = @_;
4683 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4684 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4685 push @where, "$table._date <= $start" if defined($start) && length($start);
4686 push @where, "$table._date > $end" if defined($end) && length($end);
4688 push @where, @{$opt{'where'}} if $opt{'where'};
4689 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4695 =item search_sql HASHREF
4699 Returns a qsearch hash expression to search for parameters specified in HREF.
4700 Valid parameters are
4708 =item cancelled_pkgs
4714 listref of start date, end date
4720 =item current_balance
4722 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
4726 =item flattened_pkgs
4735 my ($class, $params) = @_;
4746 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
4748 "cust_main.agentnum = $1";
4755 #prospect active inactive suspended cancelled
4756 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
4757 my $method = $params->{'status'}. '_sql';
4758 #push @where, $class->$method();
4759 push @where, FS::cust_main->$method();
4763 # parse cancelled package checkbox
4768 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
4769 unless $params->{'cancelled_pkgs'};
4775 foreach my $field (qw( signupdate )) {
4777 next unless exists($params->{$field});
4779 my($beginning, $ending) = @{$params->{$field}};
4782 "cust_main.$field IS NOT NULL",
4783 "cust_main.$field >= $beginning",
4784 "cust_main.$field <= $ending";
4786 $orderby ||= "ORDER BY cust_main.$field";
4794 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
4796 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
4803 #my $balance_sql = $class->balance_sql();
4804 my $balance_sql = FS::cust_main->balance_sql();
4806 push @where, map { s/current_balance/$balance_sql/; $_ }
4807 @{ $params->{'current_balance'} };
4810 # setup queries, subs, etc. for the search
4813 $orderby ||= 'ORDER BY custnum';
4815 # here is the agent virtualization
4816 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
4818 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
4820 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
4822 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
4824 my $select = join(', ',
4825 'cust_main.custnum',
4826 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
4829 my(@extra_headers) = ();
4830 my(@extra_fields) = ();
4832 if ($params->{'flattened_pkgs'}) {
4834 if ($dbh->{Driver}->{Name} eq 'Pg') {
4836 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
4838 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
4839 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
4840 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
4842 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
4843 "omitting packing information from report.";
4846 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
4848 my $sth = dbh->prepare($header_query) or die dbh->errstr;
4849 $sth->execute() or die $sth->errstr;
4850 my $headerrow = $sth->fetchrow_arrayref;
4851 my $headercount = $headerrow ? $headerrow->[0] : 0;
4852 while($headercount) {
4853 unshift @extra_headers, "Package ". $headercount;
4854 unshift @extra_fields, eval q!sub {my $c = shift;
4855 my @a = split '\|', $c->magic;
4856 my $p = $a[!.--$headercount. q!];
4864 'table' => 'cust_main',
4865 'select' => $select,
4867 'extra_sql' => $extra_sql,
4868 'order_by' => $orderby,
4869 'count_query' => $count_query,
4870 'extra_headers' => \@extra_headers,
4871 'extra_fields' => \@extra_fields,
4876 =item email_search_sql HASHREF
4880 Emails a notice to the specified customers.
4882 Valid parameters are those of the L<search_sql> method, plus the following:
4904 Optional job queue job for status updates.
4908 Returns an error message, or false for success.
4910 If an error occurs during any email, stops the enture send and returns that
4911 error. Presumably if you're getting SMTP errors aborting is better than
4912 retrying everything.
4916 sub email_search_sql {
4917 my($class, $params) = @_;
4919 my $from = delete $params->{from};
4920 my $subject = delete $params->{subject};
4921 my $html_body = delete $params->{html_body};
4922 my $text_body = delete $params->{text_body};
4924 my $job = delete $params->{'job'};
4926 my $sql_query = $class->search_sql($params);
4928 my $count_query = delete($sql_query->{'count_query'});
4929 my $count_sth = dbh->prepare($count_query)
4930 or die "Error preparing $count_query: ". dbh->errstr;
4932 or die "Error executing $count_query: ". $count_sth->errstr;
4933 my $count_arrayref = $count_sth->fetchrow_arrayref;
4934 my $num_cust = $count_arrayref->[0];
4936 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
4937 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
4940 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
4942 #eventually order+limit magic to reduce memory use?
4943 foreach my $cust_main ( qsearch($sql_query) ) {
4945 my $to = $cust_main->invoicing_list_emailonly_scalar;
4948 my $error = send_email(
4952 'subject' => $subject,
4953 'html_body' => $html_body,
4954 'text_body' => $text_body,
4957 return $error if $error;
4959 if ( $job ) { #progressbar foo
4961 if ( time - $min_sec > $last ) {
4962 my $error = $job->update_statustext(
4963 int( 100 * $num / $num_cust )
4965 die $error if $error;
4975 use Storable qw(thaw);
4978 sub process_email_search_sql {
4980 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
4982 my $param = thaw(decode_base64(shift));
4983 warn Dumper($param) if $DEBUG;
4985 $param->{'job'} = $job;
4987 my $error = FS::cust_main->email_search_sql( $param );
4988 die $error if $error;
4992 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
4994 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
4995 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
4996 appropriate ship_ field is also searched).
4998 Additional options are the same as FS::Record::qsearch
5003 my( $self, $fuzzy, $hash, @opt) = @_;
5008 check_and_rebuild_fuzzyfiles();
5009 foreach my $field ( keys %$fuzzy ) {
5011 my $all = $self->all_X($field);
5012 next unless scalar(@$all);
5015 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5018 foreach ( keys %match ) {
5019 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5020 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5023 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5026 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5028 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5036 Returns a masked version of the named field
5041 my ($self, $field) = @_;
5045 'x'x(length($self->getfield($field))-4).
5046 substr($self->getfield($field), (length($self->getfield($field))-4));
5056 =item smart_search OPTION => VALUE ...
5058 Accepts the following options: I<search>, the string to search for. The string
5059 will be searched for as a customer number, phone number, name or company name,
5060 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5061 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5062 skip fuzzy matching when an exact match is found.
5064 Any additional options are treated as an additional qualifier on the search
5067 Returns a (possibly empty) array of FS::cust_main objects.
5074 #here is the agent virtualization
5075 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5079 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5080 my $search = delete $options{'search'};
5081 ( my $alphanum_search = $search ) =~ s/\W//g;
5083 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5085 #false laziness w/Record::ut_phone
5086 my $phonen = "$1-$2-$3";
5087 $phonen .= " x$4" if $4;
5089 push @cust_main, qsearch( {
5090 'table' => 'cust_main',
5091 'hashref' => { %options },
5092 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5094 join(' OR ', map "$_ = '$phonen'",
5095 qw( daytime night fax
5096 ship_daytime ship_night ship_fax )
5099 " AND $agentnums_sql", #agent virtualization
5102 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5103 #try looking for matches with extensions unless one was specified
5105 push @cust_main, qsearch( {
5106 'table' => 'cust_main',
5107 'hashref' => { %options },
5108 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5110 join(' OR ', map "$_ LIKE '$phonen\%'",
5112 ship_daytime ship_night )
5115 " AND $agentnums_sql", #agent virtualization
5120 # custnum search (also try agent_custid), with some tweaking options if your
5121 # legacy cust "numbers" have letters
5122 } elsif ( $search =~ /^\s*(\d+)\s*$/
5123 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5124 && $search =~ /^\s*(\w\w?\d+)\s*$/
5129 push @cust_main, qsearch( {
5130 'table' => 'cust_main',
5131 'hashref' => { 'custnum' => $1, %options },
5132 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5135 push @cust_main, qsearch( {
5136 'table' => 'cust_main',
5137 'hashref' => { 'agent_custid' => $1, %options },
5138 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5141 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5143 my($company, $last, $first) = ( $1, $2, $3 );
5145 # "Company (Last, First)"
5146 #this is probably something a browser remembered,
5147 #so just do an exact search
5149 foreach my $prefix ( '', 'ship_' ) {
5150 push @cust_main, qsearch( {
5151 'table' => 'cust_main',
5152 'hashref' => { $prefix.'first' => $first,
5153 $prefix.'last' => $last,
5154 $prefix.'company' => $company,
5157 'extra_sql' => " AND $agentnums_sql",
5161 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5162 # try (ship_){last,company}
5166 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5167 # # full strings the browser remembers won't work
5168 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5170 use Lingua::EN::NameParse;
5171 my $NameParse = new Lingua::EN::NameParse(
5173 allow_reversed => 1,
5176 my($last, $first) = ( '', '' );
5177 #maybe disable this too and just rely on NameParse?
5178 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5180 ($last, $first) = ( $1, $2 );
5182 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5183 } elsif ( ! $NameParse->parse($value) ) {
5185 my %name = $NameParse->components;
5186 $first = $name{'given_name_1'};
5187 $last = $name{'surname_1'};
5191 if ( $first && $last ) {
5193 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5196 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5198 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5199 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5202 push @cust_main, qsearch( {
5203 'table' => 'cust_main',
5204 'hashref' => \%options,
5205 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5208 # or it just be something that was typed in... (try that in a sec)
5212 my $q_value = dbh->quote($value);
5215 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5216 $sql .= " ( LOWER(last) = $q_value
5217 OR LOWER(company) = $q_value
5218 OR LOWER(ship_last) = $q_value
5219 OR LOWER(ship_company) = $q_value
5222 push @cust_main, qsearch( {
5223 'table' => 'cust_main',
5224 'hashref' => \%options,
5225 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5228 #always do substring & fuzzy,
5229 #getting complains searches are not returning enough
5230 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5232 #still some false laziness w/search_sql (was search/cust_main.cgi)
5237 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5238 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5241 if ( $first && $last ) {
5244 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5245 'last' => { op=>'ILIKE', value=>"%$last%" },
5247 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5248 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5255 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5256 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5260 foreach my $hashref ( @hashrefs ) {
5262 push @cust_main, qsearch( {
5263 'table' => 'cust_main',
5264 'hashref' => { %$hashref,
5267 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5276 " AND $agentnums_sql", #extra_sql #agent virtualization
5279 if ( $first && $last ) {
5280 push @cust_main, FS::cust_main->fuzzy_search(
5281 { 'last' => $last, #fuzzy hashref
5282 'first' => $first }, #
5286 foreach my $field ( 'last', 'company' ) {
5288 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5293 #eliminate duplicates
5295 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5305 Accepts the following options: I<email>, the email address to search for. The
5306 email address will be searched for as an email invoice destination and as an
5309 #Any additional options are treated as an additional qualifier on the search
5310 #(i.e. I<agentnum>).
5312 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5322 my $email = delete $options{'email'};
5324 #we're only being used by RT at the moment... no agent virtualization yet
5325 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5329 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5331 my ( $user, $domain ) = ( $1, $2 );
5333 warn "$me smart_search: searching for $user in domain $domain"
5339 'table' => 'cust_main_invoice',
5340 'hashref' => { 'dest' => $email },
5347 map $_->cust_svc->cust_pkg,
5349 'table' => 'svc_acct',
5350 'hashref' => { 'username' => $user, },
5352 'AND ( SELECT domain FROM svc_domain
5353 WHERE svc_acct.domsvc = svc_domain.svcnum
5354 ) = '. dbh->quote($domain),
5360 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5362 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5369 =item check_and_rebuild_fuzzyfiles
5373 use vars qw(@fuzzyfields);
5374 @fuzzyfields = ( 'last', 'first', 'company' );
5376 sub check_and_rebuild_fuzzyfiles {
5377 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5378 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5381 =item rebuild_fuzzyfiles
5385 sub rebuild_fuzzyfiles {
5387 use Fcntl qw(:flock);
5389 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5390 mkdir $dir, 0700 unless -d $dir;
5392 foreach my $fuzzy ( @fuzzyfields ) {
5394 open(LOCK,">>$dir/cust_main.$fuzzy")
5395 or die "can't open $dir/cust_main.$fuzzy: $!";
5397 or die "can't lock $dir/cust_main.$fuzzy: $!";
5399 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5400 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5402 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5403 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5404 " WHERE $field != '' AND $field IS NOT NULL");
5405 $sth->execute or die $sth->errstr;
5407 while ( my $row = $sth->fetchrow_arrayref ) {
5408 print CACHE $row->[0]. "\n";
5413 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5415 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5426 my( $self, $field ) = @_;
5427 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5428 open(CACHE,"<$dir/cust_main.$field")
5429 or die "can't open $dir/cust_main.$field: $!";
5430 my @array = map { chomp; $_; } <CACHE>;
5435 =item append_fuzzyfiles LASTNAME COMPANY
5439 sub append_fuzzyfiles {
5440 #my( $first, $last, $company ) = @_;
5442 &check_and_rebuild_fuzzyfiles;
5444 use Fcntl qw(:flock);
5446 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5448 foreach my $field (qw( first last company )) {
5453 open(CACHE,">>$dir/cust_main.$field")
5454 or die "can't open $dir/cust_main.$field: $!";
5455 flock(CACHE,LOCK_EX)
5456 or die "can't lock $dir/cust_main.$field: $!";
5458 print CACHE "$value\n";
5460 flock(CACHE,LOCK_UN)
5461 or die "can't unlock $dir/cust_main.$field: $!";
5476 #warn join('-',keys %$param);
5477 my $fh = $param->{filehandle};
5478 my $agentnum = $param->{agentnum};
5480 my $refnum = $param->{refnum};
5481 my $pkgpart = $param->{pkgpart};
5483 #my @fields = @{$param->{fields}};
5484 my $format = $param->{'format'};
5487 if ( $format eq 'simple' ) {
5488 @fields = qw( cust_pkg.setup dayphone first last
5489 address1 address2 city state zip comments );
5491 } elsif ( $format eq 'extended' ) {
5492 @fields = qw( agent_custid refnum
5493 last first address1 address2 city state zip country
5495 ship_last ship_first ship_address1 ship_address2
5496 ship_city ship_state ship_zip ship_country
5497 payinfo paycvv paydate
5500 svc_acct.username svc_acct._password
5503 } elsif ( $format eq 'extended-plus_company' ) {
5504 @fields = qw( agent_custid refnum
5505 last first company address1 address2 city state zip country
5507 ship_last ship_first ship_company ship_address1 ship_address2
5508 ship_city ship_state ship_zip ship_country
5509 payinfo paycvv paydate
5512 svc_acct.username svc_acct._password
5516 die "unknown format $format";
5519 eval "use Text::CSV_XS;";
5522 my $csv = new Text::CSV_XS;
5529 local $SIG{HUP} = 'IGNORE';
5530 local $SIG{INT} = 'IGNORE';
5531 local $SIG{QUIT} = 'IGNORE';
5532 local $SIG{TERM} = 'IGNORE';
5533 local $SIG{TSTP} = 'IGNORE';
5534 local $SIG{PIPE} = 'IGNORE';
5536 my $oldAutoCommit = $FS::UID::AutoCommit;
5537 local $FS::UID::AutoCommit = 0;
5540 #while ( $columns = $csv->getline($fh) ) {
5542 while ( defined($line=<$fh>) ) {
5544 $csv->parse($line) or do {
5545 $dbh->rollback if $oldAutoCommit;
5546 return "can't parse: ". $csv->error_input();
5549 my @columns = $csv->fields();
5550 #warn join('-',@columns);
5553 agentnum => $agentnum,
5555 country => $conf->config('countrydefault') || 'US',
5556 payby => $payby, #default
5557 paydate => '12/2037', #default
5559 my $billtime = time;
5560 my %cust_pkg = ( pkgpart => $pkgpart );
5562 foreach my $field ( @fields ) {
5564 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5566 #$cust_pkg{$1} = str2time( shift @$columns );
5567 if ( $1 eq 'pkgpart' ) {
5568 $cust_pkg{$1} = shift @columns;
5569 } elsif ( $1 eq 'setup' ) {
5570 $billtime = str2time(shift @columns);
5572 $cust_pkg{$1} = str2time( shift @columns );
5575 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5577 $svc_acct{$1} = shift @columns;
5581 #refnum interception
5582 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5584 my $referral = $columns[0];
5585 my %hash = ( 'referral' => $referral,
5586 'agentnum' => $agentnum,
5590 my $part_referral = qsearchs('part_referral', \%hash )
5591 || new FS::part_referral \%hash;
5593 unless ( $part_referral->refnum ) {
5594 my $error = $part_referral->insert;
5596 $dbh->rollback if $oldAutoCommit;
5597 return "can't auto-insert advertising source: $referral: $error";
5601 $columns[0] = $part_referral->refnum;
5604 #$cust_main{$field} = shift @$columns;
5605 $cust_main{$field} = shift @columns;
5609 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
5611 my $invoicing_list = $cust_main{'invoicing_list'}
5612 ? [ delete $cust_main{'invoicing_list'} ]
5615 my $cust_main = new FS::cust_main ( \%cust_main );
5618 tie my %hash, 'Tie::RefHash'; #this part is important
5620 if ( $cust_pkg{'pkgpart'} ) {
5621 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5624 if ( $svc_acct{'username'} ) {
5625 my $part_pkg = $cust_pkg->part_pkg;
5626 unless ( $part_pkg ) {
5627 $dbh->rollback if $oldAutoCommit;
5628 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
5630 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
5631 push @svc_acct, new FS::svc_acct ( \%svc_acct )
5634 $hash{$cust_pkg} = \@svc_acct;
5637 my $error = $cust_main->insert( \%hash, $invoicing_list );
5640 $dbh->rollback if $oldAutoCommit;
5641 return "can't insert customer for $line: $error";
5644 if ( $format eq 'simple' ) {
5646 #false laziness w/bill.cgi
5647 $error = $cust_main->bill( 'time' => $billtime );
5649 $dbh->rollback if $oldAutoCommit;
5650 return "can't bill customer for $line: $error";
5653 $error = $cust_main->apply_payments_and_credits;
5655 $dbh->rollback if $oldAutoCommit;
5656 return "can't bill customer for $line: $error";
5659 $error = $cust_main->collect();
5661 $dbh->rollback if $oldAutoCommit;
5662 return "can't collect customer for $line: $error";
5670 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5672 return "Empty file!" unless $imported;
5684 #warn join('-',keys %$param);
5685 my $fh = $param->{filehandle};
5686 my @fields = @{$param->{fields}};
5688 eval "use Text::CSV_XS;";
5691 my $csv = new Text::CSV_XS;
5698 local $SIG{HUP} = 'IGNORE';
5699 local $SIG{INT} = 'IGNORE';
5700 local $SIG{QUIT} = 'IGNORE';
5701 local $SIG{TERM} = 'IGNORE';
5702 local $SIG{TSTP} = 'IGNORE';
5703 local $SIG{PIPE} = 'IGNORE';
5705 my $oldAutoCommit = $FS::UID::AutoCommit;
5706 local $FS::UID::AutoCommit = 0;
5709 #while ( $columns = $csv->getline($fh) ) {
5711 while ( defined($line=<$fh>) ) {
5713 $csv->parse($line) or do {
5714 $dbh->rollback if $oldAutoCommit;
5715 return "can't parse: ". $csv->error_input();
5718 my @columns = $csv->fields();
5719 #warn join('-',@columns);
5722 foreach my $field ( @fields ) {
5723 $row{$field} = shift @columns;
5726 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
5727 unless ( $cust_main ) {
5728 $dbh->rollback if $oldAutoCommit;
5729 return "unknown custnum $row{'custnum'}";
5732 if ( $row{'amount'} > 0 ) {
5733 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5735 $dbh->rollback if $oldAutoCommit;
5739 } elsif ( $row{'amount'} < 0 ) {
5740 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5743 $dbh->rollback if $oldAutoCommit;
5753 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5755 return "Empty file!" unless $imported;
5761 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5763 Sends a templated email notification to the customer (see L<Text::Template>).
5765 OPTIONS is a hash and may include
5767 I<from> - the email sender (default is invoice_from)
5769 I<to> - comma-separated scalar or arrayref of recipients
5770 (default is invoicing_list)
5772 I<subject> - The subject line of the sent email notification
5773 (default is "Notice from company_name")
5775 I<extra_fields> - a hashref of name/value pairs which will be substituted
5778 The following variables are vavailable in the template.
5780 I<$first> - the customer first name
5781 I<$last> - the customer last name
5782 I<$company> - the customer company
5783 I<$payby> - a description of the method of payment for the customer
5784 # would be nice to use FS::payby::shortname
5785 I<$payinfo> - the account information used to collect for this customer
5786 I<$expdate> - the expiration of the customer payment in seconds from epoch
5791 my ($customer, $template, %options) = @_;
5793 return unless $conf->exists($template);
5795 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
5796 $from = $options{from} if exists($options{from});
5798 my $to = join(',', $customer->invoicing_list_emailonly);
5799 $to = $options{to} if exists($options{to});
5801 my $subject = "Notice from " . $conf->config('company_name')
5802 if $conf->exists('company_name');
5803 $subject = $options{subject} if exists($options{subject});
5805 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5806 SOURCE => [ map "$_\n",
5807 $conf->config($template)]
5809 or die "can't create new Text::Template object: Text::Template::ERROR";
5810 $notify_template->compile()
5811 or die "can't compile template: Text::Template::ERROR";
5813 my $paydate = $customer->paydate || '2037-12-31';
5814 $FS::notify_template::_template::first = $customer->first;
5815 $FS::notify_template::_template::last = $customer->last;
5816 $FS::notify_template::_template::company = $customer->company;
5817 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
5818 my $payby = $customer->payby;
5819 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5820 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5822 #credit cards expire at the end of the month/year of their exp date
5823 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5824 $FS::notify_template::_template::payby = 'credit card';
5825 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5826 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5828 }elsif ($payby eq 'COMP') {
5829 $FS::notify_template::_template::payby = 'complimentary account';
5831 $FS::notify_template::_template::payby = 'current method';
5833 $FS::notify_template::_template::expdate = $expire_time;
5835 for (keys %{$options{extra_fields}}){
5837 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5840 send_email(from => $from,
5842 subject => $subject,
5843 body => $notify_template->fill_in( PACKAGE =>
5844 'FS::notify_template::_template' ),
5849 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5851 Generates a templated notification to the customer (see L<Text::Template>).
5853 OPTIONS is a hash and may include
5855 I<extra_fields> - a hashref of name/value pairs which will be substituted
5856 into the template. These values may override values mentioned below
5857 and those from the customer record.
5859 The following variables are available in the template instead of or in addition
5860 to the fields of the customer record.
5862 I<$payby> - a description of the method of payment for the customer
5863 # would be nice to use FS::payby::shortname
5864 I<$payinfo> - the masked account information used to collect for this customer
5865 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5866 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
5870 sub generate_letter {
5871 my ($self, $template, %options) = @_;
5873 return unless $conf->exists($template);
5875 my $letter_template = new Text::Template
5877 SOURCE => [ map "$_\n", $conf->config($template)],
5878 DELIMITERS => [ '[@--', '--@]' ],
5880 or die "can't create new Text::Template object: Text::Template::ERROR";
5882 $letter_template->compile()
5883 or die "can't compile template: Text::Template::ERROR";
5885 my %letter_data = map { $_ => $self->$_ } $self->fields;
5886 $letter_data{payinfo} = $self->mask_payinfo;
5888 my $paydate = $self->paydate || '2037-12-31';
5889 my $payby = $self->payby;
5890 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5891 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5893 #credit cards expire at the end of the month/year of their exp date
5894 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5895 $letter_data{payby} = 'credit card';
5896 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5897 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5899 }elsif ($payby eq 'COMP') {
5900 $letter_data{payby} = 'complimentary account';
5902 $letter_data{payby} = 'current method';
5904 $letter_data{expdate} = $expire_time;
5906 for (keys %{$options{extra_fields}}){
5907 $letter_data{$_} = $options{extra_fields}->{$_};
5910 unless(exists($letter_data{returnaddress})){
5911 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5912 $self->_agent_template)
5915 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
5918 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5920 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
5921 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5925 ) or die "can't open temp file: $!\n";
5927 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5929 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5933 =item print_ps TEMPLATE
5935 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5941 my $file = $self->generate_letter(@_);
5942 FS::Misc::generate_ps($file);
5945 =item print TEMPLATE
5947 Prints the filled in template.
5949 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5953 sub queueable_print {
5956 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5957 or die "invalid customer number: " . $opt{custvnum};
5959 my $error = $self->print( $opt{template} );
5960 die $error if $error;
5964 my ($self, $template) = (shift, shift);
5965 do_print [ $self->print_ps($template) ];
5968 sub agent_template {
5970 $self->_agent_plandata('agent_templatename');
5973 sub agent_invoice_from {
5975 $self->_agent_plandata('agent_invoice_from');
5978 sub _agent_plandata {
5979 my( $self, $option ) = @_;
5982 if ( driver_name =~ /^Pg/i ) {
5984 } elsif ( driver_name =~ /^mysql/i ) {
5987 die "don't know how to use regular expressions in ". driver_name. " databases";
5990 my $part_bill_event = qsearchs( 'part_bill_event',
5992 'payby' => $self->payby,
5993 'plan' => 'send_agent',
5994 'plandata' => { 'op' => $regexp,
5995 'value' => "(^|\n)agentnum ".
6003 'ORDER BY seconds LIMIT 1'
6006 return '' unless $part_bill_event;
6008 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6011 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6012 " plandata for $option";
6024 The delete method should possibly take an FS::cust_main object reference
6025 instead of a scalar customer number.
6027 Bill and collect options should probably be passed as references instead of a
6030 There should probably be a configuration file with a list of allowed credit
6033 No multiple currency support (probably a larger project than just this module).
6035 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6037 Birthdates rely on negative epoch values.
6039 The payby for card/check batches is broken. With mixed batching, bad
6044 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6045 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6046 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.