5 use base qw( FS::cust_main::Packages FS::cust_main::Status
6 FS::cust_main::NationalID
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
12 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
13 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
17 use vars qw( $DEBUG $me $conf $default_agent_custid $custnum_display_length
20 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
25 use Scalar::Util qw( blessed );
26 use Time::Local qw(timelocal);
27 use Storable qw(thaw);
31 use Digest::MD5 qw(md5_base64);
34 use File::Temp; #qw( tempfile );
35 use Business::CreditCard 0.28;
36 use FS::UID qw( getotaker dbh driver_name );
37 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
38 use FS::Misc qw( generate_email send_email generate_ps do_print money_pretty card_types );
39 use FS::Msgcat qw(gettext);
46 use FS::cust_bill_void;
47 use FS::legacy_cust_bill;
49 use FS::cust_pay_pending;
50 use FS::cust_pay_void;
51 use FS::cust_pay_batch;
54 use FS::part_referral;
55 use FS::cust_main_county;
56 use FS::cust_location;
58 use FS::cust_main_exemption;
59 use FS::cust_tax_adjustment;
60 use FS::cust_tax_location;
62 use FS::cust_main_invoice;
64 use FS::prepay_credit;
70 use FS::payment_gateway;
71 use FS::agent_payment_gateway;
73 use FS::cust_main_note;
74 use FS::cust_attachment;
77 use FS::upgrade_journal;
79 # 1 is mostly method/subroutine entry and options
80 # 2 traces progress of some operations
81 # 3 is even more information including possibly sensitive data
83 $me = '[FS::cust_main]';
86 $ignore_expired_card = 0;
87 $ignore_banned_card = 0;
91 @encrypted_fields = ('payinfo', 'paycvv');
92 sub nohistory_fields { ('payinfo', 'paycvv'); }
94 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
96 #ask FS::UID to run this stuff for us later
97 #$FS::UID::callback{'FS::cust_main'} = sub {
98 install_callback FS::UID sub {
100 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
101 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
106 my ( $hashref, $cache ) = @_;
107 if ( exists $hashref->{'pkgnum'} ) {
108 #@{ $self->{'_pkgnum'} } = ();
109 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
110 $self->{'_pkgnum'} = $subcache;
111 #push @{ $self->{'_pkgnum'} },
112 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
118 FS::cust_main - Object methods for cust_main records
124 $record = new FS::cust_main \%hash;
125 $record = new FS::cust_main { 'column' => 'value' };
127 $error = $record->insert;
129 $error = $new_record->replace($old_record);
131 $error = $record->delete;
133 $error = $record->check;
135 @cust_pkg = $record->all_pkgs;
137 @cust_pkg = $record->ncancelled_pkgs;
139 @cust_pkg = $record->suspended_pkgs;
141 $error = $record->bill;
142 $error = $record->bill %options;
143 $error = $record->bill 'time' => $time;
145 $error = $record->collect;
146 $error = $record->collect %options;
147 $error = $record->collect 'invoice_time' => $time,
152 An FS::cust_main object represents a customer. FS::cust_main inherits from
153 FS::Record. The following fields are currently supported:
159 Primary key (assigned automatically for new customers)
163 Agent (see L<FS::agent>)
167 Advertising source (see L<FS::part_referral>)
179 Cocial security number (optional)
203 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
207 Payment Information (See L<FS::payinfo_Mixin> for data format)
211 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
215 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
219 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
223 Start date month (maestro/solo cards only)
227 Start date year (maestro/solo cards only)
231 Issue number (maestro/solo cards only)
235 Name on card or billing name
239 IP address from which payment information was received
243 Tax exempt, empty or `Y'
247 Order taker (see L<FS::access_user>)
253 =item referral_custnum
255 Referring customer number
259 Enable individual CDR spooling, empty or `Y'
263 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
267 Discourage individual CDR printing, empty or `Y'
271 Allow self-service editing of ticket subjects, empty or 'Y'
273 =item calling_list_exempt
275 Do not call, empty or 'Y'
277 =item invoice_ship_address
279 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
289 Creates a new customer. To add the customer to the database, see L<"insert">.
291 Note that this stores the hash reference, not a distinct copy of the hash it
292 points to. You can ask the object for a copy with the I<hash> method.
296 sub table { 'cust_main'; }
298 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
300 Adds this customer to the database. If there is an error, returns the error,
301 otherwise returns false.
303 Usually the customer's location will not yet exist in the database, and
304 the C<bill_location> and C<ship_location> pseudo-fields must be set to
305 uninserted L<FS::cust_location> objects. These will be inserted and linked
306 (in both directions) to the new customer record. If they're references
307 to the same object, they will become the same location.
309 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
310 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
311 are inserted atomicly, or the transaction is rolled back. Passing an empty
312 hash reference is equivalent to not supplying this parameter. There should be
313 a better explanation of this, but until then, here's an example:
316 tie %hash, 'Tie::RefHash'; #this part is important
318 $cust_pkg => [ $svc_acct ],
321 $cust_main->insert( \%hash );
323 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
324 be set as the invoicing list (see L<"invoicing_list">). Errors return as
325 expected and rollback the entire transaction; it is not necessary to call
326 check_invoicing_list first. The invoicing_list is set after the records in the
327 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
328 invoicing_list destination to the newly-created svc_acct. Here's an example:
330 $cust_main->insert( {}, [ $email, 'POST' ] );
332 Currently available options are: I<depend_jobnum>, I<noexport>,
333 I<tax_exemption> and I<prospectnum>.
335 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
336 on the supplied jobnum (they will not run until the specific job completes).
337 This can be used to defer provisioning until some action completes (such
338 as running the customer's credit card successfully).
340 The I<noexport> option is deprecated. If I<noexport> is set true, no
341 provisioning jobs (exports) are scheduled. (You can schedule them later with
342 the B<reexport> method.)
344 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
345 of tax names and exemption numbers. FS::cust_main_exemption records will be
346 created and inserted.
348 If I<prospectnum> is set, moves contacts and locations from that prospect.
354 my $cust_pkgs = @_ ? shift : {};
355 my $invoicing_list = @_ ? shift : '';
357 warn "$me insert called with options ".
358 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
361 local $SIG{HUP} = 'IGNORE';
362 local $SIG{INT} = 'IGNORE';
363 local $SIG{QUIT} = 'IGNORE';
364 local $SIG{TERM} = 'IGNORE';
365 local $SIG{TSTP} = 'IGNORE';
366 local $SIG{PIPE} = 'IGNORE';
368 my $oldAutoCommit = $FS::UID::AutoCommit;
369 local $FS::UID::AutoCommit = 0;
372 my $prepay_identifier = '';
373 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
375 if ( $self->payby eq 'PREPAY' ) {
377 $self->payby('BILL');
378 $prepay_identifier = $self->payinfo;
381 warn " looking up prepaid card $prepay_identifier\n"
384 my $error = $self->get_prepay( $prepay_identifier,
385 'amount_ref' => \$amount,
386 'seconds_ref' => \$seconds,
387 'upbytes_ref' => \$upbytes,
388 'downbytes_ref' => \$downbytes,
389 'totalbytes_ref' => \$totalbytes,
392 $dbh->rollback if $oldAutoCommit;
393 #return "error applying prepaid card (transaction rolled back): $error";
397 $payby = 'PREP' if $amount;
399 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
402 $self->payby('BILL');
403 $amount = $self->paid;
408 foreach my $l (qw(bill_location ship_location)) {
410 my $loc = delete $self->hashref->{$l} or return "$l not set";
412 if ( !$loc->locationnum ) {
413 # warn the location that we're going to insert it with no custnum
414 $loc->set(custnum_pending => 1);
415 warn " inserting $l\n"
417 my $error = $loc->insert;
419 $dbh->rollback if $oldAutoCommit;
420 my $label = $l eq 'ship_location' ? 'service' : 'billing';
421 return "$error (in $label location)";
424 } elsif ( $loc->prospectnum ) {
426 $loc->prospectnum('');
427 $loc->set(custnum_pending => 1);
428 my $error = $loc->replace;
430 $dbh->rollback if $oldAutoCommit;
431 my $label = $l eq 'ship_location' ? 'service' : 'billing';
432 return "$error (moving $label location)";
435 } elsif ( ($loc->custnum || 0) > 0 ) {
436 # then it somehow belongs to another customer--shouldn't happen
437 $dbh->rollback if $oldAutoCommit;
438 return "$l belongs to customer ".$loc->custnum;
440 # else it already belongs to this customer
441 # (happens when ship_location is identical to bill_location)
443 $self->set($l.'num', $loc->locationnum);
445 if ( $self->get($l.'num') eq '' ) {
446 $dbh->rollback if $oldAutoCommit;
451 warn " inserting $self\n"
454 $self->signupdate(time) unless $self->signupdate;
456 $self->auto_agent_custid()
457 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
459 my $error = $self->check_payinfo_cardtype
460 || $self->SUPER::insert;
462 $dbh->rollback if $oldAutoCommit;
463 #return "inserting cust_main record (transaction rolled back): $error";
467 # now set cust_location.custnum
468 foreach my $l (qw(bill_location ship_location)) {
469 warn " setting $l.custnum\n"
472 unless ( $loc->custnum ) {
473 $loc->set(custnum => $self->custnum);
474 $error ||= $loc->replace;
478 $dbh->rollback if $oldAutoCommit;
479 return "error setting $l custnum: $error";
483 warn " setting invoicing list\n"
486 if ( $invoicing_list ) {
487 $error = $self->check_invoicing_list( $invoicing_list );
489 $dbh->rollback if $oldAutoCommit;
490 #return "checking invoicing_list (transaction rolled back): $error";
493 $self->invoicing_list( $invoicing_list );
496 warn " setting customer tags\n"
499 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
500 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
501 'custnum' => $self->custnum };
502 my $error = $cust_tag->insert;
504 $dbh->rollback if $oldAutoCommit;
509 my $prospectnum = delete $options{'prospectnum'};
510 if ( $prospectnum ) {
512 warn " moving contacts and locations from prospect $prospectnum\n"
516 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
517 unless ( $prospect_main ) {
518 $dbh->rollback if $oldAutoCommit;
519 return "Unknown prospectnum $prospectnum";
521 $prospect_main->custnum($self->custnum);
522 $prospect_main->disabled('Y');
523 my $error = $prospect_main->replace;
525 $dbh->rollback if $oldAutoCommit;
529 my @contact = $prospect_main->contact;
530 my @cust_location = $prospect_main->cust_location;
531 my @qual = $prospect_main->qual;
533 foreach my $r ( @contact, @cust_location, @qual ) {
535 $r->custnum($self->custnum);
536 my $error = $r->replace;
538 $dbh->rollback if $oldAutoCommit;
545 # validate card (needs custnum already set)
546 if ( $self->payby =~ /^(CARD|DCRD)$/
547 && $conf->exists('business-onlinepayment-verification') ) {
548 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
550 $dbh->rollback if $oldAutoCommit;
555 warn " setting contacts\n"
558 if ( my $contact = delete $options{'contact'} ) {
560 foreach my $c ( @$contact ) {
561 $c->custnum($self->custnum);
562 my $error = $c->insert;
564 $dbh->rollback if $oldAutoCommit;
570 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
572 my $error = $self->process_o2m( 'table' => 'contact',
573 'fields' => FS::contact->cgi_contact_fields,
574 'params' => $contact_params,
577 $dbh->rollback if $oldAutoCommit;
582 warn " setting cust_main_exemption\n"
585 my $tax_exemption = delete $options{'tax_exemption'};
586 if ( $tax_exemption ) {
588 $tax_exemption = { map { $_ => '' } @$tax_exemption }
589 if ref($tax_exemption) eq 'ARRAY';
591 foreach my $taxname ( keys %$tax_exemption ) {
592 my $cust_main_exemption = new FS::cust_main_exemption {
593 'custnum' => $self->custnum,
594 'taxname' => $taxname,
595 'exempt_number' => $tax_exemption->{$taxname},
597 my $error = $cust_main_exemption->insert;
599 $dbh->rollback if $oldAutoCommit;
600 return "inserting cust_main_exemption (transaction rolled back): $error";
605 warn " ordering packages\n"
608 $error = $self->order_pkgs( $cust_pkgs,
610 'seconds_ref' => \$seconds,
611 'upbytes_ref' => \$upbytes,
612 'downbytes_ref' => \$downbytes,
613 'totalbytes_ref' => \$totalbytes,
616 $dbh->rollback if $oldAutoCommit;
621 $dbh->rollback if $oldAutoCommit;
622 return "No svc_acct record to apply pre-paid time";
624 if ( $upbytes || $downbytes || $totalbytes ) {
625 $dbh->rollback if $oldAutoCommit;
626 return "No svc_acct record to apply pre-paid data";
630 warn " inserting initial $payby payment of $amount\n"
632 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
634 $dbh->rollback if $oldAutoCommit;
635 return "inserting payment (transaction rolled back): $error";
639 unless ( $import || $skip_fuzzyfiles ) {
640 warn " queueing fuzzyfiles update\n"
642 $error = $self->queue_fuzzyfiles_update;
644 $dbh->rollback if $oldAutoCommit;
645 return "updating fuzzy search cache: $error";
649 # FS::geocode_Mixin::after_insert or something?
650 if ( $conf->config('tax_district_method') and !$import ) {
651 # if anything non-empty, try to look it up
652 my $queue = new FS::queue {
653 'job' => 'FS::geocode_Mixin::process_district_update',
654 'custnum' => $self->custnum,
656 my $error = $queue->insert( ref($self), $self->custnum );
658 $dbh->rollback if $oldAutoCommit;
659 return "queueing tax district update: $error";
664 warn " exporting\n" if $DEBUG > 1;
666 my $export_args = $options{'export_args'} || [];
669 map qsearch( 'part_export', {exportnum=>$_} ),
670 $conf->config('cust_main-exports'); #, $agentnum
672 foreach my $part_export ( @part_export ) {
673 my $error = $part_export->export_insert($self, @$export_args);
675 $dbh->rollback if $oldAutoCommit;
676 return "exporting to ". $part_export->exporttype.
677 " (transaction rolled back): $error";
681 #foreach my $depend_jobnum ( @$depend_jobnums ) {
682 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
684 # foreach my $jobnum ( @jobnums ) {
685 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
686 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
688 # my $error = $queue->depend_insert($depend_jobnum);
690 # $dbh->rollback if $oldAutoCommit;
691 # return "error queuing job dependancy: $error";
698 #if ( exists $options{'jobnums'} ) {
699 # push @{ $options{'jobnums'} }, @jobnums;
702 warn " insert complete; committing transaction\n"
705 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
710 use File::CounterFile;
711 sub auto_agent_custid {
714 my $format = $conf->config('cust_main-auto_agent_custid');
716 if ( $format eq '1YMMXXXXXXXX' ) {
718 my $counter = new File::CounterFile 'cust_main.agent_custid';
721 my $ym = 100000000000 + time2str('%y%m00000000', time);
722 if ( $ym > $counter->value ) {
723 $counter->{'value'} = $agent_custid = $ym;
724 $counter->{'updated'} = 1;
726 $agent_custid = $counter->inc;
732 die "Unknown cust_main-auto_agent_custid format: $format";
735 $self->agent_custid($agent_custid);
739 =item PACKAGE METHODS
741 Documentation on customer package methods has been moved to
742 L<FS::cust_main::Packages>.
744 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
746 Recharges this (existing) customer with the specified prepaid card (see
747 L<FS::prepay_credit>), specified either by I<identifier> or as an
748 FS::prepay_credit object. If there is an error, returns the error, otherwise
751 Optionally, five scalar references can be passed as well. They will have their
752 values filled in with the amount, number of seconds, and number of upload,
753 download, and total bytes applied by this prepaid card.
757 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
758 #the only place that uses these args
759 sub recharge_prepay {
760 my( $self, $prepay_credit, $amountref, $secondsref,
761 $upbytesref, $downbytesref, $totalbytesref ) = @_;
763 local $SIG{HUP} = 'IGNORE';
764 local $SIG{INT} = 'IGNORE';
765 local $SIG{QUIT} = 'IGNORE';
766 local $SIG{TERM} = 'IGNORE';
767 local $SIG{TSTP} = 'IGNORE';
768 local $SIG{PIPE} = 'IGNORE';
770 my $oldAutoCommit = $FS::UID::AutoCommit;
771 local $FS::UID::AutoCommit = 0;
774 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
776 my $error = $self->get_prepay( $prepay_credit,
777 'amount_ref' => \$amount,
778 'seconds_ref' => \$seconds,
779 'upbytes_ref' => \$upbytes,
780 'downbytes_ref' => \$downbytes,
781 'totalbytes_ref' => \$totalbytes,
783 || $self->increment_seconds($seconds)
784 || $self->increment_upbytes($upbytes)
785 || $self->increment_downbytes($downbytes)
786 || $self->increment_totalbytes($totalbytes)
787 || $self->insert_cust_pay_prepay( $amount,
789 ? $prepay_credit->identifier
794 $dbh->rollback if $oldAutoCommit;
798 if ( defined($amountref) ) { $$amountref = $amount; }
799 if ( defined($secondsref) ) { $$secondsref = $seconds; }
800 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
801 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
802 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
804 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
809 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
811 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
812 specified either by I<identifier> or as an FS::prepay_credit object.
814 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
815 incremented by the values of the prepaid card.
817 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
818 check or set this customer's I<agentnum>.
820 If there is an error, returns the error, otherwise returns false.
826 my( $self, $prepay_credit, %opt ) = @_;
828 local $SIG{HUP} = 'IGNORE';
829 local $SIG{INT} = 'IGNORE';
830 local $SIG{QUIT} = 'IGNORE';
831 local $SIG{TERM} = 'IGNORE';
832 local $SIG{TSTP} = 'IGNORE';
833 local $SIG{PIPE} = 'IGNORE';
835 my $oldAutoCommit = $FS::UID::AutoCommit;
836 local $FS::UID::AutoCommit = 0;
839 unless ( ref($prepay_credit) ) {
841 my $identifier = $prepay_credit;
843 $prepay_credit = qsearchs(
845 { 'identifier' => $identifier },
850 unless ( $prepay_credit ) {
851 $dbh->rollback if $oldAutoCommit;
852 return "Invalid prepaid card: ". $identifier;
857 if ( $prepay_credit->agentnum ) {
858 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
859 $dbh->rollback if $oldAutoCommit;
860 return "prepaid card not valid for agent ". $self->agentnum;
862 $self->agentnum($prepay_credit->agentnum);
865 my $error = $prepay_credit->delete;
867 $dbh->rollback if $oldAutoCommit;
868 return "removing prepay_credit (transaction rolled back): $error";
871 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
872 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
874 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
879 =item increment_upbytes SECONDS
881 Updates this customer's single or primary account (see L<FS::svc_acct>) by
882 the specified number of upbytes. If there is an error, returns the error,
883 otherwise returns false.
887 sub increment_upbytes {
888 _increment_column( shift, 'upbytes', @_);
891 =item increment_downbytes SECONDS
893 Updates this customer's single or primary account (see L<FS::svc_acct>) by
894 the specified number of downbytes. If there is an error, returns the error,
895 otherwise returns false.
899 sub increment_downbytes {
900 _increment_column( shift, 'downbytes', @_);
903 =item increment_totalbytes SECONDS
905 Updates this customer's single or primary account (see L<FS::svc_acct>) by
906 the specified number of totalbytes. If there is an error, returns the error,
907 otherwise returns false.
911 sub increment_totalbytes {
912 _increment_column( shift, 'totalbytes', @_);
915 =item increment_seconds SECONDS
917 Updates this customer's single or primary account (see L<FS::svc_acct>) by
918 the specified number of seconds. If there is an error, returns the error,
919 otherwise returns false.
923 sub increment_seconds {
924 _increment_column( shift, 'seconds', @_);
927 =item _increment_column AMOUNT
929 Updates this customer's single or primary account (see L<FS::svc_acct>) by
930 the specified number of seconds or bytes. If there is an error, returns
931 the error, otherwise returns false.
935 sub _increment_column {
936 my( $self, $column, $amount ) = @_;
937 warn "$me increment_column called: $column, $amount\n"
940 return '' unless $amount;
942 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
943 $self->ncancelled_pkgs;
946 return 'No packages with primary or single services found'.
947 ' to apply pre-paid time';
948 } elsif ( scalar(@cust_pkg) > 1 ) {
949 #maybe have a way to specify the package/account?
950 return 'Multiple packages found to apply pre-paid time';
953 my $cust_pkg = $cust_pkg[0];
954 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
958 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
961 return 'No account found to apply pre-paid time';
962 } elsif ( scalar(@cust_svc) > 1 ) {
963 return 'Multiple accounts found to apply pre-paid time';
966 my $svc_acct = $cust_svc[0]->svc_x;
967 warn " found service svcnum ". $svc_acct->pkgnum.
968 ' ('. $svc_acct->email. ")\n"
971 $column = "increment_$column";
972 $svc_acct->$column($amount);
976 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
978 Inserts a prepayment in the specified amount for this customer. An optional
979 second argument can specify the prepayment identifier for tracking purposes.
980 If there is an error, returns the error, otherwise returns false.
984 sub insert_cust_pay_prepay {
985 shift->insert_cust_pay('PREP', @_);
988 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
990 Inserts a cash payment in the specified amount for this customer. An optional
991 second argument can specify the payment identifier for tracking purposes.
992 If there is an error, returns the error, otherwise returns false.
996 sub insert_cust_pay_cash {
997 shift->insert_cust_pay('CASH', @_);
1000 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1002 Inserts a Western Union payment in the specified amount for this customer. An
1003 optional second argument can specify the prepayment identifier for tracking
1004 purposes. If there is an error, returns the error, otherwise returns false.
1008 sub insert_cust_pay_west {
1009 shift->insert_cust_pay('WEST', @_);
1012 sub insert_cust_pay {
1013 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1014 my $payinfo = scalar(@_) ? shift : '';
1016 my $cust_pay = new FS::cust_pay {
1017 'custnum' => $self->custnum,
1018 'paid' => sprintf('%.2f', $amount),
1019 #'_date' => #date the prepaid card was purchased???
1021 'payinfo' => $payinfo,
1029 This method is deprecated. See the I<depend_jobnum> option to the insert and
1030 order_pkgs methods for a better way to defer provisioning.
1032 Re-schedules all exports by calling the B<reexport> method of all associated
1033 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1034 otherwise returns false.
1041 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1042 "use the depend_jobnum option to insert or order_pkgs to delay export";
1044 local $SIG{HUP} = 'IGNORE';
1045 local $SIG{INT} = 'IGNORE';
1046 local $SIG{QUIT} = 'IGNORE';
1047 local $SIG{TERM} = 'IGNORE';
1048 local $SIG{TSTP} = 'IGNORE';
1049 local $SIG{PIPE} = 'IGNORE';
1051 my $oldAutoCommit = $FS::UID::AutoCommit;
1052 local $FS::UID::AutoCommit = 0;
1055 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1056 my $error = $cust_pkg->reexport;
1058 $dbh->rollback if $oldAutoCommit;
1063 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1068 =item delete [ OPTION => VALUE ... ]
1070 This deletes the customer. If there is an error, returns the error, otherwise
1073 This will completely remove all traces of the customer record. This is not
1074 what you want when a customer cancels service; for that, cancel all of the
1075 customer's packages (see L</cancel>).
1077 If the customer has any uncancelled packages, you need to pass a new (valid)
1078 customer number for those packages to be transferred to, as the "new_customer"
1079 option. Cancelled packages will be deleted. Did I mention that this is NOT
1080 what you want when a customer cancels service and that you really should be
1081 looking at L<FS::cust_pkg/cancel>?
1083 You can't delete a customer with invoices (see L<FS::cust_bill>),
1084 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1085 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1086 set the "delete_financials" option to a true value.
1091 my( $self, %opt ) = @_;
1093 local $SIG{HUP} = 'IGNORE';
1094 local $SIG{INT} = 'IGNORE';
1095 local $SIG{QUIT} = 'IGNORE';
1096 local $SIG{TERM} = 'IGNORE';
1097 local $SIG{TSTP} = 'IGNORE';
1098 local $SIG{PIPE} = 'IGNORE';
1100 my $oldAutoCommit = $FS::UID::AutoCommit;
1101 local $FS::UID::AutoCommit = 0;
1104 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1105 $dbh->rollback if $oldAutoCommit;
1106 return "Can't delete a master agent customer";
1109 #use FS::access_user
1110 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1111 $dbh->rollback if $oldAutoCommit;
1112 return "Can't delete a master employee customer";
1115 tie my %financial_tables, 'Tie::IxHash',
1116 'cust_bill' => 'invoices',
1117 'cust_statement' => 'statements',
1118 'cust_credit' => 'credits',
1119 'cust_pay' => 'payments',
1120 'cust_refund' => 'refunds',
1123 foreach my $table ( keys %financial_tables ) {
1125 my @records = $self->$table();
1127 if ( @records && ! $opt{'delete_financials'} ) {
1128 $dbh->rollback if $oldAutoCommit;
1129 return "Can't delete a customer with ". $financial_tables{$table};
1132 foreach my $record ( @records ) {
1133 my $error = $record->delete;
1135 $dbh->rollback if $oldAutoCommit;
1136 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1142 my @cust_pkg = $self->ncancelled_pkgs;
1144 my $new_custnum = $opt{'new_custnum'};
1145 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1146 $dbh->rollback if $oldAutoCommit;
1147 return "Invalid new customer number: $new_custnum";
1149 foreach my $cust_pkg ( @cust_pkg ) {
1150 my %hash = $cust_pkg->hash;
1151 $hash{'custnum'} = $new_custnum;
1152 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1153 my $error = $new_cust_pkg->replace($cust_pkg,
1154 options => { $cust_pkg->options },
1157 $dbh->rollback if $oldAutoCommit;
1162 my @cancelled_cust_pkg = $self->all_pkgs;
1163 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1164 my $error = $cust_pkg->delete;
1166 $dbh->rollback if $oldAutoCommit;
1171 #cust_tax_adjustment in financials?
1172 #cust_pay_pending? ouch
1174 foreach my $table (qw(
1175 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1176 cust_location cust_main_note cust_tax_adjustment
1177 cust_pay_void cust_pay_batch queue cust_tax_exempt
1179 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1180 my $error = $record->delete;
1182 $dbh->rollback if $oldAutoCommit;
1188 my $sth = $dbh->prepare(
1189 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1191 my $errstr = $dbh->errstr;
1192 $dbh->rollback if $oldAutoCommit;
1195 $sth->execute($self->custnum) or do {
1196 my $errstr = $sth->errstr;
1197 $dbh->rollback if $oldAutoCommit;
1203 my $ticket_dbh = '';
1204 if ($conf->config('ticket_system') eq 'RT_Internal') {
1206 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1207 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1208 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1209 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1212 if ( $ticket_dbh ) {
1214 my $ticket_sth = $ticket_dbh->prepare(
1215 'DELETE FROM Links WHERE Target = ?'
1217 my $errstr = $ticket_dbh->errstr;
1218 $dbh->rollback if $oldAutoCommit;
1221 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1223 my $errstr = $ticket_sth->errstr;
1224 $dbh->rollback if $oldAutoCommit;
1228 #check and see if the customer is the only link on the ticket, and
1229 #if so, set the ticket to deleted status in RT?
1230 #maybe someday, for now this will at least fix tickets not displaying
1234 #delete the customer record
1236 my $error = $self->SUPER::delete;
1238 $dbh->rollback if $oldAutoCommit;
1242 # cust_main exports!
1244 #my $export_args = $options{'export_args'} || [];
1247 map qsearch( 'part_export', {exportnum=>$_} ),
1248 $conf->config('cust_main-exports'); #, $agentnum
1250 foreach my $part_export ( @part_export ) {
1251 my $error = $part_export->export_delete( $self ); #, @$export_args);
1253 $dbh->rollback if $oldAutoCommit;
1254 return "exporting to ". $part_export->exporttype.
1255 " (transaction rolled back): $error";
1259 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1264 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1266 This merges this customer into the provided new custnum, and then deletes the
1267 customer. If there is an error, returns the error, otherwise returns false.
1269 The source customer's name, company name, phone numbers, agent,
1270 referring customer, customer class, advertising source, order taker, and
1271 billing information (except balance) are discarded.
1273 All packages are moved to the target customer. Packages with package locations
1274 are preserved. Packages without package locations are moved to a new package
1275 location with the source customer's service/shipping address.
1277 All invoices, statements, payments, credits and refunds are moved to the target
1278 customer. The source customer's balance is added to the target customer.
1280 All notes, attachments, tickets and customer tags are moved to the target
1283 Change history is not currently moved.
1288 my( $self, $new_custnum, %opt ) = @_;
1290 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1292 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1293 or return "Invalid new customer number: $new_custnum";
1295 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1296 if $self->agentnum != $new_cust_main->agentnum
1297 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1299 local $SIG{HUP} = 'IGNORE';
1300 local $SIG{INT} = 'IGNORE';
1301 local $SIG{QUIT} = 'IGNORE';
1302 local $SIG{TERM} = 'IGNORE';
1303 local $SIG{TSTP} = 'IGNORE';
1304 local $SIG{PIPE} = 'IGNORE';
1306 my $oldAutoCommit = $FS::UID::AutoCommit;
1307 local $FS::UID::AutoCommit = 0;
1310 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1311 $dbh->rollback if $oldAutoCommit;
1312 return "Can't merge a master agent customer";
1315 #use FS::access_user
1316 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1317 $dbh->rollback if $oldAutoCommit;
1318 return "Can't merge a master employee customer";
1321 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1322 'status' => { op=>'!=', value=>'done' },
1326 $dbh->rollback if $oldAutoCommit;
1327 return "Can't merge a customer with pending payments";
1330 tie my %financial_tables, 'Tie::IxHash',
1331 'cust_bill' => 'invoices',
1332 'cust_bill_void' => 'voided invoices',
1333 'cust_statement' => 'statements',
1334 'cust_credit' => 'credits',
1335 'cust_credit_void' => 'voided credits',
1336 'cust_pay' => 'payments',
1337 'cust_pay_void' => 'voided payments',
1338 'cust_refund' => 'refunds',
1341 foreach my $table ( keys %financial_tables ) {
1343 my @records = $self->$table();
1345 foreach my $record ( @records ) {
1346 $record->custnum($new_custnum);
1347 my $error = $record->replace;
1349 $dbh->rollback if $oldAutoCommit;
1350 return "Error merging ". $financial_tables{$table}. ": $error\n";
1356 my $name = $self->ship_name; #?
1358 my $locationnum = '';
1359 foreach my $cust_pkg ( $self->all_pkgs ) {
1360 $cust_pkg->custnum($new_custnum);
1362 unless ( $cust_pkg->locationnum ) {
1363 unless ( $locationnum ) {
1364 my $cust_location = new FS::cust_location {
1365 $self->location_hash,
1366 'custnum' => $new_custnum,
1368 my $error = $cust_location->insert;
1370 $dbh->rollback if $oldAutoCommit;
1373 $locationnum = $cust_location->locationnum;
1375 $cust_pkg->locationnum($locationnum);
1378 my $error = $cust_pkg->replace;
1380 $dbh->rollback if $oldAutoCommit;
1384 # add customer (ship) name to svc_phone.phone_name if blank
1385 my @cust_svc = $cust_pkg->cust_svc;
1386 foreach my $cust_svc (@cust_svc) {
1387 my($label, $value, $svcdb) = $cust_svc->label;
1388 next unless $svcdb eq 'svc_phone';
1389 my $svc_phone = $cust_svc->svc_x;
1390 next if $svc_phone->phone_name;
1391 $svc_phone->phone_name($name);
1392 my $error = $svc_phone->replace;
1394 $dbh->rollback if $oldAutoCommit;
1402 # cust_tax_exempt (texas tax exemptions)
1403 # cust_recon (some sort of not-well understood thing for OnPac)
1405 #these are moved over
1406 foreach my $table (qw(
1407 cust_tag cust_location contact cust_attachment cust_main_note
1408 cust_tax_adjustment cust_pay_batch queue
1410 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1411 $record->custnum($new_custnum);
1412 my $error = $record->replace;
1414 $dbh->rollback if $oldAutoCommit;
1420 #these aren't preserved
1421 foreach my $table (qw(
1422 cust_main_exemption cust_main_invoice
1424 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1425 my $error = $record->delete;
1427 $dbh->rollback if $oldAutoCommit;
1434 my $sth = $dbh->prepare(
1435 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1437 my $errstr = $dbh->errstr;
1438 $dbh->rollback if $oldAutoCommit;
1441 $sth->execute($new_custnum, $self->custnum) or do {
1442 my $errstr = $sth->errstr;
1443 $dbh->rollback if $oldAutoCommit;
1449 my $ticket_dbh = '';
1450 if ($conf->config('ticket_system') eq 'RT_Internal') {
1452 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1453 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1454 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1455 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1458 if ( $ticket_dbh ) {
1460 my $ticket_sth = $ticket_dbh->prepare(
1461 'UPDATE Links SET Target = ? WHERE Target = ?'
1463 my $errstr = $ticket_dbh->errstr;
1464 $dbh->rollback if $oldAutoCommit;
1467 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1468 'freeside://freeside/cust_main/'.$self->custnum)
1470 my $errstr = $ticket_sth->errstr;
1471 $dbh->rollback if $oldAutoCommit;
1477 #delete the customer record
1479 my $error = $self->delete;
1481 $dbh->rollback if $oldAutoCommit;
1485 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1490 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1492 Replaces the OLD_RECORD with this one in the database. If there is an error,
1493 returns the error, otherwise returns false.
1495 To change the customer's address, set the pseudo-fields C<bill_location> and
1496 C<ship_location>. The address will still only change if at least one of the
1497 address fields differs from the existing values.
1499 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1500 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1501 expected and rollback the entire transaction; it is not necessary to call
1502 check_invoicing_list first. Here's an example:
1504 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1506 Currently available options are: I<tax_exemption>.
1508 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1509 of tax names and exemption numbers. FS::cust_main_exemption records will be
1510 deleted and inserted as appropriate.
1517 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1519 : $self->replace_old;
1523 warn "$me replace called\n"
1526 my $curuser = $FS::CurrentUser::CurrentUser;
1527 if ( $self->payby eq 'COMP'
1528 && $self->payby ne $old->payby
1529 && ! $curuser->access_right('Complimentary customer')
1532 return "You are not permitted to create complimentary accounts.";
1535 local($ignore_expired_card) = 1
1536 if $old->payby =~ /^(CARD|DCRD)$/
1537 && $self->payby =~ /^(CARD|DCRD)$/
1538 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1540 local($ignore_banned_card) = 1
1541 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1542 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1543 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1545 if ( $self->payby =~ /^(CARD|DCRD)$/
1546 && $old->payinfo ne $self->payinfo
1547 && $old->paymask ne $self->paymask )
1549 my $error = $self->check_payinfo_cardtype;
1550 return $error if $error;
1552 if ( $conf->exists('business-onlinepayment-verification') ) {
1553 #need to standardize paydate for this, false laziness with check
1555 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1556 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1557 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1558 ( $m, $y ) = ( $2, "19$1" );
1559 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1560 ( $m, $y ) = ( $3, "20$2" );
1562 return "Illegal expiration date: ". $self->paydate;
1564 $m = sprintf('%02d',$m);
1565 $self->paydate("$y-$m-01");
1567 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
1568 return $error if $error;
1572 return "Invoicing locale is required"
1575 && $conf->exists('cust_main-require_locale');
1577 local $SIG{HUP} = 'IGNORE';
1578 local $SIG{INT} = 'IGNORE';
1579 local $SIG{QUIT} = 'IGNORE';
1580 local $SIG{TERM} = 'IGNORE';
1581 local $SIG{TSTP} = 'IGNORE';
1582 local $SIG{PIPE} = 'IGNORE';
1584 my $oldAutoCommit = $FS::UID::AutoCommit;
1585 local $FS::UID::AutoCommit = 0;
1588 for my $l (qw(bill_location ship_location)) {
1589 my $old_loc = $old->$l;
1590 my $new_loc = $self->$l;
1592 # find the existing location if there is one
1593 $new_loc->set('custnum' => $self->custnum);
1594 my $error = $new_loc->find_or_insert;
1596 $dbh->rollback if $oldAutoCommit;
1599 $self->set($l.'num', $new_loc->locationnum);
1602 # replace the customer record
1603 my $error = $self->SUPER::replace($old);
1606 $dbh->rollback if $oldAutoCommit;
1610 # now move packages to the new service location
1611 $self->set('ship_location', ''); #flush cache
1612 if ( $old->ship_locationnum and # should only be null during upgrade...
1613 $old->ship_locationnum != $self->ship_locationnum ) {
1614 $error = $old->ship_location->move_to($self->ship_location);
1616 $dbh->rollback if $oldAutoCommit;
1620 # don't move packages based on the billing location, but
1621 # disable it if it's no longer in use
1622 if ( $old->bill_locationnum and
1623 $old->bill_locationnum != $self->bill_locationnum ) {
1624 $error = $old->bill_location->disable_if_unused;
1626 $dbh->rollback if $oldAutoCommit;
1631 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1632 my $invoicing_list = shift @param;
1633 $error = $self->check_invoicing_list( $invoicing_list );
1635 $dbh->rollback if $oldAutoCommit;
1638 $self->invoicing_list( $invoicing_list );
1641 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1643 #this could be more efficient than deleting and re-inserting, if it matters
1644 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1645 my $error = $cust_tag->delete;
1647 $dbh->rollback if $oldAutoCommit;
1651 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1652 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1653 'custnum' => $self->custnum };
1654 my $error = $cust_tag->insert;
1656 $dbh->rollback if $oldAutoCommit;
1663 my %options = @param;
1665 my $tax_exemption = delete $options{'tax_exemption'};
1666 if ( $tax_exemption ) {
1668 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1669 if ref($tax_exemption) eq 'ARRAY';
1671 my %cust_main_exemption =
1672 map { $_->taxname => $_ }
1673 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1675 foreach my $taxname ( keys %$tax_exemption ) {
1677 if ( $cust_main_exemption{$taxname} &&
1678 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1681 delete $cust_main_exemption{$taxname};
1685 my $cust_main_exemption = new FS::cust_main_exemption {
1686 'custnum' => $self->custnum,
1687 'taxname' => $taxname,
1688 'exempt_number' => $tax_exemption->{$taxname},
1690 my $error = $cust_main_exemption->insert;
1692 $dbh->rollback if $oldAutoCommit;
1693 return "inserting cust_main_exemption (transaction rolled back): $error";
1697 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1698 my $error = $cust_main_exemption->delete;
1700 $dbh->rollback if $oldAutoCommit;
1701 return "deleting cust_main_exemption (transaction rolled back): $error";
1707 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1708 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1709 && $self->get('payinfo') !~ /^99\d{14}$/
1711 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1716 # card/check/lec info has changed, want to retry realtime_ invoice events
1717 my $error = $self->retry_realtime;
1719 $dbh->rollback if $oldAutoCommit;
1724 unless ( $import || $skip_fuzzyfiles ) {
1725 $error = $self->queue_fuzzyfiles_update;
1727 $dbh->rollback if $oldAutoCommit;
1728 return "updating fuzzy search cache: $error";
1732 # tax district update in cust_location
1734 # cust_main exports!
1736 my $export_args = $options{'export_args'} || [];
1739 map qsearch( 'part_export', {exportnum=>$_} ),
1740 $conf->config('cust_main-exports'); #, $agentnum
1742 foreach my $part_export ( @part_export ) {
1743 my $error = $part_export->export_replace( $self, $old, @$export_args);
1745 $dbh->rollback if $oldAutoCommit;
1746 return "exporting to ". $part_export->exporttype.
1747 " (transaction rolled back): $error";
1751 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1756 =item queue_fuzzyfiles_update
1758 Used by insert & replace to update the fuzzy search cache
1762 use FS::cust_main::Search;
1763 sub queue_fuzzyfiles_update {
1766 local $SIG{HUP} = 'IGNORE';
1767 local $SIG{INT} = 'IGNORE';
1768 local $SIG{QUIT} = 'IGNORE';
1769 local $SIG{TERM} = 'IGNORE';
1770 local $SIG{TSTP} = 'IGNORE';
1771 local $SIG{PIPE} = 'IGNORE';
1773 my $oldAutoCommit = $FS::UID::AutoCommit;
1774 local $FS::UID::AutoCommit = 0;
1777 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1778 my $queue = new FS::queue {
1779 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1781 my @args = "cust_main.$field", $self->get($field);
1782 my $error = $queue->insert( @args );
1784 $dbh->rollback if $oldAutoCommit;
1785 return "queueing job (transaction rolled back): $error";
1789 my @locations = $self->bill_location;
1790 push @locations, $self->ship_location if $self->has_ship_address;
1791 foreach my $location (@locations) {
1792 my $queue = new FS::queue {
1793 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1795 my @args = 'cust_location.address1', $location->address1;
1796 my $error = $queue->insert( @args );
1798 $dbh->rollback if $oldAutoCommit;
1799 return "queueing job (transaction rolled back): $error";
1803 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1810 Checks all fields to make sure this is a valid customer record. If there is
1811 an error, returns the error, otherwise returns false. Called by the insert
1812 and replace methods.
1819 warn "$me check BEFORE: \n". $self->_dump
1823 $self->ut_numbern('custnum')
1824 || $self->ut_number('agentnum')
1825 || $self->ut_textn('agent_custid')
1826 || $self->ut_number('refnum')
1827 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1828 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1829 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1830 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1831 || $self->ut_textn('custbatch')
1832 || $self->ut_name('last')
1833 || $self->ut_name('first')
1834 || $self->ut_snumbern('signupdate')
1835 || $self->ut_snumbern('birthdate')
1836 || $self->ut_namen('spouse_last')
1837 || $self->ut_namen('spouse_first')
1838 || $self->ut_snumbern('spouse_birthdate')
1839 || $self->ut_snumbern('anniversary_date')
1840 || $self->ut_textn('company')
1841 || $self->ut_textn('ship_company')
1842 || $self->ut_anything('comments')
1843 || $self->ut_numbern('referral_custnum')
1844 || $self->ut_textn('stateid')
1845 || $self->ut_textn('stateid_state')
1846 || $self->ut_textn('invoice_terms')
1847 || $self->ut_floatn('cdr_termination_percentage')
1848 || $self->ut_floatn('credit_limit')
1849 || $self->ut_numbern('billday')
1850 || $self->ut_numbern('prorate_day')
1851 || $self->ut_flag('edit_subject')
1852 || $self->ut_flag('calling_list_exempt')
1853 || $self->ut_flag('invoice_noemail')
1854 || $self->ut_flag('message_noemail')
1855 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1856 || $self->ut_flag('invoice_ship_address')
1859 foreach (qw(company ship_company)) {
1860 my $company = $self->get($_);
1861 $company =~ s/^\s+//;
1862 $company =~ s/\s+$//;
1863 $company =~ s/\s+/ /g;
1864 $self->set($_, $company);
1867 #barf. need message catalogs. i18n. etc.
1868 $error .= "Please select an advertising source."
1869 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1870 return $error if $error;
1872 return "Unknown agent"
1873 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1875 return "Unknown refnum"
1876 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1878 return "Unknown referring custnum: ". $self->referral_custnum
1879 unless ! $self->referral_custnum
1880 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1882 if ( $self->ss eq '' ) {
1887 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1888 or return "Illegal social security number: ". $self->ss;
1889 $self->ss("$1-$2-$3");
1892 #turn off invoice_ship_address if ship & bill are the same
1893 if ($self->bill_locationnum eq $self->ship_locationnum) {
1894 $self->invoice_ship_address('');
1897 # cust_main_county verification now handled by cust_location check
1900 $self->ut_phonen('daytime', $self->country)
1901 || $self->ut_phonen('night', $self->country)
1902 || $self->ut_phonen('fax', $self->country)
1903 || $self->ut_phonen('mobile', $self->country)
1905 return $error if $error;
1907 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1909 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1912 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1914 : FS::Msgcat::_gettext('daytime');
1915 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1917 : FS::Msgcat::_gettext('night');
1919 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1921 : FS::Msgcat::_gettext('mobile');
1923 return "$daytime_label, $night_label or $mobile_label is required"
1927 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1928 # or return "Illegal payby: ". $self->payby;
1930 FS::payby->can_payby($self->table, $self->payby)
1931 or return "Illegal payby: ". $self->payby;
1933 $error = $self->ut_numbern('paystart_month')
1934 || $self->ut_numbern('paystart_year')
1935 || $self->ut_numbern('payissue')
1936 || $self->ut_textn('paytype')
1938 return $error if $error;
1940 if ( $self->payip eq '' ) {
1943 $error = $self->ut_ip('payip');
1944 return $error if $error;
1947 # If it is encrypted and the private key is not availaible then we can't
1948 # check the credit card.
1949 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1951 # Need some kind of global flag to accept invalid cards, for testing
1953 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1955 my $payinfo = $self->payinfo;
1956 $payinfo =~ s/\D//g;
1957 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1958 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1960 $self->payinfo($payinfo);
1962 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1964 return gettext('unknown_card_type')
1965 if $self->payinfo !~ /^99\d{14}$/ #token
1966 && cardtype($self->payinfo) eq "Unknown";
1968 unless ( $ignore_banned_card ) {
1969 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1971 if ( $ban->bantype eq 'warn' ) {
1972 #or others depending on value of $ban->reason ?
1973 return '_duplicate_card'.
1974 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1975 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1976 ' (ban# '. $ban->bannum. ')'
1977 unless $self->override_ban_warn;
1979 return 'Banned credit card: banned on '.
1980 time2str('%a %h %o at %r', $ban->_date).
1981 ' by '. $ban->otaker.
1982 ' (ban# '. $ban->bannum. ')';
1987 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1988 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1989 $self->paycvv =~ /^(\d{4})$/
1990 or return "CVV2 (CID) for American Express cards is four digits.";
1993 $self->paycvv =~ /^(\d{3})$/
1994 or return "CVV2 (CVC2/CID) is three digits.";
2001 my $cardtype = cardtype($payinfo);
2002 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
2004 return "Start date or issue number is required for $cardtype cards"
2005 unless $self->paystart_month && $self->paystart_year or $self->payissue;
2007 return "Start month must be between 1 and 12"
2008 if $self->paystart_month
2009 and $self->paystart_month < 1 || $self->paystart_month > 12;
2011 return "Start year must be 1990 or later"
2012 if $self->paystart_year
2013 and $self->paystart_year < 1990;
2015 return "Issue number must be beween 1 and 99"
2017 and $self->payissue < 1 || $self->payissue > 99;
2020 $self->paystart_month('');
2021 $self->paystart_year('');
2022 $self->payissue('');
2025 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
2027 my $payinfo = $self->payinfo;
2028 $payinfo =~ s/[^\d\@\.]//g;
2029 if ( $conf->config('echeck-country') eq 'CA' ) {
2030 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
2031 or return 'invalid echeck account@branch.bank';
2032 $payinfo = "$1\@$2.$3";
2033 } elsif ( $conf->config('echeck-country') eq 'US' ) {
2034 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
2035 $payinfo = "$1\@$2";
2037 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
2038 $payinfo = "$1\@$2";
2040 $self->payinfo($payinfo);
2043 unless ( $ignore_banned_card ) {
2044 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2046 if ( $ban->bantype eq 'warn' ) {
2047 #or others depending on value of $ban->reason ?
2048 return '_duplicate_ach' unless $self->override_ban_warn;
2050 return 'Banned ACH account: banned on '.
2051 time2str('%a %h %o at %r', $ban->_date).
2052 ' by '. $ban->otaker.
2053 ' (ban# '. $ban->bannum. ')';
2058 } elsif ( $self->payby eq 'LECB' ) {
2060 my $payinfo = $self->payinfo;
2061 $payinfo =~ s/\D//g;
2062 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2064 $self->payinfo($payinfo);
2067 } elsif ( $self->payby eq 'BILL' ) {
2069 $error = $self->ut_textn('payinfo');
2070 return "Illegal P.O. number: ". $self->payinfo if $error;
2073 } elsif ( $self->payby eq 'COMP' ) {
2075 my $curuser = $FS::CurrentUser::CurrentUser;
2076 if ( ! $self->custnum
2077 && ! $curuser->access_right('Complimentary customer')
2080 return "You are not permitted to create complimentary accounts."
2083 $error = $self->ut_textn('payinfo');
2084 return "Illegal comp account issuer: ". $self->payinfo if $error;
2087 } elsif ( $self->payby eq 'PREPAY' ) {
2089 my $payinfo = $self->payinfo;
2090 $payinfo =~ s/\W//g; #anything else would just confuse things
2091 $self->payinfo($payinfo);
2092 $error = $self->ut_alpha('payinfo');
2093 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2094 return "Unknown prepayment identifier"
2095 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2100 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2101 return "Expiration date required"
2102 # shouldn't payinfo_check do this?
2103 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2107 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2108 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2109 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2110 ( $m, $y ) = ( $2, "19$1" );
2111 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2112 ( $m, $y ) = ( $3, "20$2" );
2114 return "Illegal expiration date: ". $self->paydate;
2116 $m = sprintf('%02d',$m);
2117 $self->paydate("$y-$m-01");
2118 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2119 return gettext('expired_card')
2121 && !$ignore_expired_card
2122 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2125 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2126 ( ! $conf->exists('require_cardname')
2127 || $self->payby !~ /^(CARD|DCRD)$/ )
2129 $self->payname( $self->first. " ". $self->getfield('last') );
2132 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2133 $self->payname =~ /^([\w \,\.\-\']*)$/
2134 or return gettext('illegal_name'). " payname: ". $self->payname;
2137 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2138 or return gettext('illegal_name'). " payname: ". $self->payname;
2144 return "Please select an invoicing locale"
2147 && $conf->exists('cust_main-require_locale');
2149 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2150 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2154 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2156 warn "$me check AFTER: \n". $self->_dump
2159 $self->SUPER::check;
2162 sub check_payinfo_cardtype {
2165 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2167 my $payinfo = $self->payinfo;
2168 $payinfo =~ s/\D//g;
2170 return '' if $payinfo =~ /^99\d{14}$/; #token
2172 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2173 my $cardtype = cardtype($payinfo);
2175 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2183 Additional checks for replace only.
2188 my ($new,$old) = @_;
2189 #preserve old value if global config is set
2190 if ($old && $conf->exists('invoice-ship_address')) {
2191 $new->invoice_ship_address($old->invoice_ship_address);
2198 Returns a list of fields which have ship_ duplicates.
2203 qw( last first company
2205 address1 address2 city county state zip country
2207 daytime night fax mobile
2211 =item has_ship_address
2213 Returns true if this customer record has a separate shipping address.
2217 sub has_ship_address {
2219 $self->bill_locationnum != $self->ship_locationnum;
2224 Returns a list of key/value pairs, with the following keys: address1,
2225 adddress2, city, county, state, zip, country, district, and geocode. The
2226 shipping address is used if present.
2232 $self->ship_location->location_hash;
2237 Returns all locations (see L<FS::cust_location>) for this customer.
2243 qsearch('cust_location', { 'custnum' => $self->custnum,
2244 'prospectnum' => '' } );
2249 Returns all contacts (see L<FS::contact>) for this customer.
2253 #already used :/ sub contact {
2256 qsearch('contact', { 'custnum' => $self->custnum } );
2261 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2262 and L<FS::cust_pkg>) for this customer, except those on hold.
2264 Returns a list: an empty list on success or a list of errors.
2270 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2275 Unsuspends all suspended packages in the on-hold state (those without setup
2276 dates) for this customer.
2282 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2287 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2289 Returns a list: an empty list on success or a list of errors.
2295 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2298 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2300 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2301 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2302 of a list of pkgparts; the hashref has the following keys:
2306 =item pkgparts - listref of pkgparts
2308 =item (other options are passed to the suspend method)
2313 Returns a list: an empty list on success or a list of errors.
2317 sub suspend_if_pkgpart {
2319 my (@pkgparts, %opt);
2320 if (ref($_[0]) eq 'HASH'){
2321 @pkgparts = @{$_[0]{pkgparts}};
2326 grep { $_->suspend(%opt) }
2327 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2328 $self->unsuspended_pkgs;
2331 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2333 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2334 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2335 instead of a list of pkgparts; the hashref has the following keys:
2339 =item pkgparts - listref of pkgparts
2341 =item (other options are passed to the suspend method)
2345 Returns a list: an empty list on success or a list of errors.
2349 sub suspend_unless_pkgpart {
2351 my (@pkgparts, %opt);
2352 if (ref($_[0]) eq 'HASH'){
2353 @pkgparts = @{$_[0]{pkgparts}};
2358 grep { $_->suspend(%opt) }
2359 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2360 $self->unsuspended_pkgs;
2363 =item cancel [ OPTION => VALUE ... ]
2365 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2367 Available options are:
2371 =item quiet - can be set true to supress email cancellation notices.
2373 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2375 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2377 =item nobill - can be set true to skip billing if it might otherwise be done.
2381 Always returns a list: an empty list on success or a list of errors.
2385 # nb that dates are not specified as valid options to this method
2388 my( $self, %opt ) = @_;
2390 warn "$me cancel called on customer ". $self->custnum. " with options ".
2391 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2394 return ( 'access denied' )
2395 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2397 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2399 #should try decryption (we might have the private key)
2400 # and if not maybe queue a job for the server that does?
2401 return ( "Can't (yet) ban encrypted credit cards" )
2402 if $self->is_encrypted($self->payinfo);
2404 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2405 my $error = $ban->insert;
2406 return ( $error ) if $error;
2410 my @pkgs = $self->ncancelled_pkgs;
2412 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2414 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2415 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2419 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2420 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2423 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2426 sub _banned_pay_hashref {
2437 'payby' => $payby2ban{$self->payby},
2438 'payinfo' => $self->payinfo,
2439 #don't ever *search* on reason! #'reason' =>
2443 sub _new_banned_pay_hashref {
2445 my $hr = $self->_banned_pay_hashref;
2446 $hr->{payinfo} = md5_base64($hr->{payinfo});
2452 Returns all notes (see L<FS::cust_main_note>) for this customer.
2457 my($self,$orderby_classnum) = (shift,shift);
2458 my $orderby = "sticky DESC, _date DESC";
2459 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2460 qsearch( 'cust_main_note',
2461 { 'custnum' => $self->custnum },
2463 "ORDER BY $orderby",
2469 Returns the agent (see L<FS::agent>) for this customer.
2475 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2480 Returns the agent name (see L<FS::agent>) for this customer.
2486 $self->agent->agent;
2491 Returns any tags associated with this customer, as FS::cust_tag objects,
2492 or an empty list if there are no tags.
2498 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2503 Returns any tags associated with this customer, as FS::part_tag objects,
2504 or an empty list if there are no tags.
2510 map $_->part_tag, $self->cust_tag;
2516 Returns the customer class, as an FS::cust_class object, or the empty string
2517 if there is no customer class.
2523 if ( $self->classnum ) {
2524 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2532 Returns the customer category name, or the empty string if there is no customer
2539 my $cust_class = $self->cust_class;
2541 ? $cust_class->categoryname
2547 Returns the customer class name, or the empty string if there is no customer
2554 my $cust_class = $self->cust_class;
2556 ? $cust_class->classname
2560 =item BILLING METHODS
2562 Documentation on billing methods has been moved to
2563 L<FS::cust_main::Billing>.
2565 =item REALTIME BILLING METHODS
2567 Documentation on realtime billing methods has been moved to
2568 L<FS::cust_main::Billing_Realtime>.
2572 Removes the I<paycvv> field from the database directly.
2574 If there is an error, returns the error, otherwise returns false.
2580 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2581 or return dbh->errstr;
2582 $sth->execute($self->custnum)
2583 or return $sth->errstr;
2588 =item batch_card OPTION => VALUE...
2590 Adds a payment for this invoice to the pending credit card batch (see
2591 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2592 runs the payment using a realtime gateway.
2594 Options may include:
2596 B<amount>: the amount to be paid; defaults to the customer's balance minus
2597 any payments in transit.
2599 B<payby>: the payment method; defaults to cust_main.payby
2601 B<realtime>: runs this as a realtime payment instead of adding it to a
2604 B<invnum>: sets cust_pay_batch.invnum.
2606 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2607 the billing address for the payment; defaults to the customer's billing
2610 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2611 date, and name; defaults to those fields in cust_main.
2616 my ($self, %options) = @_;
2619 if (exists($options{amount})) {
2620 $amount = $options{amount};
2622 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2625 warn(sprintf("Customer balance %.2f - in transit amount %.2f is <= 0.\n",
2627 $self->in_transit_payments
2632 my $invnum = delete $options{invnum};
2633 my $payby = $options{payby} || $self->payby; #still dubious
2635 if ($options{'realtime'}) {
2636 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2642 my $oldAutoCommit = $FS::UID::AutoCommit;
2643 local $FS::UID::AutoCommit = 0;
2646 #this needs to handle mysql as well as Pg, like svc_acct.pm
2647 #(make it into a common function if folks need to do batching with mysql)
2648 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2649 or return "Cannot lock pay_batch: " . $dbh->errstr;
2653 'payby' => FS::payby->payby2payment($payby),
2655 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2657 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2659 unless ( $pay_batch ) {
2660 $pay_batch = new FS::pay_batch \%pay_batch;
2661 my $error = $pay_batch->insert;
2663 $dbh->rollback if $oldAutoCommit;
2664 die "error creating new batch: $error\n";
2668 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2669 'batchnum' => $pay_batch->batchnum,
2670 'custnum' => $self->custnum,
2673 foreach (qw( address1 address2 city state zip country latitude longitude
2674 payby payinfo paydate payname ))
2676 $options{$_} = '' unless exists($options{$_});
2679 my $loc = $self->bill_location;
2681 my $cust_pay_batch = new FS::cust_pay_batch ( {
2682 'batchnum' => $pay_batch->batchnum,
2683 'invnum' => $invnum || 0, # is there a better value?
2684 # this field should be
2686 # cust_bill_pay_batch now
2687 'custnum' => $self->custnum,
2688 'last' => $self->getfield('last'),
2689 'first' => $self->getfield('first'),
2690 'address1' => $options{address1} || $loc->address1,
2691 'address2' => $options{address2} || $loc->address2,
2692 'city' => $options{city} || $loc->city,
2693 'state' => $options{state} || $loc->state,
2694 'zip' => $options{zip} || $loc->zip,
2695 'country' => $options{country} || $loc->country,
2696 'payby' => $options{payby} || $self->payby,
2697 'payinfo' => $options{payinfo} || $self->payinfo,
2698 'exp' => $options{paydate} || $self->paydate,
2699 'payname' => $options{payname} || $self->payname,
2700 'amount' => $amount, # consolidating
2703 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2704 if $old_cust_pay_batch;
2707 if ($old_cust_pay_batch) {
2708 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2710 $error = $cust_pay_batch->insert;
2714 $dbh->rollback if $oldAutoCommit;
2718 my $unapplied = $self->total_unapplied_credits
2719 + $self->total_unapplied_payments
2720 + $self->in_transit_payments;
2721 foreach my $cust_bill ($self->open_cust_bill) {
2722 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2723 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2724 'invnum' => $cust_bill->invnum,
2725 'paybatchnum' => $cust_pay_batch->paybatchnum,
2726 'amount' => $cust_bill->owed,
2729 if ($unapplied >= $cust_bill_pay_batch->amount){
2730 $unapplied -= $cust_bill_pay_batch->amount;
2733 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2734 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2736 $error = $cust_bill_pay_batch->insert;
2738 $dbh->rollback if $oldAutoCommit;
2743 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2749 Returns the total owed for this customer on all invoices
2750 (see L<FS::cust_bill/owed>).
2756 $self->total_owed_date(2145859200); #12/31/2037
2759 =item total_owed_date TIME
2761 Returns the total owed for this customer on all invoices with date earlier than
2762 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2763 see L<Time::Local> and L<Date::Parse> for conversion functions.
2767 sub total_owed_date {
2771 my $custnum = $self->custnum;
2773 my $owed_sql = FS::cust_bill->owed_sql;
2776 SELECT SUM($owed_sql) FROM cust_bill
2777 WHERE custnum = $custnum
2781 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2785 =item total_owed_pkgnum PKGNUM
2787 Returns the total owed on all invoices for this customer's specific package
2788 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2792 sub total_owed_pkgnum {
2793 my( $self, $pkgnum ) = @_;
2794 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2797 =item total_owed_date_pkgnum TIME PKGNUM
2799 Returns the total owed for this customer's specific package when using
2800 experimental package balances on all invoices with date earlier than
2801 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2802 see L<Time::Local> and L<Date::Parse> for conversion functions.
2806 sub total_owed_date_pkgnum {
2807 my( $self, $time, $pkgnum ) = @_;
2810 foreach my $cust_bill (
2811 grep { $_->_date <= $time }
2812 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2814 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2816 sprintf( "%.2f", $total_bill );
2822 Returns the total amount of all payments.
2829 $total += $_->paid foreach $self->cust_pay;
2830 sprintf( "%.2f", $total );
2833 =item total_unapplied_credits
2835 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2836 customer. See L<FS::cust_credit/credited>.
2838 =item total_credited
2840 Old name for total_unapplied_credits. Don't use.
2844 sub total_credited {
2845 #carp "total_credited deprecated, use total_unapplied_credits";
2846 shift->total_unapplied_credits(@_);
2849 sub total_unapplied_credits {
2852 my $custnum = $self->custnum;
2854 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2857 SELECT SUM($unapplied_sql) FROM cust_credit
2858 WHERE custnum = $custnum
2861 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2865 =item total_unapplied_credits_pkgnum PKGNUM
2867 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2868 customer. See L<FS::cust_credit/credited>.
2872 sub total_unapplied_credits_pkgnum {
2873 my( $self, $pkgnum ) = @_;
2874 my $total_credit = 0;
2875 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2876 sprintf( "%.2f", $total_credit );
2880 =item total_unapplied_payments
2882 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2883 See L<FS::cust_pay/unapplied>.
2887 sub total_unapplied_payments {
2890 my $custnum = $self->custnum;
2892 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2895 SELECT SUM($unapplied_sql) FROM cust_pay
2896 WHERE custnum = $custnum
2899 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2903 =item total_unapplied_payments_pkgnum PKGNUM
2905 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2906 specific package when using experimental package balances. See
2907 L<FS::cust_pay/unapplied>.
2911 sub total_unapplied_payments_pkgnum {
2912 my( $self, $pkgnum ) = @_;
2913 my $total_unapplied = 0;
2914 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2915 sprintf( "%.2f", $total_unapplied );
2919 =item total_unapplied_refunds
2921 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2922 customer. See L<FS::cust_refund/unapplied>.
2926 sub total_unapplied_refunds {
2928 my $custnum = $self->custnum;
2930 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2933 SELECT SUM($unapplied_sql) FROM cust_refund
2934 WHERE custnum = $custnum
2937 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2943 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2944 total_unapplied_credits minus total_unapplied_payments).
2950 $self->balance_date_range;
2953 =item balance_date TIME
2955 Returns the balance for this customer, only considering invoices with date
2956 earlier than TIME (total_owed_date minus total_credited minus
2957 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2958 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2965 $self->balance_date_range(shift);
2968 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2970 Returns the balance for this customer, optionally considering invoices with
2971 date earlier than START_TIME, and not later than END_TIME
2972 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2974 Times are specified as SQL fragments or numeric
2975 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2976 L<Date::Parse> for conversion functions. The empty string can be passed
2977 to disable that time constraint completely.
2979 Accepts the same options as L<balance_date_sql>:
2983 =item unapplied_date
2985 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)
2989 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2990 time will be ignored. Note that START_TIME and END_TIME only limit the date
2991 range for invoices and I<unapplied> payments, credits, and refunds.
2997 sub balance_date_range {
2999 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
3000 ') FROM cust_main WHERE custnum='. $self->custnum;
3001 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
3004 =item balance_pkgnum PKGNUM
3006 Returns the balance for this customer's specific package when using
3007 experimental package balances (total_owed plus total_unrefunded, minus
3008 total_unapplied_credits minus total_unapplied_payments)
3012 sub balance_pkgnum {
3013 my( $self, $pkgnum ) = @_;
3016 $self->total_owed_pkgnum($pkgnum)
3017 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
3018 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
3019 - $self->total_unapplied_credits_pkgnum($pkgnum)
3020 - $self->total_unapplied_payments_pkgnum($pkgnum)
3024 =item in_transit_payments
3026 Returns the total of requests for payments for this customer pending in
3027 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3031 sub in_transit_payments {
3033 my $in_transit_payments = 0;
3034 foreach my $pay_batch ( qsearch('pay_batch', {
3037 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3038 'batchnum' => $pay_batch->batchnum,
3039 'custnum' => $self->custnum,
3042 $in_transit_payments += $cust_pay_batch->amount;
3045 sprintf( "%.2f", $in_transit_payments );
3050 Returns a hash of useful information for making a payment.
3060 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
3061 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
3062 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
3066 For credit card transactions:
3078 For electronic check transactions:
3093 $return{balance} = $self->balance;
3095 $return{payname} = $self->payname
3096 || ( $self->first. ' '. $self->get('last') );
3098 $return{$_} = $self->bill_location->$_
3099 for qw(address1 address2 city state zip);
3101 $return{payby} = $self->payby;
3102 $return{stateid_state} = $self->stateid_state;
3104 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3105 $return{card_type} = cardtype($self->payinfo);
3106 $return{payinfo} = $self->paymask;
3108 @return{'month', 'year'} = $self->paydate_monthyear;
3112 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3113 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3114 $return{payinfo1} = $payinfo1;
3115 $return{payinfo2} = $payinfo2;
3116 $return{paytype} = $self->paytype;
3117 $return{paystate} = $self->paystate;
3121 #doubleclick protection
3123 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3129 =item paydate_monthyear
3131 Returns a two-element list consisting of the month and year of this customer's
3132 paydate (credit card expiration date for CARD customers)
3136 sub paydate_monthyear {
3138 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3140 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3149 Returns the exact time in seconds corresponding to the payment method
3150 expiration date. For CARD/DCRD customers this is the end of the month;
3151 for others (COMP is the only other payby that uses paydate) it's the start.
3152 Returns 0 if the paydate is empty or set to the far future.
3158 my ($month, $year) = $self->paydate_monthyear;
3159 return 0 if !$year or $year >= 2037;
3160 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3162 if ( $month == 13 ) {
3166 return timelocal(0,0,0,1,$month-1,$year) - 1;
3169 return timelocal(0,0,0,1,$month-1,$year);
3173 =item paydate_epoch_sql
3175 Class method. Returns an SQL expression to obtain the payment expiration date
3176 as a number of seconds.
3180 # Special expiration date behavior for non-CARD/DCRD customers has been
3181 # carefully preserved. Do we really use that?
3182 sub paydate_epoch_sql {
3184 my $table = shift || 'cust_main';
3185 my ($case1, $case2);
3186 if ( driver_name eq 'Pg' ) {
3187 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3188 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3190 elsif ( lc(driver_name) eq 'mysql' ) {
3191 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3192 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3195 return "CASE WHEN $table.payby IN('CARD','DCRD')
3201 =item tax_exemption TAXNAME
3206 my( $self, $taxname ) = @_;
3208 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3209 'taxname' => $taxname,
3214 =item cust_main_exemption
3218 sub cust_main_exemption {
3220 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3223 =item invoicing_list [ ARRAYREF ]
3225 If an arguement is given, sets these email addresses as invoice recipients
3226 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3227 (except as warnings), so use check_invoicing_list first.
3229 Returns a list of email addresses (with svcnum entries expanded).
3231 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3232 check it without disturbing anything by passing nothing.
3234 This interface may change in the future.
3238 sub invoicing_list {
3239 my( $self, $arrayref ) = @_;
3242 my @cust_main_invoice;
3243 if ( $self->custnum ) {
3244 @cust_main_invoice =
3245 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3247 @cust_main_invoice = ();
3249 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3250 #warn $cust_main_invoice->destnum;
3251 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3252 #warn $cust_main_invoice->destnum;
3253 my $error = $cust_main_invoice->delete;
3254 warn $error if $error;
3257 if ( $self->custnum ) {
3258 @cust_main_invoice =
3259 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3261 @cust_main_invoice = ();
3263 my %seen = map { $_->address => 1 } @cust_main_invoice;
3264 foreach my $address ( @{$arrayref} ) {
3265 next if exists $seen{$address} && $seen{$address};
3266 $seen{$address} = 1;
3267 my $cust_main_invoice = new FS::cust_main_invoice ( {
3268 'custnum' => $self->custnum,
3271 my $error = $cust_main_invoice->insert;
3272 warn $error if $error;
3276 if ( $self->custnum ) {
3278 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3285 =item check_invoicing_list ARRAYREF
3287 Checks these arguements as valid input for the invoicing_list method. If there
3288 is an error, returns the error, otherwise returns false.
3292 sub check_invoicing_list {
3293 my( $self, $arrayref ) = @_;
3295 foreach my $address ( @$arrayref ) {
3297 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3298 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3301 my $cust_main_invoice = new FS::cust_main_invoice ( {
3302 'custnum' => $self->custnum,
3305 my $error = $self->custnum
3306 ? $cust_main_invoice->check
3307 : $cust_main_invoice->checkdest
3309 return $error if $error;
3313 return "Email address required"
3314 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3315 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3320 =item set_default_invoicing_list
3322 Sets the invoicing list to all accounts associated with this customer,
3323 overwriting any previous invoicing list.
3327 sub set_default_invoicing_list {
3329 $self->invoicing_list($self->all_emails);
3334 Returns the email addresses of all accounts provisioned for this customer.
3341 foreach my $cust_pkg ( $self->all_pkgs ) {
3342 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3344 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3345 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3347 $list{$_}=1 foreach map { $_->email } @svc_acct;
3352 =item invoicing_list_addpost
3354 Adds postal invoicing to this customer. If this customer is already configured
3355 to receive postal invoices, does nothing.
3359 sub invoicing_list_addpost {
3361 return if grep { $_ eq 'POST' } $self->invoicing_list;
3362 my @invoicing_list = $self->invoicing_list;
3363 push @invoicing_list, 'POST';
3364 $self->invoicing_list(\@invoicing_list);
3367 =item invoicing_list_emailonly
3369 Returns the list of email invoice recipients (invoicing_list without non-email
3370 destinations such as POST and FAX).
3374 sub invoicing_list_emailonly {
3376 warn "$me invoicing_list_emailonly called"
3378 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3381 =item invoicing_list_emailonly_scalar
3383 Returns the list of email invoice recipients (invoicing_list without non-email
3384 destinations such as POST and FAX) as a comma-separated scalar.
3388 sub invoicing_list_emailonly_scalar {
3390 warn "$me invoicing_list_emailonly_scalar called"
3392 join(', ', $self->invoicing_list_emailonly);
3395 =item referral_custnum_cust_main
3397 Returns the customer who referred this customer (or the empty string, if
3398 this customer was not referred).
3400 Note the difference with referral_cust_main method: This method,
3401 referral_custnum_cust_main returns the single customer (if any) who referred
3402 this customer, while referral_cust_main returns an array of customers referred
3407 sub referral_custnum_cust_main {
3409 return '' unless $self->referral_custnum;
3410 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3413 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3415 Returns an array of customers referred by this customer (referral_custnum set
3416 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3417 customers referred by customers referred by this customer and so on, inclusive.
3418 The default behavior is DEPTH 1 (no recursion).
3420 Note the difference with referral_custnum_cust_main method: This method,
3421 referral_cust_main, returns an array of customers referred BY this customer,
3422 while referral_custnum_cust_main returns the single customer (if any) who
3423 referred this customer.
3427 sub referral_cust_main {
3429 my $depth = @_ ? shift : 1;
3430 my $exclude = @_ ? shift : {};
3433 map { $exclude->{$_->custnum}++; $_; }
3434 grep { ! $exclude->{ $_->custnum } }
3435 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3439 map { $_->referral_cust_main($depth-1, $exclude) }
3446 =item referral_cust_main_ncancelled
3448 Same as referral_cust_main, except only returns customers with uncancelled
3453 sub referral_cust_main_ncancelled {
3455 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3458 =item referral_cust_pkg [ DEPTH ]
3460 Like referral_cust_main, except returns a flat list of all unsuspended (and
3461 uncancelled) packages for each customer. The number of items in this list may
3462 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3466 sub referral_cust_pkg {
3468 my $depth = @_ ? shift : 1;
3470 map { $_->unsuspended_pkgs }
3471 grep { $_->unsuspended_pkgs }
3472 $self->referral_cust_main($depth);
3475 =item referring_cust_main
3477 Returns the single cust_main record for the customer who referred this customer
3478 (referral_custnum), or false.
3482 sub referring_cust_main {
3484 return '' unless $self->referral_custnum;
3485 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3488 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3490 Applies a credit to this customer. If there is an error, returns the error,
3491 otherwise returns false.
3493 REASON can be a text string, an FS::reason object, or a scalar reference to
3494 a reasonnum. If a text string, it will be automatically inserted as a new
3495 reason, and a 'reason_type' option must be passed to indicate the
3496 FS::reason_type for the new reason.
3498 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3499 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3500 I<commission_pkgnum>.
3502 Any other options are passed to FS::cust_credit::insert.
3507 my( $self, $amount, $reason, %options ) = @_;
3509 my $cust_credit = new FS::cust_credit {
3510 'custnum' => $self->custnum,
3511 'amount' => $amount,
3514 if ( ref($reason) ) {
3516 if ( ref($reason) eq 'SCALAR' ) {
3517 $cust_credit->reasonnum( $$reason );
3519 $cust_credit->reasonnum( $reason->reasonnum );
3523 $cust_credit->set('reason', $reason)
3526 $cust_credit->$_( delete $options{$_} )
3527 foreach grep exists($options{$_}),
3528 qw( addlinfo eventnum ),
3529 map "commission_$_", qw( agentnum salesnum pkgnum );
3531 $cust_credit->insert(%options);
3535 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3537 Creates a one-time charge for this customer. If there is an error, returns
3538 the error, otherwise returns false.
3540 New-style, with a hashref of options:
3542 my $error = $cust_main->charge(
3546 'start_date' => str2time('7/4/2009'),
3547 'pkg' => 'Description',
3548 'comment' => 'Comment',
3549 'additional' => [], #extra invoice detail
3550 'classnum' => 1, #pkg_class
3552 'setuptax' => '', # or 'Y' for tax exempt
3554 'locationnum'=> 1234, # optional
3557 'taxclass' => 'Tax class',
3560 'taxproduct' => 2, #part_pkg_taxproduct
3561 'override' => {}, #XXX describe
3563 #will be filled in with the new object
3564 'cust_pkg_ref' => \$cust_pkg,
3566 #generate an invoice immediately
3568 'invoice_terms' => '', #with these terms
3574 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3578 #super false laziness w/quotation::charge
3581 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3582 my ( $pkg, $comment, $additional );
3583 my ( $setuptax, $taxclass ); #internal taxes
3584 my ( $taxproduct, $override ); #vendor (CCH) taxes
3586 my $separate_bill = '';
3587 my $cust_pkg_ref = '';
3588 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3590 if ( ref( $_[0] ) ) {
3591 $amount = $_[0]->{amount};
3592 $setup_cost = $_[0]->{setup_cost};
3593 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3594 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3595 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3596 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3597 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3598 : '$'. sprintf("%.2f",$amount);
3599 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3600 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3601 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3602 $additional = $_[0]->{additional} || [];
3603 $taxproduct = $_[0]->{taxproductnum};
3604 $override = { '' => $_[0]->{tax_override} };
3605 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3606 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3607 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3608 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3609 $separate_bill = $_[0]->{separate_bill} || '';
3615 $pkg = @_ ? shift : 'One-time charge';
3616 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3618 $taxclass = @_ ? shift : '';
3622 local $SIG{HUP} = 'IGNORE';
3623 local $SIG{INT} = 'IGNORE';
3624 local $SIG{QUIT} = 'IGNORE';
3625 local $SIG{TERM} = 'IGNORE';
3626 local $SIG{TSTP} = 'IGNORE';
3627 local $SIG{PIPE} = 'IGNORE';
3629 my $oldAutoCommit = $FS::UID::AutoCommit;
3630 local $FS::UID::AutoCommit = 0;
3633 my $part_pkg = new FS::part_pkg ( {
3635 'comment' => $comment,
3639 'classnum' => ( $classnum ? $classnum : '' ),
3640 'setuptax' => $setuptax,
3641 'taxclass' => $taxclass,
3642 'taxproductnum' => $taxproduct,
3643 'setup_cost' => $setup_cost,
3646 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3647 ( 0 .. @$additional - 1 )
3649 'additional_count' => scalar(@$additional),
3650 'setup_fee' => $amount,
3653 my $error = $part_pkg->insert( options => \%options,
3654 tax_overrides => $override,
3657 $dbh->rollback if $oldAutoCommit;
3661 my $pkgpart = $part_pkg->pkgpart;
3662 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3663 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3664 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3665 $error = $type_pkgs->insert;
3667 $dbh->rollback if $oldAutoCommit;
3672 my $cust_pkg = new FS::cust_pkg ( {
3673 'custnum' => $self->custnum,
3674 'pkgpart' => $pkgpart,
3675 'quantity' => $quantity,
3676 'start_date' => $start_date,
3677 'no_auto' => $no_auto,
3678 'separate_bill' => $separate_bill,
3679 'locationnum'=> $locationnum,
3682 $error = $cust_pkg->insert;
3684 $dbh->rollback if $oldAutoCommit;
3686 } elsif ( $cust_pkg_ref ) {
3687 ${$cust_pkg_ref} = $cust_pkg;
3691 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3692 'pkg_list' => [ $cust_pkg ],
3695 $dbh->rollback if $oldAutoCommit;
3700 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3705 #=item charge_postal_fee
3707 #Applies a one time charge this customer. If there is an error,
3708 #returns the error, returns the cust_pkg charge object or false
3709 #if there was no charge.
3713 # This should be a customer event. For that to work requires that bill
3714 # also be a customer event.
3716 sub charge_postal_fee {
3719 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3720 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3722 my $cust_pkg = new FS::cust_pkg ( {
3723 'custnum' => $self->custnum,
3724 'pkgpart' => $pkgpart,
3728 my $error = $cust_pkg->insert;
3729 $error ? $error : $cust_pkg;
3732 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3734 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3736 Optionally, a list or hashref of additional arguments to the qsearch call can
3743 my $opt = ref($_[0]) ? shift : { @_ };
3745 #return $self->num_cust_bill unless wantarray || keys %$opt;
3747 $opt->{'table'} = 'cust_bill';
3748 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3749 $opt->{'hashref'}{'custnum'} = $self->custnum;
3750 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3752 map { $_ } #behavior of sort undefined in scalar context
3753 sort { $a->_date <=> $b->_date }
3757 =item open_cust_bill
3759 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3764 sub open_cust_bill {
3768 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3774 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3776 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3780 sub legacy_cust_bill {
3783 #return $self->num_legacy_cust_bill unless wantarray;
3785 map { $_ } #behavior of sort undefined in scalar context
3786 sort { $a->_date <=> $b->_date }
3787 qsearch({ 'table' => 'legacy_cust_bill',
3788 'hashref' => { 'custnum' => $self->custnum, },
3789 'order_by' => 'ORDER BY _date ASC',
3793 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3795 Returns all the statements (see L<FS::cust_statement>) for this customer.
3797 Optionally, a list or hashref of additional arguments to the qsearch call can
3802 =item cust_bill_void
3804 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3808 sub cust_bill_void {
3811 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3812 sort { $a->_date <=> $b->_date }
3813 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3816 sub cust_statement {
3818 my $opt = ref($_[0]) ? shift : { @_ };
3820 #return $self->num_cust_statement unless wantarray || keys %$opt;
3822 $opt->{'table'} = 'cust_statement';
3823 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3824 $opt->{'hashref'}{'custnum'} = $self->custnum;
3825 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3827 map { $_ } #behavior of sort undefined in scalar context
3828 sort { $a->_date <=> $b->_date }
3832 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3834 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3836 Optionally, a list or hashref of additional arguments to the qsearch call can
3837 be passed following the SVCDB.
3844 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3845 warn "$me svc_x requires a svcdb";
3848 my $opt = ref($_[0]) ? shift : { @_ };
3850 $opt->{'table'} = $svcdb;
3851 $opt->{'addl_from'} =
3852 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3853 ($opt->{'addl_from'} || '');
3855 my $custnum = $self->custnum;
3856 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3857 my $where = "cust_pkg.custnum = $custnum";
3859 my $extra_sql = $opt->{'extra_sql'} || '';
3860 if ( keys %{ $opt->{'hashref'} } ) {
3861 $extra_sql = " AND $where $extra_sql";
3864 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3865 $extra_sql = "WHERE $where AND $1";
3868 $extra_sql = "WHERE $where $extra_sql";
3871 $opt->{'extra_sql'} = $extra_sql;
3876 # required for use as an eventtable;
3879 $self->svc_x('svc_acct', @_);
3884 Returns all the credits (see L<FS::cust_credit>) for this customer.
3890 map { $_ } #return $self->num_cust_credit unless wantarray;
3891 sort { $a->_date <=> $b->_date }
3892 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3895 =item cust_credit_pkgnum
3897 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3898 package when using experimental package balances.
3902 sub cust_credit_pkgnum {
3903 my( $self, $pkgnum ) = @_;
3904 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3905 sort { $a->_date <=> $b->_date }
3906 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3907 'pkgnum' => $pkgnum,
3912 =item cust_credit_void
3914 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3918 sub cust_credit_void {
3921 sort { $a->_date <=> $b->_date }
3922 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3927 Returns all the payments (see L<FS::cust_pay>) for this customer.
3933 my $opt = ref($_[0]) ? shift : { @_ };
3935 return $self->num_cust_pay unless wantarray || keys %$opt;
3937 $opt->{'table'} = 'cust_pay';
3938 $opt->{'hashref'}{'custnum'} = $self->custnum;
3940 map { $_ } #behavior of sort undefined in scalar context
3941 sort { $a->_date <=> $b->_date }
3948 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3949 called automatically when the cust_pay method is used in a scalar context.
3955 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3956 my $sth = dbh->prepare($sql) or die dbh->errstr;
3957 $sth->execute($self->custnum) or die $sth->errstr;
3958 $sth->fetchrow_arrayref->[0];
3961 =item unapplied_cust_pay
3963 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3967 sub unapplied_cust_pay {
3971 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3977 =item cust_pay_pkgnum
3979 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3980 package when using experimental package balances.
3984 sub cust_pay_pkgnum {
3985 my( $self, $pkgnum ) = @_;
3986 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3987 sort { $a->_date <=> $b->_date }
3988 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3989 'pkgnum' => $pkgnum,
3996 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4002 map { $_ } #return $self->num_cust_pay_void unless wantarray;
4003 sort { $a->_date <=> $b->_date }
4004 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4007 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4009 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
4011 Optionally, a list or hashref of additional arguments to the qsearch call can
4016 sub cust_pay_batch {
4018 my $opt = ref($_[0]) ? shift : { @_ };
4020 #return $self->num_cust_statement unless wantarray || keys %$opt;
4022 $opt->{'table'} = 'cust_pay_batch';
4023 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4024 $opt->{'hashref'}{'custnum'} = $self->custnum;
4025 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
4027 map { $_ } #behavior of sort undefined in scalar context
4028 sort { $a->paybatchnum <=> $b->paybatchnum }
4032 =item cust_pay_pending
4034 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
4035 (without status "done").
4039 sub cust_pay_pending {
4041 return $self->num_cust_pay_pending unless wantarray;
4042 sort { $a->_date <=> $b->_date }
4043 qsearch( 'cust_pay_pending', {
4044 'custnum' => $self->custnum,
4045 'status' => { op=>'!=', value=>'done' },
4050 =item cust_pay_pending_attempt
4052 Returns all payment attempts / declined payments for this customer, as pending
4053 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
4054 a corresponding payment (see L<FS::cust_pay>).
4058 sub cust_pay_pending_attempt {
4060 return $self->num_cust_pay_pending_attempt unless wantarray;
4061 sort { $a->_date <=> $b->_date }
4062 qsearch( 'cust_pay_pending', {
4063 'custnum' => $self->custnum,
4070 =item num_cust_pay_pending
4072 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4073 customer (without status "done"). Also called automatically when the
4074 cust_pay_pending method is used in a scalar context.
4078 sub num_cust_pay_pending {
4081 " SELECT COUNT(*) FROM cust_pay_pending ".
4082 " WHERE custnum = ? AND status != 'done' ",
4087 =item num_cust_pay_pending_attempt
4089 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4090 customer, with status "done" but without a corresp. Also called automatically when the
4091 cust_pay_pending method is used in a scalar context.
4095 sub num_cust_pay_pending_attempt {
4098 " SELECT COUNT(*) FROM cust_pay_pending ".
4099 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
4106 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4112 map { $_ } #return $self->num_cust_refund unless wantarray;
4113 sort { $a->_date <=> $b->_date }
4114 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4117 =item display_custnum
4119 Returns the displayed customer number for this customer: agent_custid if
4120 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
4124 sub display_custnum {
4127 return $self->agent_custid
4128 if $default_agent_custid && $self->agent_custid;
4130 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4134 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
4135 } elsif ( $custnum_display_length ) {
4136 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4138 return $self->custnum;
4144 Returns a name string for this customer, either "Company (Last, First)" or
4151 my $name = $self->contact;
4152 $name = $self->company. " ($name)" if $self->company;
4156 =item service_contact
4158 Returns the L<FS::contact> object for this customer that has the 'Service'
4159 contact class, or undef if there is no such contact. Deprecated; don't use
4164 sub service_contact {
4166 if ( !exists($self->{service_contact}) ) {
4167 my $classnum = $self->scalar_sql(
4168 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4169 ) || 0; #if it's zero, qsearchs will return nothing
4170 $self->{service_contact} = qsearchs('contact', {
4171 'classnum' => $classnum, 'custnum' => $self->custnum
4174 $self->{service_contact};
4179 Returns a name string for this (service/shipping) contact, either
4180 "Company (Last, First)" or "Last, First".
4187 my $name = $self->ship_contact;
4188 $name = $self->company. " ($name)" if $self->company;
4194 Returns a name string for this customer, either "Company" or "First Last".
4200 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4203 =item ship_name_short
4205 Returns a name string for this (service/shipping) contact, either "Company"
4210 sub ship_name_short {
4212 $self->service_contact
4213 ? $self->ship_contact_firstlast
4219 Returns this customer's full (billing) contact name only, "Last, First"
4225 $self->get('last'). ', '. $self->first;
4230 Returns this customer's full (shipping) contact name only, "Last, First"
4236 my $contact = $self->service_contact || $self;
4237 $contact->get('last') . ', ' . $contact->get('first');
4240 =item contact_firstlast
4242 Returns this customers full (billing) contact name only, "First Last".
4246 sub contact_firstlast {
4248 $self->first. ' '. $self->get('last');
4251 =item ship_contact_firstlast
4253 Returns this customer's full (shipping) contact name only, "First Last".
4257 sub ship_contact_firstlast {
4259 my $contact = $self->service_contact || $self;
4260 $contact->get('first') . ' '. $contact->get('last');
4263 sub bill_country_full {
4265 $self->bill_location->country_full;
4268 sub ship_country_full {
4270 $self->ship_location->country_full;
4273 =item county_state_county [ PREFIX ]
4275 Returns a string consisting of just the county, state and country.
4279 sub county_state_country {
4282 if ( @_ && $_[0] && $self->has_ship_address ) {
4283 $locationnum = $self->ship_locationnum;
4285 $locationnum = $self->bill_locationnum;
4287 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4288 $cust_location->county_state_country;
4291 =item geocode DATA_VENDOR
4293 Returns a value for the customer location as encoded by DATA_VENDOR.
4294 Currently this only makes sense for "CCH" as DATA_VENDOR.
4302 Returns a status string for this customer, currently:
4306 =item prospect - No packages have ever been ordered
4308 =item ordered - Recurring packages all are new (not yet billed).
4310 =item active - One or more recurring packages is active
4312 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4314 =item suspended - All non-cancelled recurring packages are suspended
4316 =item cancelled - All recurring packages are cancelled
4320 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4321 cust_main-status_module configuration option.
4325 sub status { shift->cust_status(@_); }
4329 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4330 for my $status ( FS::cust_main->statuses() ) {
4331 my $method = $status.'_sql';
4332 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4333 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4334 $sth->execute( ($self->custnum) x $numnum )
4335 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4336 if ( $sth->fetchrow_arrayref->[0] ) {
4337 $self->hashref->{cust_status} = $status;
4343 =item is_status_delay_cancel
4345 Returns true if customer status is 'suspended'
4346 and all suspended cust_pkg return true for
4347 cust_pkg->is_status_delay_cancel.
4349 This is not a real status, this only meant for hacking display
4350 values, because otherwise treating the customer as suspended is
4351 really the whole point of the delay_cancel option.
4355 sub is_status_delay_cancel {
4357 return 0 unless $self->status eq 'suspended';
4358 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4359 return 0 unless $cust_pkg->is_status_delay_cancel;
4364 =item ucfirst_cust_status
4366 =item ucfirst_status
4368 Returns the status with the first character capitalized.
4372 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4374 sub ucfirst_cust_status {
4376 ucfirst($self->cust_status);
4381 Returns a hex triplet color string for this customer's status.
4385 sub statuscolor { shift->cust_statuscolor(@_); }
4387 sub cust_statuscolor {
4389 __PACKAGE__->statuscolors->{$self->cust_status};
4392 =item tickets [ STATUS ]
4394 Returns an array of hashes representing the customer's RT tickets.
4396 An optional status (or arrayref or hashref of statuses) may be specified.
4402 my $status = ( @_ && $_[0] ) ? shift : '';
4404 my $num = $conf->config('cust_main-max_tickets') || 10;
4407 if ( $conf->config('ticket_system') ) {
4408 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4410 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4419 foreach my $priority (
4420 $conf->config('ticket_system-custom_priority_field-values'), ''
4422 last if scalar(@tickets) >= $num;
4424 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4425 $num - scalar(@tickets),
4436 =item appointments [ STATUS ]
4438 Returns an array of hashes representing the customer's RT tickets which
4445 my $status = ( @_ && $_[0] ) ? shift : '';
4447 return () unless $conf->config('ticket_system');
4449 my $queueid = $conf->config('ticket_system-appointment-queueid');
4451 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4460 # Return services representing svc_accts in customer support packages
4461 sub support_services {
4463 my %packages = map { $_ => 1 } $conf->config('support_packages');
4465 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4466 grep { $_->part_svc->svcdb eq 'svc_acct' }
4467 map { $_->cust_svc }
4468 grep { exists $packages{ $_->pkgpart } }
4469 $self->ncancelled_pkgs;
4473 # Return a list of latitude/longitude for one of the services (if any)
4474 sub service_coordinates {
4478 grep { $_->latitude && $_->longitude }
4480 map { $_->cust_svc }
4481 $self->ncancelled_pkgs;
4483 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4488 Returns a masked version of the named field
4493 my ($self,$field) = @_;
4497 'x'x(length($self->getfield($field))-4).
4498 substr($self->getfield($field), (length($self->getfield($field))-4));
4502 =item payment_history
4504 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4505 cust_credit and cust_refund objects. Each hashref has the following fields:
4507 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4509 I<date> - value of _date field, unix timestamp
4511 I<date_pretty> - user-friendly date
4513 I<description> - user-friendly description of item
4515 I<amount> - impact of item on user's balance
4516 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4517 Not to be confused with the native 'amount' field in cust_credit, see below.
4519 I<amount_pretty> - includes money char
4521 I<balance> - customer balance, chronologically as of this item
4523 I<balance_pretty> - includes money char
4525 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4527 I<paid> - amount paid for cust_pay records, undef for other types
4529 I<credit> - amount credited for cust_credit records, undef for other types.
4530 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4532 I<refund> - amount refunded for cust_refund records, undef for other types
4534 The four table-specific keys always have positive values, whether they reflect charges or payments.
4536 The following options may be passed to this method:
4538 I<line_items> - if true, returns charges ('Line item') rather than invoices
4540 I<start_date> - unix timestamp, only include records on or after.
4541 If specified, an item of type 'Previous' will also be included.
4542 It does not have table-specific fields.
4544 I<end_date> - unix timestamp, only include records before
4546 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4548 I<conf> - optional already-loaded FS::Conf object.
4552 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4553 # and also for sending customer statements, which should both be kept customer-friendly.
4554 # If you add anything that shouldn't be passed on through the API or exposed
4555 # to customers, add a new option to include it, don't include it by default
4556 sub payment_history {
4558 my $opt = ref($_[0]) ? $_[0] : { @_ };
4560 my $conf = $$opt{'conf'} || new FS::Conf;
4561 my $money_char = $conf->config("money_char") || '$',
4563 #first load entire history,
4564 #need previous to calculate previous balance
4565 #loading after end_date shouldn't hurt too much?
4567 if ( $$opt{'line_items'} ) {
4569 foreach my $cust_bill ( $self->cust_bill ) {
4572 'type' => 'Line item',
4573 'description' => $_->desc( $self->locale ).
4574 ( $_->sdate && $_->edate
4575 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4576 ' To '. time2str('%d-%b-%Y', $_->edate)
4579 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4580 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4581 'date' => $cust_bill->_date,
4582 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4584 foreach $cust_bill->cust_bill_pkg;
4591 'type' => 'Invoice',
4592 'description' => 'Invoice #'. $_->display_invnum,
4593 'amount' => sprintf('%.2f', $_->charged ),
4594 'charged' => sprintf('%.2f', $_->charged ),
4595 'date' => $_->_date,
4596 'date_pretty' => $self->time2str_local('short', $_->_date ),
4598 foreach $self->cust_bill;
4603 'type' => 'Payment',
4604 'description' => 'Payment', #XXX type
4605 'amount' => sprintf('%.2f', 0 - $_->paid ),
4606 'paid' => sprintf('%.2f', $_->paid ),
4607 'date' => $_->_date,
4608 'date_pretty' => $self->time2str_local('short', $_->_date ),
4610 foreach $self->cust_pay;
4614 'description' => 'Credit', #more info?
4615 'amount' => sprintf('%.2f', 0 -$_->amount ),
4616 'credit' => sprintf('%.2f', $_->amount ),
4617 'date' => $_->_date,
4618 'date_pretty' => $self->time2str_local('short', $_->_date ),
4620 foreach $self->cust_credit;
4624 'description' => 'Refund', #more info? type, like payment?
4625 'amount' => $_->refund,
4626 'refund' => $_->refund,
4627 'date' => $_->_date,
4628 'date_pretty' => $self->time2str_local('short', $_->_date ),
4630 foreach $self->cust_refund;
4632 #put it all in chronological order
4633 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4635 #calculate balance, filter items outside date range
4639 foreach my $item (@history) {
4640 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4641 $balance += $$item{'amount'};
4642 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4643 $previous += $$item{'amount'};
4646 $$item{'balance'} = sprintf("%.2f",$balance);
4647 foreach my $key ( qw(amount balance) ) {
4648 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4653 # start with previous balance, if there was one
4656 'type' => 'Previous',
4657 'description' => 'Previous balance',
4658 'amount' => sprintf("%.2f",$previous),
4659 'balance' => sprintf("%.2f",$previous),
4660 'date' => $$opt{'start_date'},
4661 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4663 #false laziness with above
4664 foreach my $key ( qw(amount balance) ) {
4665 $$item{$key.'_pretty'} = $$item{$key};
4666 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4668 unshift(@out,$item);
4671 @out = reverse @history if $$opt{'reverse_sort'};
4678 =head1 CLASS METHODS
4684 Class method that returns the list of possible status strings for customers
4685 (see L<the status method|/status>). For example:
4687 @statuses = FS::cust_main->statuses();
4693 keys %{ $self->statuscolors };
4696 =item cust_status_sql
4698 Returns an SQL fragment to determine the status of a cust_main record, as a
4703 sub cust_status_sql {
4705 for my $status ( FS::cust_main->statuses() ) {
4706 my $method = $status.'_sql';
4707 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4716 Returns an SQL expression identifying prospective cust_main records (customers
4717 with no packages ever ordered)
4721 use vars qw($select_count_pkgs);
4722 $select_count_pkgs =
4723 "SELECT COUNT(*) FROM cust_pkg
4724 WHERE cust_pkg.custnum = cust_main.custnum";
4726 sub select_count_pkgs_sql {
4731 " 0 = ( $select_count_pkgs ) ";
4736 Returns an SQL expression identifying ordered cust_main records (customers with
4737 no active packages, but recurring packages not yet setup or one time charges
4743 FS::cust_main->none_active_sql.
4744 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4749 Returns an SQL expression identifying active cust_main records (customers with
4750 active recurring packages).
4755 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4758 =item none_active_sql
4760 Returns an SQL expression identifying cust_main records with no active
4761 recurring packages. This includes customers of status prospect, ordered,
4762 inactive, and suspended.
4766 sub none_active_sql {
4767 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4772 Returns an SQL expression identifying inactive cust_main records (customers with
4773 no active recurring packages, but otherwise unsuspended/uncancelled).
4778 FS::cust_main->none_active_sql.
4779 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4785 Returns an SQL expression identifying suspended cust_main records.
4790 sub suspended_sql { susp_sql(@_); }
4792 FS::cust_main->none_active_sql.
4793 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4799 Returns an SQL expression identifying cancelled cust_main records.
4803 sub cancel_sql { shift->cancelled_sql(@_); }
4806 =item uncancelled_sql
4808 Returns an SQL expression identifying un-cancelled cust_main records.
4812 sub uncancelled_sql { uncancel_sql(@_); }
4813 sub uncancel_sql { "
4814 ( 0 < ( $select_count_pkgs
4815 AND ( cust_pkg.cancel IS NULL
4816 OR cust_pkg.cancel = 0
4819 OR 0 = ( $select_count_pkgs )
4825 Returns an SQL fragment to retreive the balance.
4830 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4831 WHERE cust_bill.custnum = cust_main.custnum )
4832 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4833 WHERE cust_pay.custnum = cust_main.custnum )
4834 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4835 WHERE cust_credit.custnum = cust_main.custnum )
4836 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4837 WHERE cust_refund.custnum = cust_main.custnum )
4840 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4842 Returns an SQL fragment to retreive the balance for this customer, optionally
4843 considering invoices with date earlier than START_TIME, and not
4844 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4845 total_unapplied_payments).
4847 Times are specified as SQL fragments or numeric
4848 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4849 L<Date::Parse> for conversion functions. The empty string can be passed
4850 to disable that time constraint completely.
4852 Available options are:
4856 =item unapplied_date
4858 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)
4863 set to true to remove all customer comparison clauses, for totals
4868 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4873 JOIN clause (typically used with the total option)
4877 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4878 time will be ignored. Note that START_TIME and END_TIME only limit the date
4879 range for invoices and I<unapplied> payments, credits, and refunds.
4885 sub balance_date_sql {
4886 my( $class, $start, $end, %opt ) = @_;
4888 my $cutoff = $opt{'cutoff'};
4890 my $owed = FS::cust_bill->owed_sql($cutoff);
4891 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4892 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4893 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4895 my $j = $opt{'join'} || '';
4897 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4898 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4899 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4900 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4902 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4903 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4904 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4905 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4910 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4912 Returns an SQL fragment to retreive the total unapplied payments for this
4913 customer, only considering payments with date earlier than START_TIME, and
4914 optionally not later than END_TIME.
4916 Times are specified as SQL fragments or numeric
4917 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4918 L<Date::Parse> for conversion functions. The empty string can be passed
4919 to disable that time constraint completely.
4921 Available options are:
4925 sub unapplied_payments_date_sql {
4926 my( $class, $start, $end, %opt ) = @_;
4928 my $cutoff = $opt{'cutoff'};
4930 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4932 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4933 'unapplied_date'=>1 );
4935 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4938 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4940 Helper method for balance_date_sql; name (and usage) subject to change
4941 (suggestions welcome).
4943 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4944 cust_refund, cust_credit or cust_pay).
4946 If TABLE is "cust_bill" or the unapplied_date option is true, only
4947 considers records with date earlier than START_TIME, and optionally not
4948 later than END_TIME .
4952 sub _money_table_where {
4953 my( $class, $table, $start, $end, %opt ) = @_;
4956 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4957 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4958 push @where, "$table._date <= $start" if defined($start) && length($start);
4959 push @where, "$table._date > $end" if defined($end) && length($end);
4961 push @where, @{$opt{'where'}} if $opt{'where'};
4962 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4968 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4969 use FS::cust_main::Search;
4972 FS::cust_main::Search->search(@_);
4987 #warn join('-',keys %$param);
4988 my $fh = $param->{filehandle};
4989 my $agentnum = $param->{agentnum};
4990 my $format = $param->{format};
4992 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4995 if ( $format eq 'simple' ) {
4996 @fields = qw( custnum agent_custid amount pkg );
4998 die "unknown format $format";
5001 eval "use Text::CSV_XS;";
5004 my $csv = new Text::CSV_XS;
5011 local $SIG{HUP} = 'IGNORE';
5012 local $SIG{INT} = 'IGNORE';
5013 local $SIG{QUIT} = 'IGNORE';
5014 local $SIG{TERM} = 'IGNORE';
5015 local $SIG{TSTP} = 'IGNORE';
5016 local $SIG{PIPE} = 'IGNORE';
5018 my $oldAutoCommit = $FS::UID::AutoCommit;
5019 local $FS::UID::AutoCommit = 0;
5022 #while ( $columns = $csv->getline($fh) ) {
5024 while ( defined($line=<$fh>) ) {
5026 $csv->parse($line) or do {
5027 $dbh->rollback if $oldAutoCommit;
5028 return "can't parse: ". $csv->error_input();
5031 my @columns = $csv->fields();
5032 #warn join('-',@columns);
5035 foreach my $field ( @fields ) {
5036 $row{$field} = shift @columns;
5039 if ( $row{custnum} && $row{agent_custid} ) {
5040 dbh->rollback if $oldAutoCommit;
5041 return "can't specify custnum with agent_custid $row{agent_custid}";
5045 if ( $row{agent_custid} && $agentnum ) {
5046 %hash = ( 'agent_custid' => $row{agent_custid},
5047 'agentnum' => $agentnum,
5051 if ( $row{custnum} ) {
5052 %hash = ( 'custnum' => $row{custnum} );
5055 unless ( scalar(keys %hash) ) {
5056 $dbh->rollback if $oldAutoCommit;
5057 return "can't find customer without custnum or agent_custid and agentnum";
5060 my $cust_main = qsearchs('cust_main', { %hash } );
5061 unless ( $cust_main ) {
5062 $dbh->rollback if $oldAutoCommit;
5063 my $custnum = $row{custnum} || $row{agent_custid};
5064 return "unknown custnum $custnum";
5067 if ( $row{'amount'} > 0 ) {
5068 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5070 $dbh->rollback if $oldAutoCommit;
5074 } elsif ( $row{'amount'} < 0 ) {
5075 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5078 $dbh->rollback if $oldAutoCommit;
5088 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5090 return "Empty file!" unless $imported;
5096 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5098 Deprecated. Use event notification and message templates
5099 (L<FS::msg_template>) instead.
5101 Sends a templated email notification to the customer (see L<Text::Template>).
5103 OPTIONS is a hash and may include
5105 I<from> - the email sender (default is invoice_from)
5107 I<to> - comma-separated scalar or arrayref of recipients
5108 (default is invoicing_list)
5110 I<subject> - The subject line of the sent email notification
5111 (default is "Notice from company_name")
5113 I<extra_fields> - a hashref of name/value pairs which will be substituted
5116 The following variables are vavailable in the template.
5118 I<$first> - the customer first name
5119 I<$last> - the customer last name
5120 I<$company> - the customer company
5121 I<$payby> - a description of the method of payment for the customer
5122 # would be nice to use FS::payby::shortname
5123 I<$payinfo> - the account information used to collect for this customer
5124 I<$expdate> - the expiration of the customer payment in seconds from epoch
5129 my ($self, $template, %options) = @_;
5131 return unless $conf->exists($template);
5133 my $from = $conf->invoice_from_full($self->agentnum)
5134 if $conf->exists('invoice_from', $self->agentnum);
5135 $from = $options{from} if exists($options{from});
5137 my $to = join(',', $self->invoicing_list_emailonly);
5138 $to = $options{to} if exists($options{to});
5140 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5141 if $conf->exists('company_name', $self->agentnum);
5142 $subject = $options{subject} if exists($options{subject});
5144 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5145 SOURCE => [ map "$_\n",
5146 $conf->config($template)]
5148 or die "can't create new Text::Template object: Text::Template::ERROR";
5149 $notify_template->compile()
5150 or die "can't compile template: Text::Template::ERROR";
5152 $FS::notify_template::_template::company_name =
5153 $conf->config('company_name', $self->agentnum);
5154 $FS::notify_template::_template::company_address =
5155 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5157 my $paydate = $self->paydate || '2037-12-31';
5158 $FS::notify_template::_template::first = $self->first;
5159 $FS::notify_template::_template::last = $self->last;
5160 $FS::notify_template::_template::company = $self->company;
5161 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5162 my $payby = $self->payby;
5163 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5164 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5166 #credit cards expire at the end of the month/year of their exp date
5167 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5168 $FS::notify_template::_template::payby = 'credit card';
5169 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5170 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5172 }elsif ($payby eq 'COMP') {
5173 $FS::notify_template::_template::payby = 'complimentary account';
5175 $FS::notify_template::_template::payby = 'current method';
5177 $FS::notify_template::_template::expdate = $expire_time;
5179 for (keys %{$options{extra_fields}}){
5181 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5184 send_email(from => $from,
5186 subject => $subject,
5187 body => $notify_template->fill_in( PACKAGE =>
5188 'FS::notify_template::_template' ),
5193 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5195 Generates a templated notification to the customer (see L<Text::Template>).
5197 OPTIONS is a hash and may include
5199 I<extra_fields> - a hashref of name/value pairs which will be substituted
5200 into the template. These values may override values mentioned below
5201 and those from the customer record.
5203 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5205 The following variables are available in the template instead of or in addition
5206 to the fields of the customer record.
5208 I<$payby> - a description of the method of payment for the customer
5209 # would be nice to use FS::payby::shortname
5210 I<$payinfo> - the masked account information used to collect for this customer
5211 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5212 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5216 # a lot like cust_bill::print_latex
5217 sub generate_letter {
5218 my ($self, $template, %options) = @_;
5220 warn "Template $template does not exist" && return
5221 unless $conf->exists($template) || $options{'template_text'};
5223 my $template_source = $options{'template_text'}
5224 ? [ $options{'template_text'} ]
5225 : [ map "$_\n", $conf->config($template) ];
5227 my $letter_template = new Text::Template
5229 SOURCE => $template_source,
5230 DELIMITERS => [ '[@--', '--@]' ],
5232 or die "can't create new Text::Template object: Text::Template::ERROR";
5234 $letter_template->compile()
5235 or die "can't compile template: Text::Template::ERROR";
5237 my %letter_data = map { $_ => $self->$_ } $self->fields;
5238 $letter_data{payinfo} = $self->mask_payinfo;
5240 #my $paydate = $self->paydate || '2037-12-31';
5241 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5243 my $payby = $self->payby;
5244 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5245 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5247 #credit cards expire at the end of the month/year of their exp date
5248 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5249 $letter_data{payby} = 'credit card';
5250 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5251 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5253 }elsif ($payby eq 'COMP') {
5254 $letter_data{payby} = 'complimentary account';
5256 $letter_data{payby} = 'current method';
5258 $letter_data{expdate} = $expire_time;
5260 for (keys %{$options{extra_fields}}){
5261 $letter_data{$_} = $options{extra_fields}->{$_};
5264 unless(exists($letter_data{returnaddress})){
5265 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5266 $self->agent_template)
5268 if ( length($retadd) ) {
5269 $letter_data{returnaddress} = $retadd;
5270 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5271 $letter_data{returnaddress} =
5272 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5276 ( $conf->config('company_name', $self->agentnum),
5277 $conf->config('company_address', $self->agentnum),
5281 $letter_data{returnaddress} = '~';
5285 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5287 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5289 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5291 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5295 ) or die "can't open temp file: $!\n";
5296 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5297 or die "can't write temp file: $!\n";
5299 $letter_data{'logo_file'} = $lh->filename;
5301 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5305 ) or die "can't open temp file: $!\n";
5307 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5309 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5310 return ($1, $letter_data{'logo_file'});
5314 =item print_ps TEMPLATE
5316 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5322 my($file, $lfile) = $self->generate_letter(@_);
5323 my $ps = FS::Misc::generate_ps($file);
5324 unlink($file.'.tex');
5330 =item print TEMPLATE
5332 Prints the filled in template.
5334 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5338 sub queueable_print {
5341 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5342 or die "invalid customer number: " . $opt{custnum};
5344 my $error = $self->print( { 'template' => $opt{template} } );
5345 die $error if $error;
5349 my ($self, $template) = (shift, shift);
5351 [ $self->print_ps($template) ],
5352 'agentnum' => $self->agentnum,
5356 #these three subs should just go away once agent stuff is all config overrides
5358 sub agent_template {
5360 $self->_agent_plandata('agent_templatename');
5363 sub agent_invoice_from {
5365 $self->_agent_plandata('agent_invoice_from');
5368 sub _agent_plandata {
5369 my( $self, $option ) = @_;
5371 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5372 #agent-specific Conf
5374 use FS::part_event::Condition;
5376 my $agentnum = $self->agentnum;
5378 my $regexp = regexp_sql();
5380 my $part_event_option =
5382 'select' => 'part_event_option.*',
5383 'table' => 'part_event_option',
5385 LEFT JOIN part_event USING ( eventpart )
5386 LEFT JOIN part_event_option AS peo_agentnum
5387 ON ( part_event.eventpart = peo_agentnum.eventpart
5388 AND peo_agentnum.optionname = 'agentnum'
5389 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5391 LEFT JOIN part_event_condition
5392 ON ( part_event.eventpart = part_event_condition.eventpart
5393 AND part_event_condition.conditionname = 'cust_bill_age'
5395 LEFT JOIN part_event_condition_option
5396 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5397 AND part_event_condition_option.optionname = 'age'
5400 #'hashref' => { 'optionname' => $option },
5401 #'hashref' => { 'part_event_option.optionname' => $option },
5403 " WHERE part_event_option.optionname = ". dbh->quote($option).
5404 " AND action = 'cust_bill_send_agent' ".
5405 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5406 " AND peo_agentnum.optionname = 'agentnum' ".
5407 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5409 CASE WHEN part_event_condition_option.optionname IS NULL
5411 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5413 , part_event.weight".
5417 unless ( $part_event_option ) {
5418 return $self->agent->invoice_template || ''
5419 if $option eq 'agent_templatename';
5423 $part_event_option->optionvalue;
5427 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5429 Subroutine (not a method), designed to be called from the queue.
5431 Takes a list of options and values.
5433 Pulls up the customer record via the custnum option and calls bill_and_collect.
5438 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5440 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5441 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5443 #without this errors don't get rolled back
5444 $args{'fatal'} = 1; # runs from job queue, will be caught
5446 $cust_main->bill_and_collect( %args );
5449 sub process_bill_and_collect {
5451 my $param = thaw(decode_base64(shift));
5452 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5453 or die "custnum '$param->{custnum}' not found!\n";
5454 $param->{'job'} = $job;
5455 $param->{'fatal'} = 1; # runs from job queue, will be caught
5456 $param->{'retry'} = 1;
5458 $cust_main->bill_and_collect( %$param );
5461 #starting to take quite a while for big dbs
5462 # (JRNL: journaled so it only happens once per database)
5463 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5464 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5465 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5466 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5467 # JRNL leading/trailing spaces in first, last, company
5468 # - otaker upgrade? journal and call it good? (double check to make sure
5469 # we're not still setting otaker here)
5471 #only going to get worse with new location stuff...
5473 sub _upgrade_data { #class method
5474 my ($class, %opts) = @_;
5477 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5480 #this seems to be the only expensive one.. why does it take so long?
5481 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5483 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5484 FS::upgrade_journal->set_done('cust_main__signupdate');
5487 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5489 # fix yyyy-m-dd formatted paydates
5490 if ( driver_name =~ /^mysql/i ) {
5492 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5493 } else { # the SQL standard
5495 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5497 FS::upgrade_journal->set_done('cust_main__paydate');
5500 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5502 push @statements, #fix the weird BILL with a cc# in payinfo problem
5504 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5506 FS::upgrade_journal->set_done('cust_main__payinfo');
5511 foreach my $sql ( @statements ) {
5512 my $sth = dbh->prepare($sql) or die dbh->errstr;
5513 $sth->execute or die $sth->errstr;
5514 #warn ( (time - $t). " seconds\n" );
5518 local($ignore_expired_card) = 1;
5519 local($ignore_banned_card) = 1;
5520 local($skip_fuzzyfiles) = 1;
5521 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5523 FS::cust_main::Location->_upgrade_data(%opts);
5525 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5527 foreach my $cust_main ( qsearch({
5528 'table' => 'cust_main',
5530 'extra_sql' => 'WHERE '.
5532 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5533 qw( first last company )
5536 my $error = $cust_main->replace;
5537 die $error if $error;
5540 FS::upgrade_journal->set_done('cust_main__trimspaces');
5544 $class->_upgrade_otaker(%opts);
5554 The delete method should possibly take an FS::cust_main object reference
5555 instead of a scalar customer number.
5557 Bill and collect options should probably be passed as references instead of a
5560 There should probably be a configuration file with a list of allowed credit
5563 No multiple currency support (probably a larger project than just this module).
5565 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5567 Birthdates rely on negative epoch values.
5569 The payby for card/check batches is broken. With mixed batching, bad
5572 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5576 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5577 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5578 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.