5 #FS::cust_main:_Marketgear when they're ready to move to 2.1
6 use base qw( FS::cust_main::Packages FS::cust_main::Status
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
13 use vars qw( $DEBUG $me $conf
16 $ignore_expired_card $ignore_illegal_zip $ignore_banned_card
17 $skip_fuzzyfiles @fuzzyfields
21 use Scalar::Util qw( blessed );
22 use Time::Local qw(timelocal);
23 use Storable qw(thaw);
27 use Digest::MD5 qw(md5_base64);
30 use File::Temp; #qw( tempfile );
31 use Business::CreditCard 0.28;
33 use FS::UID qw( getotaker dbh driver_name );
34 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
35 use FS::Misc qw( generate_email send_email generate_ps do_print );
36 use FS::Msgcat qw(gettext);
44 use FS::cust_pay_pending;
45 use FS::cust_pay_void;
46 use FS::cust_pay_batch;
49 use FS::part_referral;
50 use FS::cust_main_county;
51 use FS::cust_location;
53 use FS::cust_main_exemption;
54 use FS::cust_tax_adjustment;
55 use FS::cust_tax_location;
57 use FS::cust_main_invoice;
59 use FS::prepay_credit;
65 use FS::payment_gateway;
66 use FS::agent_payment_gateway;
68 use FS::cust_main_note;
69 use FS::cust_attachment;
71 # 1 is mostly method/subroutine entry and options
72 # 2 traces progress of some operations
73 # 3 is even more information including possibly sensitive data
75 $me = '[FS::cust_main]';
78 $ignore_expired_card = 0;
79 $ignore_illegal_zip = 0;
80 $ignore_banned_card = 0;
83 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
85 @encrypted_fields = ('payinfo', 'paycvv');
86 sub nohistory_fields { ('payinfo', 'paycvv'); }
88 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
90 #ask FS::UID to run this stuff for us later
91 #$FS::UID::callback{'FS::cust_main'} = sub {
92 install_callback FS::UID sub {
94 #yes, need it for stuff below (prolly should be cached)
99 my ( $hashref, $cache ) = @_;
100 if ( exists $hashref->{'pkgnum'} ) {
101 #@{ $self->{'_pkgnum'} } = ();
102 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
103 $self->{'_pkgnum'} = $subcache;
104 #push @{ $self->{'_pkgnum'} },
105 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
111 FS::cust_main - Object methods for cust_main records
117 $record = new FS::cust_main \%hash;
118 $record = new FS::cust_main { 'column' => 'value' };
120 $error = $record->insert;
122 $error = $new_record->replace($old_record);
124 $error = $record->delete;
126 $error = $record->check;
128 @cust_pkg = $record->all_pkgs;
130 @cust_pkg = $record->ncancelled_pkgs;
132 @cust_pkg = $record->suspended_pkgs;
134 $error = $record->bill;
135 $error = $record->bill %options;
136 $error = $record->bill 'time' => $time;
138 $error = $record->collect;
139 $error = $record->collect %options;
140 $error = $record->collect 'invoice_time' => $time,
145 An FS::cust_main object represents a customer. FS::cust_main inherits from
146 FS::Record. The following fields are currently supported:
152 Primary key (assigned automatically for new customers)
156 Agent (see L<FS::agent>)
160 Advertising source (see L<FS::part_referral>)
172 Cocial security number (optional)
188 (optional, see L<FS::cust_main_county>)
192 (see L<FS::cust_main_county>)
198 (see L<FS::cust_main_county>)
234 (optional, see L<FS::cust_main_county>)
238 (see L<FS::cust_main_county>)
244 (see L<FS::cust_main_county>)
260 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
264 Payment Information (See L<FS::payinfo_Mixin> for data format)
268 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
272 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
276 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
280 Start date month (maestro/solo cards only)
284 Start date year (maestro/solo cards only)
288 Issue number (maestro/solo cards only)
292 Name on card or billing name
296 IP address from which payment information was received
300 Tax exempt, empty or `Y'
304 Order taker (see L<FS::access_user>)
310 =item referral_custnum
312 Referring customer number
316 Enable individual CDR spooling, empty or `Y'
320 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
324 Discourage individual CDR printing, empty or `Y'
334 Creates a new customer. To add the customer to the database, see L<"insert">.
336 Note that this stores the hash reference, not a distinct copy of the hash it
337 points to. You can ask the object for a copy with the I<hash> method.
341 sub table { 'cust_main'; }
343 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
345 Adds this customer to the database. If there is an error, returns the error,
346 otherwise returns false.
348 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
349 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
350 are inserted atomicly, or the transaction is rolled back. Passing an empty
351 hash reference is equivalent to not supplying this parameter. There should be
352 a better explanation of this, but until then, here's an example:
355 tie %hash, 'Tie::RefHash'; #this part is important
357 $cust_pkg => [ $svc_acct ],
360 $cust_main->insert( \%hash );
362 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
363 be set as the invoicing list (see L<"invoicing_list">). Errors return as
364 expected and rollback the entire transaction; it is not necessary to call
365 check_invoicing_list first. The invoicing_list is set after the records in the
366 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
367 invoicing_list destination to the newly-created svc_acct. Here's an example:
369 $cust_main->insert( {}, [ $email, 'POST' ] );
371 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
373 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
374 on the supplied jobnum (they will not run until the specific job completes).
375 This can be used to defer provisioning until some action completes (such
376 as running the customer's credit card successfully).
378 The I<noexport> option is deprecated. If I<noexport> is set true, no
379 provisioning jobs (exports) are scheduled. (You can schedule them later with
380 the B<reexport> method.)
382 The I<tax_exemption> option can be set to an arrayref of tax names.
383 FS::cust_main_exemption records will be created and inserted.
389 my $cust_pkgs = @_ ? shift : {};
390 my $invoicing_list = @_ ? shift : '';
392 warn "$me insert called with options ".
393 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
396 local $SIG{HUP} = 'IGNORE';
397 local $SIG{INT} = 'IGNORE';
398 local $SIG{QUIT} = 'IGNORE';
399 local $SIG{TERM} = 'IGNORE';
400 local $SIG{TSTP} = 'IGNORE';
401 local $SIG{PIPE} = 'IGNORE';
403 my $oldAutoCommit = $FS::UID::AutoCommit;
404 local $FS::UID::AutoCommit = 0;
407 my $prepay_identifier = '';
408 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
410 if ( $self->payby eq 'PREPAY' ) {
412 $self->payby('BILL');
413 $prepay_identifier = $self->payinfo;
416 warn " looking up prepaid card $prepay_identifier\n"
419 my $error = $self->get_prepay( $prepay_identifier,
420 'amount_ref' => \$amount,
421 'seconds_ref' => \$seconds,
422 'upbytes_ref' => \$upbytes,
423 'downbytes_ref' => \$downbytes,
424 'totalbytes_ref' => \$totalbytes,
427 $dbh->rollback if $oldAutoCommit;
428 #return "error applying prepaid card (transaction rolled back): $error";
432 $payby = 'PREP' if $amount;
434 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
437 $self->payby('BILL');
438 $amount = $self->paid;
442 warn " inserting $self\n"
445 $self->signupdate(time) unless $self->signupdate;
447 $self->auto_agent_custid()
448 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
450 my $error = $self->SUPER::insert;
452 $dbh->rollback if $oldAutoCommit;
453 #return "inserting cust_main record (transaction rolled back): $error";
457 warn " setting invoicing list\n"
460 if ( $invoicing_list ) {
461 $error = $self->check_invoicing_list( $invoicing_list );
463 $dbh->rollback if $oldAutoCommit;
464 #return "checking invoicing_list (transaction rolled back): $error";
467 $self->invoicing_list( $invoicing_list );
470 warn " setting customer tags\n"
473 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
474 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
475 'custnum' => $self->custnum };
476 my $error = $cust_tag->insert;
478 $dbh->rollback if $oldAutoCommit;
483 if ( $invoicing_list ) {
484 $error = $self->check_invoicing_list( $invoicing_list );
486 $dbh->rollback if $oldAutoCommit;
487 #return "checking invoicing_list (transaction rolled back): $error";
490 $self->invoicing_list( $invoicing_list );
494 warn " setting cust_main_exemption\n"
497 my $tax_exemption = delete $options{'tax_exemption'};
498 if ( $tax_exemption ) {
499 foreach my $taxname ( @$tax_exemption ) {
500 my $cust_main_exemption = new FS::cust_main_exemption {
501 'custnum' => $self->custnum,
502 'taxname' => $taxname,
504 my $error = $cust_main_exemption->insert;
506 $dbh->rollback if $oldAutoCommit;
507 return "inserting cust_main_exemption (transaction rolled back): $error";
512 if ( $self->can('start_copy_skel') ) {
513 my $error = $self->start_copy_skel;
515 $dbh->rollback if $oldAutoCommit;
520 warn " ordering packages\n"
523 $error = $self->order_pkgs( $cust_pkgs,
525 'seconds_ref' => \$seconds,
526 'upbytes_ref' => \$upbytes,
527 'downbytes_ref' => \$downbytes,
528 'totalbytes_ref' => \$totalbytes,
531 $dbh->rollback if $oldAutoCommit;
536 $dbh->rollback if $oldAutoCommit;
537 return "No svc_acct record to apply pre-paid time";
539 if ( $upbytes || $downbytes || $totalbytes ) {
540 $dbh->rollback if $oldAutoCommit;
541 return "No svc_acct record to apply pre-paid data";
545 warn " inserting initial $payby payment of $amount\n"
547 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
549 $dbh->rollback if $oldAutoCommit;
550 return "inserting payment (transaction rolled back): $error";
554 unless ( $import || $skip_fuzzyfiles ) {
555 warn " queueing fuzzyfiles update\n"
557 $error = $self->queue_fuzzyfiles_update;
559 $dbh->rollback if $oldAutoCommit;
560 return "updating fuzzy search cache: $error";
565 warn " exporting\n" if $DEBUG > 1;
567 my $export_args = $options{'export_args'} || [];
570 map qsearch( 'part_export', {exportnum=>$_} ),
571 $conf->config('cust_main-exports'); #, $agentnum
573 foreach my $part_export ( @part_export ) {
574 my $error = $part_export->export_insert($self, @$export_args);
576 $dbh->rollback if $oldAutoCommit;
577 return "exporting to ". $part_export->exporttype.
578 " (transaction rolled back): $error";
582 #foreach my $depend_jobnum ( @$depend_jobnums ) {
583 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
585 # foreach my $jobnum ( @jobnums ) {
586 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
587 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
589 # my $error = $queue->depend_insert($depend_jobnum);
591 # $dbh->rollback if $oldAutoCommit;
592 # return "error queuing job dependancy: $error";
599 #if ( exists $options{'jobnums'} ) {
600 # push @{ $options{'jobnums'} }, @jobnums;
603 warn " insert complete; committing transaction\n"
606 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
611 use File::CounterFile;
612 sub auto_agent_custid {
615 my $format = $conf->config('cust_main-auto_agent_custid');
617 if ( $format eq '1YMMXXXXXXXX' ) {
619 my $counter = new File::CounterFile 'cust_main.agent_custid';
622 my $ym = 100000000000 + time2str('%y%m00000000', time);
623 if ( $ym > $counter->value ) {
624 $counter->{'value'} = $agent_custid = $ym;
625 $counter->{'updated'} = 1;
627 $agent_custid = $counter->inc;
633 die "Unknown cust_main-auto_agent_custid format: $format";
636 $self->agent_custid($agent_custid);
640 =item PACKAGE METHODS
642 Documentation on customer package methods has been moved to
643 L<FS::cust_main::Packages>.
645 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
647 Recharges this (existing) customer with the specified prepaid card (see
648 L<FS::prepay_credit>), specified either by I<identifier> or as an
649 FS::prepay_credit object. If there is an error, returns the error, otherwise
652 Optionally, five scalar references can be passed as well. They will have their
653 values filled in with the amount, number of seconds, and number of upload,
654 download, and total bytes applied by this prepaid card.
658 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
659 #the only place that uses these args
660 sub recharge_prepay {
661 my( $self, $prepay_credit, $amountref, $secondsref,
662 $upbytesref, $downbytesref, $totalbytesref ) = @_;
664 local $SIG{HUP} = 'IGNORE';
665 local $SIG{INT} = 'IGNORE';
666 local $SIG{QUIT} = 'IGNORE';
667 local $SIG{TERM} = 'IGNORE';
668 local $SIG{TSTP} = 'IGNORE';
669 local $SIG{PIPE} = 'IGNORE';
671 my $oldAutoCommit = $FS::UID::AutoCommit;
672 local $FS::UID::AutoCommit = 0;
675 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
677 my $error = $self->get_prepay( $prepay_credit,
678 'amount_ref' => \$amount,
679 'seconds_ref' => \$seconds,
680 'upbytes_ref' => \$upbytes,
681 'downbytes_ref' => \$downbytes,
682 'totalbytes_ref' => \$totalbytes,
684 || $self->increment_seconds($seconds)
685 || $self->increment_upbytes($upbytes)
686 || $self->increment_downbytes($downbytes)
687 || $self->increment_totalbytes($totalbytes)
688 || $self->insert_cust_pay_prepay( $amount,
690 ? $prepay_credit->identifier
695 $dbh->rollback if $oldAutoCommit;
699 if ( defined($amountref) ) { $$amountref = $amount; }
700 if ( defined($secondsref) ) { $$secondsref = $seconds; }
701 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
702 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
703 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
705 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
710 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
712 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
713 specified either by I<identifier> or as an FS::prepay_credit object.
715 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
716 incremented by the values of the prepaid card.
718 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
719 check or set this customer's I<agentnum>.
721 If there is an error, returns the error, otherwise returns false.
727 my( $self, $prepay_credit, %opt ) = @_;
729 local $SIG{HUP} = 'IGNORE';
730 local $SIG{INT} = 'IGNORE';
731 local $SIG{QUIT} = 'IGNORE';
732 local $SIG{TERM} = 'IGNORE';
733 local $SIG{TSTP} = 'IGNORE';
734 local $SIG{PIPE} = 'IGNORE';
736 my $oldAutoCommit = $FS::UID::AutoCommit;
737 local $FS::UID::AutoCommit = 0;
740 unless ( ref($prepay_credit) ) {
742 my $identifier = $prepay_credit;
744 $prepay_credit = qsearchs(
746 { 'identifier' => $prepay_credit },
751 unless ( $prepay_credit ) {
752 $dbh->rollback if $oldAutoCommit;
753 return "Invalid prepaid card: ". $identifier;
758 if ( $prepay_credit->agentnum ) {
759 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
760 $dbh->rollback if $oldAutoCommit;
761 return "prepaid card not valid for agent ". $self->agentnum;
763 $self->agentnum($prepay_credit->agentnum);
766 my $error = $prepay_credit->delete;
768 $dbh->rollback if $oldAutoCommit;
769 return "removing prepay_credit (transaction rolled back): $error";
772 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
773 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
775 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
780 =item increment_upbytes SECONDS
782 Updates this customer's single or primary account (see L<FS::svc_acct>) by
783 the specified number of upbytes. If there is an error, returns the error,
784 otherwise returns false.
788 sub increment_upbytes {
789 _increment_column( shift, 'upbytes', @_);
792 =item increment_downbytes SECONDS
794 Updates this customer's single or primary account (see L<FS::svc_acct>) by
795 the specified number of downbytes. If there is an error, returns the error,
796 otherwise returns false.
800 sub increment_downbytes {
801 _increment_column( shift, 'downbytes', @_);
804 =item increment_totalbytes SECONDS
806 Updates this customer's single or primary account (see L<FS::svc_acct>) by
807 the specified number of totalbytes. If there is an error, returns the error,
808 otherwise returns false.
812 sub increment_totalbytes {
813 _increment_column( shift, 'totalbytes', @_);
816 =item increment_seconds SECONDS
818 Updates this customer's single or primary account (see L<FS::svc_acct>) by
819 the specified number of seconds. If there is an error, returns the error,
820 otherwise returns false.
824 sub increment_seconds {
825 _increment_column( shift, 'seconds', @_);
828 =item _increment_column AMOUNT
830 Updates this customer's single or primary account (see L<FS::svc_acct>) by
831 the specified number of seconds or bytes. If there is an error, returns
832 the error, otherwise returns false.
836 sub _increment_column {
837 my( $self, $column, $amount ) = @_;
838 warn "$me increment_column called: $column, $amount\n"
841 return '' unless $amount;
843 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
844 $self->ncancelled_pkgs;
847 return 'No packages with primary or single services found'.
848 ' to apply pre-paid time';
849 } elsif ( scalar(@cust_pkg) > 1 ) {
850 #maybe have a way to specify the package/account?
851 return 'Multiple packages found to apply pre-paid time';
854 my $cust_pkg = $cust_pkg[0];
855 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
859 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
862 return 'No account found to apply pre-paid time';
863 } elsif ( scalar(@cust_svc) > 1 ) {
864 return 'Multiple accounts found to apply pre-paid time';
867 my $svc_acct = $cust_svc[0]->svc_x;
868 warn " found service svcnum ". $svc_acct->pkgnum.
869 ' ('. $svc_acct->email. ")\n"
872 $column = "increment_$column";
873 $svc_acct->$column($amount);
877 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
879 Inserts a prepayment in the specified amount for this customer. An optional
880 second argument can specify the prepayment identifier for tracking purposes.
881 If there is an error, returns the error, otherwise returns false.
885 sub insert_cust_pay_prepay {
886 shift->insert_cust_pay('PREP', @_);
889 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
891 Inserts a cash payment in the specified amount for this customer. An optional
892 second argument can specify the payment identifier for tracking purposes.
893 If there is an error, returns the error, otherwise returns false.
897 sub insert_cust_pay_cash {
898 shift->insert_cust_pay('CASH', @_);
901 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
903 Inserts a Western Union payment in the specified amount for this customer. An
904 optional second argument can specify the prepayment identifier for tracking
905 purposes. If there is an error, returns the error, otherwise returns false.
909 sub insert_cust_pay_west {
910 shift->insert_cust_pay('WEST', @_);
913 sub insert_cust_pay {
914 my( $self, $payby, $amount ) = splice(@_, 0, 3);
915 my $payinfo = scalar(@_) ? shift : '';
917 my $cust_pay = new FS::cust_pay {
918 'custnum' => $self->custnum,
919 'paid' => sprintf('%.2f', $amount),
920 #'_date' => #date the prepaid card was purchased???
922 'payinfo' => $payinfo,
930 This method is deprecated. See the I<depend_jobnum> option to the insert and
931 order_pkgs methods for a better way to defer provisioning.
933 Re-schedules all exports by calling the B<reexport> method of all associated
934 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
935 otherwise returns false.
942 carp "WARNING: FS::cust_main::reexport is deprectated; ".
943 "use the depend_jobnum option to insert or order_pkgs to delay export";
945 local $SIG{HUP} = 'IGNORE';
946 local $SIG{INT} = 'IGNORE';
947 local $SIG{QUIT} = 'IGNORE';
948 local $SIG{TERM} = 'IGNORE';
949 local $SIG{TSTP} = 'IGNORE';
950 local $SIG{PIPE} = 'IGNORE';
952 my $oldAutoCommit = $FS::UID::AutoCommit;
953 local $FS::UID::AutoCommit = 0;
956 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
957 my $error = $cust_pkg->reexport;
959 $dbh->rollback if $oldAutoCommit;
964 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
969 =item delete [ OPTION => VALUE ... ]
971 This deletes the customer. If there is an error, returns the error, otherwise
974 This will completely remove all traces of the customer record. This is not
975 what you want when a customer cancels service; for that, cancel all of the
976 customer's packages (see L</cancel>).
978 If the customer has any uncancelled packages, you need to pass a new (valid)
979 customer number for those packages to be transferred to, as the "new_customer"
980 option. Cancelled packages will be deleted. Did I mention that this is NOT
981 what you want when a customer cancels service and that you really should be
982 looking at L<FS::cust_pkg/cancel>?
984 You can't delete a customer with invoices (see L<FS::cust_bill>),
985 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
986 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
987 set the "delete_financials" option to a true value.
992 my( $self, %opt ) = @_;
994 local $SIG{HUP} = 'IGNORE';
995 local $SIG{INT} = 'IGNORE';
996 local $SIG{QUIT} = 'IGNORE';
997 local $SIG{TERM} = 'IGNORE';
998 local $SIG{TSTP} = 'IGNORE';
999 local $SIG{PIPE} = 'IGNORE';
1001 my $oldAutoCommit = $FS::UID::AutoCommit;
1002 local $FS::UID::AutoCommit = 0;
1005 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1006 $dbh->rollback if $oldAutoCommit;
1007 return "Can't delete a master agent customer";
1010 #use FS::access_user
1011 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1012 $dbh->rollback if $oldAutoCommit;
1013 return "Can't delete a master employee customer";
1016 tie my %financial_tables, 'Tie::IxHash',
1017 'cust_bill' => 'invoices',
1018 'cust_statement' => 'statements',
1019 'cust_credit' => 'credits',
1020 'cust_pay' => 'payments',
1021 'cust_refund' => 'refunds',
1024 foreach my $table ( keys %financial_tables ) {
1026 my @records = $self->$table();
1028 if ( @records && ! $opt{'delete_financials'} ) {
1029 $dbh->rollback if $oldAutoCommit;
1030 return "Can't delete a customer with ". $financial_tables{$table};
1033 foreach my $record ( @records ) {
1034 my $error = $record->delete;
1036 $dbh->rollback if $oldAutoCommit;
1037 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1043 my @cust_pkg = $self->ncancelled_pkgs;
1045 my $new_custnum = $opt{'new_custnum'};
1046 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1047 $dbh->rollback if $oldAutoCommit;
1048 return "Invalid new customer number: $new_custnum";
1050 foreach my $cust_pkg ( @cust_pkg ) {
1051 my %hash = $cust_pkg->hash;
1052 $hash{'custnum'} = $new_custnum;
1053 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1054 my $error = $new_cust_pkg->replace($cust_pkg,
1055 options => { $cust_pkg->options },
1058 $dbh->rollback if $oldAutoCommit;
1063 my @cancelled_cust_pkg = $self->all_pkgs;
1064 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1065 my $error = $cust_pkg->delete;
1067 $dbh->rollback if $oldAutoCommit;
1072 #cust_tax_adjustment in financials?
1073 #cust_pay_pending? ouch
1075 foreach my $table (qw(
1076 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1077 cust_location cust_main_note cust_tax_adjustment
1078 cust_pay_void cust_pay_batch queue cust_tax_exempt
1080 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1081 my $error = $record->delete;
1083 $dbh->rollback if $oldAutoCommit;
1089 my $sth = $dbh->prepare(
1090 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1092 my $errstr = $dbh->errstr;
1093 $dbh->rollback if $oldAutoCommit;
1096 $sth->execute($self->custnum) or do {
1097 my $errstr = $sth->errstr;
1098 $dbh->rollback if $oldAutoCommit;
1104 my $ticket_dbh = '';
1105 if ($conf->config('ticket_system') eq 'RT_Internal') {
1107 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1108 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1109 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1110 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1113 if ( $ticket_dbh ) {
1115 my $ticket_sth = $ticket_dbh->prepare(
1116 'DELETE FROM Links WHERE Target = ?'
1118 my $errstr = $ticket_dbh->errstr;
1119 $dbh->rollback if $oldAutoCommit;
1122 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1124 my $errstr = $ticket_sth->errstr;
1125 $dbh->rollback if $oldAutoCommit;
1129 #check and see if the customer is the only link on the ticket, and
1130 #if so, set the ticket to deleted status in RT?
1131 #maybe someday, for now this will at least fix tickets not displaying
1135 #delete the customer record
1137 my $error = $self->SUPER::delete;
1139 $dbh->rollback if $oldAutoCommit;
1143 # cust_main exports!
1145 #my $export_args = $options{'export_args'} || [];
1148 map qsearch( 'part_export', {exportnum=>$_} ),
1149 $conf->config('cust_main-exports'); #, $agentnum
1151 foreach my $part_export ( @part_export ) {
1152 my $error = $part_export->export_delete( $self ); #, @$export_args);
1154 $dbh->rollback if $oldAutoCommit;
1155 return "exporting to ". $part_export->exporttype.
1156 " (transaction rolled back): $error";
1160 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1165 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1167 This merges this customer into the provided new custnum, and then deletes the
1168 customer. If there is an error, returns the error, otherwise returns false.
1170 The source customer's name, company name, phone numbers, agent,
1171 referring customer, customer class, advertising source, order taker, and
1172 billing information (except balance) are discarded.
1174 All packages are moved to the target customer. Packages with package locations
1175 are preserved. Packages without package locations are moved to a new package
1176 location with the source customer's service/shipping address.
1178 All invoices, statements, payments, credits and refunds are moved to the target
1179 customer. The source customer's balance is added to the target customer.
1181 All notes, attachments, tickets and customer tags are moved to the target
1184 Change history is not currently moved.
1189 my( $self, $new_custnum, %opt ) = @_;
1191 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1193 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1194 return "Invalid new customer number: $new_custnum";
1197 local $SIG{HUP} = 'IGNORE';
1198 local $SIG{INT} = 'IGNORE';
1199 local $SIG{QUIT} = 'IGNORE';
1200 local $SIG{TERM} = 'IGNORE';
1201 local $SIG{TSTP} = 'IGNORE';
1202 local $SIG{PIPE} = 'IGNORE';
1204 my $oldAutoCommit = $FS::UID::AutoCommit;
1205 local $FS::UID::AutoCommit = 0;
1208 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1209 $dbh->rollback if $oldAutoCommit;
1210 return "Can't merge a master agent customer";
1213 #use FS::access_user
1214 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1215 $dbh->rollback if $oldAutoCommit;
1216 return "Can't merge a master employee customer";
1219 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1220 'status' => { op=>'!=', value=>'done' },
1224 $dbh->rollback if $oldAutoCommit;
1225 return "Can't merge a customer with pending payments";
1228 tie my %financial_tables, 'Tie::IxHash',
1229 'cust_bill' => 'invoices',
1230 'cust_statement' => 'statements',
1231 'cust_credit' => 'credits',
1232 'cust_pay' => 'payments',
1233 'cust_pay_void' => 'voided payments',
1234 'cust_refund' => 'refunds',
1237 foreach my $table ( keys %financial_tables ) {
1239 my @records = $self->$table();
1241 foreach my $record ( @records ) {
1242 $record->custnum($new_custnum);
1243 my $error = $record->replace;
1245 $dbh->rollback if $oldAutoCommit;
1246 return "Error merging ". $financial_tables{$table}. ": $error\n";
1252 my $name = $self->ship_name;
1254 my $locationnum = '';
1255 foreach my $cust_pkg ( $self->all_pkgs ) {
1256 $cust_pkg->custnum($new_custnum);
1258 unless ( $cust_pkg->locationnum ) {
1259 unless ( $locationnum ) {
1260 my $cust_location = new FS::cust_location {
1261 $self->location_hash,
1262 'custnum' => $new_custnum,
1264 my $error = $cust_location->insert;
1266 $dbh->rollback if $oldAutoCommit;
1269 $locationnum = $cust_location->locationnum;
1271 $cust_pkg->locationnum($locationnum);
1274 my $error = $cust_pkg->replace;
1276 $dbh->rollback if $oldAutoCommit;
1280 # add customer (ship) name to svc_phone.phone_name if blank
1281 my @cust_svc = $cust_pkg->cust_svc;
1282 foreach my $cust_svc (@cust_svc) {
1283 my($label, $value, $svcdb) = $cust_svc->label;
1284 next unless $svcdb eq 'svc_phone';
1285 my $svc_phone = $cust_svc->svc_x;
1286 next if $svc_phone->phone_name;
1287 $svc_phone->phone_name($name);
1288 my $error = $svc_phone->replace;
1290 $dbh->rollback if $oldAutoCommit;
1298 # cust_tax_exempt (texas tax exemptions)
1299 # cust_recon (some sort of not-well understood thing for OnPac)
1301 #these are moved over
1302 foreach my $table (qw(
1303 cust_tag cust_location contact cust_attachment cust_main_note
1304 cust_tax_adjustment cust_pay_batch queue
1306 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1307 $record->custnum($new_custnum);
1308 my $error = $record->replace;
1310 $dbh->rollback if $oldAutoCommit;
1316 #these aren't preserved
1317 foreach my $table (qw(
1318 cust_main_exemption cust_main_invoice
1320 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1321 my $error = $record->delete;
1323 $dbh->rollback if $oldAutoCommit;
1330 my $sth = $dbh->prepare(
1331 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1333 my $errstr = $dbh->errstr;
1334 $dbh->rollback if $oldAutoCommit;
1337 $sth->execute($new_custnum, $self->custnum) or do {
1338 my $errstr = $sth->errstr;
1339 $dbh->rollback if $oldAutoCommit;
1345 my $ticket_dbh = '';
1346 if ($conf->config('ticket_system') eq 'RT_Internal') {
1348 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1349 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1350 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1351 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1354 if ( $ticket_dbh ) {
1356 my $ticket_sth = $ticket_dbh->prepare(
1357 'UPDATE Links SET Target = ? WHERE Target = ?'
1359 my $errstr = $ticket_dbh->errstr;
1360 $dbh->rollback if $oldAutoCommit;
1363 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1364 'freeside://freeside/cust_main/'.$self->custnum)
1366 my $errstr = $ticket_sth->errstr;
1367 $dbh->rollback if $oldAutoCommit;
1373 #delete the customer record
1375 my $error = $self->delete;
1377 $dbh->rollback if $oldAutoCommit;
1381 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1386 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1389 Replaces the OLD_RECORD with this one in the database. If there is an error,
1390 returns the error, otherwise returns false.
1392 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1393 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1394 expected and rollback the entire transaction; it is not necessary to call
1395 check_invoicing_list first. Here's an example:
1397 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1399 Currently available options are: I<tax_exemption>.
1401 The I<tax_exemption> option can be set to an arrayref of tax names.
1402 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1409 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1411 : $self->replace_old;
1415 warn "$me replace called\n"
1418 my $curuser = $FS::CurrentUser::CurrentUser;
1419 if ( $self->payby eq 'COMP'
1420 && $self->payby ne $old->payby
1421 && ! $curuser->access_right('Complimentary customer')
1424 return "You are not permitted to create complimentary accounts.";
1427 if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
1428 && $conf->exists('enable_taxproducts')
1431 my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
1433 $self->set('geocode', '')
1434 if $old->get($pre.'zip') ne $self->get($pre.'zip')
1435 && length($self->get($pre.'zip')) >= 10;
1438 local($ignore_expired_card) = 1
1439 if $old->payby =~ /^(CARD|DCRD)$/
1440 && $self->payby =~ /^(CARD|DCRD)$/
1441 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1443 local $SIG{HUP} = 'IGNORE';
1444 local $SIG{INT} = 'IGNORE';
1445 local $SIG{QUIT} = 'IGNORE';
1446 local $SIG{TERM} = 'IGNORE';
1447 local $SIG{TSTP} = 'IGNORE';
1448 local $SIG{PIPE} = 'IGNORE';
1450 my $oldAutoCommit = $FS::UID::AutoCommit;
1451 local $FS::UID::AutoCommit = 0;
1454 my $error = $self->SUPER::replace($old);
1457 $dbh->rollback if $oldAutoCommit;
1461 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1462 my $invoicing_list = shift @param;
1463 $error = $self->check_invoicing_list( $invoicing_list );
1465 $dbh->rollback if $oldAutoCommit;
1468 $self->invoicing_list( $invoicing_list );
1471 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1473 #this could be more efficient than deleting and re-inserting, if it matters
1474 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1475 my $error = $cust_tag->delete;
1477 $dbh->rollback if $oldAutoCommit;
1481 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1482 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1483 'custnum' => $self->custnum };
1484 my $error = $cust_tag->insert;
1486 $dbh->rollback if $oldAutoCommit;
1493 my %options = @param;
1495 my $tax_exemption = delete $options{'tax_exemption'};
1496 if ( $tax_exemption ) {
1498 my %cust_main_exemption =
1499 map { $_->taxname => $_ }
1500 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1502 foreach my $taxname ( @$tax_exemption ) {
1504 next if delete $cust_main_exemption{$taxname};
1506 my $cust_main_exemption = new FS::cust_main_exemption {
1507 'custnum' => $self->custnum,
1508 'taxname' => $taxname,
1510 my $error = $cust_main_exemption->insert;
1512 $dbh->rollback if $oldAutoCommit;
1513 return "inserting cust_main_exemption (transaction rolled back): $error";
1517 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1518 my $error = $cust_main_exemption->delete;
1520 $dbh->rollback if $oldAutoCommit;
1521 return "deleting cust_main_exemption (transaction rolled back): $error";
1527 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1528 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1529 && $self->get('payinfo') !~ /^99\d{14}$/
1531 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1536 # card/check/lec info has changed, want to retry realtime_ invoice events
1537 my $error = $self->retry_realtime;
1539 $dbh->rollback if $oldAutoCommit;
1544 unless ( $import || $skip_fuzzyfiles ) {
1545 $error = $self->queue_fuzzyfiles_update;
1547 $dbh->rollback if $oldAutoCommit;
1548 return "updating fuzzy search cache: $error";
1552 # cust_main exports!
1554 my $export_args = $options{'export_args'} || [];
1557 map qsearch( 'part_export', {exportnum=>$_} ),
1558 $conf->config('cust_main-exports'); #, $agentnum
1560 foreach my $part_export ( @part_export ) {
1561 my $error = $part_export->export_replace( $self, $old, @$export_args);
1563 $dbh->rollback if $oldAutoCommit;
1564 return "exporting to ". $part_export->exporttype.
1565 " (transaction rolled back): $error";
1569 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1574 =item queue_fuzzyfiles_update
1576 Used by insert & replace to update the fuzzy search cache
1580 sub queue_fuzzyfiles_update {
1583 local $SIG{HUP} = 'IGNORE';
1584 local $SIG{INT} = 'IGNORE';
1585 local $SIG{QUIT} = 'IGNORE';
1586 local $SIG{TERM} = 'IGNORE';
1587 local $SIG{TSTP} = 'IGNORE';
1588 local $SIG{PIPE} = 'IGNORE';
1590 my $oldAutoCommit = $FS::UID::AutoCommit;
1591 local $FS::UID::AutoCommit = 0;
1594 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1595 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1597 $dbh->rollback if $oldAutoCommit;
1598 return "queueing job (transaction rolled back): $error";
1601 if ( $self->ship_last ) {
1602 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1603 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1605 $dbh->rollback if $oldAutoCommit;
1606 return "queueing job (transaction rolled back): $error";
1610 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1617 Checks all fields to make sure this is a valid customer record. If there is
1618 an error, returns the error, otherwise returns false. Called by the insert
1619 and replace methods.
1626 warn "$me check BEFORE: \n". $self->_dump
1630 $self->ut_numbern('custnum')
1631 || $self->ut_number('agentnum')
1632 || $self->ut_textn('agent_custid')
1633 || $self->ut_number('refnum')
1634 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1635 || $self->ut_textn('custbatch')
1636 || $self->ut_name('last')
1637 || $self->ut_name('first')
1638 || $self->ut_snumbern('birthdate')
1639 || $self->ut_snumbern('signupdate')
1640 || $self->ut_textn('company')
1641 || $self->ut_text('address1')
1642 || $self->ut_textn('address2')
1643 || $self->ut_text('city')
1644 || $self->ut_textn('county')
1645 || $self->ut_textn('state')
1646 || $self->ut_country('country')
1647 || $self->ut_anything('comments')
1648 || $self->ut_numbern('referral_custnum')
1649 || $self->ut_textn('stateid')
1650 || $self->ut_textn('stateid_state')
1651 || $self->ut_textn('invoice_terms')
1652 || $self->ut_alphan('geocode')
1653 || $self->ut_floatn('cdr_termination_percentage')
1654 || $self->ut_floatn('credit_limit')
1655 || $self->ut_numbern('billday')
1658 #barf. need message catalogs. i18n. etc.
1659 $error .= "Please select an advertising source."
1660 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1661 return $error if $error;
1663 return "Unknown agent"
1664 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1666 return "Unknown refnum"
1667 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1669 return "Unknown referring custnum: ". $self->referral_custnum
1670 unless ! $self->referral_custnum
1671 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1673 if ( $self->censustract ne '' ) {
1674 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1675 or return "Illegal census tract: ". $self->censustract;
1677 $self->censustract("$1.$2");
1680 if ( $self->ss eq '' ) {
1685 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1686 or return "Illegal social security number: ". $self->ss;
1687 $self->ss("$1-$2-$3");
1691 # bad idea to disable, causes billing to fail because of no tax rates later
1692 # except we don't fail any more
1693 unless ( $import ) {
1694 unless ( qsearch('cust_main_county', {
1695 'country' => $self->country,
1698 return "Unknown state/county/country: ".
1699 $self->state. "/". $self->county. "/". $self->country
1700 unless qsearch('cust_main_county',{
1701 'state' => $self->state,
1702 'county' => $self->county,
1703 'country' => $self->country,
1709 $self->ut_phonen('daytime', $self->country)
1710 || $self->ut_phonen('night', $self->country)
1711 || $self->ut_phonen('fax', $self->country)
1713 return $error if $error;
1715 unless ( $ignore_illegal_zip ) {
1716 $error = $self->ut_zip('zip', $self->country);
1717 return $error if $error;
1720 if ( $conf->exists('cust_main-require_phone')
1721 && ! length($self->daytime) && ! length($self->night)
1724 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1726 : FS::Msgcat::_gettext('daytime');
1727 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1729 : FS::Msgcat::_gettext('night');
1731 return "$daytime_label or $night_label is required"
1735 if ( $self->has_ship_address
1736 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1737 $self->addr_fields )
1741 $self->ut_name('ship_last')
1742 || $self->ut_name('ship_first')
1743 || $self->ut_textn('ship_company')
1744 || $self->ut_text('ship_address1')
1745 || $self->ut_textn('ship_address2')
1746 || $self->ut_text('ship_city')
1747 || $self->ut_textn('ship_county')
1748 || $self->ut_textn('ship_state')
1749 || $self->ut_country('ship_country')
1751 return $error if $error;
1753 #false laziness with above
1754 unless ( qsearchs('cust_main_county', {
1755 'country' => $self->ship_country,
1758 return "Unknown ship_state/ship_county/ship_country: ".
1759 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1760 unless qsearch('cust_main_county',{
1761 'state' => $self->ship_state,
1762 'county' => $self->ship_county,
1763 'country' => $self->ship_country,
1769 $self->ut_phonen('ship_daytime', $self->ship_country)
1770 || $self->ut_phonen('ship_night', $self->ship_country)
1771 || $self->ut_phonen('ship_fax', $self->ship_country)
1773 return $error if $error;
1775 unless ( $ignore_illegal_zip ) {
1776 $error = $self->ut_zip('ship_zip', $self->ship_country);
1777 return $error if $error;
1779 return "Unit # is required."
1780 if $self->ship_address2 =~ /^\s*$/
1781 && $conf->exists('cust_main-require_address2');
1783 } else { # ship_ info eq billing info, so don't store dup info in database
1785 $self->setfield("ship_$_", '')
1786 foreach $self->addr_fields;
1788 return "Unit # is required."
1789 if $self->address2 =~ /^\s*$/
1790 && $conf->exists('cust_main-require_address2');
1794 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1795 # or return "Illegal payby: ". $self->payby;
1797 FS::payby->can_payby($self->table, $self->payby)
1798 or return "Illegal payby: ". $self->payby;
1800 $error = $self->ut_numbern('paystart_month')
1801 || $self->ut_numbern('paystart_year')
1802 || $self->ut_numbern('payissue')
1803 || $self->ut_textn('paytype')
1805 return $error if $error;
1807 if ( $self->payip eq '' ) {
1810 $error = $self->ut_ip('payip');
1811 return $error if $error;
1814 # If it is encrypted and the private key is not availaible then we can't
1815 # check the credit card.
1816 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1818 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1820 my $payinfo = $self->payinfo;
1821 $payinfo =~ s/\D//g;
1822 $payinfo =~ /^(\d{13,16})$/
1823 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1825 $self->payinfo($payinfo);
1827 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1829 return gettext('unknown_card_type')
1830 if $self->payinfo !~ /^99\d{14}$/ #token
1831 && cardtype($self->payinfo) eq "Unknown";
1833 unless ( $ignore_banned_card ) {
1834 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1836 return 'Banned credit card: banned on '.
1837 time2str('%a %h %o at %r', $ban->_date).
1838 ' by '. $ban->otaker.
1839 ' (ban# '. $ban->bannum. ')';
1843 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1844 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1845 $self->paycvv =~ /^(\d{4})$/
1846 or return "CVV2 (CID) for American Express cards is four digits.";
1849 $self->paycvv =~ /^(\d{3})$/
1850 or return "CVV2 (CVC2/CID) is three digits.";
1857 my $cardtype = cardtype($payinfo);
1858 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1860 return "Start date or issue number is required for $cardtype cards"
1861 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1863 return "Start month must be between 1 and 12"
1864 if $self->paystart_month
1865 and $self->paystart_month < 1 || $self->paystart_month > 12;
1867 return "Start year must be 1990 or later"
1868 if $self->paystart_year
1869 and $self->paystart_year < 1990;
1871 return "Issue number must be beween 1 and 99"
1873 and $self->payissue < 1 || $self->payissue > 99;
1876 $self->paystart_month('');
1877 $self->paystart_year('');
1878 $self->payissue('');
1881 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1883 my $payinfo = $self->payinfo;
1884 $payinfo =~ s/[^\d\@]//g;
1885 if ( $conf->exists('echeck-nonus') ) {
1886 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1887 $payinfo = "$1\@$2";
1889 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1890 $payinfo = "$1\@$2";
1892 $self->payinfo($payinfo);
1895 unless ( $ignore_banned_card ) {
1896 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1898 return 'Banned ACH account: banned on '.
1899 time2str('%a %h %o at %r', $ban->_date).
1900 ' by '. $ban->otaker.
1901 ' (ban# '. $ban->bannum. ')';
1905 } elsif ( $self->payby eq 'LECB' ) {
1907 my $payinfo = $self->payinfo;
1908 $payinfo =~ s/\D//g;
1909 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1911 $self->payinfo($payinfo);
1914 } elsif ( $self->payby eq 'BILL' ) {
1916 $error = $self->ut_textn('payinfo');
1917 return "Illegal P.O. number: ". $self->payinfo if $error;
1920 } elsif ( $self->payby eq 'COMP' ) {
1922 my $curuser = $FS::CurrentUser::CurrentUser;
1923 if ( ! $self->custnum
1924 && ! $curuser->access_right('Complimentary customer')
1927 return "You are not permitted to create complimentary accounts."
1930 $error = $self->ut_textn('payinfo');
1931 return "Illegal comp account issuer: ". $self->payinfo if $error;
1934 } elsif ( $self->payby eq 'PREPAY' ) {
1936 my $payinfo = $self->payinfo;
1937 $payinfo =~ s/\W//g; #anything else would just confuse things
1938 $self->payinfo($payinfo);
1939 $error = $self->ut_alpha('payinfo');
1940 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1941 return "Unknown prepayment identifier"
1942 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1947 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1948 return "Expiration date required"
1949 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1953 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1954 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1955 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1956 ( $m, $y ) = ( $2, "19$1" );
1957 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1958 ( $m, $y ) = ( $3, "20$2" );
1960 return "Illegal expiration date: ". $self->paydate;
1962 $m = sprintf('%02d',$m);
1963 $self->paydate("$y-$m-01");
1964 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1965 return gettext('expired_card')
1967 && !$ignore_expired_card
1968 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1971 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1972 ( ! $conf->exists('require_cardname')
1973 || $self->payby !~ /^(CARD|DCRD)$/ )
1975 $self->payname( $self->first. " ". $self->getfield('last') );
1977 $self->payname =~ /^([µ_0123456789aAáÁàÀâÂåÅäÄãêæÆbBcCçÇdDðÐeEéÉèÈêÊëËfFgGhHiIíÍìÌîÎïÏjJkKlLmMnNñÑoOóÓòÒôÔöÖõÕøغpPqQrRsSßtTuUúÚùÙûÛüÜvVwWxXyYýÝÿzZþÞ \,\.\-\'\&]+)$/
1978 or return gettext('illegal_name'). " payname: ". $self->payname;
1982 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1983 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1987 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
1989 warn "$me check AFTER: \n". $self->_dump
1992 $self->SUPER::check;
1997 Returns a list of fields which have ship_ duplicates.
2002 qw( last first company
2003 address1 address2 city county state zip country
2008 =item has_ship_address
2010 Returns true if this customer record has a separate shipping address.
2014 sub has_ship_address {
2016 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
2021 Returns a list of key/value pairs, with the following keys: address1, adddress2,
2022 city, county, state, zip, country, and geocode. The shipping address is used if present.
2028 Returns all locations (see L<FS::cust_location>) for this customer.
2034 qsearch('cust_location', { 'custnum' => $self->custnum } );
2039 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2040 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2041 on success or a list of errors.
2047 grep { $_->unsuspend } $self->suspended_pkgs;
2052 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2054 Returns a list: an empty list on success or a list of errors.
2060 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2063 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2065 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2066 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2067 of a list of pkgparts; the hashref has the following keys:
2071 =item pkgparts - listref of pkgparts
2073 =item (other options are passed to the suspend method)
2078 Returns a list: an empty list on success or a list of errors.
2082 sub suspend_if_pkgpart {
2084 my (@pkgparts, %opt);
2085 if (ref($_[0]) eq 'HASH'){
2086 @pkgparts = @{$_[0]{pkgparts}};
2091 grep { $_->suspend(%opt) }
2092 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2093 $self->unsuspended_pkgs;
2096 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2098 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2099 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2100 instead of a list of pkgparts; the hashref has the following keys:
2104 =item pkgparts - listref of pkgparts
2106 =item (other options are passed to the suspend method)
2110 Returns a list: an empty list on success or a list of errors.
2114 sub suspend_unless_pkgpart {
2116 my (@pkgparts, %opt);
2117 if (ref($_[0]) eq 'HASH'){
2118 @pkgparts = @{$_[0]{pkgparts}};
2123 grep { $_->suspend(%opt) }
2124 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2125 $self->unsuspended_pkgs;
2128 =item cancel [ OPTION => VALUE ... ]
2130 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2132 Available options are:
2136 =item quiet - can be set true to supress email cancellation notices.
2138 =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.
2140 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2142 =item nobill - can be set true to skip billing if it might otherwise be done.
2146 Always returns a list: an empty list on success or a list of errors.
2150 # nb that dates are not specified as valid options to this method
2153 my( $self, %opt ) = @_;
2155 warn "$me cancel called on customer ". $self->custnum. " with options ".
2156 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2159 return ( 'access denied' )
2160 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2162 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2164 #should try decryption (we might have the private key)
2165 # and if not maybe queue a job for the server that does?
2166 return ( "Can't (yet) ban encrypted credit cards" )
2167 if $self->is_encrypted($self->payinfo);
2169 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2170 my $error = $ban->insert;
2171 return ( $error ) if $error;
2175 my @pkgs = $self->ncancelled_pkgs;
2177 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2179 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2180 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2184 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2185 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2188 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2191 sub _banned_pay_hashref {
2202 'payby' => $payby2ban{$self->payby},
2203 'payinfo' => md5_base64($self->payinfo),
2204 #don't ever *search* on reason! #'reason' =>
2210 Returns all notes (see L<FS::cust_main_note>) for this customer.
2215 my($self,$orderby_classnum) = (shift,shift);
2216 my $orderby = "_DATE DESC";
2217 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2218 qsearch( 'cust_main_note',
2219 { 'custnum' => $self->custnum },
2221 "ORDER BY $orderby",
2227 Returns the agent (see L<FS::agent>) for this customer.
2233 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2238 Returns the agent name (see L<FS::agent>) for this customer.
2244 $self->agent->agent;
2249 Returns any tags associated with this customer, as FS::cust_tag objects,
2250 or an empty list if there are no tags.
2256 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2261 Returns any tags associated with this customer, as FS::part_tag objects,
2262 or an empty list if there are no tags.
2268 map $_->part_tag, $self->cust_tag;
2274 Returns the customer class, as an FS::cust_class object, or the empty string
2275 if there is no customer class.
2281 if ( $self->classnum ) {
2282 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2290 Returns the customer category name, or the empty string if there is no customer
2297 my $cust_class = $self->cust_class;
2299 ? $cust_class->categoryname
2305 Returns the customer class name, or the empty string if there is no customer
2312 my $cust_class = $self->cust_class;
2314 ? $cust_class->classname
2318 =item BILLING METHODS
2320 Documentation on billing methods has been moved to
2321 L<FS::cust_main::Billing>.
2323 =item REALTIME BILLING METHODS
2325 Documentation on realtime billing methods has been moved to
2326 L<FS::cust_main::Billing_Realtime>.
2330 Removes the I<paycvv> field from the database directly.
2332 If there is an error, returns the error, otherwise returns false.
2338 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2339 or return dbh->errstr;
2340 $sth->execute($self->custnum)
2341 or return $sth->errstr;
2346 =item batch_card OPTION => VALUE...
2348 Adds a payment for this invoice to the pending credit card batch (see
2349 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2350 runs the payment using a realtime gateway.
2355 my ($self, %options) = @_;
2358 if (exists($options{amount})) {
2359 $amount = $options{amount};
2361 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2363 return '' unless $amount > 0;
2365 my $invnum = delete $options{invnum};
2366 my $payby = $options{payby} || $self->payby; #still dubious
2368 if ($options{'realtime'}) {
2369 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2375 my $oldAutoCommit = $FS::UID::AutoCommit;
2376 local $FS::UID::AutoCommit = 0;
2379 #this needs to handle mysql as well as Pg, like svc_acct.pm
2380 #(make it into a common function if folks need to do batching with mysql)
2381 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2382 or return "Cannot lock pay_batch: " . $dbh->errstr;
2386 'payby' => FS::payby->payby2payment($payby),
2389 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2391 unless ( $pay_batch ) {
2392 $pay_batch = new FS::pay_batch \%pay_batch;
2393 my $error = $pay_batch->insert;
2395 $dbh->rollback if $oldAutoCommit;
2396 die "error creating new batch: $error\n";
2400 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2401 'batchnum' => $pay_batch->batchnum,
2402 'custnum' => $self->custnum,
2405 foreach (qw( address1 address2 city state zip country payby payinfo paydate
2407 $options{$_} = '' unless exists($options{$_});
2410 my $cust_pay_batch = new FS::cust_pay_batch ( {
2411 'batchnum' => $pay_batch->batchnum,
2412 'invnum' => $invnum || 0, # is there a better value?
2413 # this field should be
2415 # cust_bill_pay_batch now
2416 'custnum' => $self->custnum,
2417 'last' => $self->getfield('last'),
2418 'first' => $self->getfield('first'),
2419 'address1' => $options{address1} || $self->address1,
2420 'address2' => $options{address2} || $self->address2,
2421 'city' => $options{city} || $self->city,
2422 'state' => $options{state} || $self->state,
2423 'zip' => $options{zip} || $self->zip,
2424 'country' => $options{country} || $self->country,
2425 'payby' => $options{payby} || $self->payby,
2426 'payinfo' => $options{payinfo} || $self->payinfo,
2427 'exp' => $options{paydate} || $self->paydate,
2428 'payname' => $options{payname} || $self->payname,
2429 'amount' => $amount, # consolidating
2432 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2433 if $old_cust_pay_batch;
2436 if ($old_cust_pay_batch) {
2437 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2439 $error = $cust_pay_batch->insert;
2443 $dbh->rollback if $oldAutoCommit;
2447 my $unapplied = $self->total_unapplied_credits
2448 + $self->total_unapplied_payments
2449 + $self->in_transit_payments;
2450 foreach my $cust_bill ($self->open_cust_bill) {
2451 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2452 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2453 'invnum' => $cust_bill->invnum,
2454 'paybatchnum' => $cust_pay_batch->paybatchnum,
2455 'amount' => $cust_bill->owed,
2458 if ($unapplied >= $cust_bill_pay_batch->amount){
2459 $unapplied -= $cust_bill_pay_batch->amount;
2462 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2463 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2465 $error = $cust_bill_pay_batch->insert;
2467 $dbh->rollback if $oldAutoCommit;
2472 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2478 Returns the total owed for this customer on all invoices
2479 (see L<FS::cust_bill/owed>).
2485 $self->total_owed_date(2145859200); #12/31/2037
2488 =item total_owed_date TIME
2490 Returns the total owed for this customer on all invoices with date earlier than
2491 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2492 see L<Time::Local> and L<Date::Parse> for conversion functions.
2496 sub total_owed_date {
2500 my $custnum = $self->custnum;
2502 my $owed_sql = FS::cust_bill->owed_sql;
2505 SELECT SUM($owed_sql) FROM cust_bill
2506 WHERE custnum = $custnum
2510 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2514 =item total_owed_pkgnum PKGNUM
2516 Returns the total owed on all invoices for this customer's specific package
2517 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2521 sub total_owed_pkgnum {
2522 my( $self, $pkgnum ) = @_;
2523 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2526 =item total_owed_date_pkgnum TIME PKGNUM
2528 Returns the total owed for this customer's specific package when using
2529 experimental package balances on all invoices with date earlier than
2530 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2531 see L<Time::Local> and L<Date::Parse> for conversion functions.
2535 sub total_owed_date_pkgnum {
2536 my( $self, $time, $pkgnum ) = @_;
2539 foreach my $cust_bill (
2540 grep { $_->_date <= $time }
2541 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2543 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2545 sprintf( "%.2f", $total_bill );
2551 Returns the total amount of all payments.
2558 $total += $_->paid foreach $self->cust_pay;
2559 sprintf( "%.2f", $total );
2562 =item total_unapplied_credits
2564 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2565 customer. See L<FS::cust_credit/credited>.
2567 =item total_credited
2569 Old name for total_unapplied_credits. Don't use.
2573 sub total_credited {
2574 #carp "total_credited deprecated, use total_unapplied_credits";
2575 shift->total_unapplied_credits(@_);
2578 sub total_unapplied_credits {
2581 my $custnum = $self->custnum;
2583 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2586 SELECT SUM($unapplied_sql) FROM cust_credit
2587 WHERE custnum = $custnum
2590 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2594 =item total_unapplied_credits_pkgnum PKGNUM
2596 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2597 customer. See L<FS::cust_credit/credited>.
2601 sub total_unapplied_credits_pkgnum {
2602 my( $self, $pkgnum ) = @_;
2603 my $total_credit = 0;
2604 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2605 sprintf( "%.2f", $total_credit );
2609 =item total_unapplied_payments
2611 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2612 See L<FS::cust_pay/unapplied>.
2616 sub total_unapplied_payments {
2619 my $custnum = $self->custnum;
2621 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2624 SELECT SUM($unapplied_sql) FROM cust_pay
2625 WHERE custnum = $custnum
2628 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2632 =item total_unapplied_payments_pkgnum PKGNUM
2634 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2635 specific package when using experimental package balances. See
2636 L<FS::cust_pay/unapplied>.
2640 sub total_unapplied_payments_pkgnum {
2641 my( $self, $pkgnum ) = @_;
2642 my $total_unapplied = 0;
2643 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2644 sprintf( "%.2f", $total_unapplied );
2648 =item total_unapplied_refunds
2650 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2651 customer. See L<FS::cust_refund/unapplied>.
2655 sub total_unapplied_refunds {
2657 my $custnum = $self->custnum;
2659 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2662 SELECT SUM($unapplied_sql) FROM cust_refund
2663 WHERE custnum = $custnum
2666 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2672 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2673 total_unapplied_credits minus total_unapplied_payments).
2679 $self->balance_date_range;
2682 =item balance_date TIME
2684 Returns the balance for this customer, only considering invoices with date
2685 earlier than TIME (total_owed_date minus total_credited minus
2686 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2687 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2694 $self->balance_date_range(shift);
2697 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2699 Returns the balance for this customer, optionally considering invoices with
2700 date earlier than START_TIME, and not later than END_TIME
2701 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2703 Times are specified as SQL fragments or numeric
2704 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2705 L<Date::Parse> for conversion functions. The empty string can be passed
2706 to disable that time constraint completely.
2708 Available options are:
2712 =item unapplied_date
2714 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)
2720 sub balance_date_range {
2722 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2723 ') FROM cust_main WHERE custnum='. $self->custnum;
2724 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2727 =item balance_pkgnum PKGNUM
2729 Returns the balance for this customer's specific package when using
2730 experimental package balances (total_owed plus total_unrefunded, minus
2731 total_unapplied_credits minus total_unapplied_payments)
2735 sub balance_pkgnum {
2736 my( $self, $pkgnum ) = @_;
2739 $self->total_owed_pkgnum($pkgnum)
2740 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2741 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2742 - $self->total_unapplied_credits_pkgnum($pkgnum)
2743 - $self->total_unapplied_payments_pkgnum($pkgnum)
2747 =item in_transit_payments
2749 Returns the total of requests for payments for this customer pending in
2750 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2754 sub in_transit_payments {
2756 my $in_transit_payments = 0;
2757 foreach my $pay_batch ( qsearch('pay_batch', {
2760 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2761 'batchnum' => $pay_batch->batchnum,
2762 'custnum' => $self->custnum,
2764 $in_transit_payments += $cust_pay_batch->amount;
2767 sprintf( "%.2f", $in_transit_payments );
2772 Returns a hash of useful information for making a payment.
2782 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2783 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2784 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2788 For credit card transactions:
2800 For electronic check transactions:
2815 $return{balance} = $self->balance;
2817 $return{payname} = $self->payname
2818 || ( $self->first. ' '. $self->get('last') );
2820 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
2822 $return{payby} = $self->payby;
2823 $return{stateid_state} = $self->stateid_state;
2825 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2826 $return{card_type} = cardtype($self->payinfo);
2827 $return{payinfo} = $self->paymask;
2829 @return{'month', 'year'} = $self->paydate_monthyear;
2833 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2834 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2835 $return{payinfo1} = $payinfo1;
2836 $return{payinfo2} = $payinfo2;
2837 $return{paytype} = $self->paytype;
2838 $return{paystate} = $self->paystate;
2842 #doubleclick protection
2844 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2850 =item paydate_monthyear
2852 Returns a two-element list consisting of the month and year of this customer's
2853 paydate (credit card expiration date for CARD customers)
2857 sub paydate_monthyear {
2859 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
2861 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
2868 =item tax_exemption TAXNAME
2873 my( $self, $taxname ) = @_;
2875 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
2876 'taxname' => $taxname,
2881 =item cust_main_exemption
2885 sub cust_main_exemption {
2887 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
2890 =item invoicing_list [ ARRAYREF ]
2892 If an arguement is given, sets these email addresses as invoice recipients
2893 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
2894 (except as warnings), so use check_invoicing_list first.
2896 Returns a list of email addresses (with svcnum entries expanded).
2898 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
2899 check it without disturbing anything by passing nothing.
2901 This interface may change in the future.
2905 sub invoicing_list {
2906 my( $self, $arrayref ) = @_;
2909 my @cust_main_invoice;
2910 if ( $self->custnum ) {
2911 @cust_main_invoice =
2912 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
2914 @cust_main_invoice = ();
2916 foreach my $cust_main_invoice ( @cust_main_invoice ) {
2917 #warn $cust_main_invoice->destnum;
2918 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
2919 #warn $cust_main_invoice->destnum;
2920 my $error = $cust_main_invoice->delete;
2921 warn $error if $error;
2924 if ( $self->custnum ) {
2925 @cust_main_invoice =
2926 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
2928 @cust_main_invoice = ();
2930 my %seen = map { $_->address => 1 } @cust_main_invoice;
2931 foreach my $address ( @{$arrayref} ) {
2932 next if exists $seen{$address} && $seen{$address};
2933 $seen{$address} = 1;
2934 my $cust_main_invoice = new FS::cust_main_invoice ( {
2935 'custnum' => $self->custnum,
2938 my $error = $cust_main_invoice->insert;
2939 warn $error if $error;
2943 if ( $self->custnum ) {
2945 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
2952 =item check_invoicing_list ARRAYREF
2954 Checks these arguements as valid input for the invoicing_list method. If there
2955 is an error, returns the error, otherwise returns false.
2959 sub check_invoicing_list {
2960 my( $self, $arrayref ) = @_;
2962 foreach my $address ( @$arrayref ) {
2964 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
2965 return 'Can\'t add FAX invoice destination with a blank FAX number.';
2968 my $cust_main_invoice = new FS::cust_main_invoice ( {
2969 'custnum' => $self->custnum,
2972 my $error = $self->custnum
2973 ? $cust_main_invoice->check
2974 : $cust_main_invoice->checkdest
2976 return $error if $error;
2980 return "Email address required"
2981 if $conf->exists('cust_main-require_invoicing_list_email')
2982 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
2987 =item set_default_invoicing_list
2989 Sets the invoicing list to all accounts associated with this customer,
2990 overwriting any previous invoicing list.
2994 sub set_default_invoicing_list {
2996 $self->invoicing_list($self->all_emails);
3001 Returns the email addresses of all accounts provisioned for this customer.
3008 foreach my $cust_pkg ( $self->all_pkgs ) {
3009 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3011 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3012 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3014 $list{$_}=1 foreach map { $_->email } @svc_acct;
3019 =item invoicing_list_addpost
3021 Adds postal invoicing to this customer. If this customer is already configured
3022 to receive postal invoices, does nothing.
3026 sub invoicing_list_addpost {
3028 return if grep { $_ eq 'POST' } $self->invoicing_list;
3029 my @invoicing_list = $self->invoicing_list;
3030 push @invoicing_list, 'POST';
3031 $self->invoicing_list(\@invoicing_list);
3034 =item invoicing_list_emailonly
3036 Returns the list of email invoice recipients (invoicing_list without non-email
3037 destinations such as POST and FAX).
3041 sub invoicing_list_emailonly {
3043 warn "$me invoicing_list_emailonly called"
3045 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3048 =item invoicing_list_emailonly_scalar
3050 Returns the list of email invoice recipients (invoicing_list without non-email
3051 destinations such as POST and FAX) as a comma-separated scalar.
3055 sub invoicing_list_emailonly_scalar {
3057 warn "$me invoicing_list_emailonly_scalar called"
3059 join(', ', $self->invoicing_list_emailonly);
3062 =item referral_custnum_cust_main
3064 Returns the customer who referred this customer (or the empty string, if
3065 this customer was not referred).
3067 Note the difference with referral_cust_main method: This method,
3068 referral_custnum_cust_main returns the single customer (if any) who referred
3069 this customer, while referral_cust_main returns an array of customers referred
3074 sub referral_custnum_cust_main {
3076 return '' unless $self->referral_custnum;
3077 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3080 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3082 Returns an array of customers referred by this customer (referral_custnum set
3083 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3084 customers referred by customers referred by this customer and so on, inclusive.
3085 The default behavior is DEPTH 1 (no recursion).
3087 Note the difference with referral_custnum_cust_main method: This method,
3088 referral_cust_main, returns an array of customers referred BY this customer,
3089 while referral_custnum_cust_main returns the single customer (if any) who
3090 referred this customer.
3094 sub referral_cust_main {
3096 my $depth = @_ ? shift : 1;
3097 my $exclude = @_ ? shift : {};
3100 map { $exclude->{$_->custnum}++; $_; }
3101 grep { ! $exclude->{ $_->custnum } }
3102 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3106 map { $_->referral_cust_main($depth-1, $exclude) }
3113 =item referral_cust_main_ncancelled
3115 Same as referral_cust_main, except only returns customers with uncancelled
3120 sub referral_cust_main_ncancelled {
3122 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3125 =item referral_cust_pkg [ DEPTH ]
3127 Like referral_cust_main, except returns a flat list of all unsuspended (and
3128 uncancelled) packages for each customer. The number of items in this list may
3129 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3133 sub referral_cust_pkg {
3135 my $depth = @_ ? shift : 1;
3137 map { $_->unsuspended_pkgs }
3138 grep { $_->unsuspended_pkgs }
3139 $self->referral_cust_main($depth);
3142 =item referring_cust_main
3144 Returns the single cust_main record for the customer who referred this customer
3145 (referral_custnum), or false.
3149 sub referring_cust_main {
3151 return '' unless $self->referral_custnum;
3152 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3155 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3157 Applies a credit to this customer. If there is an error, returns the error,
3158 otherwise returns false.
3160 REASON can be a text string, an FS::reason object, or a scalar reference to
3161 a reasonnum. If a text string, it will be automatically inserted as a new
3162 reason, and a 'reason_type' option must be passed to indicate the
3163 FS::reason_type for the new reason.
3165 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3167 Any other options are passed to FS::cust_credit::insert.
3172 my( $self, $amount, $reason, %options ) = @_;
3174 my $cust_credit = new FS::cust_credit {
3175 'custnum' => $self->custnum,
3176 'amount' => $amount,
3179 if ( ref($reason) ) {
3181 if ( ref($reason) eq 'SCALAR' ) {
3182 $cust_credit->reasonnum( $$reason );
3184 $cust_credit->reasonnum( $reason->reasonnum );
3188 $cust_credit->set('reason', $reason)
3191 for (qw( addlinfo eventnum )) {
3192 $cust_credit->$_( delete $options{$_} )
3193 if exists($options{$_});
3196 $cust_credit->insert(%options);
3200 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3202 Creates a one-time charge for this customer. If there is an error, returns
3203 the error, otherwise returns false.
3205 New-style, with a hashref of options:
3207 my $error = $cust_main->charge(
3211 'start_date' => str2time('7/4/2009'),
3212 'pkg' => 'Description',
3213 'comment' => 'Comment',
3214 'additional' => [], #extra invoice detail
3215 'classnum' => 1, #pkg_class
3217 'setuptax' => '', # or 'Y' for tax exempt
3220 'taxclass' => 'Tax class',
3223 'taxproduct' => 2, #part_pkg_taxproduct
3224 'override' => {}, #XXX describe
3226 #will be filled in with the new object
3227 'cust_pkg_ref' => \$cust_pkg,
3229 #generate an invoice immediately
3231 'invoice_terms' => '', #with these terms
3237 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3243 my ( $amount, $quantity, $start_date, $classnum );
3244 my ( $pkg, $comment, $additional );
3245 my ( $setuptax, $taxclass ); #internal taxes
3246 my ( $taxproduct, $override ); #vendor (CCH) taxes
3248 my $cust_pkg_ref = '';
3249 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3250 if ( ref( $_[0] ) ) {
3251 $amount = $_[0]->{amount};
3252 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3253 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3254 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3255 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3256 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3257 : '$'. sprintf("%.2f",$amount);
3258 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3259 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3260 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3261 $additional = $_[0]->{additional} || [];
3262 $taxproduct = $_[0]->{taxproductnum};
3263 $override = { '' => $_[0]->{tax_override} };
3264 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3265 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3266 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3271 $pkg = @_ ? shift : 'One-time charge';
3272 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3274 $taxclass = @_ ? shift : '';
3278 local $SIG{HUP} = 'IGNORE';
3279 local $SIG{INT} = 'IGNORE';
3280 local $SIG{QUIT} = 'IGNORE';
3281 local $SIG{TERM} = 'IGNORE';
3282 local $SIG{TSTP} = 'IGNORE';
3283 local $SIG{PIPE} = 'IGNORE';
3285 my $oldAutoCommit = $FS::UID::AutoCommit;
3286 local $FS::UID::AutoCommit = 0;
3289 my $part_pkg = new FS::part_pkg ( {
3291 'comment' => $comment,
3295 'classnum' => ( $classnum ? $classnum : '' ),
3296 'setuptax' => $setuptax,
3297 'taxclass' => $taxclass,
3298 'taxproductnum' => $taxproduct,
3301 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3302 ( 0 .. @$additional - 1 )
3304 'additional_count' => scalar(@$additional),
3305 'setup_fee' => $amount,
3308 my $error = $part_pkg->insert( options => \%options,
3309 tax_overrides => $override,
3312 $dbh->rollback if $oldAutoCommit;
3316 my $pkgpart = $part_pkg->pkgpart;
3317 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3318 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3319 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3320 $error = $type_pkgs->insert;
3322 $dbh->rollback if $oldAutoCommit;
3327 my $cust_pkg = new FS::cust_pkg ( {
3328 'custnum' => $self->custnum,
3329 'pkgpart' => $pkgpart,
3330 'quantity' => $quantity,
3331 'start_date' => $start_date,
3332 'no_auto' => $no_auto,
3335 $error = $cust_pkg->insert;
3337 $dbh->rollback if $oldAutoCommit;
3339 } elsif ( $cust_pkg_ref ) {
3340 ${$cust_pkg_ref} = $cust_pkg;
3344 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3345 'pkg_list' => [ $cust_pkg ],
3348 $dbh->rollback if $oldAutoCommit;
3353 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3358 #=item charge_postal_fee
3360 #Applies a one time charge this customer. If there is an error,
3361 #returns the error, returns the cust_pkg charge object or false
3362 #if there was no charge.
3366 # This should be a customer event. For that to work requires that bill
3367 # also be a customer event.
3369 sub charge_postal_fee {
3372 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3373 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3375 my $cust_pkg = new FS::cust_pkg ( {
3376 'custnum' => $self->custnum,
3377 'pkgpart' => $pkgpart,
3381 my $error = $cust_pkg->insert;
3382 $error ? $error : $cust_pkg;
3385 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3387 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3389 Optionally, a list or hashref of additional arguments to the qsearch call can
3396 my $opt = ref($_[0]) ? shift : { @_ };
3398 #return $self->num_cust_bill unless wantarray || keys %$opt;
3400 $opt->{'table'} = 'cust_bill';
3401 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3402 $opt->{'hashref'}{'custnum'} = $self->custnum;
3403 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3405 map { $_ } #behavior of sort undefined in scalar context
3406 sort { $a->_date <=> $b->_date }
3410 =item open_cust_bill
3412 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3417 sub open_cust_bill {
3421 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3427 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3429 Returns all the statements (see L<FS::cust_statement>) for this customer.
3431 Optionally, a list or hashref of additional arguments to the qsearch call can
3436 sub cust_statement {
3438 my $opt = ref($_[0]) ? shift : { @_ };
3440 #return $self->num_cust_statement unless wantarray || keys %$opt;
3442 $opt->{'table'} = 'cust_statement';
3443 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3444 $opt->{'hashref'}{'custnum'} = $self->custnum;
3445 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3447 map { $_ } #behavior of sort undefined in scalar context
3448 sort { $a->_date <=> $b->_date }
3454 Returns all the credits (see L<FS::cust_credit>) for this customer.
3460 map { $_ } #return $self->num_cust_credit unless wantarray;
3461 sort { $a->_date <=> $b->_date }
3462 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3465 =item cust_credit_pkgnum
3467 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3468 package when using experimental package balances.
3472 sub cust_credit_pkgnum {
3473 my( $self, $pkgnum ) = @_;
3474 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3475 sort { $a->_date <=> $b->_date }
3476 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3477 'pkgnum' => $pkgnum,
3484 Returns all the payments (see L<FS::cust_pay>) for this customer.
3490 return $self->num_cust_pay unless wantarray;
3491 sort { $a->_date <=> $b->_date }
3492 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3497 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3498 called automatically when the cust_pay method is used in a scalar context.
3504 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3505 my $sth = dbh->prepare($sql) or die dbh->errstr;
3506 $sth->execute($self->custnum) or die $sth->errstr;
3507 $sth->fetchrow_arrayref->[0];
3510 =item cust_pay_pkgnum
3512 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3513 package when using experimental package balances.
3517 sub cust_pay_pkgnum {
3518 my( $self, $pkgnum ) = @_;
3519 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3520 sort { $a->_date <=> $b->_date }
3521 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3522 'pkgnum' => $pkgnum,
3529 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3535 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3536 sort { $a->_date <=> $b->_date }
3537 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3540 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3542 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
3544 Optionally, a list or hashref of additional arguments to the qsearch call can
3549 sub cust_pay_batch {
3551 my $opt = ref($_[0]) ? shift : { @_ };
3553 #return $self->num_cust_statement unless wantarray || keys %$opt;
3555 $opt->{'table'} = 'cust_pay_batch';
3556 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3557 $opt->{'hashref'}{'custnum'} = $self->custnum;
3558 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3560 map { $_ } #behavior of sort undefined in scalar context
3561 sort { $a->paybatchnum <=> $b->paybatchnum }
3565 =item cust_pay_pending
3567 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3568 (without status "done").
3572 sub cust_pay_pending {
3574 return $self->num_cust_pay_pending unless wantarray;
3575 sort { $a->_date <=> $b->_date }
3576 qsearch( 'cust_pay_pending', {
3577 'custnum' => $self->custnum,
3578 'status' => { op=>'!=', value=>'done' },
3583 =item cust_pay_pending_attempt
3585 Returns all payment attempts / declined payments for this customer, as pending
3586 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3587 a corresponding payment (see L<FS::cust_pay>).
3591 sub cust_pay_pending_attempt {
3593 return $self->num_cust_pay_pending_attempt unless wantarray;
3594 sort { $a->_date <=> $b->_date }
3595 qsearch( 'cust_pay_pending', {
3596 'custnum' => $self->custnum,
3603 =item num_cust_pay_pending
3605 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3606 customer (without status "done"). Also called automatically when the
3607 cust_pay_pending method is used in a scalar context.
3611 sub num_cust_pay_pending {
3614 " SELECT COUNT(*) FROM cust_pay_pending ".
3615 " WHERE custnum = ? AND status != 'done' ",
3620 =item num_cust_pay_pending_attempt
3622 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3623 customer, with status "done" but without a corresp. Also called automatically when the
3624 cust_pay_pending method is used in a scalar context.
3628 sub num_cust_pay_pending_attempt {
3631 " SELECT COUNT(*) FROM cust_pay_pending ".
3632 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3639 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3645 map { $_ } #return $self->num_cust_refund unless wantarray;
3646 sort { $a->_date <=> $b->_date }
3647 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3650 =item display_custnum
3652 Returns the displayed customer number for this customer: agent_custid if
3653 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3657 sub display_custnum {
3659 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3660 return $self->agent_custid;
3662 return $self->custnum;
3668 Returns a name string for this customer, either "Company (Last, First)" or
3675 my $name = $self->contact;
3676 $name = $self->company. " ($name)" if $self->company;
3682 Returns a name string for this (service/shipping) contact, either
3683 "Company (Last, First)" or "Last, First".
3689 if ( $self->get('ship_last') ) {
3690 my $name = $self->ship_contact;
3691 $name = $self->ship_company. " ($name)" if $self->ship_company;
3700 Returns a name string for this customer, either "Company" or "First Last".
3706 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
3709 =item ship_name_short
3711 Returns a name string for this (service/shipping) contact, either "Company"
3716 sub ship_name_short {
3718 if ( $self->get('ship_last') ) {
3719 $self->ship_company !~ /^\s*$/
3720 ? $self->ship_company
3721 : $self->ship_contact_firstlast;
3723 $self->name_company_or_firstlast;
3729 Returns this customer's full (billing) contact name only, "Last, First"
3735 $self->get('last'). ', '. $self->first;
3740 Returns this customer's full (shipping) contact name only, "Last, First"
3746 $self->get('ship_last')
3747 ? $self->get('ship_last'). ', '. $self->ship_first
3751 =item contact_firstlast
3753 Returns this customers full (billing) contact name only, "First Last".
3757 sub contact_firstlast {
3759 $self->first. ' '. $self->get('last');
3762 =item ship_contact_firstlast
3764 Returns this customer's full (shipping) contact name only, "First Last".
3768 sub ship_contact_firstlast {
3770 $self->get('ship_last')
3771 ? $self->first. ' '. $self->get('ship_last')
3772 : $self->contact_firstlast;
3777 Returns this customer's full country name
3783 code2country($self->country);
3786 =item geocode DATA_VENDOR
3788 Returns a value for the customer location as encoded by DATA_VENDOR.
3789 Currently this only makes sense for "CCH" as DATA_VENDOR.
3797 Returns a status string for this customer, currently:
3801 =item prospect - No packages have ever been ordered
3803 =item ordered - Recurring packages all are new (not yet billed).
3805 =item active - One or more recurring packages is active
3807 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
3809 =item suspended - All non-cancelled recurring packages are suspended
3811 =item cancelled - All recurring packages are cancelled
3815 Behavior of inactive vs. cancelled edge cases can be adjusted with the
3816 cust_main-status_module configuration option.
3820 sub status { shift->cust_status(@_); }
3824 for my $status ( FS::cust_main->statuses() ) {
3825 my $method = $status.'_sql';
3826 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
3827 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
3828 $sth->execute( ($self->custnum) x $numnum )
3829 or die "Error executing 'SELECT $sql': ". $sth->errstr;
3830 return $status if $sth->fetchrow_arrayref->[0];
3834 =item ucfirst_cust_status
3836 =item ucfirst_status
3838 Returns the status with the first character capitalized.
3842 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
3844 sub ucfirst_cust_status {
3846 ucfirst($self->cust_status);
3851 Returns a hex triplet color string for this customer's status.
3855 sub statuscolor { shift->cust_statuscolor(@_); }
3857 sub cust_statuscolor {
3859 __PACKAGE__->statuscolors->{$self->cust_status};
3864 Returns an array of hashes representing the customer's RT tickets.
3871 my $num = $conf->config('cust_main-max_tickets') || 10;
3874 if ( $conf->config('ticket_system') ) {
3875 unless ( $conf->config('ticket_system-custom_priority_field') ) {
3877 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
3881 foreach my $priority (
3882 $conf->config('ticket_system-custom_priority_field-values'), ''
3884 last if scalar(@tickets) >= $num;
3886 @{ FS::TicketSystem->customer_tickets( $self->custnum,
3887 $num - scalar(@tickets),
3897 # Return services representing svc_accts in customer support packages
3898 sub support_services {
3900 my %packages = map { $_ => 1 } $conf->config('support_packages');
3902 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
3903 grep { $_->part_svc->svcdb eq 'svc_acct' }
3904 map { $_->cust_svc }
3905 grep { exists $packages{ $_->pkgpart } }
3906 $self->ncancelled_pkgs;
3910 # Return a list of latitude/longitude for one of the services (if any)
3911 sub service_coordinates {
3915 grep { $_->latitude && $_->longitude }
3917 map { $_->cust_svc }
3918 $self->ncancelled_pkgs;
3920 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
3925 Returns a masked version of the named field
3930 my ($self,$field) = @_;
3934 'x'x(length($self->getfield($field))-4).
3935 substr($self->getfield($field), (length($self->getfield($field))-4));
3941 =head1 CLASS METHODS
3947 Class method that returns the list of possible status strings for customers
3948 (see L<the status method|/status>). For example:
3950 @statuses = FS::cust_main->statuses();
3956 keys %{ $self->statuscolors };
3959 =item cust_status_sql
3961 Returns an SQL fragment to determine the status of a cust_main record, as a
3966 sub cust_status_sql {
3968 for my $status ( FS::cust_main->statuses() ) {
3969 my $method = $status.'_sql';
3970 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
3979 Returns an SQL expression identifying prospective cust_main records (customers
3980 with no packages ever ordered)
3984 use vars qw($select_count_pkgs);
3985 $select_count_pkgs =
3986 "SELECT COUNT(*) FROM cust_pkg
3987 WHERE cust_pkg.custnum = cust_main.custnum";
3989 sub select_count_pkgs_sql {
3994 " 0 = ( $select_count_pkgs ) ";
3999 Returns an SQL expression identifying ordered cust_main records (customers with
4000 no active packages, but recurring packages not yet setup or one time charges
4006 FS::cust_main->none_active_sql.
4007 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4012 Returns an SQL expression identifying active cust_main records (customers with
4013 active recurring packages).
4018 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4021 =item none_active_sql
4023 Returns an SQL expression identifying cust_main records with no active
4024 recurring packages. This includes customers of status prospect, ordered,
4025 inactive, and suspended.
4029 sub none_active_sql {
4030 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4035 Returns an SQL expression identifying inactive cust_main records (customers with
4036 no active recurring packages, but otherwise unsuspended/uncancelled).
4041 FS::cust_main->none_active_sql.
4042 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4048 Returns an SQL expression identifying suspended cust_main records.
4053 sub suspended_sql { susp_sql(@_); }
4055 FS::cust_main->none_active_sql.
4056 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4062 Returns an SQL expression identifying cancelled cust_main records.
4066 sub cancel_sql { shift->cancelled_sql(@_); }
4069 =item uncancelled_sql
4071 Returns an SQL expression identifying un-cancelled cust_main records.
4075 sub uncancelled_sql { uncancel_sql(@_); }
4076 sub uncancel_sql { "
4077 ( 0 < ( $select_count_pkgs
4078 AND ( cust_pkg.cancel IS NULL
4079 OR cust_pkg.cancel = 0
4082 OR 0 = ( $select_count_pkgs )
4088 Returns an SQL fragment to retreive the balance.
4093 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4094 WHERE cust_bill.custnum = cust_main.custnum )
4095 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4096 WHERE cust_pay.custnum = cust_main.custnum )
4097 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4098 WHERE cust_credit.custnum = cust_main.custnum )
4099 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4100 WHERE cust_refund.custnum = cust_main.custnum )
4103 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4105 Returns an SQL fragment to retreive the balance for this customer, optionally
4106 considering invoices with date earlier than START_TIME, and not
4107 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4108 total_unapplied_payments).
4110 Times are specified as SQL fragments or numeric
4111 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4112 L<Date::Parse> for conversion functions. The empty string can be passed
4113 to disable that time constraint completely.
4115 Available options are:
4119 =item unapplied_date
4121 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)
4126 set to true to remove all customer comparison clauses, for totals
4131 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4136 JOIN clause (typically used with the total option)
4140 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4141 time will be ignored. Note that START_TIME and END_TIME only limit the date
4142 range for invoices and I<unapplied> payments, credits, and refunds.
4148 sub balance_date_sql {
4149 my( $class, $start, $end, %opt ) = @_;
4151 my $cutoff = $opt{'cutoff'};
4153 my $owed = FS::cust_bill->owed_sql($cutoff);
4154 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4155 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4156 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4158 my $j = $opt{'join'} || '';
4160 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4161 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4162 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4163 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4165 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4166 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4167 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4168 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4173 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4175 Returns an SQL fragment to retreive the total unapplied payments for this
4176 customer, only considering invoices with date earlier than START_TIME, and
4177 optionally not later than END_TIME.
4179 Times are specified as SQL fragments or numeric
4180 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4181 L<Date::Parse> for conversion functions. The empty string can be passed
4182 to disable that time constraint completely.
4184 Available options are:
4188 sub unapplied_payments_date_sql {
4189 my( $class, $start, $end, %opt ) = @_;
4191 my $cutoff = $opt{'cutoff'};
4193 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4195 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4196 'unapplied_date'=>1 );
4198 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4201 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4203 Helper method for balance_date_sql; name (and usage) subject to change
4204 (suggestions welcome).
4206 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4207 cust_refund, cust_credit or cust_pay).
4209 If TABLE is "cust_bill" or the unapplied_date option is true, only
4210 considers records with date earlier than START_TIME, and optionally not
4211 later than END_TIME .
4215 sub _money_table_where {
4216 my( $class, $table, $start, $end, %opt ) = @_;
4219 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4220 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4221 push @where, "$table._date <= $start" if defined($start) && length($start);
4222 push @where, "$table._date > $end" if defined($end) && length($end);
4224 push @where, @{$opt{'where'}} if $opt{'where'};
4225 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4231 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4232 use FS::cust_main::Search;
4235 FS::cust_main::Search->search(@_);
4244 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
4248 use FS::cust_main::Search;
4249 sub append_fuzzyfiles {
4250 #my( $first, $last, $company ) = @_;
4252 FS::cust_main::Search::check_and_rebuild_fuzzyfiles();
4254 use Fcntl qw(:flock);
4256 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
4258 foreach my $field (@fuzzyfields) {
4263 open(CACHE,">>$dir/cust_main.$field")
4264 or die "can't open $dir/cust_main.$field: $!";
4265 flock(CACHE,LOCK_EX)
4266 or die "can't lock $dir/cust_main.$field: $!";
4268 print CACHE "$value\n";
4270 flock(CACHE,LOCK_UN)
4271 or die "can't unlock $dir/cust_main.$field: $!";
4286 #warn join('-',keys %$param);
4287 my $fh = $param->{filehandle};
4288 my $agentnum = $param->{agentnum};
4289 my $format = $param->{format};
4291 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4294 if ( $format eq 'simple' ) {
4295 @fields = qw( custnum agent_custid amount pkg );
4297 die "unknown format $format";
4300 eval "use Text::CSV_XS;";
4303 my $csv = new Text::CSV_XS;
4310 local $SIG{HUP} = 'IGNORE';
4311 local $SIG{INT} = 'IGNORE';
4312 local $SIG{QUIT} = 'IGNORE';
4313 local $SIG{TERM} = 'IGNORE';
4314 local $SIG{TSTP} = 'IGNORE';
4315 local $SIG{PIPE} = 'IGNORE';
4317 my $oldAutoCommit = $FS::UID::AutoCommit;
4318 local $FS::UID::AutoCommit = 0;
4321 #while ( $columns = $csv->getline($fh) ) {
4323 while ( defined($line=<$fh>) ) {
4325 $csv->parse($line) or do {
4326 $dbh->rollback if $oldAutoCommit;
4327 return "can't parse: ". $csv->error_input();
4330 my @columns = $csv->fields();
4331 #warn join('-',@columns);
4334 foreach my $field ( @fields ) {
4335 $row{$field} = shift @columns;
4338 if ( $row{custnum} && $row{agent_custid} ) {
4339 dbh->rollback if $oldAutoCommit;
4340 return "can't specify custnum with agent_custid $row{agent_custid}";
4344 if ( $row{agent_custid} && $agentnum ) {
4345 %hash = ( 'agent_custid' => $row{agent_custid},
4346 'agentnum' => $agentnum,
4350 if ( $row{custnum} ) {
4351 %hash = ( 'custnum' => $row{custnum} );
4354 unless ( scalar(keys %hash) ) {
4355 $dbh->rollback if $oldAutoCommit;
4356 return "can't find customer without custnum or agent_custid and agentnum";
4359 my $cust_main = qsearchs('cust_main', { %hash } );
4360 unless ( $cust_main ) {
4361 $dbh->rollback if $oldAutoCommit;
4362 my $custnum = $row{custnum} || $row{agent_custid};
4363 return "unknown custnum $custnum";
4366 if ( $row{'amount'} > 0 ) {
4367 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4369 $dbh->rollback if $oldAutoCommit;
4373 } elsif ( $row{'amount'} < 0 ) {
4374 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4377 $dbh->rollback if $oldAutoCommit;
4387 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4389 return "Empty file!" unless $imported;
4395 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4397 Deprecated. Use event notification and message templates
4398 (L<FS::msg_template>) instead.
4400 Sends a templated email notification to the customer (see L<Text::Template>).
4402 OPTIONS is a hash and may include
4404 I<from> - the email sender (default is invoice_from)
4406 I<to> - comma-separated scalar or arrayref of recipients
4407 (default is invoicing_list)
4409 I<subject> - The subject line of the sent email notification
4410 (default is "Notice from company_name")
4412 I<extra_fields> - a hashref of name/value pairs which will be substituted
4415 The following variables are vavailable in the template.
4417 I<$first> - the customer first name
4418 I<$last> - the customer last name
4419 I<$company> - the customer company
4420 I<$payby> - a description of the method of payment for the customer
4421 # would be nice to use FS::payby::shortname
4422 I<$payinfo> - the account information used to collect for this customer
4423 I<$expdate> - the expiration of the customer payment in seconds from epoch
4428 my ($self, $template, %options) = @_;
4430 return unless $conf->exists($template);
4432 my $from = $conf->config('invoice_from', $self->agentnum)
4433 if $conf->exists('invoice_from', $self->agentnum);
4434 $from = $options{from} if exists($options{from});
4436 my $to = join(',', $self->invoicing_list_emailonly);
4437 $to = $options{to} if exists($options{to});
4439 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4440 if $conf->exists('company_name', $self->agentnum);
4441 $subject = $options{subject} if exists($options{subject});
4443 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4444 SOURCE => [ map "$_\n",
4445 $conf->config($template)]
4447 or die "can't create new Text::Template object: Text::Template::ERROR";
4448 $notify_template->compile()
4449 or die "can't compile template: Text::Template::ERROR";
4451 $FS::notify_template::_template::company_name =
4452 $conf->config('company_name', $self->agentnum);
4453 $FS::notify_template::_template::company_address =
4454 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4456 my $paydate = $self->paydate || '2037-12-31';
4457 $FS::notify_template::_template::first = $self->first;
4458 $FS::notify_template::_template::last = $self->last;
4459 $FS::notify_template::_template::company = $self->company;
4460 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4461 my $payby = $self->payby;
4462 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4463 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4465 #credit cards expire at the end of the month/year of their exp date
4466 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4467 $FS::notify_template::_template::payby = 'credit card';
4468 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4469 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4471 }elsif ($payby eq 'COMP') {
4472 $FS::notify_template::_template::payby = 'complimentary account';
4474 $FS::notify_template::_template::payby = 'current method';
4476 $FS::notify_template::_template::expdate = $expire_time;
4478 for (keys %{$options{extra_fields}}){
4480 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4483 send_email(from => $from,
4485 subject => $subject,
4486 body => $notify_template->fill_in( PACKAGE =>
4487 'FS::notify_template::_template' ),
4492 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4494 Generates a templated notification to the customer (see L<Text::Template>).
4496 OPTIONS is a hash and may include
4498 I<extra_fields> - a hashref of name/value pairs which will be substituted
4499 into the template. These values may override values mentioned below
4500 and those from the customer record.
4502 The following variables are available in the template instead of or in addition
4503 to the fields of the customer record.
4505 I<$payby> - a description of the method of payment for the customer
4506 # would be nice to use FS::payby::shortname
4507 I<$payinfo> - the masked account information used to collect for this customer
4508 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4509 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4513 # a lot like cust_bill::print_latex
4514 sub generate_letter {
4515 my ($self, $template, %options) = @_;
4517 return unless $conf->exists($template);
4519 my $letter_template = new Text::Template
4521 SOURCE => [ map "$_\n", $conf->config($template)],
4522 DELIMITERS => [ '[@--', '--@]' ],
4524 or die "can't create new Text::Template object: Text::Template::ERROR";
4526 $letter_template->compile()
4527 or die "can't compile template: Text::Template::ERROR";
4529 my %letter_data = map { $_ => $self->$_ } $self->fields;
4530 $letter_data{payinfo} = $self->mask_payinfo;
4532 #my $paydate = $self->paydate || '2037-12-31';
4533 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4535 my $payby = $self->payby;
4536 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4537 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4539 #credit cards expire at the end of the month/year of their exp date
4540 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4541 $letter_data{payby} = 'credit card';
4542 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4543 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4545 }elsif ($payby eq 'COMP') {
4546 $letter_data{payby} = 'complimentary account';
4548 $letter_data{payby} = 'current method';
4550 $letter_data{expdate} = $expire_time;
4552 for (keys %{$options{extra_fields}}){
4553 $letter_data{$_} = $options{extra_fields}->{$_};
4556 unless(exists($letter_data{returnaddress})){
4557 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4558 $self->agent_template)
4560 if ( length($retadd) ) {
4561 $letter_data{returnaddress} = $retadd;
4562 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4563 $letter_data{returnaddress} =
4564 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4568 ( $conf->config('company_name', $self->agentnum),
4569 $conf->config('company_address', $self->agentnum),
4573 $letter_data{returnaddress} = '~';
4577 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4579 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4581 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4583 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4587 ) or die "can't open temp file: $!\n";
4588 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4589 or die "can't write temp file: $!\n";
4591 $letter_data{'logo_file'} = $lh->filename;
4593 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4597 ) or die "can't open temp file: $!\n";
4599 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4601 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4602 return ($1, $letter_data{'logo_file'});
4606 =item print_ps TEMPLATE
4608 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4614 my($file, $lfile) = $self->generate_letter(@_);
4615 my $ps = FS::Misc::generate_ps($file);
4616 unlink($file.'.tex');
4622 =item print TEMPLATE
4624 Prints the filled in template.
4626 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4630 sub queueable_print {
4633 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4634 or die "invalid customer number: " . $opt{custvnum};
4636 my $error = $self->print( $opt{template} );
4637 die $error if $error;
4641 my ($self, $template) = (shift, shift);
4642 do_print [ $self->print_ps($template) ];
4645 #these three subs should just go away once agent stuff is all config overrides
4647 sub agent_template {
4649 $self->_agent_plandata('agent_templatename');
4652 sub agent_invoice_from {
4654 $self->_agent_plandata('agent_invoice_from');
4657 sub _agent_plandata {
4658 my( $self, $option ) = @_;
4660 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4661 #agent-specific Conf
4663 use FS::part_event::Condition;
4665 my $agentnum = $self->agentnum;
4667 my $regexp = regexp_sql();
4669 my $part_event_option =
4671 'select' => 'part_event_option.*',
4672 'table' => 'part_event_option',
4674 LEFT JOIN part_event USING ( eventpart )
4675 LEFT JOIN part_event_option AS peo_agentnum
4676 ON ( part_event.eventpart = peo_agentnum.eventpart
4677 AND peo_agentnum.optionname = 'agentnum'
4678 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4680 LEFT JOIN part_event_condition
4681 ON ( part_event.eventpart = part_event_condition.eventpart
4682 AND part_event_condition.conditionname = 'cust_bill_age'
4684 LEFT JOIN part_event_condition_option
4685 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4686 AND part_event_condition_option.optionname = 'age'
4689 #'hashref' => { 'optionname' => $option },
4690 #'hashref' => { 'part_event_option.optionname' => $option },
4692 " WHERE part_event_option.optionname = ". dbh->quote($option).
4693 " AND action = 'cust_bill_send_agent' ".
4694 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4695 " AND peo_agentnum.optionname = 'agentnum' ".
4696 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4698 CASE WHEN part_event_condition_option.optionname IS NULL
4700 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4702 , part_event.weight".
4706 unless ( $part_event_option ) {
4707 return $self->agent->invoice_template || ''
4708 if $option eq 'agent_templatename';
4712 $part_event_option->optionvalue;
4716 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
4718 Subroutine (not a method), designed to be called from the queue.
4720 Takes a list of options and values.
4722 Pulls up the customer record via the custnum option and calls bill_and_collect.
4727 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
4729 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
4730 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
4732 $cust_main->bill_and_collect( %args );
4735 sub process_bill_and_collect {
4737 my $param = thaw(decode_base64(shift));
4738 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
4739 or die "custnum '$param->{custnum}' not found!\n";
4740 $param->{'job'} = $job;
4741 $param->{'fatal'} = 1; # runs from job queue, will be caught
4742 $param->{'retry'} = 1;
4744 $cust_main->bill_and_collect( %$param );
4747 sub _upgrade_data { #class method
4748 my ($class, %opts) = @_;
4751 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
4752 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL',
4754 # fix yyyy-m-dd formatted paydates
4755 if ( driver_name =~ /^mysql$/i ) {
4757 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
4759 else { # the SQL standard
4761 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
4764 foreach my $sql ( @statements ) {
4765 my $sth = dbh->prepare($sql) or die dbh->errstr;
4766 $sth->execute or die $sth->errstr;
4769 local($ignore_expired_card) = 1;
4770 local($ignore_illegal_zip) = 1;
4771 local($ignore_banned_card) = 1;
4772 local($skip_fuzzyfiles) = 1;
4773 $class->_upgrade_otaker(%opts);
4783 The delete method should possibly take an FS::cust_main object reference
4784 instead of a scalar customer number.
4786 Bill and collect options should probably be passed as references instead of a
4789 There should probably be a configuration file with a list of allowed credit
4792 No multiple currency support (probably a larger project than just this module).
4794 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
4796 Birthdates rely on negative epoch values.
4798 The payby for card/check batches is broken. With mixed batching, bad
4801 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
4805 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
4806 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
4807 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.